COMP <GO>
EVR vs AMG // EV/EBITDA & P/E VALUATION
Evercore Inc. (NYSE) VS. Affiliated Managers Group Inc. (NYSE) • 15-METRIC TALLY: EVR 9
— AMG 3
▲ EV/EBITDA & P/E VALUATION LEADER: EVR
LAST: $290.50 (-2.38%) • MKT CAP: $11.44B
valuation
13.0x
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
valuation
13.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. AMG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | AMG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.30% | 14.80% | +15.50 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 13.0x | 13.4x | -0.40 | EVR | /valuation <GO> |
| Free Cash Flow Yield | 9.45% | 9.37% | +0.08 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 42.10% | -23.50 | AMG | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 34.50% | -19.20 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 1.60% | +27.90 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 0.01% | +1.25 | EVR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.6 | 59.5 | +8.10 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.99 | +0.16 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 13.4x | +2.80 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.44B | $10.32B | $1.13B | EVR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | AMG REV | EVR GROSS % | AMG GROSS % | EVR FCF | AMG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $2.07B | — | — | $1.08B | $967.1M |
| FY 2024 | $3.00B | $2.04B | — | — | $853.3M | $928.7M |
| FY 2023 | $2.44B | $2.06B | — | — | $348.0M | $781.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
AMG // BETA 0.99