COMP <GO>
IVZ vs EVR // EV/EBITDA & P/E VALUATION
Invesco Ltd (NYSE) VS. Evercore Inc. (NYSE) • 15-METRIC TALLY: IVZ 3
— EVR 8
■ METRIC PARITY
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
valuation
—
LAST: $290.50 (-2.38%) • MKT CAP: $11.44B
valuation
13.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. EVR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | EVR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 30.30% | -33.50 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 13.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | 9.45% | +1.80 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 18.60% | -29.50 | EVR | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 15.30% | -23.80 | EVR | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 29.50% | -24.40 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 1.26% | +1.68 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.2 | 67.6 | -19.40 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.15 | -0.08 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 16.2x | +1.80 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.81B | $11.44B | $1.37B | IVZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | EVR REV | IVZ GROSS % | EVR GROSS % | IVZ FCF | EVR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $3.88B | — | — | $1.44B | $1.08B |
| FY 2024 | $6.07B | $3.00B | — | — | $1.12B | $853.3M |
| FY 2023 | $5.72B | $2.44B | — | — | $1.04B | $348.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
EVR // BETA 1.15