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Evercore Inc (EVR) vs LPL Financial Holdings Inc. (LPLA)

Evercore Inc and LPL Financial Holdings Inc. are both Capital Markets companies. LPL Financial Holdings Inc. is the larger, with a market value of $23.4B against $11.2B — 2.1× the size. Evercore Inc trades at the lower P/E: 14.5× against 17.2×. Evercore Inc grew revenue faster over the last twelve months: 36.8% against 31.0%. Evercore Inc has the higher net margin (15.6% vs 6.83%) and the lower return on invested capital (0.00% vs 13.6%). Both pay a dividend; Evercore Inc yields more (1.19% vs 0.40%). Across the 21 metrics below, Evercore Inc leads on 12 and LPL Financial Holdings Inc. on 9.

Valuation

Metric EVR LPLA Capital Markets median
P/E 14.52 17.22 14.35
P/S 2.30 1.16 2.07
P/B 5.14 4.08 1.36
Price to free cash flow 6.88 23.50 9.28
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 6.89% 5.81% (8.28%)
Free cash flow yield 14.53% 4.25% (1.12%)

Profitability

Metric EVR LPLA Capital Markets median
Gross margin 99.75% 31.49% 68.15%
Operating margin 22.49% 11.25% 0.00%
Net margin 15.62% 6.83% (0.34%)
Free cash flow margin 0.00% 4.94% 0.00%
Return on equity 0.00% 25.66% 0.00%
Return on assets 0.00% 7.35% 0.00%
Return on invested capital 0.00% 13.59% 0.00%

Growth

Metric EVR LPLA Capital Markets median
Revenue growth (TTM) 36.78% 31.04% 19.72%
EPS growth (last fiscal year) 54.74% (22.17%) 16.79%
Revenue growth, 5-year CAGR 11.17% 23.68% 17.41%
Net income growth, 5-year CAGR 11.04% 12.80% 0.00%

Health

Metric EVR LPLA Capital Markets median
Debt to equity 0.25 1.34 0.07
Current ratio 2.47 2.62 1.51
Net debt to EBITDA (1.00) 1.87 (0.03)

Dividend

Metric EVR LPLA Capital Markets median
Dividend yield 1.19% 0.40% 1.58%
Payout ratio 0.19 0.07 0.19

Size

Metric EVR LPLA Capital Markets median
Market cap 11.16b 23.43b 527.01m

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