Evercore Inc (EVR) vs Stifel Financial Corporation (SF)

Evercore Inc and Stifel Financial Corporation are both Capital Markets companies. Evercore Inc and Stifel Financial Corporation are of similar size ($10.6B and $9.9B). Stifel Financial Corporation trades at the lower P/E: 11.9× against 13.7×. Evercore Inc grew revenue faster over the last twelve months: 45.7% against 15.4%. Evercore Inc has the higher net margin (15.7% vs 15.5%) and the higher return on invested capital (45.8% vs 16.0%). Both pay a dividend; Stifel Financial Corporation yields more (2.20% vs 1.79%). Across the 23 metrics below, Evercore Inc leads on 15 and Stifel Financial Corporation on 8.

Valuation

Metric EVR SF Capital Markets median
P/E 13.69 11.86 15.78
P/S 2.14 1.83 2.32
P/B 4.66 2.04 1.89
Price to free cash flow 6.25 38.32 6.25
EV/EBITDA 8.65 6.77 8.87
EV/Sales 2.00 1.70 2.28
Earnings yield 7.30% 8.43% (3.77%)
Free cash flow yield 16.01% 2.61% (1.49%)

Profitability

Metric EVR SF Capital Markets median
Gross margin 99.74% 98.95% 62.80%
Operating margin 22.57% 20.60% 0.00%
Net margin 15.71% 15.48% (0.55%)
Free cash flow margin 34.29% 4.78% 0.00%
Return on equity 36.37% 17.90% 0.00%
Return on assets 17.76% 2.16% 0.00%
Return on invested capital 45.75% 16.01% 0.00%

Growth

Metric EVR SF Capital Markets median
Revenue growth (TTM) 45.68% 15.40% 21.02%
EPS growth (last fiscal year) 54.74% (6.08%) —
Revenue growth, 5-year CAGR 11.17% 8.07% 18.16%
Net income growth, 5-year CAGR 11.04% 6.30% 0.00%

Health

Metric EVR SF Capital Markets median
Debt to equity 0.25 0.29 0.08
Current ratio 2.47 0.88 1.51
Net debt to EBITDA (1.00) (1.36) (0.24)

Dividend

Metric EVR SF Capital Markets median
Dividend yield 1.79% 2.20% 2.20%
Payout ratio 0.34 0.26 0.00

Size

Metric EVR SF Capital Markets median
Market cap 9.88b 10.56b 724.58m

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