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ERIE vs EVR

ERIE
Erie Indemnity Company
NEUTRAL
Price
$253.38
Market Cap
$13.25B
Sector
Financial Services
AI Confidence
80%
EVR
Evercore Inc.
BULLISH
Price
$344.30
Market Cap
$13.64B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
ERIE
23.25
EVR
24.51
Forward P/E
ERIE
18.09
EVR
15.05
P/B Ratio
ERIE
5.8
EVR
6.53
P/S Ratio
ERIE
3.26
EVR
3.54
EV/EBITDA
ERIE
16.02
EVR
--

Profitability

Gross Margin
ERIE
17.63%
EVR
93.41%
Operating Margin
ERIE
17.16%
EVR
24.66%
Profit Margin
ERIE
13.75%
EVR
15.35%
ROE
ERIE
26.19%
EVR
30.07%
ROA
ERIE
14.8%
EVR
13.44%

Growth

Revenue Growth
ERIE
2.9%
EVR
32.2%
Earnings Growth
ERIE
-58.4%
EVR
44.8%

Financial Health

Debt/Equity
ERIE
0.03
EVR
0.5
Current Ratio
ERIE
1.27
EVR
1.47
Quick Ratio
ERIE
1.16
EVR
1.28

Dividends

Dividend Yield
ERIE
2.35%
EVR
0.98%
Payout Ratio
ERIE
51.99%
EVR
23.63%

AI Verdict

ERIE NEUTRAL

ERIE shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Low debt with D/E ratio of 0.03
Strong ROE of 26.2%
Risks
Premium vs Graham Number ($103.49)
EVR BULLISH

Evercore exhibits a stable financial foundation with a Piotroski F-Score of 4/9 and exceptional growth metrics. While the stock trades at a significant premium to its Graham Number ($129.12), it remains undervalued relative to its growth-based intrinsic value of $414.48. The company's powerhouse profitability, highlighted by a 30.07% ROE and consistent earnings beats over 25 quarters, outweighs current bearish technical trends and insider selling. The forward P/E of 15.05 suggests the market is beginning to price in continued earnings expansion.

Strengths
Exceptional earnings growth (44.80% YoY) and revenue growth (32.20% YoY)
Very high Return on Equity (ROE) of 30.07%
Strong track record of earnings surprises (3/4 last quarters beat estimates)
Risks
Bearish technical trend (10/100) indicating short-term price pressure
Negative insider sentiment with recent selling activity
High Price-to-Book ratio (6.53) indicating a steep valuation premium

Compare Another Pair

ERIE vs EVR: Head-to-Head Comparison

This page compares Erie Indemnity Company (ERIE) and Evercore Inc. (EVR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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