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EVR vs JPM

EVR
Evercore Inc.
BULLISH
Price
$344.30
Market Cap
$13.64B
Sector
Financial Services
AI Confidence
85%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
EVR
24.51
JPM
15.68
Forward P/E
EVR
15.05
JPM
13.42
P/B Ratio
EVR
6.53
JPM
2.47
P/S Ratio
EVR
3.54
JPM
5.03
EV/EBITDA
EVR
--
JPM
--

Profitability

Gross Margin
EVR
93.41%
JPM
0.0%
Operating Margin
EVR
24.66%
JPM
41.06%
Profit Margin
EVR
15.35%
JPM
33.91%
ROE
EVR
30.07%
JPM
16.13%
ROA
EVR
13.44%
JPM
1.35%

Growth

Revenue Growth
EVR
32.2%
JPM
2.5%
Earnings Growth
EVR
44.8%
JPM
-3.6%

Financial Health

Debt/Equity
EVR
0.5
JPM
--
Current Ratio
EVR
1.47
JPM
--
Quick Ratio
EVR
1.28
JPM
--

Dividends

Dividend Yield
EVR
0.98%
JPM
1.91%
Payout Ratio
EVR
23.63%
JPM
28.97%

AI Verdict

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
JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)

Compare Another Pair

EVR vs JPM: Head-to-Head Comparison

This page compares Evercore Inc. (EVR) and JPMorgan Chase & Co. (JPM) 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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