Carlyle vs Evercore
CG and EVR side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CG and EVR compare
Carlyle is the larger company, worth 1.3 times as much as Evercore ($14.3B against $11.2B).
On earnings, Evercore is cheaper: it trades at 16.4× trailing earnings, against 41.9× for Carlyle.
Evercore grew revenue faster over the last twelve months (45.7% versus −41.9% for Carlyle).
Evercore keeps more of each dollar of sales as profit, with a net margin of 15.7% compared with 10.1% at Carlyle.
Both pay dividends: Carlyle yields 3.5% and Evercore 1.2%.
Evercore scores higher on the StockData Score (19 against 2 for Carlyle), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CG | EVR |
|---|---|---|
| Size and price | ||
| Market cap | $14.3B | $11.2B |
| Share price | $40.18 | $290.50 |
| Change, 1 year | −30.2% | −0.68% |
| Change, 5 years | −32.8% | 92.1% |
| Beta (5Y) | 1.65 | 1.49 |
| Employees | 2,500 | 2,570 |
| StockData Score | ||
| Total score | 2 | 19 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 0 | 3 (better) |
| Performance score | 1 | 4 (better) |
| Health score | 0 | 4 (better) |
| Dividend score | 1 | 4 (better) |
| Valuation | ||
| P/E | 41.9× | 16.4× (better) |
| P/S | 4.0× | 2.4× (better) |
| P/B | – | 6.0× |
| EV/EBITDA | 15.2× | 8.7× (better) |
| P/FCF | – | 6.9× |
| PEG | – | 2.50 |
| FCF yield | −28.8% | 14.6% (better) |
| Fair value | $25.14 | $329.65 |
| Margin of safety | −59.8% | 11.9% (better) |
| Growth | ||
| Revenue growth (TTM) | −41.9% | 45.7% (better) |
| Revenue growth, 5Y average | 10.2% | 11.2% (better) |
| Net income growth (TTM) | −71.0% | 61.2% (better) |
| EPS growth (TTM) | −71.9% | 60.8% (better) |
| EPS growth, 5Y average | 17.6% (better) | 11.3% |
| Profitability | ||
| Net margin | 10.1% | 15.7% (better) |
| FCF margin | −114% | 34.3% (better) |
| Return on equity | – | 42.4% |
| Financial health | ||
| Debt / equity | – | 0.29 |
| Net debt / EBITDA | – | −1.69 |
| Current ratio | – | 2.47 |
| Altman Z-score | 0.58 | 5.02 (better) |
| Piotroski F-score | 2 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 3.5% (better) | 1.2% |
| Payout ratio | 139% | 20.1% |
| Years of dividend growth | 0 | 16 (better) |
| Dividend growth, 5Y average | – | 7.2% |
| Buyback yield | 6.4% | – |
| Shareholder yield | 9.9% (better) | 1.2% |
| Ownership | ||
| Held by institutions | 61.8% | 93.3% |
| Held by insiders | 29.4% | 13.9% |
| Insider net buying, 12 months | −$75.8M | −$4.5M (better) |
| Superinvestors holding | 3 | – |
| Short interest, % of float | – | 3.7% |
Go deeper
- CG stock overview
- CG income statement
- CG valuation and score
- EVR stock overview
- EVR income statement
- EVR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.