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 1.2 times as much as Evercore ($14.2B against $11.4B).
On earnings, Evercore is cheaper: it trades at 16.3× trailing earnings, against 42.3× for Carlyle.
Evercore grew revenue faster over the last twelve months (36.8% versus −7.6% for Carlyle).
Evercore keeps more of each dollar of sales as profit, with a net margin of 15.6% compared with 9.8% at Carlyle.
Both pay dividends: Carlyle yields 2.6% 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 | $14.2B | $11.4B |
| Share price | $39.77 | $296.35 |
| Change, 1 year | −27.8% | −7.7% |
| Change, 5 years | −32.6% | 97.8% |
| Beta (5Y) | 1.63 | 1.47 |
| 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 | 42.3× | 16.3× (better) |
| P/S | 3.9× | 2.3× (better) |
| P/B | – | 5.9× |
| EV/EBITDA | 17.0× | 8.3× (better) |
| P/FCF | – | 6.6× |
| PEG | – | 2.48 |
| FCF yield | −15.6% | 15.1% (better) |
| Fair value | $23.97 | $350.24 |
| Margin of safety | −65.9% | 15.4% (better) |
| Growth | ||
| Revenue growth (TTM) | −7.6% | 36.8% (better) |
| Revenue growth, 5Y average | 10.2% | 11.2% (better) |
| Net income growth (TTM) | −46.3% | 44.1% (better) |
| EPS growth (TTM) | −47.5% | 45.1% (better) |
| EPS growth, 5Y average | 17.6% (better) | 11.3% |
| Profitability | ||
| Net margin | 9.8% | 15.6% (better) |
| FCF margin | −61.1% | 35.4% (better) |
| Return on equity | – | 40.6% |
| Financial health | ||
| Debt / equity | – | 0.28 |
| Net debt / EBITDA | – | −2.03 |
| Current ratio | – | 2.25 |
| Altman Z-score | 0.55 | 4.45 (better) |
| Piotroski F-score | 2 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.6% (better) | 1.2% |
| Payout ratio | 141% | 19.9% |
| Years of dividend growth | 0 | 16 (better) |
| Dividend growth, 5Y average | – | 7.2% |
| Buyback yield | 6.5% | – |
| Shareholder yield | 9.2% (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 | – | 2.6% |
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.