COMP <GO>
AMG vs EVR // RSI-14 & 200D SMA MOMENTUM
Affiliated Managers Group Inc. (NYSE) VS. Evercore Inc. (NYSE) • 15-METRIC TALLY: AMG 3
— EVR 9
▲ RSI-14 & 200D SMA MOMENTUM LEADER: EVR
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
rsi-technicals
59.5
LAST: $290.50 (-2.38%) • MKT CAP: $11.44B
rsi-technicals
67.6
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. EVR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | EVR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 30.30% | -15.50 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 13.0x | +0.40 | EVR | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | 9.45% | -0.08 | EVR | /fcf-yield <GO> |
| Operating Margin | 42.10% | 18.60% | +23.50 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 15.30% | +19.20 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 29.50% | -27.90 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 1.26% | -1.25 | EVR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 59.5 | 67.6 | -8.10 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.15 | -0.16 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 16.2x | -2.80 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $11.44B | -$1.13B | EVR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | EVR REV | AMG GROSS % | EVR GROSS % | AMG FCF | EVR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $3.88B | — | — | $967.1M | $1.08B |
| FY 2024 | $2.04B | $3.00B | — | — | $928.7M | $853.3M |
| FY 2023 | $2.06B | $2.44B | — | — | $781.7M | $348.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
EVR // BETA 1.15