COMP <GO>
EVR vs MORN // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Evercore Inc. (NYSE) VS. Morningstar Inc. (NASDAQ) • 15-METRIC TALLY: EVR 9
— MORN 3
■ METRIC PARITY
LAST: $303.26 (+4.39%) • MKT CAP: $11.17B
options-implied-move
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LAST: $238.73 (+5.54%) • MKT CAP: $8.39B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. MORN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | MORN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.30% | 22.90% | +7.40 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 13.6x | -0.60 | EVR | /valuation <GO> |
| Free Cash Flow Yield | 9.45% | 5.36% | +4.09 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 21.50% | -2.90 | MORN | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 16.80% | -1.50 | MORN | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 7.50% | +22.00 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.26% | 0.93% | +0.33 | EVR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 64.4 | -2.90 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.06 | +0.09 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 18.7x | -2.50 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.17B | $8.39B | $2.78B | EVR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | MORN REV | EVR GROSS % | MORN GROSS % | EVR FCF | MORN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $2.45B | — | 61.0% | $1.08B | $442.6M |
| FY 2024 | $3.00B | $2.28B | — | 60.6% | $853.3M | $448.9M |
| FY 2023 | $2.44B | $2.04B | — | — | $348.0M | $224.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
MORN // BETA 1.06