Evercore vs LPL Financial
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KIRAβs take AI analyst
I put Evercore and LPL Financial side by side, using each oneβs latest annual report. Here is what stands out:
- LPL Financial is the larger business, with $17.0B of revenue in fiscal 2025 against $3.9B for Evercore, about 4.4 times as much.
- LPL Financial grew revenue faster (37.2%, against 29.5%).
- Evercore turned more of its sales into free cash flow (30.5% FCF margin, against β5.8%).
- Investors pay more for each dollar of LPL Financialβs earnings: a P/E of 25.2x against 14.5x for Evercore.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Evercore
EVR
5/7
Net marginFCF marginReturn on equityNet debt / EBITDAShare count change
LPL Financial
LPLA
2/7
Revenue growth5-year growth
Side by side
Best in the row
| Latest fiscal year | EVR FY25 | LPLA FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.6B | $25.4B |
| Revenue | $3.9B | $17.0B |
| Free cash flow | $1.2B | β$982M |
| Net income | $592M | $863M |
| Growth | ||
| Revenue growth | 29.5% | 37.2% |
| 5-year growth | 11.2% | 23.7% |
| Share count change | 1.2% | 4.8% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 15.3% | 5.1% |
| FCF margin | 30.5% | β5.8% |
| Return on capital | β | 12.3% |
| Return on equity | 31.7% | 20.9% |
| Balance sheet | ||
| Net debt | β$2.4B | $6.1B |
| Net debt / EBITDA | β2.9x | 3.2x |
| Dividends and buybacks | $144M | $194M |
| Valuation & quality | ||
| P/E | 14.5x | 25.2x |
| Piotroski F-score | 5 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.