Trajectory Analysis · Margin & Quality Profile

Companies with a Evercore Inc.-like Margin & Quality Profile

25 companies with high margin and capital efficiency comparable to Evercore Inc. (EVR) — identified by structural trajectory analysis, not sector labels alone.

Reference score: 12 · Updated 2026-04-05 · All companies similar to EVR →

Reference

EVR

Evercore Inc.

Margin & Quality Profile score

Score range used for matching: 0–24

Companies with a similar margin and capital efficiency profile to Evercore Inc.

Ranked by closeness of quality score to EVR's reference score of 12. Delta shown in parentheses.

#	Company	Margin & Quality Profile
#1	American Express Company AXP · Financial Services similar →	12(+0)	Analysis
#2	Renault SA RNO.PA · Consumer Cyclical similar →	12(+0)	Analysis
#3	Derwent London Plc DLN.L · Real Estate similar →	12(+0)	Analysis
#4	Pfizer Inc. PFE · Healthcare similar →	12(+0)	Analysis
#5	Stifel Financial Corp. SF · Financial Services similar →	12(+0)	EVR vs SF Analysis
#6	Digital Realty Trust, Inc. DLR · Real Estate similar →	12(+0)	Analysis
#7	Truist Financial Corporation TFC · Financial Services similar →	12(+0)	Analysis
#8	Carrier Global Corporation CARR · Industrials similar →	12(+0)	Analysis
#9	The Swatch Group AG UHR.SW · Consumer Cyclical similar →	12(+0)	Analysis
#10	Porsche Automobil Holding SE PAH3.DE · Consumer Cyclical similar →	11(−1)	Analysis
#11	BNP Paribas SA BNP.PA · Financial Services similar →	13(+1)	Analysis
#12	Umicore SA UMI.BR · Industrials similar →	13(+1)	Analysis
#13	Vodafone Group Public Limited Company VOD.L · Communication Services similar →	11(−1)	Analysis
#14	The PNC Financial Services Group, Inc. PNC · Financial Services similar →	11(−1)	Analysis
#15	Franklin Resources, Inc. BEN · Financial Services similar →	13(+1)	Analysis
#16	Samsara Inc. IOT · Technology similar →	11(−1)	Analysis
#17	Adecco Group AG ADEN.SW · Industrials similar →	11(−1)	Analysis
#18	TP ICAP Group PLC TCAP.L · Financial Services similar →	11(−1)	EVR vs TCAP.L Analysis
#19	PACCAR Inc PCAR · Industrials similar →	11(−1)	Analysis
#20	Bellway p.l.c. BWY.L · Consumer Cyclical similar →	11(−1)	Analysis

Compare EVR with trajectory matches

EVR vs SF

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Trajectory similarity is rule-based and descriptive — not investment advice. Companies are matched by score proximity on a single dimension; this does not imply equivalence across all financial characteristics. Based on peer-relative structural scores in the AssetNext universe.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.