Evenly matched
11 companies value 36 bn revenue 14 bn margin — free cash flow — avg. score 4.3
EVR holds 26.4% of the group's value, 1.1x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EVR | Evercore United States · score 6.9 | 26% | 9.5 bn | 4.7 bn | 15.7% | 1.6 bn | 17.1% | 1.6% | Independent M&A investment bank · Largest independent US M&A advisory firm | |
| 2 | HLI | Houlihan Lokey United States · score 6.3 | 25% | 8.9 bn | 2.5 bn | 16.1% | 0.5 bn | 5.5% | 2.0% | Investment bank for M&A, restructuring and valuation · Global leader in restructuring; countercyclical revenue | |
| 3 | PJT | PJT Partners United States · score 6.0 | 16% | 5.7 bn | 1.9 bn | 10.6% | 0.7 bn | 11.6% | 0.4% | Advisory and restructuring investment bank · Restructuring and strategic advisory boutique | |
| 4 | MC | Moelis & Co United States · score 7.0 | 12% | 4.2 bn | 0.0 bn | 347x | 0.4 bn | 10.4% | 4.8% | Global independent investment bank · New York — assets of $1.4bn | |
| 5 | LAZ | Lazard United States · score 6.3 | 10% | 3.5 bn | 3.3 bn | 6.9% | 0.7 bn | 19.0% | 5.5% | Financial advisory and asset management · Global advisory firm with a strong presence in Europe | |
| 6 | LCLN | Lincoln International, Inc. United States · score 4.9 | 7% | 2.4 bn | 0.9 bn | — | — | — | — | — | Middle-market M&A investment bank · Illinois — assets of $998m |
| 7 | PWP | Perella Weinberg Partners United States · score 3.8 | 3% | 1.2 bn | 0.7 bn | 3.2% | 0.1 bn | 7.4% | 2.1% | Independent financial and strategic advisory · New York — assets of $645m | |
| 8 | BRBI | BRBI BR Partners S.A. Brazil · score 4.9 | 2% | 0.7 bn | 0.1 bn | 32.9% | -0.1 bn | -11.9% | 5.5% | Investment bank in Brazil: M&A, capital markets and treasury · Brazil — assets of $3.5bn | |
| 9 | MEGL | Magic Empire Global Ltd Hong Kong · score 0.5 | 0% | 0.1 bn | 0.0 bn | -72.0% | 0.0 bn | -1.7% | — | Corporate finance advisory in Hong Kong · Hong Kong — assets of $16m | |
| 10 | GRAN | Grande Group Ltd/HK Hong Kong · score 1.2 | 0% | 0.0 bn | 0.0 bn | -192.2% | 0.0 bn | -2.9% | 2.5% | Securities brokerage and financial advisory in Hong Kong · Hong Kong — assets of $13m | |
| 11 | NCPL | Netcapital Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -38x | -0.0 bn | -65.5% | — | Fintech for online capital raising by private companies · Massachusetts — assets of $26m |
Other industries in the same sector
- Sector overview
- Global banks (US) 4 companies
- Payments 7 companies
- International banks 22 companies
- Diversified holding companies 36 companies
- Continental European banks 5 companies
- Asian banks 6 companies
- Investment banks 13 companies
- Exchanges and financial data 12 companies
- Property and casualty insurance 27 companies
- Life insurance and annuities 24 companies
- Alternative assets and private equity 21 companies
- Traditional asset management 22 companies
and 31 industries more
- Insurance brokerage 27 companies
- Regional banks — US South 94 companies
- Regional banks — US Midwest 64 companies
- Brokerage and custody 16 companies
- Regional banks — US Northeast 75 companies
- UK banks 3 companies
- Indian banks 2 companies
- Payments infrastructure and fintech 26 companies
- Consumer credit and cards 18 companies
- Specialty insurance 29 companies
- Listed infrastructure 5 companies
- Custody and asset servicing 3 companies
- Digital and crypto brokerages 14 companies
- Digital banks 8 companies
- Regional banks — US West 50 companies
- Reinsurance 8 companies
- Crypto treasuries 50 companies
- Consumer lending fintech 22 companies
- BDCs (private credit) 50 companies
- Mortgage REITs (mREITs) 40 companies
- Crypto mining 34 companies
- Mortgage origination 11 companies
- Electronic trading platforms 3 companies
- Stablecoins and crypto infrastructure 20 companies
- Title insurance 5 companies
- Cross-border remittances 5 companies
- Auto finance 4 companies
- Latin American fintech 3 companies
- Government-backed mortgage finance 3 companies
- Insurtech 4 companies
- Financial services (diversified) 3 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.