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Stock Comparison

JBTM vs HLI vs EVR vs MIDD

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
JBTM
JBT Marel Corporation

Industrial - Machinery

IndustrialsNYSE • US
Market Cap$7.18B
5Y Perf.+67.9%
HLI
Houlihan Lokey, Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$10.71B
5Y Perf.+153.7%
EVR
Evercore Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$13.11B
5Y Perf.+500.7%
MIDD
The Middleby Corporation

Industrial - Machinery

IndustrialsNASDAQ • US
Market Cap$7.38B
5Y Perf.+132.3%

JBTM vs HLI vs EVR vs MIDD — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
JBTM logoJBTM
HLI logoHLI
EVR logoEVR
MIDD logoMIDD
IndustryIndustrial - MachineryFinancial - Capital MarketsFinancial - Capital MarketsIndustrial - Machinery
Market Cap$7.18B$10.71B$13.11B$7.38B
Revenue (TTM)$3.88B$2.39B$3.88B$3.73B
Net Income (TTM)$168M$448M$592M$-278M
Gross Margin35.3%38.5%99.4%37.9%
Operating Margin7.5%21.0%20.5%-2.5%
Forward P/E16.8x19.9x17.5x17.0x
Total Debt$1.88B$438M$1.16B$2.17B
Cash & Equiv.$187M$971M$1.47B$222M

JBTM vs HLI vs EVR vs MIDDLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

JBTM
HLI
EVR
MIDD
StockMay 20May 26Return
JBT Marel Corporati… (JBTM)100167.9+67.9%
Houlihan Lokey, Inc. (HLI)100253.7+153.7%
Evercore Inc. (EVR)100600.7+500.7%
The Middleby Corpor… (MIDD)100232.3+132.3%

Price return only. Dividends and distributions are not included.

Quick Verdict: JBTM vs HLI vs EVR vs MIDD

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: HLI leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Evercore Inc. is the stronger pick specifically for recent price momentum and sentiment and operational efficiency and capital deployment. JBTM also leads in specific categories worth noting. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
JBTM
JBT Marel Corporation
The Growth Play

JBTM is the clearest fit if your priority is growth exposure.

  • Rev growth 121.3%, EPS growth -137.4%, 3Y rev CAGR 33.7%
  • 121.3% revenue growth vs MIDD's -17.4%
Best for: growth exposure
HLI
Houlihan Lokey, Inc.
The Banking Pick

HLI carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.

  • Dividend streak 7 yrs, beta 0.94, yield 1.6%
  • Lower volatility, beta 0.94, Low D/E 20.1%, current ratio 1.38x
  • PEG 1.26 vs EVR's 1.55
  • Beta 0.94, yield 1.6%, current ratio 1.38x
Best for: income & stability and sleep-well-at-night
EVR
Evercore Inc.
The Banking Pick

EVR is the #2 pick in this set and the best alternative if long-term compounding is your priority.

  • 6.1% 10Y total return vs HLI's 6.0%
  • +60.9% vs HLI's -5.1%
  • 14.1% ROA vs MIDD's -4.1%, ROIC 18.8% vs 8.7%
Best for: long-term compounding
MIDD
The Middleby Corporation
The Secondary Option

MIDD lags the leaders in this set but could rank higher in a more targeted comparison.

Best for: industrials exposure
See the full category breakdown
CategoryWinnerWhy
GrowthJBTM logoJBTM121.3% revenue growth vs MIDD's -17.4%
ValueHLI logoHLIBetter valuation composite
Quality / MarginsHLI logoHLI16.7% margin vs MIDD's -7.4%
Stability / SafetyHLI logoHLIBeta 0.94 vs EVR's 1.90, lower leverage
DividendsHLI logoHLI1.6% yield, 7-year raise streak, vs JBTM's 0.3%, (1 stock pays no dividend)
Momentum (1Y)EVR logoEVR+60.9% vs HLI's -5.1%
Efficiency (ROA)EVR logoEVR14.1% ROA vs MIDD's -4.1%, ROIC 18.8% vs 8.7%

JBTM vs HLI vs EVR vs MIDD — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

JBTMJBT Marel Corporation

Segment breakdown not available.

HLIHoulihan Lokey, Inc.
FY 2025
Corporate Finance
63.9%$1.5B
Financial Restructuring
22.8%$544M
Financial Advisory Services
13.3%$318M
EVREvercore Inc.
FY 2025
Investment Banking and Equities
97.7%$3.8B
Investment Management
2.3%$88M
MIDDThe Middleby Corporation
FY 2025
Commercial Foodservice Equipment Group
73.4%$2.4B
Food Processing Group
26.6%$850M

JBTM vs HLI vs EVR vs MIDD — Financial Metrics

Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLHLILAGGINGMIDD

Income & Cash Flow (Last 12 Months)

HLI leads this category, winning 3 of 6 comparable metrics.

JBTM is the larger business by revenue, generating $3.9B annually — 1.6x HLI's $2.4B. HLI is the more profitable business, keeping 16.7% of every revenue dollar as net income compared to MIDD's -7.4%. On growth, JBTM holds the edge at +9.6% YoY revenue growth, suggesting stronger near-term business momentum.

MetricJBTM logoJBTMJBT Marel Corpora…HLI logoHLIHoulihan Lokey, I…EVR logoEVREvercore Inc.MIDD logoMIDDThe Middleby Corp…
RevenueTrailing 12 months$3.9B$2.4B$3.9B$3.7B
EBITDAEarnings before interest/tax$557M$591M$804M$26M
Net IncomeAfter-tax profit$168M$448M$592M-$278M
Free Cash FlowCash after capex$317M$739M$1.2B$559M
Gross MarginGross profit ÷ Revenue+35.3%+38.5%+99.4%+37.9%
Operating MarginEBIT ÷ Revenue+7.5%+21.0%+20.5%-2.5%
Net MarginNet income ÷ Revenue+4.3%+16.7%+15.3%-7.4%
FCF MarginFCF ÷ Revenue+8.2%+33.9%+30.5%+15.0%
Rev. Growth (YoY)Latest quarter vs prior year+9.6%-14.5%
EPS Growth (YoY)Latest quarter vs prior year+125.7%+22.3%+44.2%-64.3%
HLI leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

JBTM leads this category, winning 4 of 7 comparable metrics.

At 23.6x trailing earnings, EVR trades at a 11% valuation discount to HLI's 26.4x P/E. Adjusting for growth (PEG ratio), HLI offers better value at 1.67x vs EVR's 2.08x — a lower PEG means you pay less per unit of expected earnings growth.

MetricJBTM logoJBTMJBT Marel Corpora…HLI logoHLIHoulihan Lokey, I…EVR logoEVREvercore Inc.MIDD logoMIDDThe Middleby Corp…
Market CapShares × price$7.2B$10.7B$13.1B$7.4B
Enterprise ValueMkt cap + debt − cash$8.9B$10.2B$12.8B$9.3B
Trailing P/EPrice ÷ TTM EPS-139.32x26.37x23.56x-29.41x
Forward P/EPrice ÷ next-FY EPS est.16.81x19.92x17.50x17.03x
PEG RatioP/E ÷ EPS growth rate1.67x2.08x
EV / EBITDAEnterprise value multiple19.79x18.75x15.91x13.56x
Price / SalesMarket cap ÷ Revenue1.89x4.48x3.38x2.30x
Price / BookPrice ÷ Book value/share1.62x4.84x6.33x2.94x
Price / FCFMarket cap ÷ FCF30.15x13.24x11.09x13.21x
JBTM leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

HLI leads this category, winning 5 of 9 comparable metrics.

EVR delivers a 29.3% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $-9 for MIDD. HLI carries lower financial leverage with a 0.20x debt-to-equity ratio, signaling a more conservative balance sheet compared to MIDD's 0.78x. On the Piotroski fundamental quality scale (0–9), HLI scores 7/9 vs JBTM's 3/9, reflecting strong financial health.

MetricJBTM logoJBTMJBT Marel Corpora…HLI logoHLIHoulihan Lokey, I…EVR logoEVREvercore Inc.MIDD logoMIDDThe Middleby Corp…
ROE (TTM)Return on equity+3.8%+20.1%+29.3%-8.5%
ROA (TTM)Return on assets+2.0%+11.9%+14.1%-4.1%
ROICReturn on invested capital+3.7%+15.5%+18.8%+8.7%
ROCEReturn on capital employed+4.0%+20.1%+17.6%+10.1%
Piotroski ScoreFundamental quality 0–93765
Debt / EquityFinancial leverage0.42x0.20x0.50x0.78x
Net DebtTotal debt minus cash$1.7B-$533M-$311M$2.0B
Cash & Equiv.Liquid assets$187M$971M$1.5B$222M
Total DebtShort + long-term debt$1.9B$438M$1.2B$2.2B
Interest CoverageEBIT ÷ Interest expense3.83x32.72x-1.20x
HLI leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

EVR leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in HLI five years ago would be worth $24,153 today (with dividends reinvested), compared to $8,654 for MIDD. Over the past 12 months, EVR leads with a +60.9% total return vs HLI's -5.1%. The 3-year compound annual growth rate (CAGR) favors EVR at 46.8% vs MIDD's 2.8% — a key indicator of consistent wealth creation.

MetricJBTM logoJBTMJBT Marel Corpora…HLI logoHLIHoulihan Lokey, I…EVR logoEVREvercore Inc.MIDD logoMIDDThe Middleby Corp…
YTD ReturnYear-to-date-8.3%-12.6%-5.5%+4.9%
1-Year ReturnPast 12 months+30.2%-5.1%+60.9%+20.2%
3-Year ReturnCumulative with dividends+32.3%+85.7%+216.3%+8.6%
5-Year ReturnCumulative with dividends-3.5%+141.5%+136.2%-13.5%
10-Year ReturnCumulative with dividends+156.3%+603.4%+613.3%+46.1%
CAGR (3Y)Annualised 3-year return+9.8%+22.9%+46.8%+2.8%
EVR leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — HLI and MIDD each lead in 1 of 2 comparable metrics.

HLI is the less volatile stock with a 0.94 beta — it tends to amplify market swings less than EVR's 1.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MIDD currently trades 93.4% from its 52-week high vs HLI's 72.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricJBTM logoJBTMJBT Marel Corpora…HLI logoHLIHoulihan Lokey, I…EVR logoEVREvercore Inc.MIDD logoMIDDThe Middleby Corp…
Beta (5Y)Sensitivity to S&P 5001.30x0.94x1.90x1.22x
52-Week HighHighest price in past year$170.19$211.78$388.71$169.44
52-Week LowLowest price in past year$105.27$134.41$206.63$110.82
% of 52W HighCurrent price vs 52-week peak+81.0%+72.5%+85.2%+93.4%
RSI (14)Momentum oscillator 0–10058.536.653.052.2
Avg Volume (50D)Average daily shares traded547K606K622K571K
Evenly matched — HLI and MIDD each lead in 1 of 2 comparable metrics.

Analyst Outlook

HLI leads this category, winning 2 of 2 comparable metrics.

Analyst consensus: JBTM as "Buy", HLI as "Buy", EVR as "Buy", MIDD as "Buy". Consensus price targets imply 30.5% upside for JBTM (target: $180) vs 11.7% for MIDD (target: $177). For income investors, HLI offers the higher dividend yield at 1.57% vs JBTM's 0.29%.

MetricJBTM logoJBTMJBT Marel Corpora…HLI logoHLIHoulihan Lokey, I…EVR logoEVREvercore Inc.MIDD logoMIDDThe Middleby Corp…
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuy
Price TargetConsensus 12-month target$180.00$200.00$382.67$176.67
# AnalystsCovering analysts2152120
Dividend YieldAnnual dividend ÷ price+0.3%+1.6%+1.0%
Dividend StreakConsecutive years of raises0703
Dividend / ShareAnnual DPS$0.40$2.41$3.25
Buyback YieldShare repurchases ÷ mkt cap0.0%+0.5%+5.0%+9.8%
HLI leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

HLI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JBTM leads in 1 (Valuation Metrics). 1 tied.

Best OverallHoulihan Lokey, Inc. (HLI)Leads 3 of 6 categories
Loading custom metrics...

JBTM vs HLI vs EVR vs MIDD: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is JBTM or HLI or EVR or MIDD a better buy right now?

For growth investors, JBT Marel Corporation (JBTM) is the stronger pick with 121.

3% revenue growth year-over-year, versus -17. 4% for The Middleby Corporation (MIDD). Evercore Inc. (EVR) offers the better valuation at 23. 6x trailing P/E (17. 5x forward), making it the more compelling value choice. Analysts rate JBT Marel Corporation (JBTM) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — JBTM or HLI or EVR or MIDD?

On trailing P/E, Evercore Inc.

(EVR) is the cheapest at 23. 6x versus Houlihan Lokey, Inc. at 26. 4x. On forward P/E, JBT Marel Corporation is actually cheaper at 16. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Houlihan Lokey, Inc. wins at 1. 26x versus Evercore Inc. 's 1. 55x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — JBTM or HLI or EVR or MIDD?

Over the past 5 years, Houlihan Lokey, Inc.

(HLI) delivered a total return of +141. 5%, compared to -13. 5% for The Middleby Corporation (MIDD). Over 10 years, the gap is even starker: EVR returned +613. 3% versus MIDD's +46. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — JBTM or HLI or EVR or MIDD?

By beta (market sensitivity over 5 years), Houlihan Lokey, Inc.

(HLI) is the lower-risk stock at 0. 94β versus Evercore Inc. 's 1. 90β — meaning EVR is approximately 103% more volatile than HLI relative to the S&P 500. On balance sheet safety, Houlihan Lokey, Inc. (HLI) carries a lower debt/equity ratio of 20% versus 78% for The Middleby Corporation — giving it more financial flexibility in a downturn.

05

Which is growing faster — JBTM or HLI or EVR or MIDD?

By revenue growth (latest reported year), JBT Marel Corporation (JBTM) is pulling ahead at 121.

3% versus -17. 4% for The Middleby Corporation (MIDD). On earnings-per-share growth, the picture is similar: Evercore Inc. grew EPS 54. 7% year-over-year, compared to -168. 1% for The Middleby Corporation. Over a 3-year CAGR, JBTM leads at 33. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — JBTM or HLI or EVR or MIDD?

Houlihan Lokey, Inc.

(HLI) is the more profitable company, earning 16. 7% net margin versus -8. 7% for The Middleby Corporation — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLI leads at 21. 0% versus 5. 0% for JBTM. At the gross margin level — before operating expenses — EVR leads at 99. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is JBTM or HLI or EVR or MIDD more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Houlihan Lokey, Inc. (HLI) is the more undervalued stock at a PEG of 1. 26x versus Evercore Inc. 's 1. 55x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, JBT Marel Corporation (JBTM) trades at 16. 8x forward P/E versus 19. 9x for Houlihan Lokey, Inc. — 3. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JBTM: 30. 5% to $180. 00.

08

Which pays a better dividend — JBTM or HLI or EVR or MIDD?

In this comparison, HLI (1.

6% yield), EVR (1. 0% yield), JBTM (0. 3% yield) pay a dividend. MIDD does not pay a meaningful dividend and should not be held primarily for income.

09

Is JBTM or HLI or EVR or MIDD better for a retirement portfolio?

For long-horizon retirement investors, Houlihan Lokey, Inc.

(HLI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 94), 1. 6% yield, +603. 4% 10Y return). Both have compounded well over 10 years (HLI: +603. 4%, JBTM: +156. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between JBTM and HLI and EVR and MIDD?

These companies operate in different sectors (JBTM (Industrials) and HLI (Financial Services) and EVR (Financial Services) and MIDD (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: JBTM is a small-cap high-growth stock; HLI is a mid-cap high-growth stock; EVR is a mid-cap high-growth stock; MIDD is a small-cap quality compounder stock. HLI, EVR pay a dividend while JBTM, MIDD do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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Stocks Like

JBTM

Quality Business

  • Sector: Industrials
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Gross Margin > 21%
Run This Screen
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HLI

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 12%
  • Net Margin > 10%
Run This Screen
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EVR

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 14%
  • Net Margin > 9%
Run This Screen
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MIDD

Quality Business

  • Sector: Industrials
  • Market Cap > $100B
  • Gross Margin > 22%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform JBTM and HLI and EVR and MIDD on the metrics below

Revenue Growth>
%
(JBTM: 9.6% · HLI: 24.8%)
Net Margin>
%
(JBTM: 4.3% · HLI: 16.7%)

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