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VACHU vs EVR vs LAZ vs HLI vs GS
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
Financial - Capital Markets
VACHU vs EVR vs LAZ vs HLI vs GS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Financial Services | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $551M | $13.43B | $4.35B | $9.72B | $322.67B |
| Revenue (TTM) | $0.00 | $3.88B | $3.19B | $2.39B | $126.85B |
| Net Income (TTM) | $7M | $592M | $237M | $448M | $16.67B |
| Gross Margin | — | 99.4% | 31.8% | 38.5% | 41.1% |
| Operating Margin | — | 20.5% | 13.0% | 21.0% | 14.5% |
| Forward P/E | 46.7x | 17.7x | 16.6x | 18.1x | 17.5x |
| Total Debt | $0.00 | $1.16B | $2.58B | $438M | $616.93B |
| Cash & Equiv. | $182K | $1.47B | $1.50B | $971M | $182.09B |
VACHU vs EVR vs LAZ vs HLI vs GS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Aug 24 | Jun 26 | Return |
|---|---|---|---|
| Voyager Acquisition… (VACHU) | 100 | 168.3 | +68.3% |
| Evercore Inc. (EVR) | 100 | 138.0 | +38.0% |
| Lazard Ltd (LAZ) | 100 | 92.5 | -7.5% |
| Houlihan Lokey, Inc. (HLI) | 100 | 88.9 | -11.1% |
| The Goldman Sachs G… (GS) | 100 | 203.6 | +103.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VACHU vs EVR vs LAZ vs HLI vs GS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VACHU ranks third and is worth considering specifically for bank quality.
- NIM 4.0% vs GS's 0.5%
- 130.0% NII/revenue growth vs LAZ's 3.2%
EVR is the clearest fit if your priority is growth exposure.
- Rev growth 29.5%, EPS growth 54.7%
LAZ is the #2 pick in this set and the best alternative if defensive is your priority.
- Beta 1.73, yield 3.8%, current ratio 29.35x
- Lower P/E (16.6x vs 17.5x)
- 3.8% yield, vs EVR's 1.0%, (1 stock pays no dividend)
HLI carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 11 yrs, beta 0.85, yield 1.7%
- Lower volatility, beta 0.85, Low D/E 20.1%, current ratio 1.38x
- PEG 1.15 vs EVR's 1.56
- Efficiency ratio 0.2% vs EVR's 0.8% (lower = leaner)
GS is the clearest fit if your priority is long-term compounding.
- 6.1% 10Y total return vs EVR's 6.0%
- +74.2% vs HLI's -19.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 130.0% NII/revenue growth vs LAZ's 3.2% | |
| Value | Lower P/E (16.6x vs 17.5x) | |
| Quality / Margins | Efficiency ratio 0.2% vs EVR's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.85 vs EVR's 1.81, lower leverage | |
| Dividends | 3.8% yield, vs EVR's 1.0%, (1 stock pays no dividend) | |
| Momentum (1Y) | +74.2% vs HLI's -19.0% | |
| Efficiency (ROA) | Efficiency ratio 0.2% vs EVR's 0.8% |
VACHU vs EVR vs LAZ vs HLI vs GS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
VACHU vs EVR vs LAZ vs HLI vs GS — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
HLI leads in 1 of 6 categories
LAZ leads 1 • GS leads 1 • VACHU leads 0 • EVR leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
HLI leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
GS and VACHU operate at a comparable scale, with $126.9B and $0 in trailing revenue. HLI is the more profitable business, keeping 16.7% of every revenue dollar as net income compared to LAZ's 7.4%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $0 | $3.9B | $3.2B | $2.4B | $126.9B |
| EBITDAEarnings before interest/tax | -$4M | $804M | $384M | $609M | $23.4B |
| Net IncomeAfter-tax profit | $7M | $592M | $237M | $448M | $16.7B |
| Free Cash FlowCash after capex | -$412,702 | $1.2B | $519M | $739M | $15.8B |
| Gross MarginGross profit ÷ Revenue | — | +99.4% | +31.8% | +38.5% | +41.1% |
| Operating MarginEBIT ÷ Revenue | — | +20.5% | +13.0% | +21.0% | +14.5% |
| Net MarginNet income ÷ Revenue | — | +15.3% | +7.4% | +16.7% | +11.3% |
| FCF MarginFCF ÷ Revenue | — | +30.5% | +15.9% | +33.9% | -12.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -96.4% | +44.2% | -43.8% | +22.3% | +45.8% |
Valuation Metrics
LAZ leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 21.4x trailing earnings, LAZ trades at a 54% valuation discount to VACHU's 46.7x P/E. Adjusting for growth (PEG ratio), HLI offers better value at 1.52x vs EVR's 2.13x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $551M | $13.4B | $4.4B | $9.7B | $322.7B |
| Enterprise ValueMkt cap + debt − cash | $551M | $13.1B | $5.4B | $9.2B | $757.5B |
| Trailing P/EPrice ÷ TTM EPS | 46.67x | 24.14x | 21.36x | 23.93x | 25.62x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.65x | 16.61x | 18.08x | 17.52x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.13x | — | 1.52x | 1.83x |
| EV / EBITDAEnterprise value multiple | — | 16.31x | 12.07x | 16.92x | 36.44x |
| Price / SalesMarket cap ÷ Revenue | — | 3.46x | 1.37x | 4.07x | 2.54x |
| Price / BookPrice ÷ Book value/share | 1.66x | 6.49x | 4.98x | 4.40x | 2.84x |
| Price / FCFMarket cap ÷ FCF | — | 11.36x | 8.62x | 12.01x | — |
Profitability & Efficiency
Evenly matched — EVR and HLI each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
EVR delivers a 29.3% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $6 for VACHU. HLI carries lower financial leverage with a 0.20x debt-to-equity ratio, signaling a more conservative balance sheet compared to GS's 5.06x. On the Piotroski fundamental quality scale (0–9), HLI scores 7/9 vs VACHU's 2/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +5.6% | +29.3% | +26.7% | +20.1% | +12.6% |
| ROA (TTM)Return on assets | +2.5% | +14.1% | +5.2% | +11.9% | +0.9% |
| ROICReturn on invested capital | -0.5% | +18.8% | +9.5% | +15.5% | +1.9% |
| ROCEReturn on capital employed | -0.7% | +17.6% | +9.5% | +20.1% | +3.6% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 6 | 5 | 7 | 4 |
| Debt / EquityFinancial leverage | — | 0.50x | 2.61x | 0.20x | 5.06x |
| Net DebtTotal debt minus cash | -$182,103 | -$311M | $1.1B | -$533M | $434.8B |
| Cash & Equiv.Liquid assets | $182,103 | $1.5B | $1.5B | $971M | $182.1B |
| Total DebtShort + long-term debt | $0 | $1.2B | $2.6B | $438M | $616.9B |
| Interest CoverageEBIT ÷ Interest expense | — | 32.72x | 4.74x | — | 0.31x |
Total Returns (Dividends Reinvested)
GS leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GS five years ago would be worth $28,253 today (with dividends reinvested), compared to $11,920 for LAZ. Over the past 12 months, GS leads with a +74.2% total return vs HLI's -19.0%. The 3-year compound annual growth rate (CAGR) favors GS at 49.7% vs HLI's 17.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +57.2% | -2.9% | -4.8% | -20.3% | +14.6% |
| 1-Year ReturnPast 12 months | +61.7% | +43.7% | +11.2% | -19.0% | +74.2% |
| 3-Year ReturnCumulative with dividends | +68.0% | +211.6% | +74.1% | +63.0% | +235.2% |
| 5-Year ReturnCumulative with dividends | +68.0% | +149.8% | +19.2% | +98.2% | +182.5% |
| 10-Year ReturnCumulative with dividends | +68.0% | +598.4% | +95.2% | +538.1% | +610.4% |
| CAGR (3Y)Annualised 3-year return | +18.9% | +46.1% | +20.3% | +17.7% | +49.7% |
Risk & Volatility
Evenly matched — VACHU and GS each lead in 1 of 2 comparable metrics.
Risk & Volatility
VACHU is the less volatile stock with a -1.88 beta — it tends to amplify market swings less than EVR's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GS currently trades 94.8% from its 52-week high vs HLI's 65.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -1.88x | 1.81x | 1.73x | 0.85x | 1.57x |
| 52-Week HighHighest price in past year | $20.10 | $388.71 | $58.75 | $211.78 | $1095.89 |
| 52-Week LowLowest price in past year | $10.30 | $232.29 | $38.67 | $134.41 | $592.90 |
| % of 52W HighCurrent price vs 52-week peak | +83.6% | +87.3% | +78.9% | +65.8% | +94.8% |
| RSI (14)Momentum oscillator 0–100 | 51.4 | 55.9 | 54.8 | 37.3 | 74.9 |
| Avg Volume (50D)Average daily shares traded | 1K | 475K | 1.2M | 593K | 1.9M |
Analyst Outlook
Evenly matched — EVR and LAZ each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: EVR as "Buy", LAZ as "Buy", HLI as "Buy", GS as "Hold". Consensus price targets imply 35.0% upside for HLI (target: $188) vs -5.6% for GS (target: $981). For income investors, LAZ offers the higher dividend yield at 3.78% vs EVR's 0.96%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $382.67 | $48.50 | $188.00 | $980.78 |
| # AnalystsCovering analysts | — | 21 | 29 | 15 | 55 |
| Dividend YieldAnnual dividend ÷ price | — | +1.0% | +3.8% | +1.7% | +1.3% |
| Dividend StreakConsecutive years of raises | — | 19 | 0 | 11 | 14 |
| Dividend / ShareAnnual DPS | — | $3.25 | $1.75 | $2.41 | $13.48 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.9% | +2.1% | +0.5% | +3.2% |
HLI leads in 1 of 6 categories (Income & Cash Flow). LAZ leads in 1 (Valuation Metrics). 3 tied.
VACHU vs EVR vs LAZ vs HLI vs GS: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is VACHU or EVR or LAZ or HLI or GS a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus 3. 2% for Lazard Ltd (LAZ). Lazard Ltd (LAZ) offers the better valuation at 21. 4x trailing P/E (16. 6x forward), making it the more compelling value choice. Analysts rate Evercore Inc. (EVR) a "Buy" — based on 21 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.
02Which has the better valuation — VACHU or EVR or LAZ or HLI or GS?
On trailing P/E, Lazard Ltd (LAZ) is the cheapest at 21.
4x versus Voyager Acquisition Corp Unit at 46. 7x. On forward P/E, Lazard Ltd is actually cheaper at 16. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Houlihan Lokey, Inc. wins at 1. 15x versus Evercore Inc. 's 1. 56x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — VACHU or EVR or LAZ or HLI or GS?
Over the past 5 years, The Goldman Sachs Group, Inc.
(GS) delivered a total return of +182. 5%, compared to +19. 2% for Lazard Ltd (LAZ). Over 10 years, the gap is even starker: GS returned +610. 4% versus VACHU's +68. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — VACHU or EVR or LAZ or HLI or GS?
By beta (market sensitivity over 5 years), Voyager Acquisition Corp Unit (VACHU) is the lower-risk stock at -1.
88β versus Evercore Inc. 's 1. 81β — meaning EVR is approximately -196% more volatile than VACHU relative to the S&P 500. On balance sheet safety, Houlihan Lokey, Inc. (HLI) carries a lower debt/equity ratio of 20% versus 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — VACHU or EVR or LAZ or HLI or GS?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus 3. 2% for Lazard Ltd (LAZ). On earnings-per-share growth, the picture is similar: The Goldman Sachs Group, Inc. grew EPS 77. 3% year-over-year, compared to -19. 0% for Lazard Ltd. 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.
06Which has better profit margins — VACHU or EVR or LAZ or HLI or GS?
Houlihan Lokey, Inc.
(HLI) is the more profitable company, earning 16. 7% net margin versus 0. 0% for Voyager Acquisition Corp Unit — 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 0. 0% for VACHU. 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.
07Is VACHU or EVR or LAZ or HLI or GS 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. 15x versus Evercore Inc. 's 1. 56x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Lazard Ltd (LAZ) trades at 16. 6x forward P/E versus 18. 1x for Houlihan Lokey, Inc. — 1. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLI: 35. 0% to $188. 00.
08Which pays a better dividend — VACHU or EVR or LAZ or HLI or GS?
In this comparison, LAZ (3.
8% yield), HLI (1. 7% yield), GS (1. 3% yield), EVR (1. 0% yield) pay a dividend. VACHU does not pay a meaningful dividend and should not be held primarily for income.
09Is VACHU or EVR or LAZ or HLI or GS better for a retirement portfolio?
For long-horizon retirement investors, Voyager Acquisition Corp Unit (VACHU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -1.
88)). Lazard Ltd (LAZ) carries a higher beta of 1. 73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VACHU: +68. 0%, LAZ: +95. 2%), 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.
10What are the main differences between VACHU and EVR and LAZ and HLI and GS?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: VACHU is a small-cap quality compounder stock; EVR is a mid-cap high-growth stock; LAZ is a small-cap income-oriented stock; HLI is a small-cap high-growth stock; GS is a large-cap high-growth stock. EVR, LAZ, HLI, GS pay a dividend while VACHU does 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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