EvercoreFranklin Templeton

Evercore vs Franklin Templeton

This page compares Evercore (Evercore Partners Inc) and Franklin Templeton (Franklin Resources Inc) to help you understand their business models, financial performance and the market context in which ...

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Banking Consolidation Europe: Might UniCredit Spark Wave?

Banking Consolidation Europe: Might UniCredit Spark Wave?

Italian banking giant UniCredit is considering the sale of its significant stake in Germany's Commerzbank, potentially to a buyer outside the European Union. This development could trigger a wave of consolidation and acquisition activity across the European banking sector, creating opportunities for strategic investors and advisory firms.

Published: September 15, 2025

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European Banking M&A

European Banking M&A

UniCredit's major stake in Commerzbank signals the start of European banking consolidation. Our experts have selected companies positioned to benefit from this wave, including potential M&A targets and the investment banks that will earn fees from these deals.

Published: July 10, 2025

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The Dealmakers: M&A Boom

The Dealmakers: M&A Boom

A carefully selected group of financial institutions driving today's surge in mergers and acquisitions. These companies are the architects behind billion-dollar deals, earning significant fees as corporate dealmaking accelerates.

Published: June 30, 2025

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Megadeal Mania

Megadeal Mania

The world of big business deals is booming, with global merger activity up 30% to $1.89 trillion. This collection features the financial powerhouses behind these massive transactions – the investment banks, advisory firms, and private equity giants that stand to profit from the deal-making surge.

Published: June 30, 2025

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Investment Analysis

Evercore

Pros

  • Evercore reported a strong revenue increase of 28% for the nine months ending September 2025, driven mainly by robust advisory fees.
  • The company generated significant operating cash flow of approximately $449 million year-to-date, supporting its financial flexibility.
  • Evercore completed the strategic acquisition of Robey Warshaw, enhancing its advisory capabilities and market presence.

Considerations

  • Operating expenses rose significantly to $823 million, reflecting increased compensation and technology investments which may pressure margins.
  • Evercore used substantial financing and investing cash outflows in 2025, including sizable share repurchases exceeding $500 million, indicating high capital deployment.
  • The balance sheet shows a moderate level of notes payable at over $540 million which could add leverage risk amid market fluctuations.
Franklin Templeton

Pros

  • Franklin Resources manages a very large and diversified portfolio with assets valued over $2 trillion, providing scale and diversification benefits.
  • The company’s top holdings include leading technology giants like Microsoft, Nvidia, and Apple, reflecting a focus on high-growth sectors.
  • Franklin has a broad investment offering with nearly 3,000 active positions, supporting diversified income streams and risk distribution.

Considerations

  • Recent analyst sentiments on Franklin Resources have been cautious, with at least one major adjustment lowering price targets.
  • The company’s exposure to cyclical industries such as personal services and manufacturing sectors may introduce earnings volatility.
  • Franklin Resources has a complex portfolio structure which can pose challenges for rapid pivots or adjustments in volatile markets.

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