Stock comparison
Evercore
Nuveen Floating Rate Income Fund
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
EVR
Evercore
Market cap
$13.39B
Sector
Financials
JFR
Nuveen Floating Rate Income Fund
Market cap
$1.02B
Sector
Financials
Overall winner
Evercore EVR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | EVR | JFR | Winner |
|---|---|---|---|
| Warren Buffett | 71B | 34F | EVR |
| Benjamin Graham | 74B | 21F | EVR |
| Philip Fisher | 49D | 50C | JFR |
| Peter Lynch | 26F | 40D | JFR |
| Joel Greenblatt | 45D | 26F | EVR |
| Charlie Munger | 69C | 49D | EVR |
| Terry Smith | 66B | 41D | EVR |
Side-by-side metrics
| Metric | EVR | JFR |
|---|---|---|
| Market cap | $13.39B | $1.02B |
| P/E (TTM) | 17.4x | 15.2x |
| EV/EBIT | 16.1x | 11.7x |
| ROIC (TTM) | 20.1% | 5.51% |
| Gross margin | 98.95% | 111.92% |
| Net margin | 16.3% | 55.64% |
| Revenue CAGR 5y | 4.08% | 17.36% |
| EPS CAGR 5y | -4.63% | -19.91% |
| Debt / Equity | 0.6x | 0.6x |
| Dividend yield | 1.01% | 13.35% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
EVR leads on
- Market cap$13.39Bvs $1.02B+92%
- EPS CAGR 5y-4.63%vs -19.91%+77%
- ROIC (TTM)20.1%vs 5.51%+73%
JFR leads on
- Dividend yield13.35%vs 1.01%+92%
- Revenue CAGR 5y17.36%vs 4.08%+77%
- Net margin55.64%vs 16.3%+71%
- EV/EBIT11.7xvs 16.1x+28%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.