Stock comparison
Nuveen Floating Rate Income Fund
Mastercard
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
JFR
Nuveen Floating Rate Income Fund
Market cap
$1.02B
Sector
Financials
MA
Mastercard
Market cap
$440.5B
Sector
Financials
Overall winner
Mastercard MA
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | JFR | MA | Winner |
|---|---|---|---|
| Warren Buffett | 34F | 84A | MA |
| Benjamin Graham | 21F | 84A | MA |
| Philip Fisher | 50C | 79B | MA |
| Peter Lynch | 40D | 72B | MA |
| Joel Greenblatt | 26F | 84A | MA |
| Charlie Munger | 49D | 87A | MA |
| Terry Smith | 41D | 91A | MA |
Side-by-side metrics
| Metric | JFR | MA |
|---|---|---|
| Market cap | $1.02B | $440.5B |
| P/E (TTM) | 15.2x | 28.3x |
| EV/EBIT | 11.7x | 23.1x |
| ROIC (TTM) | 5.51% | 51.85% |
| Gross margin | 111.92% | 82.96% |
| Net margin | 55.64% | 45.88% |
| Revenue CAGR 5y | 17.36% | 14.79% |
| EPS CAGR 5y | -19.91% | 17.14% |
| Debt / Equity | 0.6x | 2.8x |
| Dividend yield | 13.35% | 0.66% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
JFR leads on
- Dividend yield13.35%vs 0.66%+95%
- Debt / Equity0.6xvs 2.8x+79%
- EV/EBIT11.7xvs 23.1x+49%
- P/E (TTM)15.2xvs 28.3x+46%
MA leads on
- EPS CAGR 5y17.14%vs -19.91%+186%
- Market cap$440.5Bvs $1.02B+100%
- ROIC (TTM)51.85%vs 5.51%+89%
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.