Stock comparison
Nuveen Floating Rate Income Fund
S&P Global
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
SPGI
S&P Global
Market cap
$123.61B
Sector
Financials
Overall winner
S&P Global SPGI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | JFR | SPGI | Winner |
|---|---|---|---|
| Warren Buffett | 34F | 74C | SPGI |
| Benjamin Graham | 21F | 66B | SPGI |
| Philip Fisher | 50C | 70C | SPGI |
| Peter Lynch | 40D | 68C | SPGI |
| Joel Greenblatt | 26F | 42D | SPGI |
| Charlie Munger | 49D | 70B | SPGI |
| Terry Smith | 41D | 70B | SPGI |
Side-by-side metrics
| Metric | JFR | SPGI |
|---|---|---|
| Market cap | $1.02B | $123.61B |
| P/E (TTM) | 15.2x | 25.1x |
| EV/EBIT | 11.7x | 20.3x |
| ROIC (TTM) | 5.51% | 9.89% |
| Gross margin | 111.92% | 70.47% |
| Net margin | 55.64% | 30.37% |
| Revenue CAGR 5y | 17.36% | 16.6% |
| EPS CAGR 5y | -19.91% | 3.96% |
| Debt / Equity | 0.6x | 0.4x |
| Dividend yield | 13.35% | 0.95% |
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 0.95%+93%
- Net margin55.64%vs 30.37%+45%
- EV/EBIT11.7xvs 20.3x+42%
- P/E (TTM)15.2xvs 25.1x+39%
SPGI leads on
- EPS CAGR 5y3.96%vs -19.91%+120%
- Market cap$123.61Bvs $1.02B+99%
- ROIC (TTM)9.89%vs 5.51%+44%
- Debt / Equity0.4xvs 0.6x+24%
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.