Stock comparison
S&P Global
SRH Total Return Fund
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
SPGI
S&P Global
Market cap
$123.61B
Sector
Financials
STEW
SRH Total Return Fund
Market cap
$1.71B
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 | SPGI | STEW | Winner |
|---|---|---|---|
| Warren Buffett | 74C | 48D | SPGI |
| Benjamin Graham | 66B | 49D | SPGI |
| Philip Fisher | 70C | 45D | SPGI |
| Peter Lynch | 68C | 36D | SPGI |
| Joel Greenblatt | 42D | 46D | STEW |
| Charlie Munger | 70B | 52C | SPGI |
| Terry Smith | 70B | 46D | SPGI |
Side-by-side metrics
| Metric | SPGI | STEW |
|---|---|---|
| Market cap | $123.61B | $1.71B |
| P/E (TTM) | 25.1x | 5.3x |
| EV/EBIT | 20.3x | 9.2x |
| ROIC (TTM) | 9.89% | 15.93% |
| Gross margin | 70.47% | 100.0% |
| Net margin | 30.37% | 99.17% |
| Revenue CAGR 5y | 16.6% | 10.46% |
| EPS CAGR 5y | 3.96% | -10.33% |
| Debt / Equity | 0.4x | 0.1x |
| Dividend yield | 0.95% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
SPGI leads on
- EPS CAGR 5y3.96%vs -10.33%+138%
- Dividend yield0.95%vs 0.0%+100%
- Market cap$123.61Bvs $1.71B+99%
- Revenue CAGR 5y16.6%vs 10.46%+37%
STEW leads on
- P/E (TTM)5.3xvs 25.1x+79%
- Net margin99.17%vs 30.37%+69%
- Debt / Equity0.1xvs 0.4x+67%
- EV/EBIT9.2xvs 20.3x+55%
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.