Stock comparison
Nuveen AMT-Free Quality Municipal 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.
NEA
Nuveen AMT-Free Quality Municipal Income Fund
Market cap
$3.38B
Sector
Financials
SPGI
S&P Global
Market cap
$124.02B
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 | NEA | SPGI | Winner |
|---|---|---|---|
| Warren Buffett | 54C | 74C | SPGI |
| Benjamin Graham | 40D | 66B | SPGI |
| Philip Fisher | 55D | 70C | SPGI |
| Peter Lynch | 25F | 68C | SPGI |
| Joel Greenblatt | 78C | 42D | NEA |
| Charlie Munger | 58D | 70B | SPGI |
| Terry Smith | 59C | 70B | SPGI |
Side-by-side metrics
| Metric | NEA | SPGI |
|---|---|---|
| Market cap | $3.38B | $124.02B |
| P/E (TTM) | 40.8x | 25.1x |
| EV/EBIT | 36.6x | 20.3x |
| ROIC (TTM) | -5.93% | 9.89% |
| Gross margin | 80.83% | 70.47% |
| Net margin | 34.49% | 30.37% |
| Revenue CAGR 5y | -4.17% | 16.6% |
| EPS CAGR 5y | -11.49% | 3.96% |
| Debt / Equity | 0.7x | 0.4x |
| Dividend yield | 7.43% | 0.95% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
NEA leads on
- Dividend yield7.43%vs 0.95%+87%
- Gross margin80.83%vs 70.47%+13%
- Net margin34.49%vs 30.37%+12%
SPGI leads on
- EPS CAGR 5y3.96%vs -11.49%+134%
- Revenue CAGR 5y16.6%vs -4.17%+125%
- ROIC (TTM)9.89%vs -5.93%+102%
- Market cap$124.02Bvs $3.38B+97%
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.