Stock comparison
Nuveen Floating Rate Income Fund
MSCI
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
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | JFR | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 34F | 80A | MSCI |
| Benjamin Graham | 21F | 71B | MSCI |
| Philip Fisher | 50C | 82A | MSCI |
| Peter Lynch | 40D | 70B | MSCI |
| Joel Greenblatt | 26F | 80A | MSCI |
| Charlie Munger | 49D | 87C | MSCI |
| Terry Smith | 41D | 88C | MSCI |
Side-by-side metrics
| Metric | JFR | MSCI |
|---|---|---|
| Market cap | $1.02B | $42.85B |
| P/E (TTM) | 15.2x | 31.2x |
| EV/EBIT | 11.7x | 27.5x |
| ROIC (TTM) | 5.51% | 38.53% |
| Gross margin | 111.92% | 82.86% |
| Net margin | 55.64% | 40.74% |
| Revenue CAGR 5y | 17.36% | 11.29% |
| EPS CAGR 5y | -19.91% | 15.35% |
| Debt / Equity | 0.6x | - |
| Dividend yield | 13.35% | 1.37% |
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 1.37%+90%
- EV/EBIT11.7xvs 27.5x+57%
- P/E (TTM)15.2xvs 31.2x+51%
- Revenue CAGR 5y17.36%vs 11.29%+35%
MSCI leads on
- EPS CAGR 5y15.35%vs -19.91%+177%
- Debt / Equity-vs 0.6x+125%
- Market cap$42.85Bvs $1.02B+98%
- ROIC (TTM)38.53%vs 5.51%+86%
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.