Stock comparison
MSCI
Nu Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
NU
Nu Holdings
Market cap
$61.65B
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 | MSCI | NU | Winner |
|---|---|---|---|
| Warren Buffett | 80A | 51C | MSCI |
| Benjamin Graham | 71B | 53D | MSCI |
| Philip Fisher | 82A | 56C | MSCI |
| Peter Lynch | 70B | 100C | NU |
| Joel Greenblatt | 80A | 38D | MSCI |
| Charlie Munger | 87C | 50D | MSCI |
| Terry Smith | 88C | 49D | MSCI |
Side-by-side metrics
| Metric | MSCI | NU |
|---|---|---|
| Market cap | $42.85B | $61.65B |
| P/E (TTM) | 31.2x | 18.6x |
| EV/EBIT | 27.5x | 22.9x |
| ROIC (TTM) | 38.53% | 4.11% |
| Gross margin | 82.86% | 43.74% |
| Net margin | 40.74% | 18.15% |
| Revenue CAGR 5y | 11.29% | 80.0% |
| EPS CAGR 5y | 15.35% | - |
| Debt / Equity | - | 3.1x |
| Dividend yield | 1.37% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
MSCI leads on
- Debt / Equity-vs 3.1x+175%
- Dividend yield1.37%vs 0.0%+100%
- ROIC (TTM)38.53%vs 4.11%+89%
- Net margin40.74%vs 18.15%+55%
NU leads on
- Revenue CAGR 5y80.0%vs 11.29%+86%
- P/E (TTM)18.6xvs 31.2x+40%
- Market cap$61.65Bvs $42.85B+31%
- EV/EBIT22.9xvs 27.5x+16%
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.