Stock comparison
MSCI
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.
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
STEW
SRH Total Return Fund
Market cap
$1.71B
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 | STEW | Winner |
|---|---|---|---|
| Warren Buffett | 80A | 48D | MSCI |
| Benjamin Graham | 71B | 49D | MSCI |
| Philip Fisher | 82A | 45D | MSCI |
| Peter Lynch | 70B | 36D | MSCI |
| Joel Greenblatt | 80A | 46D | MSCI |
| Charlie Munger | 87C | 52C | MSCI |
| Terry Smith | 88C | 46D | MSCI |
Side-by-side metrics
| Metric | MSCI | STEW |
|---|---|---|
| Market cap | $42.85B | $1.71B |
| P/E (TTM) | 31.2x | 5.3x |
| EV/EBIT | 27.5x | 9.2x |
| ROIC (TTM) | 38.53% | 15.93% |
| Gross margin | 82.86% | 100.0% |
| Net margin | 40.74% | 99.17% |
| Revenue CAGR 5y | 11.29% | 10.46% |
| EPS CAGR 5y | 15.35% | -10.33% |
| Debt / Equity | - | 0.1x |
| 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
- EPS CAGR 5y15.35%vs -10.33%+167%
- Debt / Equity-vs 0.1x+106%
- Dividend yield1.37%vs 0.0%+100%
- Market cap$42.85Bvs $1.71B+96%
STEW leads on
- P/E (TTM)5.3xvs 31.2x+83%
- EV/EBIT9.2xvs 27.5x+67%
- Net margin99.17%vs 40.74%+59%
- Gross margin100.0%vs 82.86%+17%
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.