Asset Management
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Side-by-side financial analysisStock Comparison
AAMI vs AMG vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Beverages - Non-Alcoholic
AAMI vs AMG vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Asset Management | Asset Management | Beverages - Non-Alcoholic |
| Market Cap | $2.81B | $9.46B | $355.61B |
| Revenue (TTM) | $594M | $2.32B | $49.28B |
| Net Income (TTM) | $80M | $717M | $13.70B |
| Gross Margin | 92.9% | 62.0% | 61.7% |
| Operating Margin | 27.4% | 29.5% | 29.3% |
| Forward P/E | 16.4x | 10.1x | 25.3x |
| Total Debt | $323M | $2.69B | $45.49B |
| Cash & Equiv. | $101M | $586M | $10.27B |
AAMI vs AMG vs KO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Acadian Asset Manag… (AAMI) | 100 | 630.3 | +530.3% |
| Affiliated Managers… (AMG) | 100 | 475.6 | +375.6% |
| The Coca-Cola Compa… (KO) | 100 | 184.9 | +84.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AAMI vs AMG vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AAMI is the clearest fit if your priority is long-term compounding and defensive.
- 471.7% 10Y total return vs AMG's 128.3%
- Beta 1.52, yield 0.1%, current ratio 1.67x
- +148.2% vs KO's +17.2%
AMG carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 19.8%, EPS growth 50.3%
- Lower volatility, beta 1.09, Low D/E 60.9%
- PEG 0.26 vs KO's 2.26
KO is the clearest fit if your priority is income & stability.
- Dividend streak 56 yrs, beta -0.20, yield 2.5%
- 2.5% yield, 56-year raise streak, vs AAMI's 0.1%, (1 stock pays no dividend)
- 13.1% ROA vs AMG's 8.0%, ROIC 15.8% vs 8.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 19.8% NII/revenue growth vs KO's 1.9% | |
| Value | Lower P/E (10.1x vs 25.3x), PEG 0.26 vs 2.26 | |
| Quality / Margins | 30.9% margin vs AAMI's 13.5% | |
| Stability / Safety | Beta 1.09 vs AAMI's 1.52, lower leverage | |
| Dividends | 2.5% yield, 56-year raise streak, vs AAMI's 0.1%, (1 stock pays no dividend) | |
| Momentum (1Y) | +148.2% vs KO's +17.2% | |
| Efficiency (ROA) | 13.1% ROA vs AMG's 8.0%, ROIC 15.8% vs 8.1% |
AAMI vs AMG vs KO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
AAMI vs AMG vs KO — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
AMG leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
KO is the larger business by revenue, generating $49.3B annually — 82.9x AAMI's $594M. AMG is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to AAMI's 13.5%.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | $594M | $2.3B | $49.3B |
| EBITDAEarnings before interest/tax | $179M | $855M | $15.5B |
| Net IncomeAfter-tax profit | $80M | $717M | $13.7B |
| Free Cash FlowCash after capex | -$14M | $978M | $12.6B |
| Gross MarginGross profit ÷ Revenue | +92.9% | +62.0% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +27.4% | +29.5% | +29.3% |
| Net MarginNet income ÷ Revenue | +13.5% | +30.9% | +27.8% |
| FCF MarginFCF ÷ Revenue | -2.3% | +42.2% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -14.2% | +149.1% | +18.2% |
Valuation Metrics
AMG leads this category, winning 7 of 7 comparable metrics.
Valuation Metrics
At 15.6x trailing earnings, AMG trades at a 56% valuation discount to AAMI's 35.5x P/E. Adjusting for growth (PEG ratio), AMG offers better value at 0.40x vs KO's 2.43x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $2.8B | $9.5B | $355.6B |
| Enterprise ValueMkt cap + debt − cash | $3.0B | $11.6B | $390.8B |
| Trailing P/EPrice ÷ TTM EPS | 35.54x | 15.59x | 27.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.38x | 10.15x | 25.27x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.40x | 2.43x |
| EV / EBITDAEnterprise value multiple | 16.88x | 12.21x | 26.39x |
| Price / SalesMarket cap ÷ Revenue | 4.72x | 3.87x | 7.42x |
| Price / BookPrice ÷ Book value/share | 33.85x | 2.65x | 10.40x |
| Price / FCFMarket cap ÷ FCF | 15.53x | 9.42x | 67.15x |
Profitability & Efficiency
AAMI leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
AAMI delivers a 85.4% return on equity — every $100 of shareholder capital generates $85 in annual profit, vs $16 for AMG. AMG carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to AAMI's 3.84x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs KO's 7/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | +85.4% | +16.0% | +41.1% |
| ROA (TTM)Return on assets | +11.5% | +8.0% | +13.1% |
| ROICReturn on invested capital | +29.2% | +8.1% | +15.8% |
| ROCEReturn on capital employed | +31.9% | +8.6% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 8 | 7 |
| Debt / EquityFinancial leverage | 3.84x | 0.61x | 1.33x |
| Net DebtTotal debt minus cash | $222M | $2.1B | $35.2B |
| Cash & Equiv.Liquid assets | $101M | $586M | $10.3B |
| Total DebtShort + long-term debt | $323M | $2.7B | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | 7.60x | 9.69x | 10.70x |
Total Returns (Dividends Reinvested)
AAMI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AAMI five years ago would be worth $35,390 today (with dividends reinvested), compared to $16,560 for KO. Over the past 12 months, AAMI leads with a +148.2% total return vs KO's +17.2%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs KO's 13.7% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +66.2% | +22.8% | +20.3% |
| 1-Year ReturnPast 12 months | +148.2% | +92.7% | +17.2% |
| 3-Year ReturnCumulative with dividends | +252.6% | +143.1% | +47.0% |
| 5-Year ReturnCumulative with dividends | +253.9% | +120.9% | +65.6% |
| 10-Year ReturnCumulative with dividends | +471.7% | +128.3% | +121.1% |
| CAGR (3Y)Annualised 3-year return | +52.2% | +34.5% | +13.7% |
Risk & Volatility
Evenly matched — AMG and KO each lead in 1 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than AAMI's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 1.09x | -0.20x |
| 52-Week HighHighest price in past year | $79.15 | $355.55 | $84.04 |
| 52-Week LowLowest price in past year | $30.98 | $179.79 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +99.2% | +99.7% | +98.3% |
| RSI (14)Momentum oscillator 0–100 | 64.4 | 73.3 | 60.6 |
| Avg Volume (50D)Average daily shares traded | 327K | 315K | 12.7M |
Analyst Outlook
KO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AAMI as "Hold", AMG as "Buy", KO as "Buy". Consensus price targets imply 13.5% upside for AMG (target: $403) vs -12.6% for AAMI (target: $69). KO is the only dividend payer here at 2.46% yield — a key consideration for income-focused portfolios.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $68.67 | $402.50 | $86.13 |
| # AnalystsCovering analysts | 3 | 12 | 48 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +0.0% | +2.5% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 56 |
| Dividend / ShareAnnual DPS | $0.04 | $0.03 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +7.5% | +0.2% |
AMG leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). AAMI leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
AAMI vs AMG vs KO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AAMI or AMG or KO a better buy right now?
For growth investors, Affiliated Managers Group, Inc.
(AMG) is the stronger pick with 19. 8% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). Affiliated Managers Group, Inc. (AMG) offers the better valuation at 15. 6x trailing P/E (10. 1x forward), making it the more compelling value choice. Analysts rate Affiliated Managers Group, Inc. (AMG) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AAMI or AMG or KO?
On trailing P/E, Affiliated Managers Group, Inc.
(AMG) is the cheapest at 15. 6x versus Acadian Asset Management at 35. 5x. On forward P/E, Affiliated Managers Group, Inc. is actually cheaper at 10. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Affiliated Managers Group, Inc. wins at 0. 26x versus The Coca-Cola Company's 2. 26x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — AAMI or AMG or KO?
Over the past 5 years, Acadian Asset Management (AAMI) delivered a total return of +253.
9%, compared to +65. 6% for The Coca-Cola Company (KO). Over 10 years, the gap is even starker: AAMI returned +471. 7% versus KO's +121. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AAMI or AMG or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
20β versus Acadian Asset Management's 1. 52β — meaning AAMI is approximately -858% more volatile than KO relative to the S&P 500. On balance sheet safety, Affiliated Managers Group, Inc. (AMG) carries a lower debt/equity ratio of 61% versus 4% for Acadian Asset Management — giving it more financial flexibility in a downturn.
05Which is growing faster — AAMI or AMG or KO?
By revenue growth (latest reported year), Affiliated Managers Group, Inc.
(AMG) is pulling ahead at 19. 8% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: Affiliated Managers Group, Inc. grew EPS 50. 3% year-over-year, compared to -0. 5% for Acadian Asset Management. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AAMI or AMG or KO?
Affiliated Managers Group, Inc.
(AMG) is the more profitable company, earning 29. 3% net margin versus 13. 5% for Acadian Asset Management — meaning it keeps 29. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMG leads at 31. 8% versus 27. 4% for AAMI. At the gross margin level — before operating expenses — AAMI leads at 92. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AAMI or AMG or KO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Affiliated Managers Group, Inc. (AMG) is the more undervalued stock at a PEG of 0. 26x versus The Coca-Cola Company's 2. 26x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Affiliated Managers Group, Inc. (AMG) trades at 10. 1x forward P/E versus 25. 3x for The Coca-Cola Company — 15. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AMG: 13. 5% to $402. 50.
08Which pays a better dividend — AAMI or AMG or KO?
In this comparison, KO (2.
5% yield) pays a dividend. AAMI, AMG do not pay a meaningful dividend and should not be held primarily for income.
09Is AAMI or AMG or KO better for a retirement portfolio?
For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
20), 2. 5% yield, +121. 1% 10Y return). Acadian Asset Management (AAMI) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KO: +121. 1%, AAMI: +471. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AAMI and AMG and KO?
These companies operate in different sectors (AAMI (Financial Services) and AMG (Financial Services) and KO (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: AAMI is a small-cap high-growth stock; AMG is a small-cap high-growth stock; KO is a large-cap quality compounder stock. KO pays a dividend while AAMI, AMG do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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