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AAMI
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GS
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Stock Comparison

AAMI vs AMG vs KO vs JPM vs GS

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
AAMI
Acadian Asset Management

Asset Management

Financial ServicesNYSE • US
Market Cap$2.81B
5Y Perf.+530.3%
AMG
Affiliated Managers Group, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$9.46B
5Y Perf.+375.6%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$355.61B
5Y Perf.+84.9%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+241.0%
GS
The Goldman Sachs Group, Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$337.53B
5Y Perf.+437.8%

AAMI vs AMG vs KO vs JPM vs GS — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
AAMI logoAAMI
AMG logoAMG
KO logoKO
JPM logoJPM
GS logoGS
IndustryAsset ManagementAsset ManagementBeverages - Non-AlcoholicBanks - DiversifiedFinancial - Capital Markets
Market Cap$2.81B$9.46B$355.61B$896.00B$337.53B
Revenue (TTM)$594M$2.32B$49.28B$280.33B$125.10B
Net Income (TTM)$80M$717M$13.70B$57.05B$17.18B
Gross Margin92.9%62.0%61.7%60.0%47.5%
Operating Margin27.4%29.5%29.3%25.9%17.5%
Forward P/E16.4x10.1x25.3x14.4x17.9x
Total Debt$323M$2.69B$45.49B$942.38B$609.53B
Cash & Equiv.$101M$586M$10.27B$343.34B$164.26B

AAMI vs AMG vs KO vs JPM vs GSLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

AAMI
AMG
KO
JPM
GS
StockJun 20Jun 26Return
Acadian Asset Manag… (AAMI)100630.3+530.3%
Affiliated Managers… (AMG)100475.6+375.6%
The Coca-Cola Compa… (KO)100184.9+84.9%
JPMorgan Chase & Co. (JPM)100341.0+241.0%
The Goldman Sachs G… (GS)100537.8+437.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: AAMI vs AMG vs KO vs JPM vs GS

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: AMG leads in 3 of 7 categories (5-stock set), making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. The Coca-Cola Company is the stronger pick specifically for dividend income and shareholder returns and operational efficiency and capital deployment. AAMI and JPM also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
🥇AMG emerged as the overall leader. Track its performance:
AAMI
Acadian Asset Management
The Banking Pick

AAMI ranks third and is worth considering specifically for momentum.

  • +148.2% vs KO's +17.2%
Best for: momentum
AMG
Affiliated Managers Group, Inc.
The Banking Pick

AMG carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.

  • Rev growth 19.8%, EPS growth 50.3%
  • PEG 0.26 vs KO's 2.26
  • 19.8% NII/revenue growth vs GS's -1.4%
  • Lower P/E (10.1x vs 17.9x), PEG 0.26 vs 1.14
Best for: growth exposure and valuation efficiency
KO
The Coca-Cola Company
The Income Pick

KO is the #2 pick in this set and the best alternative if dividends and efficiency is your priority.

  • 2.5% yield, 56-year raise streak, vs GS's 1.6%, (1 stock pays no dividend)
  • 13.1% ROA vs GS's 1.0%, ROIC 15.8% vs 2.2%
Best for: dividends and efficiency
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is income & stability and sleep-well-at-night.

  • Dividend streak 15 yrs, beta 0.94, yield 1.9%
  • Lower volatility, beta 0.94, current ratio 0.52x
  • Beta 0.94, yield 1.9%, current ratio 0.52x
  • NIM 2.2% vs GS's 0.7%
Best for: income & stability and sleep-well-at-night
GS
The Goldman Sachs Group, Inc.
The Banking Pick

GS is the clearest fit if your priority is long-term compounding.

  • 6.7% 10Y total return vs AAMI's 471.7%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthAMG logoAMG19.8% NII/revenue growth vs GS's -1.4%
ValueAMG logoAMGLower P/E (10.1x vs 17.9x), PEG 0.26 vs 1.14
Quality / MarginsAMG logoAMG30.9% margin vs AAMI's 13.5%
Stability / SafetyJPM logoJPMBeta 0.94 vs GS's 1.60, lower leverage
DividendsKO logoKO2.5% yield, 56-year raise streak, vs GS's 1.6%, (1 stock pays no dividend)
Momentum (1Y)AAMI logoAAMI+148.2% vs KO's +17.2%
Efficiency (ROA)KO logoKO13.1% ROA vs GS's 1.0%, ROIC 15.8% vs 2.2%

AAMI vs AMG vs KO vs JPM vs GS — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

AAMIAcadian Asset Management

Segment breakdown not available.

AMGAffiliated Managers Group, Inc.

Segment breakdown not available.

KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B
JPMJPMorgan Chase & Co.
FY 2025
Commercial And Investment Bank
43.0%$78.5B
Consumer & Community Banking
41.7%$76.0B
Asset and Wealth Management Segment
13.2%$24.1B
Segment Reporting, Reconciling Item, Corporate Nonsegment
3.9%$7.0B
Segment Reconciling Items
-1.7%$-3,134,000,000
GSThe Goldman Sachs Group, Inc.
FY 2025
Global Markets
71.1%$41.5B
Investment Management
28.6%$16.7B
Platform Solutions
0.3%$151M

AAMI vs AMG vs KO vs JPM vs GS — Financial Metrics

Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLAAMILAGGINGGS

Income & Cash Flow (Last 12 Months)

AMG leads this category, winning 4 of 5 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 471.7x 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%.

MetricAAMI logoAAMIAcadian Asset Man…AMG logoAMGAffiliated Manage…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…
RevenueTrailing 12 months$594M$2.3B$49.3B$280.3B$125.1B
EBITDAEarnings before interest/tax$179M$855M$15.5B$81.4B$24.0B
Net IncomeAfter-tax profit$80M$717M$13.7B$57.0B$17.2B
Free Cash FlowCash after capex-$14M$978M$12.6B$100.9B-$47.2B
Gross MarginGross profit ÷ Revenue+92.9%+62.0%+61.7%+60.0%+47.5%
Operating MarginEBIT ÷ Revenue+27.4%+29.5%+29.3%+25.9%+17.5%
Net MarginNet income ÷ Revenue+13.5%+30.9%+27.8%+20.4%+13.7%
FCF MarginFCF ÷ Revenue-2.3%+42.2%+25.5%+36.0%-37.7%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year-14.2%+149.1%+18.2%+16.0%+45.8%
AMG leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

AMG leads this category, winning 4 of 7 comparable 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.

MetricAAMI logoAAMIAcadian Asset Man…AMG logoAMGAffiliated Manage…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…
Market CapShares × price$2.8B$9.5B$355.6B$896.0B$337.5B
Enterprise ValueMkt cap + debt − cash$3.0B$11.6B$390.8B$1.50T$782.8B
Trailing P/EPrice ÷ TTM EPS35.54x15.59x27.18x16.00x20.71x
Forward P/EPrice ÷ next-FY EPS est.16.38x10.15x25.27x14.40x17.93x
PEG RatioP/E ÷ EPS growth rate0.40x2.43x0.90x1.32x
EV / EBITDAEnterprise value multiple16.88x12.21x26.39x18.36x32.57x
Price / SalesMarket cap ÷ Revenue4.72x3.87x7.42x3.20x2.70x
Price / BookPrice ÷ Book value/share33.85x2.65x10.40x2.47x2.70x
Price / FCFMarket cap ÷ FCF15.53x9.42x67.15x8.88x
AMG leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

AAMI leads this category, winning 6 of 9 comparable metrics.

AAMI delivers a 85.4% return on equity — every $100 of shareholder capital generates $85 in annual profit, vs $14 for GS. AMG carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to GS's 4.88x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs GS's 5/9, reflecting strong financial health.

MetricAAMI logoAAMIAcadian Asset Man…AMG logoAMGAffiliated Manage…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…
ROE (TTM)Return on equity+85.4%+16.0%+41.1%+15.9%+13.6%
ROA (TTM)Return on assets+11.5%+8.0%+13.1%+1.3%+1.0%
ROICReturn on invested capital+29.2%+8.1%+15.8%+4.5%+2.2%
ROCEReturn on capital employed+31.9%+8.6%+17.3%+8.9%+4.0%
Piotroski ScoreFundamental quality 0–988755
Debt / EquityFinancial leverage3.84x0.61x1.33x2.60x4.88x
Net DebtTotal debt minus cash$222M$2.1B$35.2B$599.0B$445.3B
Cash & Equiv.Liquid assets$101M$586M$10.3B$343.3B$164.3B
Total DebtShort + long-term debt$323M$2.7B$45.5B$942.4B$609.5B
Interest CoverageEBIT ÷ Interest expense7.60x9.69x10.70x0.74x0.33x
AAMI leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

AAMI leads this category, winning 5 of 6 comparable metrics.

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.

MetricAAMI logoAAMIAcadian Asset Man…AMG logoAMGAffiliated Manage…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…
YTD ReturnYear-to-date+66.2%+22.8%+20.3%-0.5%+17.2%
1-Year ReturnPast 12 months+148.2%+92.7%+17.2%+21.8%+72.7%
3-Year ReturnCumulative with dividends+252.6%+143.1%+47.0%+138.2%+224.8%
5-Year ReturnCumulative with dividends+253.9%+120.9%+65.6%+118.2%+200.5%
10-Year ReturnCumulative with dividends+471.7%+128.3%+121.1%+465.8%+666.8%
CAGR (3Y)Annualised 3-year return+52.2%+34.5%+13.7%+33.6%+48.1%
AAMI leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — AMG and KO each lead in 1 of 2 comparable metrics.

KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than GS's 1.60 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMG currently trades 99.7% from its 52-week high vs JPM's 95.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricAAMI logoAAMIAcadian Asset Man…AMG logoAMGAffiliated Manage…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…
Beta (5Y)Sensitivity to S&P 5001.52x1.09x-0.20x0.94x1.60x
52-Week HighHighest price in past year$79.15$355.55$84.04$337.25$1095.89
52-Week LowLowest price in past year$30.98$179.79$65.35$262.71$609.59
% of 52W HighCurrent price vs 52-week peak+99.2%+99.7%+98.3%+95.1%+97.0%
RSI (14)Momentum oscillator 0–10064.473.360.659.157.3
Avg Volume (50D)Average daily shares traded327K315K12.7M7.0M1.9M
Evenly matched — AMG and KO each lead in 1 of 2 comparable metrics.

Analyst Outlook

KO leads this category, winning 2 of 2 comparable metrics.

Analyst consensus: AAMI as "Hold", AMG as "Buy", KO as "Buy", JPM as "Buy", GS as "Hold". Consensus price targets imply 13.5% upside for AMG (target: $403) vs -12.6% for AAMI (target: $69). For income investors, KO offers the higher dividend yield at 2.46% vs GS's 1.56%.

MetricAAMI logoAAMIAcadian Asset Man…AMG logoAMGAffiliated Manage…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…
Analyst RatingConsensus buy/hold/sellHoldBuyBuyBuyHold
Price TargetConsensus 12-month target$68.67$402.50$86.13$339.75$972.70
# AnalystsCovering analysts312486155
Dividend YieldAnnual dividend ÷ price+0.1%+0.0%+2.5%+1.9%+1.6%
Dividend StreakConsecutive years of raises00561514
Dividend / ShareAnnual DPS$0.04$0.03$2.04$5.95$16.62
Buyback YieldShare repurchases ÷ mkt cap+1.7%+7.5%+0.2%+3.9%+3.7%
KO leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

AMG leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). AAMI leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.

Best OverallAcadian Asset Management (AAMI)Leads 2 of 6 categories
Loading custom metrics...

AAMI vs AMG vs KO vs JPM vs GS: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is AAMI or AMG or KO or JPM or GS 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. 4% for The Goldman Sachs Group, Inc. (GS). 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.

02

Which has the better valuation — AAMI or AMG or KO or JPM or GS?

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.

03

Which is the better long-term investment — AAMI or AMG or KO or JPM or GS?

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: GS returned +666. 8% 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.

04

Which is safer — AAMI or AMG or KO or JPM or GS?

By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.

20β versus The Goldman Sachs Group, Inc. 's 1. 60β — meaning GS is approximately -902% 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 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — AAMI or AMG or KO or JPM or GS?

By revenue growth (latest reported year), Affiliated Managers Group, Inc.

(AMG) is pulling ahead at 19. 8% versus -1. 4% for The Goldman Sachs Group, Inc. (GS). 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.

06

Which has better profit margins — AAMI or AMG or KO or JPM or GS?

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 17. 5% for GS. 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.

07

Is AAMI or AMG or KO or JPM or GS 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.

08

Which pays a better dividend — AAMI or AMG or KO or JPM or GS?

In this comparison, KO (2.

5% yield), JPM (1. 9% yield), GS (1. 6% yield) pay a dividend. AAMI, AMG do not pay a meaningful dividend and should not be held primarily for income.

09

Is AAMI or AMG or KO or JPM or GS 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.

10

What are the main differences between AAMI and AMG and KO and JPM and GS?

These companies operate in different sectors (AAMI (Financial Services) and AMG (Financial Services) and KO (Consumer Defensive) and JPM (Financial Services) and GS (Financial Services)), 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; JPM is a large-cap deep-value stock; GS is a large-cap quality compounder stock. KO, JPM, GS pay 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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