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AAMI logo
AAMI
DHIL logo
DHIL
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JPM
STT logo
STT
BLK logo
BLK
KO logo
KO
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Stock Comparison

AAMI vs DHIL vs JPM vs STT vs BLK vs KO

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%
DHIL
Diamond Hill Investment Group, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$473M
5Y Perf.+51.4%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+241.0%
STT
State Street Corporation

Asset Management

Financial ServicesNYSE • US
Market Cap$48.45B
5Y Perf.+163.8%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$170.69B
5Y Perf.+89.7%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$355.61B
5Y Perf.+84.9%

AAMI vs DHIL vs JPM vs STT vs BLK vs KO — Key Financials

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

Company Snapshot
AAMI logoAAMI
DHIL logoDHIL
JPM logoJPM
STT logoSTT
BLK logoBLK
KO logoKO
IndustryAsset ManagementAsset ManagementBanks - DiversifiedAsset ManagementAsset ManagementBeverages - Non-Alcoholic
Market Cap$2.81B$473M$896.00B$48.45B$170.69B$355.61B
Revenue (TTM)$594M$158M$280.33B$22.63B$24.22B$49.28B
Net Income (TTM)$80M$49M$57.05B$2.94B$5.55B$13.70B
Gross Margin92.9%96.0%60.0%61.4%50.5%61.7%
Operating Margin27.4%38.4%25.9%16.5%29.1%29.3%
Forward P/E16.4x9.5x14.4x13.5x19.4x25.3x
Total Debt$323M$6.40B$942.38B$29.80B$15.00B$45.49B
Cash & Equiv.$101M$42M$343.34B$131.36B$11.47B$10.27B

AAMI vs DHIL vs JPM vs STT vs BLK vs KOLong-Term Stock Performance

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

AAMI
DHIL
JPM
STT
BLK
KO
StockJun 20Jun 26Return
Acadian Asset Manag… (AAMI)100630.3+530.3%
Diamond Hill Invest… (DHIL)100151.4+51.4%
JPMorgan Chase & Co. (JPM)100341.0+241.0%
State Street Corpor… (STT)100263.8+163.8%
BlackRock, Inc. (BLK)100189.7+89.7%
The Coca-Cola Compa… (KO)100184.9+84.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: AAMI vs DHIL vs JPM vs STT vs BLK vs KO

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

Bottom line: DHIL leads in 4 of 7 categories (6-stock set), making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Acadian Asset Management is the stronger pick specifically for recent price momentum and sentiment. JPM and BLK also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
🥇DHIL emerged as the overall leader. Track its performance:
AAMI
Acadian Asset Management
The Banking Pick

AAMI is the #2 pick in this set and the best alternative if long-term compounding is your priority.

  • 471.7% 10Y total return vs JPM's 465.8%
  • +148.2% vs BLK's +6.6%
Best for: long-term compounding
DHIL
Diamond Hill Investment Group, Inc.
The Banking Pick

DHIL carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.

  • Dividend streak 0 yrs, beta 0.53, yield 5.7%
  • Lower volatility, beta 0.53, current ratio 75115.85x
  • Beta 0.53, yield 5.7%, current ratio 75115.85x
  • 30.9% margin vs STT's 13.0%
Best for: income & stability and sleep-well-at-night
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM ranks third and is worth considering specifically for valuation efficiency and bank quality.

  • PEG 0.81 vs BLK's 9.03
  • NIM 2.2% vs DHIL's 0.7%
  • Lower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
Best for: valuation efficiency and bank quality
STT
State Street Corporation
The Financial Play

Among these 6 stocks, STT doesn't own a clear edge in any measured category.

Best for: financial services exposure
BLK
BlackRock, Inc.
The Banking Pick

BLK is the clearest fit if your priority is growth exposure.

  • Rev growth 18.7%, EPS growth -15.7%
  • 18.7% NII/revenue growth vs KO's 1.9%
Best for: growth exposure
KO
The Coca-Cola Company
The Income Angle

KO doesn't hold a clear category lead here; it's more of a secondary option in this specific comparison.

Best for: consumer defensive exposure
See the full category breakdown
CategoryWinnerWhy
GrowthBLK logoBLK18.7% NII/revenue growth vs KO's 1.9%
ValueJPM logoJPMLower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
Quality / MarginsDHIL logoDHIL30.9% margin vs STT's 13.0%
Stability / SafetyDHIL logoDHILBeta 0.53 vs AAMI's 1.52
DividendsDHIL logoDHIL5.7% yield, vs KO's 2.5%
Momentum (1Y)AAMI logoAAMI+148.2% vs BLK's +6.6%
Efficiency (ROA)DHIL logoDHIL19.5% ROA vs STT's 0.8%, ROIC 1.3% vs 4.7%

AAMI vs DHIL vs JPM vs STT vs BLK vs KO — Revenue Breakdown by Segment

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

AAMIAcadian Asset Management

Segment breakdown not available.

DHILDiamond Hill Investment Group, Inc.
FY 2025
Investment Advisory Services
95.1%$140M
Mutual Fund Administrative Services
4.9%$7M
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
STTState Street Corporation
FY 2025
Investment Servicing
80.9%$11.3B
Investment Management
18.8%$2.6B
Segment Reporting, Reconciling Item, Excluding Corporate Nonsegment
0.3%$42M
BLKBlackRock, Inc.
FY 2025
Investment Advice
86.3%$19.2B
Investment Performance
6.4%$1.4B
Distribution and Shareholder Service
6.1%$1.4B
Service, Other
1.2%$277M
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B

AAMI vs DHIL vs JPM vs STT vs BLK vs KO — Financial Metrics

Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLAAMILAGGINGKO

Income & Cash Flow (Last 12 Months)

DHIL leads this category, winning 5 of 5 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 1775.8x DHIL's $158M. DHIL is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to STT's 13.0%.

MetricAAMI logoAAMIAcadian Asset Man…DHIL logoDHILDiamond Hill Inve…JPM logoJPMJPMorgan Chase & …STT logoSTTState Street Corp…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
RevenueTrailing 12 months$594M$158M$280.3B$22.6B$24.2B$49.3B
EBITDAEarnings before interest/tax$179M$62M$81.4B$4.3B$8.1B$15.5B
Net IncomeAfter-tax profit$80M$49M$57.0B$2.9B$5.6B$13.7B
Free Cash FlowCash after capex-$14M$44.5B$100.9B$2.7B$3.6B$12.6B
Gross MarginGross profit ÷ Revenue+92.9%+96.0%+60.0%+61.4%+50.5%+61.7%
Operating MarginEBIT ÷ Revenue+27.4%+38.4%+25.9%+16.5%+29.1%+29.3%
Net MarginNet income ÷ Revenue+13.5%+30.9%+20.4%+13.0%+22.9%+27.8%
FCF MarginFCF ÷ Revenue-2.3%+281.7%+36.0%+12.1%+14.8%+25.5%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year-14.2%+25.3%+16.0%+23.0%-22.7%+18.2%
DHIL leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

STT leads this category, winning 3 of 7 comparable metrics.

At 9.8x trailing earnings, DHIL trades at a 73% valuation discount to AAMI's 35.5x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs BLK's 13.57x — a lower PEG means you pay less per unit of expected earnings growth.

MetricAAMI logoAAMIAcadian Asset Man…DHIL logoDHILDiamond Hill Inve…JPM logoJPMJPMorgan Chase & …STT logoSTTState Street Corp…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
Market CapShares × price$2.8B$473M$896.0B$48.4B$170.7B$355.6B
Enterprise ValueMkt cap + debt − cash$3.0B$6.8B$1.50T-$53.1B$174.2B$390.8B
Trailing P/EPrice ÷ TTM EPS35.54x9.77x16.00x17.83x29.14x27.18x
Forward P/EPrice ÷ next-FY EPS est.16.38x9.48x14.40x13.49x19.40x25.27x
PEG RatioP/E ÷ EPS growth rate1.18x0.90x2.16x13.57x2.43x
EV / EBITDAEnterprise value multiple16.88x110.39x18.36x-12.39x22.60x26.39x
Price / SalesMarket cap ÷ Revenue4.72x3.00x3.20x2.14x7.05x7.42x
Price / BookPrice ÷ Book value/share33.85x2.70x2.47x1.74x2.77x10.40x
Price / FCFMarket cap ÷ FCF15.53x8.88x11.29x45.53x67.15x
STT leads this category, winning 3 of 7 comparable metrics.

Profitability & Efficiency

AAMI leads this category, winning 5 of 9 comparable metrics.

AAMI delivers a 85.4% return on equity — every $100 of shareholder capital generates $85 in annual profit, vs $10 for BLK. BLK carries lower financial leverage with a 0.24x debt-to-equity ratio, signaling a more conservative balance sheet compared to DHIL's 36.26x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs BLK's 5/9, reflecting strong financial health.

MetricAAMI logoAAMIAcadian Asset Man…DHIL logoDHILDiamond Hill Inve…JPM logoJPMJPMorgan Chase & …STT logoSTTState Street Corp…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
ROE (TTM)Return on equity+85.4%+27.0%+15.9%+10.8%+9.9%+41.1%
ROA (TTM)Return on assets+11.5%+19.5%+1.3%+0.8%+3.6%+13.1%
ROICReturn on invested capital+29.2%+1.3%+4.5%+4.7%+7.5%+15.8%
ROCEReturn on capital employed+31.9%+26.0%+8.9%+4.5%+4.6%+17.3%
Piotroski ScoreFundamental quality 0–9865757
Debt / EquityFinancial leverage3.84x36.26x2.60x1.07x0.24x1.33x
Net DebtTotal debt minus cash$222M$6.4B$599.0B-$101.6B$3.5B$35.2B
Cash & Equiv.Liquid assets$101M$42M$343.3B$131.4B$11.5B$10.3B
Total DebtShort + long-term debt$323M$6.4B$942.4B$29.8B$15.0B$45.5B
Interest CoverageEBIT ÷ Interest expense7.60x0.74x0.43x10.70x10.70x
AAMI leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in AAMI five years ago would be worth $35,390 today (with dividends reinvested), compared to $12,908 for DHIL. Over the past 12 months, AAMI leads with a +148.2% total return vs BLK's +6.6%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs DHIL's 4.2% — a key indicator of consistent wealth creation.

MetricAAMI logoAAMIAcadian Asset Man…DHIL logoDHILDiamond Hill Inve…JPM logoJPMJPMorgan Chase & …STT logoSTTState Street Corp…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
YTD ReturnYear-to-date+66.2%+2.8%-0.5%+31.2%-3.8%+20.3%
1-Year ReturnPast 12 months+148.2%+25.6%+21.8%+75.1%+6.6%+17.2%
3-Year ReturnCumulative with dividends+252.6%+13.2%+138.2%+141.7%+60.4%+47.0%
5-Year ReturnCumulative with dividends+253.9%+29.1%+118.2%+113.8%+29.2%+65.6%
10-Year ReturnCumulative with dividends+471.7%+41.6%+465.8%+222.0%+246.8%+121.1%
CAGR (3Y)Annualised 3-year return+52.2%+4.2%+33.6%+34.2%+17.1%+13.7%
AAMI leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — DHIL 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 AAMI's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DHIL currently trades 100.0% from its 52-week high vs BLK's 84.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricAAMI logoAAMIAcadian Asset Man…DHIL logoDHILDiamond Hill Inve…JPM logoJPMJPMorgan Chase & …STT logoSTTState Street Corp…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
Beta (5Y)Sensitivity to S&P 5001.52x0.53x0.94x1.20x1.29x-0.20x
52-Week HighHighest price in past year$79.15$175.03$337.25$168.28$1219.94$84.04
52-Week LowLowest price in past year$30.98$114.11$262.71$95.67$917.39$65.35
% of 52W HighCurrent price vs 52-week peak+99.2%+100.0%+95.1%+99.6%+84.6%+98.3%
RSI (14)Momentum oscillator 0–10064.470.559.168.344.960.6
Avg Volume (50D)Average daily shares traded327K17K7.0M1.8M602K12.7M
Evenly matched — DHIL and KO each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: AAMI as "Hold", JPM as "Buy", STT as "Buy", BLK as "Buy", KO as "Buy". Consensus price targets imply 26.1% upside for BLK (target: $1302) vs -12.6% for AAMI (target: $69). For income investors, DHIL offers the higher dividend yield at 5.71% vs STT's 1.85%.

MetricAAMI logoAAMIAcadian Asset Man…DHIL logoDHILDiamond Hill Inve…JPM logoJPMJPMorgan Chase & …STT logoSTTState Street Corp…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
Analyst RatingConsensus buy/hold/sellHoldBuyBuyBuyBuy
Price TargetConsensus 12-month target$68.67$339.75$161.50$1301.63$86.13
# AnalystsCovering analysts361373348
Dividend YieldAnnual dividend ÷ price+0.1%+5.7%+1.9%+1.8%+2.0%+2.5%
Dividend StreakConsecutive years of raises0015151656
Dividend / ShareAnnual DPS$0.04$9.98$5.95$3.09$20.24$2.04
Buyback YieldShare repurchases ÷ mkt cap+1.7%+3.6%+3.9%+2.7%+1.1%+0.2%
Evenly matched — DHIL and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

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

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

AAMI vs DHIL vs JPM vs STT vs BLK vs KO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is AAMI or DHIL or JPM or STT or BLK or KO a better buy right now?

For growth investors, BlackRock, Inc.

(BLK) is the stronger pick with 18. 7% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). Diamond Hill Investment Group, Inc. (DHIL) offers the better valuation at 9. 8x trailing P/E (9. 5x forward), making it the more compelling value choice. Analysts rate JPMorgan Chase & Co. (JPM) a "Buy" — based on 61 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 DHIL or JPM or STT or BLK or KO?

On trailing P/E, Diamond Hill Investment Group, Inc.

(DHIL) is the cheapest at 9. 8x versus Acadian Asset Management at 35. 5x. On forward P/E, Diamond Hill Investment Group, Inc. is actually cheaper at 9. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 81x versus BlackRock, Inc. 's 9. 03x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — AAMI or DHIL or JPM or STT or BLK or KO?

Over the past 5 years, Acadian Asset Management (AAMI) delivered a total return of +253.

9%, compared to +29. 1% for Diamond Hill Investment Group, Inc. (DHIL). Over 10 years, the gap is even starker: AAMI returned +471. 7% versus DHIL's +41. 6%. 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 DHIL or JPM or STT or BLK 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, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 24% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — AAMI or DHIL or JPM or STT or BLK or KO?

By revenue growth (latest reported year), BlackRock, Inc.

(BLK) is pulling ahead at 18. 7% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: The Coca-Cola Company grew EPS 23. 6% year-over-year, compared to -15. 7% for BlackRock, Inc.. 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 DHIL or JPM or STT or BLK or KO?

Diamond Hill Investment Group, Inc.

(DHIL) is the more profitable company, earning 30. 9% net margin versus 13. 0% for State Street Corporation — meaning it keeps 30. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DHIL leads at 38. 4% versus 16. 5% for STT. At the gross margin level — before operating expenses — DHIL leads at 96. 0%, 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 DHIL or JPM or STT or BLK 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, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 81x versus BlackRock, Inc. 's 9. 03x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Diamond Hill Investment Group, Inc. (DHIL) trades at 9. 5x forward P/E versus 25. 3x for The Coca-Cola Company — 15. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 26. 1% to $1301. 63.

08

Which pays a better dividend — AAMI or DHIL or JPM or STT or BLK or KO?

In this comparison, DHIL (5.

7% yield), KO (2. 5% yield), BLK (2. 0% yield), JPM (1. 9% yield), STT (1. 8% yield) pay a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.

09

Is AAMI or DHIL or JPM or STT or BLK 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.

10

What are the main differences between AAMI and DHIL and JPM and STT and BLK and KO?

These companies operate in different sectors (AAMI (Financial Services) and DHIL (Financial Services) and JPM (Financial Services) and STT (Financial Services) and BLK (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; DHIL is a small-cap deep-value stock; JPM is a large-cap deep-value stock; STT is a mid-cap deep-value stock; BLK is a mid-cap high-growth stock; KO is a large-cap quality compounder stock. DHIL, JPM, STT, BLK, KO pay a dividend while AAMI does 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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