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Stock Comparison

AAMI vs GROW vs JPM

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%
GROW
U.S. Global Investors, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$38M
5Y Perf.+55.8%
JPM
JPMorgan Chase & Co.

Banks - Diversified

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

AAMI vs GROW vs JPM — Key Financials

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

Company Snapshot
AAMI logoAAMI
GROW logoGROW
JPM logoJPM
IndustryAsset ManagementAsset ManagementBanks - Diversified
Market Cap$2.81B$38M$896.00B
Revenue (TTM)$594M$11M$280.33B
Net Income (TTM)$80M$3M$57.05B
Gross Margin92.9%64.9%60.0%
Operating Margin27.4%-1.4%25.9%
Forward P/E16.4x14.4x
Total Debt$323M$83K$942.38B
Cash & Equiv.$101M$25M$343.34B

AAMI vs GROW vs JPMLong-Term Stock Performance

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

AAMI
GROW
JPM
StockJun 20Jun 26Return
Acadian Asset Manag… (AAMI)100630.3+530.3%
U.S. Global Investo… (GROW)100155.8+55.8%
JPMorgan Chase & Co. (JPM)100341.0+241.0%

Price return only. Dividends and distributions are not included.

Quick Verdict: AAMI vs GROW vs JPM

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

Bottom line: JPM leads in 3 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Acadian Asset Management is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
🥇JPM emerged as the overall leader. Track its performance:
AAMI
Acadian Asset Management
The Banking Pick

AAMI is the clearest fit if your priority is growth exposure and long-term compounding.

  • Rev growth 17.5%, EPS growth -0.5%
  • 471.7% 10Y total return vs JPM's 465.8%
  • 17.5% NII/revenue growth vs GROW's -23.1%
Best for: growth exposure and long-term compounding
GROW
U.S. Global Investors, Inc.
The Banking Pick

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

  • Dividend streak 0 yrs, beta 0.77, yield 3.1%
  • Lower volatility, beta 0.77, Low D/E 0.2%, current ratio 20.87x
  • Beta 0.77, yield 3.1%, current ratio 20.87x
Best for: income & stability and sleep-well-at-night
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM has the current edge in this matchup, primarily because of its strength in value and quality.

  • Lower P/E (14.4x vs 16.4x)
  • Efficiency ratio 0.3% vs GROW's 0.8% (lower = leaner)
  • Efficiency ratio 0.3% vs GROW's 0.8%
Best for: value and quality
See the full category breakdown
CategoryWinnerWhy
GrowthAAMI logoAAMI17.5% NII/revenue growth vs GROW's -23.1%
ValueJPM logoJPMLower P/E (14.4x vs 16.4x)
Quality / MarginsJPM logoJPMEfficiency ratio 0.3% vs GROW's 0.8% (lower = leaner)
Stability / SafetyGROW logoGROWBeta 0.77 vs AAMI's 1.52, lower leverage
DividendsGROW logoGROW3.1% yield, vs JPM's 1.9%
Momentum (1Y)AAMI logoAAMI+148.2% vs JPM's +21.8%
Efficiency (ROA)JPM logoJPMEfficiency ratio 0.3% vs GROW's 0.8%

AAMI vs GROW vs JPM — Revenue Breakdown by Segment

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

AAMIAcadian Asset Management

Segment breakdown not available.

GROWU.S. Global Investors, Inc.
FY 2025
Investment And Advisory Services
101.5%$8M
Administrative Service
1.5%$127,000
Investment Performance
-3.0%$-247,000
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

AAMI vs GROW vs JPM — Financial Metrics

Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLAAMILAGGINGGROW

Income & Cash Flow (Last 12 Months)

Evenly matched — AAMI and GROW each lead in 2 of 5 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 25880.1x GROW's $11M. GROW is the more profitable business, keeping 29.1% of every revenue dollar as net income compared to AAMI's 13.5%.

MetricAAMI logoAAMIAcadian Asset Man…GROW logoGROWU.S. Global Inves…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$594M$11M$280.3B
EBITDAEarnings before interest/tax$179M-$111,000$81.4B
Net IncomeAfter-tax profit$80M$3M$57.0B
Free Cash FlowCash after capex-$14M$464,000$100.9B
Gross MarginGross profit ÷ Revenue+92.9%+64.9%+60.0%
Operating MarginEBIT ÷ Revenue+27.4%-1.4%+25.9%
Net MarginNet income ÷ Revenue+13.5%+29.1%+20.4%
FCF MarginFCF ÷ Revenue-2.3%+4.3%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-14.2%+8.8%+16.0%
Evenly matched — AAMI and GROW each lead in 2 of 5 comparable metrics.

Valuation Metrics

JPM leads this category, winning 3 of 6 comparable metrics.

At 16.0x trailing earnings, JPM trades at a 55% valuation discount to AAMI's 35.5x P/E. On an enterprise value basis, AAMI's 16.9x EV/EBITDA is more attractive than JPM's 18.4x.

MetricAAMI logoAAMIAcadian Asset Man…GROW logoGROWU.S. Global Inves…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$2.8B$38M$896.0B
Enterprise ValueMkt cap + debt − cash$3.0B$13M$1.50T
Trailing P/EPrice ÷ TTM EPS35.54x-118.40x16.00x
Forward P/EPrice ÷ next-FY EPS est.16.38x14.40x
PEG RatioP/E ÷ EPS growth rate0.90x
EV / EBITDAEnterprise value multiple16.88x18.36x
Price / SalesMarket cap ÷ Revenue4.72x4.44x3.20x
Price / BookPrice ÷ Book value/share33.85x0.87x2.47x
Price / FCFMarket cap ÷ FCF15.53x8.88x
JPM leads this category, winning 3 of 6 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 $7 for GROW. GROW carries lower financial leverage with a 0.00x 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 GROW's 2/9, reflecting strong financial health.

MetricAAMI logoAAMIAcadian Asset Man…GROW logoGROWU.S. Global Inves…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+85.4%+7.0%+15.9%
ROA (TTM)Return on assets+11.5%+6.5%+1.3%
ROICReturn on invested capital+29.2%-4.7%+4.5%
ROCEReturn on capital employed+31.9%-6.2%+8.9%
Piotroski ScoreFundamental quality 0–9825
Debt / EquityFinancial leverage3.84x0.00x2.60x
Net DebtTotal debt minus cash$222M-$24M$599.0B
Cash & Equiv.Liquid assets$101M$25M$343.3B
Total DebtShort + long-term debt$323M$83,000$942.4B
Interest CoverageEBIT ÷ Interest expense7.60x776.00x0.74x
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 $5,280 for GROW. Over the past 12 months, AAMI leads with a +148.2% total return vs JPM's +21.8%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs GROW's 5.0% — a key indicator of consistent wealth creation.

MetricAAMI logoAAMIAcadian Asset Man…GROW logoGROWU.S. Global Inves…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+66.2%+21.8%-0.5%
1-Year ReturnPast 12 months+148.2%+28.2%+21.8%
3-Year ReturnCumulative with dividends+252.6%+15.9%+138.2%
5-Year ReturnCumulative with dividends+253.9%-47.2%+118.2%
10-Year ReturnCumulative with dividends+471.7%+89.2%+465.8%
CAGR (3Y)Annualised 3-year return+52.2%+5.0%+33.6%
AAMI leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — AAMI and GROW each lead in 1 of 2 comparable metrics.

GROW is the less volatile stock with a 0.77 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. AAMI currently trades 99.2% from its 52-week high vs GROW's 81.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricAAMI logoAAMIAcadian Asset Man…GROW logoGROWU.S. Global Inves…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5001.52x0.77x0.94x
52-Week HighHighest price in past year$79.15$3.65$337.25
52-Week LowLowest price in past year$30.98$2.23$262.71
% of 52W HighCurrent price vs 52-week peak+99.2%+81.1%+95.1%
RSI (14)Momentum oscillator 0–10064.467.159.1
Avg Volume (50D)Average daily shares traded327K25K7.0M
Evenly matched — AAMI and GROW each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — GROW and JPM each lead in 1 of 2 comparable metrics.

Analyst consensus: AAMI as "Hold", JPM as "Buy". Consensus price targets imply 5.9% upside for JPM (target: $340) vs -12.6% for AAMI (target: $69). For income investors, GROW offers the higher dividend yield at 3.06% vs JPM's 1.86%.

MetricAAMI logoAAMIAcadian Asset Man…GROW logoGROWU.S. Global Inves…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellHoldBuy
Price TargetConsensus 12-month target$68.67$339.75
# AnalystsCovering analysts361
Dividend YieldAnnual dividend ÷ price+0.1%+3.1%+1.9%
Dividend StreakConsecutive years of raises0015
Dividend / ShareAnnual DPS$0.04$0.09$5.95
Buyback YieldShare repurchases ÷ mkt cap+1.7%+5.2%+3.9%
Evenly matched — GROW and JPM each lead in 1 of 2 comparable metrics.
Key Takeaway

AAMI leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). JPM leads in 1 (Valuation Metrics). 3 tied.

Best OverallAcadian Asset Management (AAMI)Leads 2 of 6 categories
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AAMI vs GROW vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is AAMI or GROW or JPM a better buy right now?

For growth investors, Acadian Asset Management (AAMI) is the stronger pick with 17.

5% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 0x trailing P/E (14. 4x 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 GROW or JPM?

On trailing P/E, JPMorgan Chase & Co.

(JPM) is the cheapest at 16. 0x versus Acadian Asset Management at 35. 5x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 4x.

03

Which is the better long-term investment — AAMI or GROW or JPM?

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

9%, compared to -47. 2% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: AAMI returned +471. 7% versus GROW's +89. 2%. 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 GROW or JPM?

By beta (market sensitivity over 5 years), U.

S. Global Investors, Inc. (GROW) is the lower-risk stock at 0. 77β versus Acadian Asset Management's 1. 52β — meaning AAMI is approximately 98% more volatile than GROW relative to the S&P 500. On balance sheet safety, U. S. Global Investors, Inc. (GROW) carries a lower debt/equity ratio of 0% versus 4% for Acadian Asset Management — giving it more financial flexibility in a downturn.

05

Which is growing faster — AAMI or GROW or JPM?

By revenue growth (latest reported year), Acadian Asset Management (AAMI) is pulling ahead at 17.

5% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: JPMorgan Chase & Co. grew EPS 1. 5% year-over-year, compared to -126. 6% for U. S. Global Investors, 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 GROW or JPM?

JPMorgan Chase & Co.

(JPM) is the more profitable company, earning 20. 4% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 20. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AAMI leads at 27. 4% versus -35. 3% for GROW. 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 GROW or JPM more undervalued right now?

On forward earnings alone, JPMorgan Chase & Co.

(JPM) trades at 14. 4x forward P/E versus 16. 4x for Acadian Asset Management — 2. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JPM: 5. 9% to $339. 75.

08

Which pays a better dividend — AAMI or GROW or JPM?

In this comparison, GROW (3.

1% yield), JPM (1. 9% yield) pay a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.

09

Is AAMI or GROW or JPM better for a retirement portfolio?

For long-horizon retirement investors, JPMorgan Chase & Co.

(JPM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 94), 1. 9% yield, +465. 8% 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 (JPM: +465. 8%, 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 GROW and JPM?

Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: AAMI is a small-cap high-growth stock; GROW is a small-cap income-oriented stock; JPM is a large-cap deep-value stock. GROW, JPM 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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