Build Your Comparison

Side-by-side financial analysis
AAMI logo
AAMI
MS logo
MS
JPM logo
JPM
GS logo
GS
BLK logo
BLK
KO logo
KO
Try popular comparisons:

Stock Comparison

AAMI vs MS vs JPM vs GS 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%
MS
Morgan Stanley

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$340.97B
5Y Perf.+343.1%
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%
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 MS vs JPM vs GS vs BLK vs KO — Key Financials

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

Company Snapshot
AAMI logoAAMI
MS logoMS
JPM logoJPM
GS logoGS
BLK logoBLK
KO logoKO
IndustryAsset ManagementFinancial - Capital MarketsBanks - DiversifiedFinancial - Capital MarketsAsset ManagementBeverages - Non-Alcoholic
Market Cap$2.81B$340.97B$896.00B$337.53B$170.69B$355.61B
Revenue (TTM)$594M$114.98B$280.33B$125.10B$24.22B$49.28B
Net Income (TTM)$80M$16.86B$57.05B$17.18B$5.55B$13.70B
Gross Margin92.9%57.1%60.0%47.5%50.5%61.7%
Operating Margin27.4%19.1%25.9%17.5%29.1%29.3%
Forward P/E16.4x18.0x14.4x17.9x19.4x25.3x
Total Debt$323M$475.56B$942.38B$609.53B$15.00B$45.49B
Cash & Equiv.$101M$111.69B$343.34B$164.26B$11.47B$10.27B

AAMI vs MS vs JPM vs GS vs BLK vs KOLong-Term Stock Performance

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

AAMI
MS
JPM
GS
BLK
KO
StockJun 20Jun 26Return
Acadian Asset Manag… (AAMI)100630.3+530.3%
Morgan Stanley (MS)100443.1+343.1%
JPMorgan Chase & Co. (JPM)100341.0+241.0%
The Goldman Sachs G… (GS)100537.8+437.8%
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 MS vs JPM vs GS vs BLK vs KO

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

Bottom line: KO leads in 3 of 7 categories (6-stock set), making it the strongest pick for profitability and margin quality and dividend income and shareholder returns. JPMorgan Chase & Co. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. AAMI 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.
🥇KO 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 BLK's +6.6%
Best for: momentum
MS
Morgan Stanley
The Banking Pick

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

  • Rev growth 11.5%, EPS growth 28.3%
  • 8.5% 10Y total return vs GS's 6.7%
Best for: growth exposure and long-term compounding
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the #2 pick in this set and the best alternative if valuation efficiency and bank quality is your priority.

  • PEG 0.81 vs BLK's 9.03
  • NIM 2.2% vs MS's 0.7%
  • Lower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
  • Beta 0.94 vs GS's 1.60, lower leverage
Best for: valuation efficiency and bank quality
GS
The Goldman Sachs Group, Inc.
The Financial Play

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

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

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

  • Dividend streak 16 yrs, beta 1.29, yield 2.0%
  • Lower volatility, beta 1.29, Low D/E 24.4%, current ratio 70.15x
  • Beta 1.29, yield 2.0%, current ratio 70.15x
  • 18.7% NII/revenue growth vs GS's -1.4%
Best for: income & stability and sleep-well-at-night
KO
The Coca-Cola Company
The Quality Compounder

KO carries the broadest edge in this set and is the clearest fit for quality and dividends.

  • 27.8% margin vs AAMI's 13.5%
  • 2.5% yield, 56-year raise streak, vs GS's 1.6%
  • 13.1% ROA vs GS's 1.0%, ROIC 15.8% vs 2.2%
Best for: quality and dividends
See the full category breakdown
CategoryWinnerWhy
GrowthBLK logoBLK18.7% NII/revenue growth vs GS's -1.4%
ValueJPM logoJPMLower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
Quality / MarginsKO logoKO27.8% 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%
Momentum (1Y)AAMI logoAAMI+148.2% vs BLK's +6.6%
Efficiency (ROA)KO logoKO13.1% ROA vs GS's 1.0%, ROIC 15.8% vs 2.2%

AAMI vs MS vs JPM vs GS 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.

MSMorgan Stanley
FY 2025
Institutional Securities Segment
46.4%$33.1B
Wealth Management Segment
44.5%$31.8B
Investment Management Segment
9.1%$6.5B
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
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 MS vs JPM vs GS vs BLK vs KO — Financial Metrics

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

BEST OVERALLAAMILAGGINGBLK

Income & Cash Flow (Last 12 Months)

KO leads this category, winning 2 of 5 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 471.7x AAMI's $594M. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to AAMI's 13.5%.

MetricAAMI logoAAMIAcadian Asset Man…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
RevenueTrailing 12 months$594M$115.0B$280.3B$125.1B$24.2B$49.3B
EBITDAEarnings before interest/tax$179M$26.6B$81.4B$24.0B$8.1B$15.5B
Net IncomeAfter-tax profit$80M$16.9B$57.0B$17.2B$5.6B$13.7B
Free Cash FlowCash after capex-$14M-$17.9B$100.9B-$47.2B$3.6B$12.6B
Gross MarginGross profit ÷ Revenue+92.9%+57.1%+60.0%+47.5%+50.5%+61.7%
Operating MarginEBIT ÷ Revenue+27.4%+19.1%+25.9%+17.5%+29.1%+29.3%
Net MarginNet income ÷ Revenue+13.5%+14.7%+20.4%+13.7%+22.9%+27.8%
FCF MarginFCF ÷ Revenue-2.3%-15.6%+36.0%-37.7%+14.8%+25.5%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year-14.2%+48.9%+16.0%+45.8%-22.7%+18.2%
KO leads this category, winning 2 of 5 comparable metrics.

Valuation Metrics

JPM leads this category, winning 4 of 7 comparable metrics.

At 16.0x trailing earnings, JPM trades at a 55% 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…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
Market CapShares × price$2.8B$341.0B$896.0B$337.5B$170.7B$355.6B
Enterprise ValueMkt cap + debt − cash$3.0B$704.8B$1.50T$782.8B$174.2B$390.8B
Trailing P/EPrice ÷ TTM EPS35.54x20.98x16.00x20.71x29.14x27.18x
Forward P/EPrice ÷ next-FY EPS est.16.38x18.00x14.40x17.93x19.40x25.27x
PEG RatioP/E ÷ EPS growth rate2.19x0.90x1.32x13.57x2.43x
EV / EBITDAEnterprise value multiple16.88x26.49x18.36x32.57x22.60x26.39x
Price / SalesMarket cap ÷ Revenue4.72x2.97x3.20x2.70x7.05x7.42x
Price / BookPrice ÷ Book value/share33.85x3.03x2.47x2.70x2.77x10.40x
Price / FCFMarket cap ÷ FCF15.53x7.40x8.88x45.53x67.15x
JPM 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 $10 for BLK. BLK carries lower financial leverage with a 0.24x 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 BLK's 5/9, reflecting strong financial health.

MetricAAMI logoAAMIAcadian Asset Man…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
ROE (TTM)Return on equity+85.4%+15.3%+15.9%+13.6%+9.9%+41.1%
ROA (TTM)Return on assets+11.5%+1.2%+1.3%+1.0%+3.6%+13.1%
ROICReturn on invested capital+29.2%+3.1%+4.5%+2.2%+7.5%+15.8%
ROCEReturn on capital employed+31.9%+3.3%+8.9%+4.0%+4.6%+17.3%
Piotroski ScoreFundamental quality 0–9875557
Debt / EquityFinancial leverage3.84x4.22x2.60x4.88x0.24x1.33x
Net DebtTotal debt minus cash$222M$363.9B$599.0B$445.3B$3.5B$35.2B
Cash & Equiv.Liquid assets$101M$111.7B$343.3B$164.3B$11.5B$10.3B
Total DebtShort + long-term debt$323M$475.6B$942.4B$609.5B$15.0B$45.5B
Interest CoverageEBIT ÷ Interest expense7.60x0.45x0.74x0.33x10.70x10.70x
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 $12,916 for BLK. 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 KO's 13.7% — a key indicator of consistent wealth creation.

MetricAAMI logoAAMIAcadian Asset Man…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
YTD ReturnYear-to-date+66.2%+18.8%-0.5%+17.2%-3.8%+20.3%
1-Year ReturnPast 12 months+148.2%+65.3%+21.8%+72.7%+6.6%+17.2%
3-Year ReturnCumulative with dividends+252.6%+157.5%+138.2%+224.8%+60.4%+47.0%
5-Year ReturnCumulative with dividends+253.9%+154.7%+118.2%+200.5%+29.2%+65.6%
10-Year ReturnCumulative with dividends+471.7%+854.4%+465.8%+666.8%+246.8%+121.1%
CAGR (3Y)Annualised 3-year return+52.2%+37.1%+33.6%+48.1%+17.1%+13.7%
AAMI leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — AAMI 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. AAMI currently trades 99.2% 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…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
Beta (5Y)Sensitivity to S&P 5001.52x1.40x0.94x1.60x1.29x-0.20x
52-Week HighHighest price in past year$79.15$219.16$337.25$1095.89$1219.94$84.04
52-Week LowLowest price in past year$30.98$128.81$262.71$609.59$917.39$65.35
% of 52W HighCurrent price vs 52-week peak+99.2%+97.7%+95.1%+97.0%+84.6%+98.3%
RSI (14)Momentum oscillator 0–10064.462.259.157.344.960.6
Avg Volume (50D)Average daily shares traded327K4.5M7.0M1.9M602K12.7M
Evenly matched — AAMI 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", MS as "Buy", JPM as "Buy", GS as "Hold", 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, KO offers the higher dividend yield at 2.46% vs GS's 1.56%.

MetricAAMI logoAAMIAcadian Asset Man…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …GS logoGSThe Goldman Sachs…BLK logoBLKBlackRock, Inc.KO logoKOThe Coca-Cola Com…
Analyst RatingConsensus buy/hold/sellHoldBuyBuyHoldBuyBuy
Price TargetConsensus 12-month target$68.67$201.25$339.75$972.70$1301.63$86.13
# AnalystsCovering analysts35261553348
Dividend YieldAnnual dividend ÷ price+0.1%+1.9%+1.9%+1.6%+2.0%+2.5%
Dividend StreakConsecutive years of raises01215141656
Dividend / ShareAnnual DPS$0.04$4.14$5.95$16.62$20.24$2.04
Buyback YieldShare repurchases ÷ mkt cap+1.7%+1.7%+3.9%+3.7%+1.1%+0.2%
KO leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

KO leads in 2 of 6 categories (Income & Cash Flow, Analyst Outlook). 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 MS vs JPM vs GS vs BLK vs KO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is AAMI or MS or JPM or GS 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. 4% for The Goldman Sachs Group, Inc. (GS). 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 Morgan Stanley (MS) a "Buy" — based on 52 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 MS or JPM or GS or BLK or KO?

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. 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 MS or JPM or GS or BLK or KO?

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

9%, compared to +29. 2% for BlackRock, Inc. (BLK). Over 10 years, the gap is even starker: MS returned +854. 4% 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 MS or JPM or GS 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 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, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 24% versus 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — AAMI or MS or JPM or GS or BLK or KO?

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

(BLK) is pulling ahead at 18. 7% versus -1. 4% for The Goldman Sachs Group, Inc. (GS). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 28. 3% 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 MS or JPM or GS or BLK or KO?

The Coca-Cola Company (KO) is the more profitable company, earning 27.

3% net margin versus 13. 5% for Acadian Asset Management — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BLK leads at 29. 1% 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 MS or JPM or GS 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, JPMorgan Chase & Co. (JPM) trades at 14. 4x forward P/E versus 25. 3x for The Coca-Cola Company — 10. 9x 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 MS or JPM or GS or BLK or KO?

In this comparison, KO (2.

5% yield), BLK (2. 0% yield), MS (1. 9% yield), JPM (1. 9% yield), GS (1. 6% yield) pay a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.

09

Is AAMI or MS or JPM or GS 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 MS and JPM and GS and BLK and KO?

These companies operate in different sectors (AAMI (Financial Services) and MS (Financial Services) and JPM (Financial Services) and GS (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; MS is a large-cap quality compounder stock; JPM is a large-cap deep-value stock; GS is a large-cap quality compounder stock; BLK is a mid-cap high-growth stock; KO is a large-cap quality compounder stock. MS, JPM, GS, 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.

You Might Also Compare

Based on how these companies actually compete and overlap — not just which sector they're filed under.