APAM vs CNNE vs JEF vs VRTS vs GS

For growth investors, The Goldman Sachs Group, Inc.

(GS) is the stronger pick with 17. 0% revenue growth year-over-year, versus -8. 0% for Virtus Investment Partners, Inc. (VRTS). Virtus Investment Partners, Inc. (VRTS) offers the better valuation at 7. 1x trailing P/E (5. 5x forward), making it the more compelling value choice. Analysts rate Cannae Holdings, Inc. (CNNE) a "Buy" — based on 5 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.

On trailing P/E, Virtus Investment Partners, Inc.

(VRTS) is the cheapest at 7. 1x versus The Goldman Sachs Group, Inc. at 22. 8x. On forward P/E, Virtus Investment Partners, Inc. is actually cheaper at 5. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Virtus Investment Partners, Inc. wins at 0. 38x versus Jefferies Financial Group Inc. 's 11. 15x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, The Goldman Sachs Group, Inc.

(GS) delivered a total return of +164. 4%, compared to -60. 5% for Cannae Holdings, Inc. (CNNE). Over 10 years, the gap is even starker: GS returned +534. 3% versus CNNE's -18. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Cannae Holdings, Inc.

(CNNE) is the lower-risk stock at 0. 98β versus Jefferies Financial Group Inc. 's 1. 97β — meaning JEF is approximately 101% more volatile than CNNE relative to the S&P 500. On balance sheet safety, Jefferies Financial Group Inc. (JEF) carries a lower debt/equity ratio of 17% versus 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), The Goldman Sachs Group, Inc.

(GS) is pulling ahead at 17. 0% versus -8. 0% for Virtus Investment Partners, Inc. (VRTS). On earnings-per-share growth, the picture is similar: The Goldman Sachs Group, Inc. grew EPS 77. 3% year-over-year, compared to -92. 0% for Cannae Holdings, 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.

Artisan Partners Asset Management Inc.

(APAM) is the more profitable company, earning 24. 3% net margin versus -99. 2% for Cannae Holdings, Inc. — meaning it keeps 24. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: APAM leads at 33. 4% versus -28. 2% for CNNE. At the gross margin level — before operating expenses — VRTS leads at 74. 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.

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, Virtus Investment Partners, Inc. (VRTS) is the more undervalued stock at a PEG of 0. 38x versus Jefferies Financial Group Inc. 's 11. 15x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Virtus Investment Partners, Inc. (VRTS) trades at 5. 5x forward P/E versus 15. 6x for The Goldman Sachs Group, Inc. — 10. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JEF: 31. 6% to $67. 75.

In this comparison, APAM (10.

4% yield), VRTS (6. 6% yield), JEF (3. 3% yield), GS (1. 5% yield) pay a dividend. CNNE does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Virtus Investment Partners, Inc.

(VRTS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 14), 6. 6% yield, +142. 6% 10Y return). Jefferies Financial Group Inc. (JEF) carries a higher beta of 1. 97 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VRTS: +142. 6%, JEF: +300. 2%), 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.

These companies operate in different sectors (APAM (Financial Services) and CNNE (Consumer Cyclical) and JEF (Financial Services) and VRTS (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: APAM is a small-cap deep-value stock; CNNE is a small-cap quality compounder stock; JEF is a mid-cap income-oriented stock; VRTS is a small-cap deep-value stock; GS is a large-cap high-growth stock. APAM, JEF, VRTS, GS pay a dividend while CNNE 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.