BMRC vs ICE vs FIS vs CME vs JKHY

For growth investors, Bank of Marin Bancorp (BMRC) is the stronger pick with 51.

8% revenue growth year-over-year, versus 5. 4% for Fidelity National Information Services, Inc. (FIS). Bank of Marin Bancorp (BMRC) offers the better valuation at 9. 5x trailing P/E (11. 9x forward), making it the more compelling value choice. Analysts rate Intercontinental Exchange, Inc. (ICE) a "Buy" — based on 36 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, Bank of Marin Bancorp (BMRC) is the cheapest at 9.

5x versus Fidelity National Information Services, Inc. at 63. 0x. On forward P/E, Fidelity National Information Services, Inc. is actually cheaper at 7. 5x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Fidelity National Information Services, Inc. wins at 0. 31x versus Bank of Marin Bancorp's 2. 82x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, CME Group Inc.

(CME) delivered a total return of +64. 5%, compared to -63. 2% for Fidelity National Information Services, Inc. (FIS). Over 10 years, the gap is even starker: CME returned +284. 9% versus FIS's -13. 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), CME Group Inc.

(CME) is the lower-risk stock at -0. 30β versus Bank of Marin Bancorp's 0. 95β — meaning BMRC is approximately -413% more volatile than CME relative to the S&P 500. On balance sheet safety, CME Group Inc. (CME) carries a lower debt/equity ratio of 13% versus 70% for Intercontinental Exchange, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Bank of Marin Bancorp (BMRC) is pulling ahead at 51.

8% versus 5. 4% for Fidelity National Information Services, Inc. (FIS). On earnings-per-share growth, the picture is similar: Bank of Marin Bancorp grew EPS 625. 0% year-over-year, compared to -47. 2% for Fidelity National Information Services, Inc.. Over a 3-year CAGR, JKHY leads at 6. 9% annualised revenue growth. 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.

CME Group Inc.

(CME) is the more profitable company, earning 62. 0% net margin versus 3. 6% for Fidelity National Information Services, Inc. — meaning it keeps 62. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CME leads at 64. 9% versus 16. 5% for FIS. At the gross margin level — before operating expenses — CME leads at 86. 1%, 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, Fidelity National Information Services, Inc. (FIS) is the more undervalued stock at a PEG of 0. 31x versus Bank of Marin Bancorp's 2. 82x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Fidelity National Information Services, Inc. (FIS) trades at 7. 5x forward P/E versus 23. 5x for CME Group Inc. — 16. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FIS: 42. 6% to $67. 38.

All stocks in this comparison pay dividends.

Bank of Marin Bancorp (BMRC) offers the highest yield at 3. 9%, versus 1. 2% for Intercontinental Exchange, Inc. (ICE).

For long-horizon retirement investors, CME Group Inc.

(CME) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 30), 3. 8% yield, +284. 9% 10Y return). Both have compounded well over 10 years (CME: +284. 9%, BMRC: +41. 5%), 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 (BMRC (Financial Services) and ICE (Financial Services) and FIS (Technology) and CME (Financial Services) and JKHY (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: BMRC is a small-cap high-growth stock; ICE is a mid-cap quality compounder stock; FIS is a mid-cap income-oriented stock; CME is a mid-cap income-oriented stock; JKHY is a mid-cap quality compounder stock. 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.