Biotechnology
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Side-by-side financial analysisStock Comparison
CARM vs MGTX vs KO vs JPM vs FATE
Revenue, margins, valuation, and 5-year total return — side by side.
Biotechnology
Beverages - Non-Alcoholic
Banks - Diversified
Biotechnology
CARM vs MGTX vs KO vs JPM vs FATE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Biotechnology | Biotechnology | Beverages - Non-Alcoholic | Banks - Diversified | Biotechnology |
| Market Cap | $795K | $1.05B | $341.71B | $908.57B | $244M |
| Revenue (TTM) | $53M | $80M | $49.28B | $280.33B | $6M |
| Net Income (TTM) | $8M | $-121M | $13.70B | $57.05B | $-130M |
| Gross Margin | 98.1% | 91.6% | 61.7% | 60.0% | 53.8% |
| Operating Margin | 20.6% | -131.9% | 29.3% | 25.9% | -22.1% |
| Forward P/E | — | — | 24.3x | 14.6x | — |
| Total Debt | $2M | $89M | $45.49B | $942.38B | $78M |
| Cash & Equiv. | $18M | $66M | $10.27B | $343.34B | $47M |
CARM vs MGTX vs KO vs JPM vs FATE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Carisma Therapeutic… (CARM) | 100 | 0.1 | -99.9% |
| MeiraGTx Holdings p… (MGTX) | 100 | 90.4 | -9.6% |
| The Coca-Cola Compa… (KO) | 100 | 177.7 | +77.7% |
| JPMorgan Chase & Co. (JPM) | 100 | 345.8 | +245.8% |
| Fate Therapeutics, … (FATE) | 100 | 6.1 | -93.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CARM vs MGTX vs KO vs JPM vs FATE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CARM is the clearest fit if your priority is efficiency.
- 55.5% ROA vs MGTX's -55.0%
MGTX has the current edge in this matchup, primarily because of its strength in growth exposure.
- Rev growth 144.6%, EPS growth 33.0%, 3Y rev CAGR 72.3%
- 144.6% revenue growth vs FATE's -51.2%
- +74.7% vs CARM's -96.2%
KO is the #2 pick in this set and the best alternative if income & stability is your priority.
- Dividend streak 56 yrs, beta -0.23, yield 2.6%
- 27.8% margin vs FATE's -20.6%
- 2.6% yield, 56-year raise streak, vs JPM's 1.8%, (3 stocks pay no dividend)
JPM ranks third and is worth considering specifically for long-term compounding and valuation efficiency.
- 481.2% 10Y total return vs KO's 115.0%
- PEG 0.83 vs KO's 2.17
- Beta 0.87, yield 1.8%, current ratio 0.52x
- Better valuation composite
FATE is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.82, Low D/E 37.6%, current ratio 5.79x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 144.6% revenue growth vs FATE's -51.2% | |
| Value | Better valuation composite | |
| Quality / Margins | 27.8% margin vs FATE's -20.6% | |
| Stability / Safety | Beta 0.87 vs MGTX's 1.89 | |
| Dividends | 2.6% yield, 56-year raise streak, vs JPM's 1.8%, (3 stocks pay no dividend) | |
| Momentum (1Y) | +74.7% vs CARM's -96.2% | |
| Efficiency (ROA) | 55.5% ROA vs MGTX's -55.0% |
CARM vs MGTX vs KO vs JPM vs FATE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CARM vs MGTX vs KO vs JPM vs FATE — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
JPM leads in 2 of 6 categories
KO leads 2 • CARM leads 1 • MGTX leads 0 • FATE leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
CARM leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 44384.6x FATE's $6M. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to FATE's -20.6%. On growth, CARM holds the edge at +12.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $53M | $80M | $49.3B | $280.3B | $6M |
| EBITDAEarnings before interest/tax | $13M | -$92M | $15.5B | $81.4B | -$127M |
| Net IncomeAfter-tax profit | $8M | -$121M | $13.7B | $57.0B | -$130M |
| Free Cash FlowCash after capex | -$22M | -$2M | $12.6B | $100.9B | -$108M |
| Gross MarginGross profit ÷ Revenue | +98.1% | +91.6% | +61.7% | +60.0% | +53.8% |
| Operating MarginEBIT ÷ Revenue | +20.6% | -131.9% | +29.3% | +25.9% | -22.1% |
| Net MarginNet income ÷ Revenue | +15.3% | -151.1% | +27.8% | +20.4% | -20.6% |
| FCF MarginFCF ÷ Revenue | -42.6% | -2.9% | +25.5% | +36.0% | -17.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.4% | -84.8% | +12.1% | — | -20.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +4.5% | -11.8% | +18.2% | +16.0% | +18.8% |
Valuation Metrics
JPM leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 16.2x trailing earnings, JPM trades at a 38% valuation discount to KO's 26.1x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.92x vs KO's 2.34x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $795,056 | $1.0B | $341.7B | $908.6B | $244M |
| Enterprise ValueMkt cap + debt − cash | -$15M | $1.1B | $376.9B | $1.51T | $275M |
| Trailing P/EPrice ÷ TTM EPS | -0.01x | -7.97x | 26.12x | 16.22x | -1.82x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | 24.27x | 14.60x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | 2.34x | 0.92x | — |
| EV / EBITDAEnterprise value multiple | — | — | 25.45x | 18.52x | — |
| Price / SalesMarket cap ÷ Revenue | 0.04x | 12.88x | 7.13x | 3.25x | 36.65x |
| Price / BookPrice ÷ Book value/share | — | — | 9.99x | 2.51x | 1.20x |
| Price / FCFMarket cap ÷ FCF | — | — | 64.52x | 9.01x | — |
Profitability & Efficiency
KO leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $-4 for MGTX. FATE carries lower financial leverage with a 0.38x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), KO scores 7/9 vs FATE's 2/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | — | -3.7% | +41.1% | +15.9% | -58.9% |
| ROA (TTM)Return on assets | +55.5% | -55.0% | +13.1% | +1.3% | -39.4% |
| ROICReturn on invested capital | — | -2.4% | +15.8% | +4.5% | -36.5% |
| ROCEReturn on capital employed | -141.2% | -64.1% | +17.3% | +8.9% | -43.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 | 7 | 5 | 2 |
| Debt / EquityFinancial leverage | — | — | 1.33x | 2.60x | 0.38x |
| Net DebtTotal debt minus cash | -$15M | $23M | $35.2B | $599.0B | $31M |
| Cash & Equiv.Liquid assets | $18M | $66M | $10.3B | $343.3B | $47M |
| Total DebtShort + long-term debt | $2M | $89M | $45.5B | $942.4B | $78M |
| Interest CoverageEBIT ÷ Interest expense | — | -8.82x | 10.70x | 0.74x | — |
Total Returns (Dividends Reinvested)
JPM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JPM five years ago would be worth $23,548 today (with dividends reinvested), compared to $44 for CARM. Over the past 12 months, MGTX leads with a +74.7% total return vs CARM's -96.2%. The 3-year compound annual growth rate (CAGR) favors JPM at 33.7% vs CARM's -87.0% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -56.8% | +44.9% | +16.4% | +0.8% | +111.1% |
| 1-Year ReturnPast 12 months | -96.2% | +74.7% | +17.7% | +20.9% | +72.7% |
| 3-Year ReturnCumulative with dividends | -99.8% | +54.0% | +39.3% | +138.8% | -64.4% |
| 5-Year ReturnCumulative with dividends | -99.6% | -26.3% | +65.3% | +135.5% | -97.4% |
| 10-Year ReturnCumulative with dividends | -99.1% | -24.5% | +115.0% | +481.2% | +4.5% |
| CAGR (3Y)Annualised 3-year return | -87.0% | +15.5% | +11.7% | +33.7% | -29.1% |
Risk & Volatility
Evenly matched — CARM and JPM each lead in 1 of 2 comparable metrics.
Risk & Volatility
CARM is the less volatile stock with a -0.76 beta — it tends to amplify market swings less than MGTX's 1.89 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 96.2% from its 52-week high vs CARM's 3.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.80x | 1.88x | -0.24x | 0.87x | 1.82x |
| 52-Week HighHighest price in past year | $0.56 | $11.85 | $84.04 | $338.09 | $2.88 |
| 52-Week LowLowest price in past year | $0.00 | $6.07 | $65.35 | $269.72 | $0.91 |
| % of 52W HighCurrent price vs 52-week peak | +3.4% | +95.5% | +94.5% | +96.2% | +72.6% |
| RSI (14)Momentum oscillator 0–100 | 58.8 | 61.3 | 49.2 | 72.1 | 47.7 |
| Avg Volume (50D)Average daily shares traded | 26K | 822K | 13.6M | 7.4M | 3.3M |
Analyst Outlook
KO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: MGTX as "Buy", KO as "Buy", JPM as "Buy", FATE as "Buy". Consensus price targets imply 163.2% upside for FATE (target: $6) vs 4.5% for JPM (target: $340). For income investors, KO offers the higher dividend yield at 2.56% vs JPM's 1.83%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $25.00 | $86.13 | $339.75 | $5.50 |
| # AnalystsCovering analysts | — | 6 | 48 | 61 | 31 |
| Dividend YieldAnnual dividend ÷ price | — | — | +2.6% | +1.8% | — |
| Dividend StreakConsecutive years of raises | 0 | — | 56 | 15 | — |
| Dividend / ShareAnnual DPS | — | — | $2.04 | $5.95 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +0.2% | +3.8% | 0.0% |
JPM leads in 2 of 6 categories (Valuation Metrics, Total Returns). KO leads in 2 (Profitability & Efficiency, Analyst Outlook). 1 tied.
CARM vs MGTX vs KO vs JPM vs FATE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CARM or MGTX or KO or JPM or FATE a better buy right now?
For growth investors, MeiraGTx Holdings plc (MGTX) is the stronger pick with 144.
6% revenue growth year-over-year, versus -51. 2% for Fate Therapeutics, Inc. (FATE). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 2x trailing P/E (14. 6x forward), making it the more compelling value choice. Analysts rate MeiraGTx Holdings plc (MGTX) a "Buy" — based on 6 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.
02Which has the better valuation — CARM or MGTX or KO or JPM or FATE?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 16. 2x versus The Coca-Cola Company at 26. 1x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 83x versus The Coca-Cola Company's 2. 17x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — CARM or MGTX or KO or JPM or FATE?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +135. 5%, compared to -99. 6% for Carisma Therapeutics, Inc. (CARM). Over 10 years, the gap is even starker: JPM returned +481. 2% versus CARM's -99. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CARM or MGTX or KO or JPM or FATE?
By beta (market sensitivity over 5 years), Carisma Therapeutics, Inc.
(CARM) is the lower-risk stock at -0. 80β versus MeiraGTx Holdings plc's 1. 88β — meaning MGTX is approximately -335% more volatile than CARM relative to the S&P 500. On balance sheet safety, Fate Therapeutics, Inc. (FATE) carries a lower debt/equity ratio of 38% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — CARM or MGTX or KO or JPM or FATE?
By revenue growth (latest reported year), MeiraGTx Holdings plc (MGTX) is pulling ahead at 144.
6% versus -51. 2% for Fate Therapeutics, Inc. (FATE). On earnings-per-share growth, the picture is similar: Carisma Therapeutics, Inc. grew EPS 43. 6% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. Over a 3-year CAGR, MGTX leads at 72. 3% 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.
06Which has better profit margins — CARM or MGTX or KO or JPM or FATE?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus -20. 5% for Fate Therapeutics, Inc. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28. 7% versus -22. 2% for FATE. At the gross margin level — before operating expenses — MGTX leads at 94. 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.
07Is CARM or MGTX or KO or JPM or FATE 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. 83x versus The Coca-Cola Company's 2. 17x. 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. 6x forward P/E versus 24. 3x for The Coca-Cola Company — 9. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FATE: 163. 2% to $5. 50.
08Which pays a better dividend — CARM or MGTX or KO or JPM or FATE?
In this comparison, KO (2.
6% yield), JPM (1. 8% yield) pay a dividend. CARM, MGTX, FATE do not pay a meaningful dividend and should not be held primarily for income.
09Is CARM or MGTX or KO or JPM or FATE 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.
24), 2. 6% yield, +115. 0% 10Y return). MeiraGTx Holdings plc (MGTX) carries a higher beta of 1. 88 — 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: +115. 0%, MGTX: -24. 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.
10What are the main differences between CARM and MGTX and KO and JPM and FATE?
These companies operate in different sectors (CARM (Healthcare) and MGTX (Healthcare) and KO (Consumer Defensive) and JPM (Financial Services) and FATE (Healthcare)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: CARM is a small-cap high-growth stock; MGTX is a small-cap high-growth stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock; FATE is a small-cap quality compounder stock. KO, JPM pay a dividend while CARM, MGTX, FATE do 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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