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KO
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Stock Comparison

CGCT vs GS vs MS vs JPM vs BAC vs KO

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
CGCT
Cartesian Growth Corporation III

Shell Companies

Financial ServicesNASDAQ • KY
Market Cap$424M
5Y Perf.+53.1%
GS
The Goldman Sachs Group, Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$337.53B
5Y Perf.+77.0%
MS
Morgan Stanley

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$340.97B
5Y Perf.+67.2%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+21.5%
BAC
Bank of America Corporation

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$422.78B
5Y Perf.+26.9%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$355.61B
5Y Perf.+14.6%

CGCT vs GS vs MS vs JPM vs BAC vs KO — Key Financials

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

Company Snapshot
CGCT logoCGCT
GS logoGS
MS logoMS
JPM logoJPM
BAC logoBAC
KO logoKO
IndustryShell CompaniesFinancial - Capital MarketsFinancial - Capital MarketsBanks - DiversifiedBanks - DiversifiedBeverages - Non-Alcoholic
Market Cap$424M$337.53B$340.97B$896.00B$422.78B$355.61B
Revenue (TTM)$0.00$125.10B$114.98B$280.33B$191.57B$49.28B
Net Income (TTM)$6M$17.18B$16.86B$57.05B$30.51B$13.70B
Gross Margin47.5%57.1%60.0%56.1%61.7%
Operating Margin17.5%19.1%25.9%19.7%29.3%
Forward P/E61.4x17.9x18.0x14.4x12.6x25.3x
Total Debt$0.00$609.53B$475.56B$942.38B$365.90B$45.49B
Cash & Equiv.$624K$164.26B$111.69B$343.34B$231.84B$10.27B

CGCT vs GS vs MS vs JPM vs BAC vs KOLong-Term Stock Performance

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

CGCT
GS
MS
JPM
BAC
KO
StockMay 25Jun 26Return
Cartesian Growth Co… (CGCT)100153.1+53.1%
The Goldman Sachs G… (GS)100177.0+77.0%
Morgan Stanley (MS)100167.2+67.2%
JPMorgan Chase & Co. (JPM)100121.5+21.5%
Bank of America Cor… (BAC)100126.9+26.9%
The Coca-Cola Compa… (KO)100114.6+14.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: CGCT vs GS vs MS vs JPM vs BAC 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. Cartesian Growth Corporation III is the stronger pick specifically for capital preservation and lower volatility. GS, MS, and JPM 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:
CGCT
Cartesian Growth Corporation III
The Banking Pick

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

  • NIM 2.6% vs MS's 0.7%
  • Beta 0.25 vs GS's 1.60
Best for: bank quality
GS
The Goldman Sachs Group, Inc.
The Banking Pick

GS ranks third and is worth considering specifically for momentum.

  • +72.7% vs KO's +17.2%
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%
  • 11.5% NII/revenue growth vs GS's -1.4%
Best for: growth exposure and long-term compounding
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is valuation efficiency.

  • PEG 0.81 vs KO's 2.26
  • Lower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
Best for: valuation efficiency
BAC
Bank of America Corporation
The Banking Pick

BAC is the clearest fit if your priority is sleep-well-at-night.

  • Lower volatility, beta 0.86, current ratio 0.42x
Best for: sleep-well-at-night
KO
The Coca-Cola Company
The Income Pick

KO carries the broadest edge in this set and is the clearest fit for income & stability and defensive.

  • Dividend streak 56 yrs, beta -0.20, yield 2.5%
  • Beta -0.20, yield 2.5%, current ratio 1.46x
  • 27.8% margin vs CGCT's 2.6%
  • 2.5% yield, 56-year raise streak, vs GS's 1.6%, (1 stock pays no dividend)
Best for: income & stability and defensive
See the full category breakdown
CategoryWinnerWhy
GrowthMS logoMS11.5% 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 CGCT's 2.6%
Stability / SafetyCGCT logoCGCTBeta 0.25 vs GS's 1.60
DividendsKO logoKO2.5% yield, 56-year raise streak, vs GS's 1.6%, (1 stock pays no dividend)
Momentum (1Y)GS logoGS+72.7% vs KO's +17.2%
Efficiency (ROA)KO logoKO13.1% ROA vs BAC's 0.9%, ROIC 15.8% vs 3.5%

CGCT vs GS vs MS vs JPM vs BAC vs KO — Revenue Breakdown by Segment

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

CGCTCartesian Growth Corporation III

Segment breakdown not available.

GSThe Goldman Sachs Group, Inc.
FY 2025
Global Markets
71.1%$41.5B
Investment Management
28.6%$16.7B
Platform Solutions
0.3%$151M
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
BACBank of America Corporation
FY 2024
Loans and Leases
32.2%$62.0B
other interest income
14.7%$28.3B
Debt securities
13.5%$26.0B
Federal funds sold and securities borrowed or purchased under agreements to resell
10.3%$19.9B
Investment And Brokerage Services
9.2%$17.8B
Market making and similar activities
6.7%$13.0B
Trading account assets
5.4%$10.4B
Other (4)
7.8%$15.1B
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B

CGCT vs GS vs MS vs JPM vs BAC vs KO — Financial Metrics

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

BEST OVERALLKOLAGGINGJPM

Income & Cash Flow (Last 12 Months)

KO leads this category, winning 3 of 5 comparable metrics.

JPM and CGCT operate at a comparable scale, with $280.3B and $0 in trailing revenue. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to GS's 13.7%.

MetricCGCT logoCGCTCartesian Growth …GS logoGSThe Goldman Sachs…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…KO logoKOThe Coca-Cola Com…
RevenueTrailing 12 months$0$125.1B$115.0B$280.3B$191.6B$49.3B
EBITDAEarnings before interest/tax$24.0B$26.6B$81.4B$40.0B$15.5B
Net IncomeAfter-tax profit$17.2B$16.9B$57.0B$30.5B$13.7B
Free Cash FlowCash after capex-$47.2B-$17.9B$100.9B$12.6B$12.6B
Gross MarginGross profit ÷ Revenue+47.5%+57.1%+60.0%+56.1%+61.7%
Operating MarginEBIT ÷ Revenue+17.5%+19.1%+25.9%+19.7%+29.3%
Net MarginNet income ÷ Revenue+13.7%+14.7%+20.4%+15.9%+27.8%
FCF MarginFCF ÷ Revenue-37.7%-15.6%+36.0%+6.6%+25.5%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year+45.8%+48.9%+16.0%+18.3%+18.2%
KO leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

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

At 14.7x trailing earnings, BAC trades at a 76% valuation discount to CGCT's 61.4x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs KO's 2.43x — a lower PEG means you pay less per unit of expected earnings growth.

MetricCGCT logoCGCTCartesian Growth …GS logoGSThe Goldman Sachs…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…KO logoKOThe Coca-Cola Com…
Market CapShares × price$424M$337.5B$341.0B$896.0B$422.8B$355.6B
Enterprise ValueMkt cap + debt − cash$423M$782.8B$704.8B$1.50T$556.8B$390.8B
Trailing P/EPrice ÷ TTM EPS61.44x20.71x20.98x16.00x14.66x27.18x
Forward P/EPrice ÷ next-FY EPS est.17.93x18.00x14.40x12.56x25.27x
PEG RatioP/E ÷ EPS growth rate1.32x2.19x0.90x0.95x2.43x
EV / EBITDAEnterprise value multiple32.57x26.49x18.36x13.92x26.39x
Price / SalesMarket cap ÷ Revenue2.70x2.97x3.20x2.21x7.42x
Price / BookPrice ÷ Book value/share1.03x2.70x3.03x2.47x1.39x10.40x
Price / FCFMarket cap ÷ FCF7.40x8.88x33.52x67.15x
BAC leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

KO leads this category, winning 6 of 9 comparable metrics.

KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $5 for CGCT. BAC carries lower financial leverage with a 1.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to GS's 4.88x. On the Piotroski fundamental quality scale (0–9), MS scores 7/9 vs CGCT's 3/9, reflecting strong financial health.

MetricCGCT logoCGCTCartesian Growth …GS logoGSThe Goldman Sachs…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…KO logoKOThe Coca-Cola Com…
ROE (TTM)Return on equity+4.6%+13.6%+15.3%+15.9%+10.1%+41.1%
ROA (TTM)Return on assets+4.4%+1.0%+1.2%+1.3%+0.9%+13.1%
ROICReturn on invested capital-0.6%+2.2%+3.1%+4.5%+3.5%+15.8%
ROCEReturn on capital employed-0.8%+4.0%+3.3%+8.9%+4.5%+17.3%
Piotroski ScoreFundamental quality 0–9357577
Debt / EquityFinancial leverage4.88x4.22x2.60x1.21x1.33x
Net DebtTotal debt minus cash-$624,163$445.3B$363.9B$599.0B$134.1B$35.2B
Cash & Equiv.Liquid assets$624,163$164.3B$111.7B$343.3B$231.8B$10.3B
Total DebtShort + long-term debt$0$609.5B$475.6B$942.4B$365.9B$45.5B
Interest CoverageEBIT ÷ Interest expense0.33x0.45x0.74x0.48x10.70x
KO leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

GS leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in GS five years ago would be worth $30,053 today (with dividends reinvested), compared to $14,715 for BAC. Over the past 12 months, GS leads with a +72.7% total return vs KO's +17.2%. The 3-year compound annual growth rate (CAGR) favors GS at 48.1% vs KO's 13.7% — a key indicator of consistent wealth creation.

MetricCGCT logoCGCTCartesian Growth …GS logoGSThe Goldman Sachs…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…KO logoKOThe Coca-Cola Com…
YTD ReturnYear-to-date+48.8%+17.2%+18.8%-0.5%+1.1%+20.3%
1-Year ReturnPast 12 months+52.2%+72.7%+65.3%+21.8%+28.1%+17.2%
3-Year ReturnCumulative with dividends+53.1%+224.8%+157.5%+138.2%+103.0%+47.0%
5-Year ReturnCumulative with dividends+53.1%+200.5%+154.7%+118.2%+47.1%+65.6%
10-Year ReturnCumulative with dividends+53.1%+666.8%+854.4%+465.8%+368.2%+121.1%
CAGR (3Y)Annualised 3-year return+15.3%+48.1%+37.1%+33.6%+26.6%+13.7%
GS leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

KO leads this category, winning 2 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. KO currently trades 98.3% from its 52-week high vs CGCT's 89.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricCGCT logoCGCTCartesian Growth …GS logoGSThe Goldman Sachs…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…KO logoKOThe Coca-Cola Com…
Beta (5Y)Sensitivity to S&P 5000.25x1.60x1.40x0.94x0.86x-0.20x
52-Week HighHighest price in past year$17.25$1095.89$219.16$337.25$57.55$84.04
52-Week LowLowest price in past year$9.27$609.59$128.81$262.71$43.66$65.35
% of 52W HighCurrent price vs 52-week peak+89.0%+97.0%+97.7%+95.1%+97.3%+98.3%
RSI (14)Momentum oscillator 0–10057.757.362.259.168.360.6
Avg Volume (50D)Average daily shares traded187K1.9M4.5M7.0M31.7M12.7M
KO leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: GS as "Hold", MS as "Buy", JPM as "Buy", BAC as "Buy", KO as "Buy". Consensus price targets imply 9.1% upside for BAC (target: $61) vs -8.5% for GS (target: $973). For income investors, KO offers the higher dividend yield at 2.46% vs GS's 1.56%.

MetricCGCT logoCGCTCartesian Growth …GS logoGSThe Goldman Sachs…MS logoMSMorgan StanleyJPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…KO logoKOThe Coca-Cola Com…
Analyst RatingConsensus buy/hold/sellHoldBuyBuyBuyBuy
Price TargetConsensus 12-month target$972.70$201.25$339.75$61.13$86.13
# AnalystsCovering analysts5552615448
Dividend YieldAnnual dividend ÷ price+1.6%+1.9%+1.9%+2.3%+2.5%
Dividend StreakConsecutive years of raises1412151256
Dividend / ShareAnnual DPS$16.62$4.14$5.95$1.27$2.04
Buyback YieldShare repurchases ÷ mkt cap0.0%+3.7%+1.7%+3.9%+5.1%+0.2%
KO leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

KO leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BAC leads in 1 (Valuation Metrics).

Best OverallThe Coca-Cola Company (KO)Leads 4 of 6 categories
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CGCT vs GS vs MS vs JPM vs BAC vs KO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is CGCT or GS or MS or JPM or BAC or KO a better buy right now?

For growth investors, Morgan Stanley (MS) is the stronger pick with 11.

5% revenue growth year-over-year, versus -1. 4% for The Goldman Sachs Group, Inc. (GS). Bank of America Corporation (BAC) offers the better valuation at 14. 7x trailing P/E (12. 6x 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 — CGCT or GS or MS or JPM or BAC or KO?

On trailing P/E, Bank of America Corporation (BAC) is the cheapest at 14.

7x versus Cartesian Growth Corporation III at 61. 4x. On forward P/E, Bank of America Corporation is actually cheaper at 12. 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. 81x versus The Coca-Cola Company's 2. 26x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — CGCT or GS or MS or JPM or BAC or KO?

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

(GS) delivered a total return of +200. 5%, compared to +47. 1% for Bank of America Corporation (BAC). Over 10 years, the gap is even starker: MS returned +854. 4% versus CGCT's +53. 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 — CGCT or GS or MS or JPM or BAC 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, Bank of America Corporation (BAC) carries a lower debt/equity ratio of 121% versus 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — CGCT or GS or MS or JPM or BAC or KO?

By revenue growth (latest reported year), Morgan Stanley (MS) is pulling ahead at 11.

5% versus -1. 4% for The Goldman Sachs Group, Inc. (GS). On earnings-per-share growth, the picture is similar: Cartesian Growth Corporation III grew EPS 589. 2% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. 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 — CGCT or GS or MS or JPM or BAC or KO?

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

3% net margin versus 0. 0% for Cartesian Growth Corporation III — 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 0. 0% for CGCT. At the gross margin level — before operating expenses — KO leads at 61. 6%, 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 CGCT or GS or MS or JPM or BAC 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 The Coca-Cola Company's 2. 26x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Bank of America Corporation (BAC) trades at 12. 6x forward P/E versus 25. 3x for The Coca-Cola Company — 12. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BAC: 9. 1% to $61. 13.

08

Which pays a better dividend — CGCT or GS or MS or JPM or BAC or KO?

In this comparison, KO (2.

5% yield), BAC (2. 3% yield), MS (1. 9% yield), JPM (1. 9% yield), GS (1. 6% yield) pay a dividend. CGCT does not pay a meaningful dividend and should not be held primarily for income.

09

Is CGCT or GS or MS or JPM or BAC 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). The Goldman Sachs Group, Inc. (GS) carries a higher beta of 1. 60 — 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%, GS: +666. 8%), 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 CGCT and GS and MS and JPM and BAC and KO?

These companies operate in different sectors (CGCT (Financial Services) and GS (Financial Services) and MS (Financial Services) and JPM (Financial Services) and BAC (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: CGCT is a small-cap quality compounder stock; GS is a large-cap quality compounder stock; MS is a large-cap quality compounder stock; JPM is a large-cap deep-value stock; BAC is a large-cap deep-value stock; KO is a large-cap quality compounder stock. GS, MS, JPM, BAC, KO pay a dividend while CGCT 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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