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Side-by-side financial analysisStock Comparison
NIQ vs MORN vs KO vs JPM vs ICE
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Data & Stock Exchanges
Beverages - Non-Alcoholic
Banks - Diversified
Financial - Data & Stock Exchanges
NIQ vs MORN vs KO vs JPM vs ICE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Information Technology Services | Financial - Data & Stock Exchanges | Beverages - Non-Alcoholic | Banks - Diversified | Financial - Data & Stock Exchanges |
| Market Cap | $2.44B | $6.66B | $355.61B | $896.00B | $79.60B |
| Revenue (TTM) | $4.31B | $2.51B | $49.28B | $280.33B | $12.64B |
| Net Income (TTM) | $-335M | $403M | $13.70B | $57.05B | $3.30B |
| Gross Margin | 52.2% | 61.7% | 61.7% | 60.0% | 61.9% |
| Operating Margin | 4.3% | 22.7% | 29.3% | 25.9% | 38.7% |
| Forward P/E | 8.5x | 14.7x | 25.3x | 14.4x | 17.3x |
| Total Debt | $3.87B | $1.41B | $45.49B | $942.38B | $20.28B |
| Cash & Equiv. | $519M | $475M | $10.27B | $343.34B | $837M |
NIQ vs MORN vs KO vs JPM vs ICE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 25 | Jun 26 | Return |
|---|---|---|---|
| NIQ Global Intellig… (NIQ) | 100 | 44.8 | -55.2% |
| Morningstar, Inc. (MORN) | 100 | 63.4 | -36.6% |
| The Coca-Cola Compa… (KO) | 100 | 121.7 | +21.7% |
| JPMorgan Chase & Co. (JPM) | 100 | 108.3 | +8.3% |
| Intercontinental Ex… (ICE) | 100 | 76.0 | -24.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NIQ vs MORN vs KO vs JPM vs ICE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NIQ is the clearest fit if your priority is growth exposure.
- Rev growth 5.7%, EPS growth 60.1%, 3Y rev CAGR 14.6%
MORN is the #2 pick in this set and the best alternative if sleep-well-at-night is your priority.
- Lower volatility, beta 0.30, current ratio 0.99x
- 7.5% NII/revenue growth vs KO's 1.9%
- Beta 0.30 vs JPM's 0.94, lower leverage
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 NIQ's -7.8%
- 2.5% yield, 56-year raise streak, vs JPM's 1.9%, (1 stock pays no dividend)
JPM ranks third and is worth considering specifically for long-term compounding and valuation efficiency.
- 465.8% 10Y total return vs ICE's 195.3%
- PEG 0.81 vs KO's 2.26
- Lower P/E (14.4x vs 17.3x), PEG 0.81 vs 1.95
- +21.8% vs NIQ's -56.5%
Among these 5 stocks, ICE doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.5% NII/revenue growth vs KO's 1.9% | |
| Value | Lower P/E (14.4x vs 17.3x), PEG 0.81 vs 1.95 | |
| Quality / Margins | 27.8% margin vs NIQ's -7.8% | |
| Stability / Safety | Beta 0.30 vs JPM's 0.94, lower leverage | |
| Dividends | 2.5% yield, 56-year raise streak, vs JPM's 1.9%, (1 stock pays no dividend) | |
| Momentum (1Y) | +21.8% vs NIQ's -56.5% | |
| Efficiency (ROA) | 13.1% ROA vs NIQ's -4.9%, ROIC 15.8% vs 2.3% |
NIQ vs MORN vs KO vs JPM vs ICE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
NIQ vs MORN vs KO vs JPM vs ICE — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
KO leads in 2 of 6 categories
NIQ leads 1 • MORN leads 1 • JPM leads 1 • ICE leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — KO and ICE each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 111.8x MORN's $2.5B. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to NIQ's -7.8%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $4.3B | $2.5B | $49.3B | $280.3B | $12.6B |
| EBITDAEarnings before interest/tax | $825M | $763M | $15.5B | $81.4B | $6.5B |
| Net IncomeAfter-tax profit | -$335M | $403M | $13.7B | $57.0B | $3.3B |
| Free Cash FlowCash after capex | $115M | $437M | $12.6B | $100.9B | $4.3B |
| Gross MarginGross profit ÷ Revenue | +52.2% | +61.7% | +61.7% | +60.0% | +61.9% |
| Operating MarginEBIT ÷ Revenue | +4.3% | +22.7% | +29.3% | +25.9% | +38.7% |
| Net MarginNet income ÷ Revenue | -7.8% | +16.1% | +27.8% | +20.4% | +26.1% |
| FCF MarginFCF ÷ Revenue | +2.7% | +17.4% | +25.5% | +36.0% | +33.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.1% | — | +12.1% | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +36.7% | +50.0% | +18.2% | +16.0% | +23.1% |
Valuation Metrics
NIQ leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 16.0x trailing earnings, JPM trades at a 41% valuation discount to KO's 27.2x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs ICE's 2.74x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $2.4B | $6.7B | $355.6B | $896.0B | $79.6B |
| Enterprise ValueMkt cap + debt − cash | $5.8B | $7.6B | $390.8B | $1.50T | $99.0B |
| Trailing P/EPrice ÷ TTM EPS | -6.27x | 19.75x | 27.18x | 16.00x | 24.36x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.48x | 14.73x | 25.27x | 14.40x | 17.34x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.74x | 2.43x | 0.90x | 2.74x |
| EV / EBITDAEnterprise value multiple | 7.49x | 10.60x | 26.39x | 18.36x | 15.34x |
| Price / SalesMarket cap ÷ Revenue | 0.58x | 2.72x | 7.42x | 3.20x | 6.30x |
| Price / BookPrice ÷ Book value/share | 1.80x | 6.05x | 10.40x | 2.47x | 2.77x |
| Price / FCFMarket cap ÷ FCF | 102.12x | 15.05x | 67.15x | 8.88x | 18.56x |
Profitability & Efficiency
MORN leads this category, winning 4 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 $-42 for NIQ. ICE carries lower financial leverage with a 0.70x debt-to-equity ratio, signaling a more conservative balance sheet compared to NIQ's 3.16x. On the Piotroski fundamental quality scale (0–9), ICE scores 9/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -41.9% | +30.0% | +41.1% | +15.9% | +11.6% |
| ROA (TTM)Return on assets | -4.9% | +10.9% | +13.1% | +1.3% | +2.3% |
| ROICReturn on invested capital | +2.3% | +15.3% | +15.8% | +4.5% | +7.5% |
| ROCEReturn on capital employed | +2.7% | +20.6% | +17.3% | +8.9% | +9.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 7 | 5 | 9 |
| Debt / EquityFinancial leverage | 3.16x | 1.15x | 1.33x | 2.60x | 0.70x |
| Net DebtTotal debt minus cash | $3.4B | $933M | $35.2B | $599.0B | $19.4B |
| Cash & Equiv.Liquid assets | $519M | $475M | $10.3B | $343.3B | $837M |
| Total DebtShort + long-term debt | $3.9B | $1.4B | $45.5B | $942.4B | $20.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.59x | 12.40x | 10.70x | 0.74x | 6.53x |
Total Returns (Dividends Reinvested)
JPM leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JPM five years ago would be worth $21,820 today (with dividends reinvested), compared to $4,350 for NIQ. Over the past 12 months, JPM leads with a +21.8% total return vs NIQ's -56.5%. The 3-year compound annual growth rate (CAGR) favors JPM at 33.6% vs NIQ's -24.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -47.6% | -16.3% | +20.3% | -0.5% | -11.8% |
| 1-Year ReturnPast 12 months | -56.5% | -42.0% | +17.2% | +21.8% | -20.4% |
| 3-Year ReturnCumulative with dividends | -56.5% | -10.7% | +47.0% | +138.2% | +34.6% |
| 5-Year ReturnCumulative with dividends | -56.5% | -23.1% | +65.6% | +118.2% | +30.9% |
| 10-Year ReturnCumulative with dividends | -56.5% | +130.9% | +121.1% | +465.8% | +195.3% |
| CAGR (3Y)Annualised 3-year return | -24.2% | -3.7% | +13.7% | +33.6% | +10.4% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than JPM's 0.94 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 NIQ's 40.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.85x | 0.30x | -0.20x | 0.94x | 0.35x |
| 52-Week HighHighest price in past year | $20.39 | $316.71 | $84.04 | $337.25 | $189.35 |
| 52-Week LowLowest price in past year | $7.93 | $149.08 | $65.35 | $262.71 | $136.67 |
| % of 52W HighCurrent price vs 52-week peak | +40.6% | +55.3% | +98.3% | +95.1% | +74.2% |
| RSI (14)Momentum oscillator 0–100 | 37.4 | 47.7 | 60.6 | 59.1 | 31.9 |
| Avg Volume (50D)Average daily shares traded | 1.4M | 475K | 12.7M | 7.0M | 3.2M |
Analyst Outlook
KO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NIQ as "Buy", MORN as "Hold", KO as "Buy", JPM as "Buy", ICE as "Buy". Consensus price targets imply 74.1% upside for NIQ (target: $14) vs 4.2% for KO (target: $86). For income investors, KO offers the higher dividend yield at 2.46% vs MORN's 1.04%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $14.40 | $236.50 | $86.13 | $339.75 | $194.00 |
| # AnalystsCovering analysts | 7 | 6 | 48 | 61 | 36 |
| Dividend YieldAnnual dividend ÷ price | — | +1.0% | +2.5% | +1.9% | +1.4% |
| Dividend StreakConsecutive years of raises | 1 | 4 | 56 | 15 | 13 |
| Dividend / ShareAnnual DPS | — | $1.82 | $2.04 | $5.95 | $1.93 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +11.8% | +0.2% | +3.9% | +1.7% |
KO leads in 2 of 6 categories (Risk & Volatility, Analyst Outlook). NIQ leads in 1 (Valuation Metrics). 1 tied.
NIQ vs MORN vs KO vs JPM vs ICE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is NIQ or MORN or KO or JPM or ICE a better buy right now?
For growth investors, Morningstar, Inc.
(MORN) is the stronger pick with 7. 5% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). 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 NIQ Global Intelligence Plc (NIQ) a "Buy" — based on 7 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 — NIQ or MORN or KO or JPM or ICE?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 16. 0x versus The Coca-Cola Company at 27. 2x. On forward P/E, NIQ Global Intelligence Plc is actually cheaper at 8. 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: 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.
03Which is the better long-term investment — NIQ or MORN or KO or JPM or ICE?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +118. 2%, compared to -56. 5% for NIQ Global Intelligence Plc (NIQ). Over 10 years, the gap is even starker: JPM returned +465. 8% versus NIQ's -56. 5%. 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 — NIQ or MORN or KO or JPM or ICE?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
20β versus JPMorgan Chase & Co. 's 0. 94β — meaning JPM is approximately -571% more volatile than KO relative to the S&P 500. On balance sheet safety, Intercontinental Exchange, Inc. (ICE) carries a lower debt/equity ratio of 70% versus 3% for NIQ Global Intelligence Plc — giving it more financial flexibility in a downturn.
05Which is growing faster — NIQ or MORN or KO or JPM or ICE?
By revenue growth (latest reported year), Morningstar, Inc.
(MORN) is pulling ahead at 7. 5% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: NIQ Global Intelligence Plc grew EPS 60. 1% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. Over a 3-year CAGR, NIQ leads at 14. 6% 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 — NIQ or MORN or KO or JPM or ICE?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus -8. 4% for NIQ Global Intelligence Plc — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ICE leads at 38. 7% versus 3. 4% for NIQ. At the gross margin level — before operating expenses — ICE leads at 61. 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.
07Is NIQ or MORN or KO or JPM or ICE 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, NIQ Global Intelligence Plc (NIQ) trades at 8. 5x forward P/E versus 25. 3x for The Coca-Cola Company — 16. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NIQ: 74. 1% to $14. 40.
08Which pays a better dividend — NIQ or MORN or KO or JPM or ICE?
In this comparison, KO (2.
5% yield), JPM (1. 9% yield), ICE (1. 4% yield), MORN (1. 0% yield) pay a dividend. NIQ does not pay a meaningful dividend and should not be held primarily for income.
09Is NIQ or MORN or KO or JPM or ICE 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). Both have compounded well over 10 years (KO: +121. 1%, NIQ: -56. 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 NIQ and MORN and KO and JPM and ICE?
These companies operate in different sectors (NIQ (Technology) and MORN (Financial Services) and KO (Consumer Defensive) and JPM (Financial Services) and ICE (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: NIQ is a small-cap quality compounder stock; MORN is a small-cap quality compounder stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock; ICE is a mid-cap quality compounder stock. MORN, KO, JPM, ICE pay a dividend while NIQ 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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