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Side-by-side financial analysis
PTRN logo
PTRN
AMZN logo
AMZN
WMT logo
WMT
SHOP logo
SHOP
EBAY logo
EBAY
KO logo
KO
JPM logo
JPM
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Stock Comparison

PTRN vs AMZN vs WMT vs SHOP vs EBAY vs KO vs JPM

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

Live fundamentals10-year financials5-year price chart
PTRN
Pattern Group Inc. Series A Common Stock

Software - Application

TechnologyNASDAQ • US
Market Cap$2.97B
5Y Perf.+4.2%
AMZN
Amazon.com, Inc.

Specialty Retail

Consumer CyclicalNASDAQ • US
Market Cap$2.65T
5Y Perf.+78.3%
WMT
Walmart Inc.

Discount Stores

Consumer DefensiveNYSE • US
Market Cap$964.73B
5Y Perf.+203.1%
SHOP
Shopify Inc.

Software - Application

TechnologyNASDAQ • CA
Market Cap$146.93B
5Y Perf.+19.3%
EBAY
eBay Inc.

Specialty Retail

Consumer CyclicalNASDAQ • US
Market Cap$49.96B
5Y Perf.+108.4%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$345.54B
5Y Perf.+79.7%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$925.11B
5Y Perf.+252.1%

PTRN vs AMZN vs WMT vs SHOP vs EBAY vs KO vs JPM — Key Financials

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

Company Snapshot
PTRN logoPTRN
AMZN logoAMZN
WMT logoWMT
SHOP logoSHOP
EBAY logoEBAY
KO logoKO
JPM logoJPM
IndustrySoftware - ApplicationSpecialty RetailDiscount StoresSoftware - ApplicationSpecialty RetailBeverages - Non-AlcoholicBanks - Diversified
Market Cap$2.97B$2.65T$964.73B$146.93B$49.96B$345.54B$925.11B
Revenue (TTM)$2.73B$742.78B$725.30B$12.37B$11.60B$49.28B$280.33B
Net Income (TTM)$-141M$90.80B$23.06B$1.33B$2.04B$13.70B$57.05B
Gross Margin43.2%50.6%25.0%48.0%72.0%61.7%60.0%
Operating Margin1.3%11.5%4.2%13.3%19.6%29.3%25.9%
Forward P/E34.7x28.0x41.7x62.5x17.9x24.6x14.9x
Total Debt$31M$152.99B$67.09B$188M$7.38B$45.49B$942.38B
Cash & Equiv.$289M$86.81B$10.73B$1.53B$1.87B$10.27B$343.34B

PTRN vs AMZN vs WMT vs SHOP vs EBAY vs KO vs JPMLong-Term Stock Performance

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

PTRN
AMZN
WMT
SHOP
EBAY
KO
JPM
StockJun 20Jun 26Return
Amazon.com, Inc. (AMZN)100178.3+78.3%
Walmart Inc. (WMT)100303.1+203.1%
Shopify Inc. (SHOP)100119.3+19.3%
eBay Inc. (EBAY)100208.4+108.4%
The Coca-Cola Compa… (KO)100179.7+79.7%
JPMorgan Chase & Co. (JPM)100352.1+252.1%

Price return only. Dividends and distributions are not included.

Quick Verdict: PTRN vs AMZN vs WMT vs SHOP vs EBAY vs KO vs JPM

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 (7-stock set), making it the strongest pick for profitability and margin quality and dividend income and shareholder returns. eBay Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. PTRN and JPM also each lead in at least one category. This set spans 3 sectors — these stocks serve different portfolio roles, not just different price points.
🥇KO emerged as the overall leader. Track its performance:
PTRN
Pattern Group Inc. Series A Common Stock
The Growth Leader

PTRN ranks third and is worth considering specifically for growth.

  • 39.3% revenue growth vs KO's 1.9%
Best for: growth
AMZN
Amazon.com, Inc.
The Growth Play

AMZN is the clearest fit if your priority is growth exposure.

  • Rev growth 12.4%, EPS growth 29.7%, 3Y rev CAGR 11.7%
Best for: growth exposure
WMT
Walmart Inc.
The Lower-Volatility Pick

WMT doesn't hold a clear category lead here; it's more of a secondary option in this specific comparison.

Best for: consumer defensive exposure
SHOP
Shopify Inc.
The Growth Angle

In this particular matchup, SHOP is outpaced on most metrics by others in the set.

Best for: technology exposure
EBAY
eBay Inc.
The Defensive Pick

EBAY is the #2 pick in this set and the best alternative if sleep-well-at-night and defensive is your priority.

  • Lower volatility, beta 0.77, current ratio 1.10x
  • Beta 0.77, yield 1.1%, current ratio 1.10x
  • Beta 0.77 vs SHOP's 2.29
  • +42.2% vs SHOP's +4.5%
Best for: sleep-well-at-night and defensive
KO
The Coca-Cola Company
The Income Pick

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

  • Dividend streak 56 yrs, beta -0.20, yield 2.5%
  • 27.8% margin vs PTRN's -5.2%
  • 2.5% yield, 56-year raise streak, vs EBAY's 1.1%, (3 stocks pay no dividend)
  • 13.1% ROA vs PTRN's -16.3%, ROIC 15.8% vs 6.8%
Best for: income & stability
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is long-term compounding and valuation efficiency.

  • 492.1% 10Y total return vs WMT's 441.3%
  • PEG 0.84 vs WMT's 3.79
  • Lower P/E (14.9x vs 24.6x), PEG 0.84 vs 2.20
Best for: long-term compounding and valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthPTRN logoPTRN39.3% revenue growth vs KO's 1.9%
ValueJPM logoJPMLower P/E (14.9x vs 24.6x), PEG 0.84 vs 2.20
Quality / MarginsKO logoKO27.8% margin vs PTRN's -5.2%
Stability / SafetyEBAY logoEBAYBeta 0.77 vs SHOP's 2.29
DividendsKO logoKO2.5% yield, 56-year raise streak, vs EBAY's 1.1%, (3 stocks pay no dividend)
Momentum (1Y)EBAY logoEBAY+42.2% vs SHOP's +4.5%
Efficiency (ROA)KO logoKO13.1% ROA vs PTRN's -16.3%, ROIC 15.8% vs 6.8%

PTRN vs AMZN vs WMT vs SHOP vs EBAY vs KO vs JPM — Revenue Breakdown by Segment

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

Discover the Cloud Software Stocks Theme

These companies are key players in the Cloud Software Stocks ecosystem. See how they stack up against the rest of the sector.

Explore Theme
PTRNPattern Group Inc. Series A Common Stock

Segment breakdown not available.

AMZNAmazon.com, Inc.
FY 2025
Online Stores
37.6%$269.3B
Third-Party Seller Services
24.0%$172.2B
Amazon Web Services
18.0%$128.7B
Advertising Services
9.6%$68.6B
Subscription Services
6.9%$49.6B
Physical Stores
3.1%$22.6B
Other Services
0.8%$5.9B
WMTWalmart Inc.
FY 2026
Walmart U S
68.4%$483.0B
Walmart International
18.5%$130.4B
Sams Club
13.2%$93.0B
SHOPShopify Inc.
FY 2025
Service
76.2%$8.8B
Subscription and Circulation
23.8%$2.8B
EBAYeBay Inc.
FY 2025
Marketplaces
82.0%$9.1B
Advertising Revenues
18.0%$2.0B
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B
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

PTRN vs AMZN vs WMT vs SHOP vs EBAY vs KO vs JPM — Financial Metrics

Side-by-side numbers across 7 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLEBAYLAGGINGSHOP

Who Leads Where

JPM leads in 1 of 6 categories

EBAY leads 1 • KO leads 1 • PTRN leads 0 • AMZN leads 0 • WMT leads 0 • SHOP leads 0 • 3 tied

Explore the data ↓
SHOPShopify Inc.
0leads
WMTWalmart Inc.
0leads
AMZNAmazon.com, Inc.
0leads
PTRNPattern Group Inc. Se…
0leads
JPMJPMorgan Chase & Co.
1leads
KOThe Coca-Cola Company
1leads
EBAYeBay Inc.
1leads
6 Total Categories

Income & Cash Flow (Last 12 Months)

Evenly matched — PTRN and KO each lead in 2 of 6 comparable metrics.

AMZN is the larger business by revenue, generating $742.8B annually — 271.6x PTRN's $2.7B. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to PTRN's -5.2%. On growth, PTRN holds the edge at +43.2% YoY revenue growth, suggesting stronger near-term business momentum.

MetricPTRN logoPTRNPattern Group Inc…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.SHOP logoSHOPShopify Inc.EBAY logoEBAYeBay Inc.KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$2.7B$742.8B$725.3B$12.4B$11.6B$49.3B$280.3B
EBITDAEarnings before interest/tax$54M$155.9B$41.4B$1.7B$2.6B$15.5B$81.4B
Net IncomeAfter-tax profit-$141M$90.8B$23.1B$1.3B$2.0B$13.7B$57.0B
Free Cash FlowCash after capex$99M-$2.5B$12.6B$2.1B$1.7B$12.6B$100.9B
Gross MarginGross profit ÷ Revenue+43.2%+50.6%+25.0%+48.0%+72.0%+61.7%+60.0%
Operating MarginEBIT ÷ Revenue+1.3%+11.5%+4.2%+13.3%+19.6%+29.3%+25.9%
Net MarginNet income ÷ Revenue-5.2%+12.2%+3.2%+10.8%+17.6%+27.8%+20.4%
FCF MarginFCF ÷ Revenue+3.6%-0.3%+1.7%+17.2%+14.5%+25.5%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year+43.2%+16.6%+7.3%+34.3%+19.5%+12.1%
EPS Growth (YoY)Latest quarter vs prior year+80.0%+74.8%+19.6%+15.1%+5.7%+18.2%+16.0%
Evenly matched — PTRN and KO each lead in 2 of 6 comparable metrics.

Valuation Metrics

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

At 16.5x trailing earnings, JPM trades at a 86% valuation discount to SHOP's 120.5x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.93x vs SHOP's 4.11x — a lower PEG means you pay less per unit of expected earnings growth.

MetricPTRN logoPTRNPattern Group Inc…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.SHOP logoSHOPShopify Inc.EBAY logoEBAYeBay Inc.KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$3.0B$2.65T$964.7B$146.9B$50.0B$345.5B$925.1B
Enterprise ValueMkt cap + debt − cash$2.7B$2.71T$1.02T$145.6B$55.5B$380.8B$1.52T
Trailing P/EPrice ÷ TTM EPS-21.54x34.31x44.33x120.46x25.19x26.41x16.52x
Forward P/EPrice ÷ next-FY EPS est.34.70x27.98x41.67x62.45x17.88x24.56x14.87x
PEG RatioP/E ÷ EPS growth rate1.23x4.03x4.11x2.36x0.93x
EV / EBITDAEnterprise value multiple64.31x18.61x23.19x97.12x21.54x25.71x18.72x
Price / SalesMarket cap ÷ Revenue1.19x3.69x1.35x12.71x4.50x7.21x3.31x
Price / BookPrice ÷ Book value/share5.82x6.48x9.14x10.97x10.90x10.10x2.55x
Price / FCFMarket cap ÷ FCF37.66x343.80x64.65x73.21x30.08x65.24x9.17x
JPM leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

Evenly matched — SHOP and EBAY and KO each lead in 2 of 9 comparable metrics.

EBAY delivers a 44.1% return on equity — every $100 of shareholder capital generates $44 in annual profit, vs $-26 for PTRN. SHOP carries lower financial leverage with a 0.01x 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 JPM's 5/9, reflecting strong financial health.

MetricPTRN logoPTRNPattern Group Inc…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.SHOP logoSHOPShopify Inc.EBAY logoEBAYeBay Inc.KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity-26.2%+23.3%+22.7%+10.5%+44.1%+41.1%+15.9%
ROA (TTM)Return on assets-16.3%+11.5%+8.1%+9.0%+11.5%+13.1%+1.3%
ROICReturn on invested capital+6.8%+14.7%+14.4%+9.4%+16.8%+15.8%+4.5%
ROCEReturn on capital employed+5.0%+15.3%+17.5%+11.4%+17.4%+17.3%+8.9%
Piotroski ScoreFundamental quality 0–95666675
Debt / EquityFinancial leverage0.05x0.37x0.63x0.01x1.60x1.33x2.60x
Net DebtTotal debt minus cash-$258M$66.2B$56.4B-$1.3B$5.5B$35.2B$599.0B
Cash & Equiv.Liquid assets$289M$86.8B$10.7B$1.5B$1.9B$10.3B$343.3B
Total DebtShort + long-term debt$31M$153.0B$67.1B$188M$7.4B$45.5B$942.4B
Interest CoverageEBIT ÷ Interest expense39.96x11.70x10.52x10.70x0.74x
Evenly matched — SHOP and EBAY and KO each lead in 2 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

EBAY leads this category, winning 3 of 6 comparable metrics.

A $10,000 investment in WMT five years ago would be worth $27,377 today (with dividends reinvested), compared to $8,287 for SHOP. Over the past 12 months, EBAY leads with a +42.2% total return vs SHOP's +4.5%. The 3-year compound annual growth rate (CAGR) favors EBAY at 35.7% vs PTRN's 7.0% — a key indicator of consistent wealth creation.

MetricPTRN logoPTRNPattern Group Inc…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.SHOP logoSHOPShopify Inc.EBAY logoEBAYeBay Inc.KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+66.7%+8.6%+7.8%-28.0%+26.3%+17.7%+2.7%
1-Year ReturnPast 12 months+22.6%+13.8%+29.4%+4.5%+42.2%+16.8%+24.7%
3-Year ReturnCumulative with dividends+22.6%+96.0%+138.6%+75.0%+150.1%+39.8%+141.8%
5-Year ReturnCumulative with dividends+22.6%+44.1%+173.8%-17.1%+73.1%+64.2%+126.7%
10-Year ReturnCumulative with dividends+22.6%+585.6%+441.3%+3891.2%+386.3%+115.4%+492.1%
CAGR (3Y)Annualised 3-year return+7.0%+25.2%+33.6%+20.5%+35.7%+11.8%+34.2%
EBAY leads this category, winning 3 of 6 comparable metrics.

Risk & Volatility

Evenly matched — KO and JPM each lead in 1 of 2 comparable metrics.

KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than SHOP's 2.29 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 98.2% from its 52-week high vs SHOP's 62.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricPTRN logoPTRNPattern Group Inc…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.SHOP logoSHOPShopify Inc.EBAY logoEBAYeBay Inc.KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5001.65x1.43x-0.00x2.29x0.77x-0.20x0.94x
52-Week HighHighest price in past year$21.40$278.56$135.16$182.19$119.31$84.04$337.25
52-Week LowLowest price in past year$8.92$197.28$93.62$94.00$72.84$65.35$266.85
% of 52W HighCurrent price vs 52-week peak+89.6%+88.3%+89.5%+62.1%+91.6%+95.5%+98.2%
RSI (14)Momentum oscillator 0–10058.343.346.751.250.453.263.2
Avg Volume (50D)Average daily shares traded1.2M43.0M18.2M9.5M5.2M12.9M7.0M
Evenly matched — KO and JPM each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: PTRN as "Buy", AMZN as "Buy", WMT as "Buy", SHOP as "Buy", EBAY as "Hold", KO as "Buy", JPM as "Buy". Consensus price targets imply 38.5% upside for SHOP (target: $157) vs 0.5% for EBAY (target: $110). For income investors, KO offers the higher dividend yield at 2.54% vs WMT's 0.77%.

MetricPTRN logoPTRNPattern Group Inc…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.SHOP logoSHOPShopify Inc.EBAY logoEBAYeBay Inc.KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuyHoldBuyBuy
Price TargetConsensus 12-month target$22.50$307.77$139.44$156.79$109.87$86.13$339.75
# AnalystsCovering analysts6946663684861
Dividend YieldAnnual dividend ÷ price+0.8%+1.1%+2.5%+1.8%
Dividend StreakConsecutive years of raises5275615
Dividend / ShareAnnual DPS$0.94$1.15$2.04$5.95
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%+0.8%0.0%+5.0%+0.2%+3.7%
KO leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

JPM leads in 1 of 6 categories (Valuation Metrics). EBAY leads in 1 (Total Returns). 3 tied.

Best OveralleBay Inc. (EBAY)Leads 1 of 6 categories
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PTRN vs AMZN vs WMT vs SHOP vs EBAY vs KO vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM a better buy right now?

For growth investors, Pattern Group Inc.

Series A Common Stock (PTRN) is the stronger pick with 39. 3% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 5x trailing P/E (14. 9x forward), making it the more compelling value choice. Analysts rate Pattern Group Inc. Series A Common Stock (PTRN) 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.

02

Which has the better valuation — PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM?

On trailing P/E, JPMorgan Chase & Co.

(JPM) is the cheapest at 16. 5x versus Shopify Inc. at 120. 5x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 84x versus Walmart Inc. 's 3. 79x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM?

Over the past 5 years, Walmart Inc.

(WMT) delivered a total return of +173. 8%, compared to -17. 1% for Shopify Inc. (SHOP). Over 10 years, the gap is even starker: SHOP returned +38. 9% versus PTRN's +22. 6%. 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 — PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM?

By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.

20β versus Shopify Inc. 's 2. 29β — meaning SHOP is approximately -1244% more volatile than KO relative to the S&P 500. On balance sheet safety, Shopify Inc. (SHOP) carries a lower debt/equity ratio of 1% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM?

By revenue growth (latest reported year), Pattern Group Inc.

Series A Common Stock (PTRN) is pulling ahead at 39. 3% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -39. 4% for Shopify Inc.. Over a 3-year CAGR, SHOP leads at 27. 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.

06

Which has better profit margins — PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM?

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

3% net margin versus 0. 6% for Pattern Group Inc. Series A Common Stock — 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 1. 0% for PTRN. At the gross margin level — before operating expenses — EBAY leads at 71. 5%, 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 PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM 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. 84x versus Walmart Inc. 's 3. 79x. 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. 9x forward P/E versus 62. 5x for Shopify Inc. — 47. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SHOP: 38. 5% to $156. 79.

08

Which pays a better dividend — PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM?

In this comparison, KO (2.

5% yield), JPM (1. 8% yield), EBAY (1. 1% yield), WMT (0. 8% yield) pay a dividend. PTRN, AMZN, SHOP do not pay a meaningful dividend and should not be held primarily for income.

09

Is PTRN or AMZN or WMT or SHOP or EBAY or KO or JPM better for a retirement portfolio?

For long-horizon retirement investors, Walmart Inc.

(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 00), 0. 8% yield, +441. 3% 10Y return). Shopify Inc. (SHOP) carries a higher beta of 2. 29 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (WMT: +441. 3%, SHOP: +38. 9%), 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 PTRN and AMZN and WMT and SHOP and EBAY and KO and JPM?

These companies operate in different sectors (PTRN (Technology) and AMZN (Consumer Cyclical) and WMT (Consumer Defensive) and SHOP (Technology) and EBAY (Consumer Cyclical) and KO (Consumer Defensive) and JPM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: PTRN is a small-cap high-growth stock; AMZN is a mega-cap quality compounder stock; WMT is a large-cap quality compounder stock; SHOP is a mid-cap high-growth stock; EBAY is a mid-cap quality compounder stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. WMT, EBAY, KO, JPM pay a dividend while PTRN, AMZN, SHOP 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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