Asset Management
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Side-by-side financial analysisStock Comparison
SII vs GROW vs MFIN vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Financial - Credit Services
Beverages - Non-Alcoholic
SII vs GROW vs MFIN vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Financial - Credit Services | Beverages - Non-Alcoholic |
| Market Cap | $3.06B | $38M | $231M | $355.61B |
| Revenue (TTM) | $386M | $11M | $340M | $49.28B |
| Net Income (TTM) | $84M | $3M | $47M | $13.70B |
| Gross Margin | 83.4% | 64.9% | 59.3% | 61.7% |
| Operating Margin | 30.5% | -1.4% | 30.9% | 29.3% |
| Forward P/E | 25.3x | — | 8.8x | 25.3x |
| Total Debt | $0.00 | $83K | $316M | $45.49B |
| Cash & Equiv. | $118M | $25M | $202M | $10.27B |
SII vs GROW vs MFIN vs KO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Sprott Inc. (SII) | 100 | 329.1 | +229.1% |
| U.S. Global Investo… (GROW) | 100 | 155.8 | +55.8% |
| Medallion Financial… (MFIN) | 100 | 370.2 | +270.2% |
| The Coca-Cola Compa… (KO) | 100 | 184.9 | +84.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SII vs GROW vs MFIN vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SII carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 75.2%, EPS growth 38.7%
- 5.6% 10Y total return vs KO's 121.1%
- PEG 1.32 vs KO's 2.26
- 75.2% NII/revenue growth vs GROW's -23.1%
GROW is the #2 pick in this set and the best alternative if sleep-well-at-night is your priority.
- Lower volatility, beta 0.77, Low D/E 0.2%, current ratio 20.87x
- 29.1% margin vs MFIN's 13.7%
- Beta 0.77 vs SII's 1.51
MFIN is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 3 yrs, beta 1.12, yield 4.6%
- Beta 1.12, yield 4.6%, current ratio 27.10x
- NIM 7.3% vs SII's 1.1%
- Lower P/E (8.8x vs 25.3x)
KO lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 75.2% NII/revenue growth vs GROW's -23.1% | |
| Value | Lower P/E (8.8x vs 25.3x) | |
| Quality / Margins | 29.1% margin vs MFIN's 13.7% | |
| Stability / Safety | Beta 0.77 vs SII's 1.51 | |
| Dividends | 4.6% yield, 3-year raise streak, vs KO's 2.5% | |
| Momentum (1Y) | +89.8% vs MFIN's +8.6% | |
| Efficiency (ROA) | 17.5% ROA vs MFIN's 1.6%, ROIC 21.1% vs 17.2% |
SII vs GROW vs MFIN vs KO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
SII vs GROW vs MFIN vs KO — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SII leads in 2 of 6 categories
MFIN leads 1 • KO leads 1 • GROW leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — GROW and MFIN each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
KO is the larger business by revenue, generating $49.3B annually — 4549.9x GROW's $11M. GROW is the more profitable business, keeping 29.1% of every revenue dollar as net income compared to MFIN's 13.7%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $386M | $11M | $340M | $49.3B |
| EBITDAEarnings before interest/tax | $121M | -$111,000 | $111M | $15.5B |
| Net IncomeAfter-tax profit | $84M | $3M | $47M | $13.7B |
| Free Cash FlowCash after capex | $126M | $464,000 | $126M | $12.6B |
| Gross MarginGross profit ÷ Revenue | +83.4% | +64.9% | +59.3% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +30.5% | -1.4% | +30.9% | +29.3% |
| Net MarginNet income ÷ Revenue | +21.9% | +29.1% | +13.7% | +27.8% |
| FCF MarginFCF ÷ Revenue | +32.6% | +4.3% | +37.2% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +143.5% | +8.8% | +16.3% | +18.2% |
Valuation Metrics
MFIN leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 5.5x trailing earnings, MFIN trades at a 88% valuation discount to SII's 44.8x P/E. Adjusting for growth (PEG ratio), SII offers better value at 2.33x vs KO's 2.43x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.1B | $38M | $231M | $355.6B |
| Enterprise ValueMkt cap + debt − cash | $2.9B | $13M | $346M | $390.8B |
| Trailing P/EPrice ÷ TTM EPS | 44.83x | -118.40x | 5.51x | 27.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.29x | — | 8.80x | 25.27x |
| PEG RatioP/E ÷ EPS growth rate | 2.33x | — | — | 2.43x |
| EV / EBITDAEnterprise value multiple | 29.48x | — | 1.94x | 26.39x |
| Price / SalesMarket cap ÷ Revenue | 10.39x | 4.44x | 0.65x | 7.42x |
| Price / BookPrice ÷ Book value/share | 8.35x | 0.87x | 0.47x | 10.40x |
| Price / FCFMarket cap ÷ FCF | 31.96x | — | 1.83x | 67.15x |
Profitability & Efficiency
SII leads this category, winning 6 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 $7 for GROW. GROW carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to KO's 1.33x. On the Piotroski fundamental quality scale (0–9), SII scores 7/9 vs GROW's 2/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +23.5% | +7.0% | +9.4% | +41.1% |
| ROA (TTM)Return on assets | +17.5% | +6.5% | +1.6% | +13.1% |
| ROICReturn on invested capital | +21.1% | -4.7% | +17.2% | +15.8% |
| ROCEReturn on capital employed | +24.8% | -6.2% | +10.0% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 2 | 7 | 7 |
| Debt / EquityFinancial leverage | — | 0.00x | 0.62x | 1.33x |
| Net DebtTotal debt minus cash | -$118M | -$24M | $115M | $35.2B |
| Cash & Equiv.Liquid assets | $118M | $25M | $202M | $10.3B |
| Total DebtShort + long-term debt | $0 | $83,000 | $316M | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | 94.69x | 776.00x | 1.07x | 10.70x |
Total Returns (Dividends Reinvested)
SII leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SII five years ago would be worth $29,214 today (with dividends reinvested), compared to $5,280 for GROW. Over the past 12 months, SII leads with a +89.8% total return vs MFIN's +8.6%. The 3-year compound annual growth rate (CAGR) favors SII at 54.8% vs GROW's 5.0% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +18.1% | +21.8% | -1.1% | +20.3% |
| 1-Year ReturnPast 12 months | +89.8% | +28.2% | +8.6% | +17.2% |
| 3-Year ReturnCumulative with dividends | +271.1% | +15.9% | +44.5% | +47.0% |
| 5-Year ReturnCumulative with dividends | +192.1% | -47.2% | +25.5% | +65.6% |
| 10-Year ReturnCumulative with dividends | +555.3% | +89.2% | +65.9% | +121.1% |
| CAGR (3Y)Annualised 3-year return | +54.8% | +5.0% | +13.1% | +13.7% |
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 SII's 1.51 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 SII's 70.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.51x | 0.77x | 1.12x | -0.20x |
| 52-Week HighHighest price in past year | $169.63 | $3.65 | $11.00 | $84.04 |
| 52-Week LowLowest price in past year | $61.94 | $2.23 | $7.88 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +70.0% | +81.1% | +89.2% | +98.3% |
| RSI (14)Momentum oscillator 0–100 | 36.0 | 67.1 | 57.4 | 60.6 |
| Avg Volume (50D)Average daily shares traded | 174K | 25K | 62K | 12.7M |
Analyst Outlook
Evenly matched — MFIN and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SII as "Buy", MFIN as "Hold", KO as "Buy". Consensus price targets imply 7.0% upside for MFIN (target: $11) vs 4.2% for KO (target: $86). For income investors, MFIN offers the higher dividend yield at 4.61% vs SII's 1.09%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | — | Hold | Buy |
| Price TargetConsensus 12-month target | — | — | $10.50 | $86.13 |
| # AnalystsCovering analysts | 1 | — | 9 | 48 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +3.1% | +4.6% | +2.5% |
| Dividend StreakConsecutive years of raises | 2 | 0 | 3 | 56 |
| Dividend / ShareAnnual DPS | $1.30 | $0.09 | $0.45 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +5.2% | +0.4% | +0.2% |
SII leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). MFIN leads in 1 (Valuation Metrics). 2 tied.
SII vs GROW vs MFIN vs KO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SII or GROW or MFIN or KO a better buy right now?
For growth investors, Sprott Inc.
(SII) is the stronger pick with 75. 2% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). Medallion Financial Corp. (MFIN) offers the better valuation at 5. 5x trailing P/E (8. 8x forward), making it the more compelling value choice. Analysts rate Sprott Inc. (SII) a "Buy" — based on 1 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 — SII or GROW or MFIN or KO?
On trailing P/E, Medallion Financial Corp.
(MFIN) is the cheapest at 5. 5x versus Sprott Inc. at 44. 8x. On forward P/E, Medallion Financial Corp. is actually cheaper at 8. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Sprott Inc. wins at 1. 32x versus The Coca-Cola Company's 2. 26x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — SII or GROW or MFIN or KO?
Over the past 5 years, Sprott Inc.
(SII) delivered a total return of +192. 1%, compared to -47. 2% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: SII returned +555. 3% versus MFIN's +65. 9%. 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 — SII or GROW or MFIN or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
20β versus Sprott Inc. 's 1. 51β — meaning SII is approximately -855% more volatile than KO relative to the S&P 500. On balance sheet safety, U. S. Global Investors, Inc. (GROW) carries a lower debt/equity ratio of 0% versus 133% for The Coca-Cola Company — giving it more financial flexibility in a downturn.
05Which is growing faster — SII or GROW or MFIN or KO?
By revenue growth (latest reported year), Sprott Inc.
(SII) is pulling ahead at 75. 2% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: Sprott Inc. grew EPS 38. 7% year-over-year, compared to -126. 6% for U. S. Global Investors, Inc.. 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 — SII or GROW or MFIN or KO?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MFIN leads at 50. 5% versus -35. 3% for GROW. At the gross margin level — before operating expenses — MFIN leads at 96. 7%, 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 SII or GROW or MFIN 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, Sprott Inc. (SII) is the more undervalued stock at a PEG of 1. 32x versus The Coca-Cola Company's 2. 26x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Medallion Financial Corp. (MFIN) trades at 8. 8x forward P/E versus 25. 3x for Sprott Inc. — 16. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MFIN: 7. 0% to $10. 50.
08Which pays a better dividend — SII or GROW or MFIN or KO?
All stocks in this comparison pay dividends.
Medallion Financial Corp. (MFIN) offers the highest yield at 4. 6%, versus 1. 1% for Sprott Inc. (SII).
09Is SII or GROW or MFIN 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). Sprott Inc. (SII) carries a higher beta of 1. 51 — 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%, SII: +555. 3%), 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 SII and GROW and MFIN and KO?
These companies operate in different sectors (SII (Financial Services) and GROW (Financial Services) and MFIN (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: SII is a small-cap high-growth stock; GROW is a small-cap income-oriented stock; MFIN is a small-cap high-growth stock; KO is a large-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.
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