Asset Management
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Side-by-side financial analysisStock Comparison
SSSS vs GSBD vs CSWC vs JPM vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Banks - Diversified
Beverages - Non-Alcoholic
SSSS vs GSBD vs CSWC vs JPM vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Banks - Diversified | Beverages - Non-Alcoholic |
| Market Cap | $348M | $1.04B | $1.46B | $896.00B | $355.61B |
| Revenue (TTM) | $732.03B | $286M | $222M | $280.33B | $49.28B |
| Net Income (TTM) | $50M | $74M | $113M | $57.05B | $13.70B |
| Gross Margin | 0.0% | 69.5% | 77.8% | 60.0% | 61.7% |
| Operating Margin | 7.9% | 47.2% | 62.0% | 25.9% | 29.3% |
| Forward P/E | 2.9x | 8.2x | 9.9x | 14.4x | 25.3x |
| Total Debt | $73M | $1.88B | $1.13B | $942.38B | $45.49B |
| Cash & Equiv. | $20M | $43M | $29M | $343.34B | $10.27B |
SSSS vs GSBD vs CSWC vs JPM vs KO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| SuRo Capital Corp. (SSSS) | 100 | 161.7 | +61.7% |
| Goldman Sachs BDC, … (GSBD) | 100 | 56.9 | -43.1% |
| Capital Southwest C… (CSWC) | 100 | 174.6 | +74.6% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
| The Coca-Cola Compa… (KO) | 100 | 184.9 | +84.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SSSS vs GSBD vs CSWC vs JPM vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SSSS carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 6.5%, EPS growth 211.2%
- 6.5% NII/revenue growth vs KO's 1.9%
- Lower P/E (2.9x vs 25.3x)
- +90.1% vs GSBD's -5.4%
GSBD is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 0 yrs, beta 0.41, yield 21.9%
- Lower volatility, beta 0.41, current ratio 0.95x
- Beta 0.41, yield 21.9%, current ratio 0.95x
- NIM 7.4% vs JPM's 2.2%
CSWC ranks third and is worth considering specifically for quality.
- 50.9% margin vs SSSS's 0.0%
JPM is the clearest fit if your priority is long-term compounding and valuation efficiency.
- 465.8% 10Y total return vs SSSS's 365.2%
- PEG 0.81 vs KO's 2.26
KO is the clearest fit if your priority is efficiency.
- 13.1% ROA vs SSSS's 0.0%, ROIC 15.8% vs 0.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.5% NII/revenue growth vs KO's 1.9% | |
| Value | Lower P/E (2.9x vs 25.3x) | |
| Quality / Margins | 50.9% margin vs SSSS's 0.0% | |
| Stability / Safety | Beta 0.41 vs SSSS's 1.54 | |
| Dividends | 21.9% yield, vs KO's 2.5% | |
| Momentum (1Y) | +90.1% vs GSBD's -5.4% | |
| Efficiency (ROA) | 13.1% ROA vs SSSS's 0.0%, ROIC 15.8% vs 0.0% |
SSSS vs GSBD vs CSWC vs JPM 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.
Segment breakdown not available.
SSSS vs GSBD vs CSWC vs JPM vs KO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SSSS leads in 2 of 6 categories
KO leads 2 • CSWC leads 1 • GSBD leads 0 • JPM leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
CSWC leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
SSSS is the larger business by revenue, generating $732.0B annually — 3296.9x CSWC's $222M. CSWC is the more profitable business, keeping 50.9% of every revenue dollar as net income compared to SSSS's 0.0%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $732.0B | $286M | $222M | $280.3B | $49.3B |
| EBITDAEarnings before interest/tax | $57.6B | $182M | $143M | $81.4B | $15.5B |
| Net IncomeAfter-tax profit | $50M | $74M | $113M | $57.0B | $13.7B |
| Free Cash FlowCash after capex | -$5.76T | $199M | -$67M | $100.9B | $12.6B |
| Gross MarginGross profit ÷ Revenue | +0.0% | +69.5% | +77.8% | +60.0% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +7.9% | +47.2% | +62.0% | +25.9% | +29.3% |
| Net MarginNet income ÷ Revenue | +0.0% | +25.9% | +50.9% | +20.4% | +27.8% |
| FCF MarginFCF ÷ Revenue | -7.9% | +69.6% | -30.0% | +36.0% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | -144.4% | +33.3% | +16.0% | +18.2% |
Valuation Metrics
SSSS leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 7.7x trailing earnings, SSSS trades at a 72% valuation discount to KO's 27.2x 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.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $348M | $1.0B | $1.5B | $896.0B | $355.6B |
| Enterprise ValueMkt cap + debt − cash | $401M | $2.9B | $2.6B | $1.50T | $390.8B |
| Trailing P/EPrice ÷ TTM EPS | 7.70x | 8.97x | 12.39x | 16.00x | 27.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.88x | 8.16x | 9.87x | 14.40x | 25.27x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 0.90x | 2.43x |
| EV / EBITDAEnterprise value multiple | 7.47x | 12.24x | 13.08x | 18.36x | 26.39x |
| Price / SalesMarket cap ÷ Revenue | 9.97x | 4.29x | 5.95x | 3.20x | 7.42x |
| Price / BookPrice ÷ Book value/share | 0.00x | 0.75x | 1.53x | 2.47x | 10.40x |
| Price / FCFMarket cap ÷ FCF | 10.14x | 3.19x | — | 8.88x | 67.15x |
Profitability & Efficiency
KO 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 $0 for SSSS. SSSS carries lower financial leverage with a 0.00x 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 CSWC's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | 0.0% | +5.1% | +11.7% | +15.9% | +41.1% |
| ROA (TTM)Return on assets | 0.0% | +2.2% | +5.5% | +1.3% | +13.1% |
| ROICReturn on invested capital | 0.0% | +5.3% | +7.1% | +4.5% | +15.8% |
| ROCEReturn on capital employed | 0.0% | +7.0% | +9.3% | +8.9% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 4 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.00x | 1.32x | 1.12x | 2.60x | 1.33x |
| Net DebtTotal debt minus cash | $53M | $1.8B | $1.1B | $599.0B | $35.2B |
| Cash & Equiv.Liquid assets | $20M | $43M | $29M | $343.3B | $10.3B |
| Total DebtShort + long-term debt | $73M | $1.9B | $1.1B | $942.4B | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | 0.05x | 1.21x | 2.06x | 0.74x | 10.70x |
Total Returns (Dividends Reinvested)
SSSS 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 $21,820 today (with dividends reinvested), compared to $8,973 for GSBD. Over the past 12 months, SSSS leads with a +90.1% total return vs GSBD's -5.4%. The 3-year compound annual growth rate (CAGR) favors SSSS at 62.0% vs GSBD's 1.4% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +41.8% | +3.3% | +10.2% | -0.5% | +20.3% |
| 1-Year ReturnPast 12 months | +90.1% | -5.4% | +23.1% | +21.8% | +17.2% |
| 3-Year ReturnCumulative with dividends | +325.1% | +4.1% | +58.6% | +138.2% | +47.0% |
| 5-Year ReturnCumulative with dividends | +39.0% | -10.3% | +36.2% | +118.2% | +65.6% |
| 10-Year ReturnCumulative with dividends | +365.2% | +38.1% | +232.1% | +465.8% | +121.1% |
| CAGR (3Y)Annualised 3-year return | +62.0% | +1.4% | +16.6% | +33.6% | +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 SSSS's 1.54 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 GSBD's 76.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.54x | 0.41x | 0.72x | 0.94x | -0.20x |
| 52-Week HighHighest price in past year | $14.98 | $12.03 | $24.43 | $337.25 | $84.04 |
| 52-Week LowLowest price in past year | $7.11 | $8.65 | $19.37 | $262.71 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +91.5% | +76.8% | +96.4% | +95.1% | +98.3% |
| RSI (14)Momentum oscillator 0–100 | 55.9 | 49.5 | 50.5 | 59.1 | 60.6 |
| Avg Volume (50D)Average daily shares traded | 333K | 1.2M | 643K | 7.0M | 12.7M |
Analyst Outlook
Evenly matched — GSBD and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SSSS as "Buy", GSBD as "Hold", CSWC as "Buy", JPM as "Buy", KO as "Buy". Consensus price targets imply 9.5% upside for SSSS (target: $15) vs -2.6% for GSBD (target: $9). For income investors, GSBD offers the higher dividend yield at 21.87% vs JPM's 1.86%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $15.00 | $9.00 | $23.58 | $339.75 | $86.13 |
| # AnalystsCovering analysts | 5 | 9 | 10 | 61 | 48 |
| Dividend YieldAnnual dividend ÷ price | +3.0% | +21.9% | +9.5% | +1.9% | +2.5% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 0 | 15 | 56 |
| Dividend / ShareAnnual DPS | $0.42 | $2.02 | $2.24 | $5.95 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +5.0% | 0.0% | +3.9% | +0.2% |
SSSS leads in 2 of 6 categories (Valuation Metrics, Total Returns). KO leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.
SSSS vs GSBD vs CSWC vs JPM vs KO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SSSS or GSBD or CSWC or JPM or KO a better buy right now?
For growth investors, SuRo Capital Corp.
(SSSS) is the stronger pick with 646. 5% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). SuRo Capital Corp. (SSSS) offers the better valuation at 7. 7x trailing P/E (2. 9x forward), making it the more compelling value choice. Analysts rate SuRo Capital Corp. (SSSS) a "Buy" — based on 5 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 — SSSS or GSBD or CSWC or JPM or KO?
On trailing P/E, SuRo Capital Corp.
(SSSS) is the cheapest at 7. 7x versus The Coca-Cola Company at 27. 2x. On forward P/E, SuRo Capital Corp. is actually cheaper at 2. 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. 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 — SSSS or GSBD or CSWC or JPM or KO?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +118. 2%, compared to -10. 3% for Goldman Sachs BDC, Inc. (GSBD). Over 10 years, the gap is even starker: JPM returned +465. 8% versus GSBD's +38. 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 — SSSS or GSBD or CSWC or JPM or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
20β versus SuRo Capital Corp. 's 1. 54β — meaning SSSS is approximately -868% more volatile than KO relative to the S&P 500. On balance sheet safety, SuRo Capital Corp. (SSSS) carries a lower debt/equity ratio of 0% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — SSSS or GSBD or CSWC or JPM or KO?
By revenue growth (latest reported year), SuRo Capital Corp.
(SSSS) is pulling ahead at 646. 5% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: SuRo Capital Corp. grew EPS 211. 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.
06Which has better profit margins — SSSS or GSBD or CSWC or JPM or KO?
SuRo Capital Corp.
(SSSS) is the more profitable company, earning 139. 9% net margin versus 20. 4% for JPMorgan Chase & Co. — meaning it keeps 139. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SSSS leads at 153. 9% versus 26. 0% for JPM. At the gross margin level — before operating expenses — SSSS leads at 100. 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 SSSS or GSBD or CSWC or JPM 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, SuRo Capital Corp. (SSSS) trades at 2. 9x forward P/E versus 25. 3x for The Coca-Cola Company — 22. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SSSS: 9. 5% to $15. 00.
08Which pays a better dividend — SSSS or GSBD or CSWC or JPM or KO?
All stocks in this comparison pay dividends.
Goldman Sachs BDC, Inc. (GSBD) offers the highest yield at 21. 9%, versus 1. 9% for JPMorgan Chase & Co. (JPM).
09Is SSSS or GSBD or CSWC or JPM 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). SuRo Capital Corp. (SSSS) carries a higher beta of 1. 54 — 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%, SSSS: +365. 2%), 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 SSSS and GSBD and CSWC and JPM and KO?
These companies operate in different sectors (SSSS (Financial Services) and GSBD (Financial Services) and CSWC (Financial Services) and JPM (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: SSSS is a small-cap high-growth stock; GSBD is a small-cap high-growth stock; CSWC is a small-cap high-growth stock; JPM is a large-cap deep-value 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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