Asset Management
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Side-by-side financial analysisStock Comparison
AAMI vs GROW vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Banks - Diversified
AAMI vs GROW vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Asset Management | Asset Management | Banks - Diversified |
| Market Cap | $2.81B | $38M | $896.00B |
| Revenue (TTM) | $594M | $11M | $280.33B |
| Net Income (TTM) | $80M | $3M | $57.05B |
| Gross Margin | 92.9% | 64.9% | 60.0% |
| Operating Margin | 27.4% | -1.4% | 25.9% |
| Forward P/E | 16.4x | — | 14.4x |
| Total Debt | $323M | $83K | $942.38B |
| Cash & Equiv. | $101M | $25M | $343.34B |
AAMI vs GROW vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Acadian Asset Manag… (AAMI) | 100 | 630.3 | +530.3% |
| U.S. Global Investo… (GROW) | 100 | 155.8 | +55.8% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AAMI vs GROW vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AAMI is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 17.5%, EPS growth -0.5%
- 471.7% 10Y total return vs JPM's 465.8%
- 17.5% NII/revenue growth vs GROW's -23.1%
GROW is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.77, yield 3.1%
- Lower volatility, beta 0.77, Low D/E 0.2%, current ratio 20.87x
- Beta 0.77, yield 3.1%, current ratio 20.87x
JPM has the current edge in this matchup, primarily because of its strength in value and quality.
- Lower P/E (14.4x vs 16.4x)
- Efficiency ratio 0.3% vs GROW's 0.8% (lower = leaner)
- Efficiency ratio 0.3% vs GROW's 0.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 17.5% NII/revenue growth vs GROW's -23.1% | |
| Value | Lower P/E (14.4x vs 16.4x) | |
| Quality / Margins | Efficiency ratio 0.3% vs GROW's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.77 vs AAMI's 1.52, lower leverage | |
| Dividends | 3.1% yield, vs JPM's 1.9% | |
| Momentum (1Y) | +148.2% vs JPM's +21.8% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs GROW's 0.8% |
AAMI vs GROW vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AAMI vs GROW vs JPM — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — AAMI and GROW each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 25880.1x GROW's $11M. GROW is the more profitable business, keeping 29.1% of every revenue dollar as net income compared to AAMI's 13.5%.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | $594M | $11M | $280.3B |
| EBITDAEarnings before interest/tax | $179M | -$111,000 | $81.4B |
| Net IncomeAfter-tax profit | $80M | $3M | $57.0B |
| Free Cash FlowCash after capex | -$14M | $464,000 | $100.9B |
| Gross MarginGross profit ÷ Revenue | +92.9% | +64.9% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +27.4% | -1.4% | +25.9% |
| Net MarginNet income ÷ Revenue | +13.5% | +29.1% | +20.4% |
| FCF MarginFCF ÷ Revenue | -2.3% | +4.3% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -14.2% | +8.8% | +16.0% |
Valuation Metrics
JPM leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 16.0x trailing earnings, JPM trades at a 55% valuation discount to AAMI's 35.5x P/E. On an enterprise value basis, AAMI's 16.9x EV/EBITDA is more attractive than JPM's 18.4x.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $2.8B | $38M | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $3.0B | $13M | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | 35.54x | -118.40x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.38x | — | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.90x |
| EV / EBITDAEnterprise value multiple | 16.88x | — | 18.36x |
| Price / SalesMarket cap ÷ Revenue | 4.72x | 4.44x | 3.20x |
| Price / BookPrice ÷ Book value/share | 33.85x | 0.87x | 2.47x |
| Price / FCFMarket cap ÷ FCF | 15.53x | — | 8.88x |
Profitability & Efficiency
AAMI leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
AAMI delivers a 85.4% return on equity — every $100 of shareholder capital generates $85 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 AAMI's 3.84x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs GROW's 2/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | +85.4% | +7.0% | +15.9% |
| ROA (TTM)Return on assets | +11.5% | +6.5% | +1.3% |
| ROICReturn on invested capital | +29.2% | -4.7% | +4.5% |
| ROCEReturn on capital employed | +31.9% | -6.2% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 2 | 5 |
| Debt / EquityFinancial leverage | 3.84x | 0.00x | 2.60x |
| Net DebtTotal debt minus cash | $222M | -$24M | $599.0B |
| Cash & Equiv.Liquid assets | $101M | $25M | $343.3B |
| Total DebtShort + long-term debt | $323M | $83,000 | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | 7.60x | 776.00x | 0.74x |
Total Returns (Dividends Reinvested)
AAMI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AAMI five years ago would be worth $35,390 today (with dividends reinvested), compared to $5,280 for GROW. Over the past 12 months, AAMI leads with a +148.2% total return vs JPM's +21.8%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs GROW's 5.0% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +66.2% | +21.8% | -0.5% |
| 1-Year ReturnPast 12 months | +148.2% | +28.2% | +21.8% |
| 3-Year ReturnCumulative with dividends | +252.6% | +15.9% | +138.2% |
| 5-Year ReturnCumulative with dividends | +253.9% | -47.2% | +118.2% |
| 10-Year ReturnCumulative with dividends | +471.7% | +89.2% | +465.8% |
| CAGR (3Y)Annualised 3-year return | +52.2% | +5.0% | +33.6% |
Risk & Volatility
Evenly matched — AAMI and GROW each lead in 1 of 2 comparable metrics.
Risk & Volatility
GROW is the less volatile stock with a 0.77 beta — it tends to amplify market swings less than AAMI's 1.52 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AAMI currently trades 99.2% from its 52-week high vs GROW's 81.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 0.77x | 0.94x |
| 52-Week HighHighest price in past year | $79.15 | $3.65 | $337.25 |
| 52-Week LowLowest price in past year | $30.98 | $2.23 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +99.2% | +81.1% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 64.4 | 67.1 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 327K | 25K | 7.0M |
Analyst Outlook
Evenly matched — GROW and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AAMI as "Hold", JPM as "Buy". Consensus price targets imply 5.9% upside for JPM (target: $340) vs -12.6% for AAMI (target: $69). For income investors, GROW offers the higher dividend yield at 3.06% vs JPM's 1.86%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — | Buy |
| Price TargetConsensus 12-month target | $68.67 | — | $339.75 |
| # AnalystsCovering analysts | 3 | — | 61 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +3.1% | +1.9% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 15 |
| Dividend / ShareAnnual DPS | $0.04 | $0.09 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +5.2% | +3.9% |
AAMI leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). JPM leads in 1 (Valuation Metrics). 3 tied.
AAMI vs GROW vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AAMI or GROW or JPM a better buy right now?
For growth investors, Acadian Asset Management (AAMI) is the stronger pick with 17.
5% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). 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 JPMorgan Chase & Co. (JPM) a "Buy" — based on 61 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 — AAMI or GROW or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 16. 0x versus Acadian Asset Management at 35. 5x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 4x.
03Which is the better long-term investment — AAMI or GROW or JPM?
Over the past 5 years, Acadian Asset Management (AAMI) delivered a total return of +253.
9%, compared to -47. 2% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: AAMI returned +471. 7% versus GROW's +89. 2%. 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 — AAMI or GROW or JPM?
By beta (market sensitivity over 5 years), U.
S. Global Investors, Inc. (GROW) is the lower-risk stock at 0. 77β versus Acadian Asset Management's 1. 52β — meaning AAMI is approximately 98% more volatile than GROW 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 4% for Acadian Asset Management — giving it more financial flexibility in a downturn.
05Which is growing faster — AAMI or GROW or JPM?
By revenue growth (latest reported year), Acadian Asset Management (AAMI) is pulling ahead at 17.
5% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: JPMorgan Chase & Co. grew EPS 1. 5% 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 — AAMI or GROW or JPM?
JPMorgan Chase & Co.
(JPM) is the more profitable company, earning 20. 4% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 20. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AAMI leads at 27. 4% versus -35. 3% for GROW. At the gross margin level — before operating expenses — AAMI leads at 92. 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 AAMI or GROW or JPM more undervalued right now?
On forward earnings alone, JPMorgan Chase & Co.
(JPM) trades at 14. 4x forward P/E versus 16. 4x for Acadian Asset Management — 2. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JPM: 5. 9% to $339. 75.
08Which pays a better dividend — AAMI or GROW or JPM?
In this comparison, GROW (3.
1% yield), JPM (1. 9% yield) pay a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.
09Is AAMI or GROW or JPM better for a retirement portfolio?
For long-horizon retirement investors, JPMorgan Chase & Co.
(JPM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 94), 1. 9% yield, +465. 8% 10Y return). Acadian Asset Management (AAMI) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (JPM: +465. 8%, AAMI: +471. 7%), 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 AAMI and GROW and JPM?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AAMI is a small-cap high-growth stock; GROW is a small-cap income-oriented stock; JPM is a large-cap deep-value stock. GROW, JPM pay a dividend while AAMI 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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