Asset Management
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Side-by-side financial analysisStock Comparison
AAMI vs MS vs GS vs BLK vs BX vs KO vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Asset Management
Asset Management
Beverages - Non-Alcoholic
Banks - Diversified
AAMI vs MS vs GS vs BLK vs BX vs KO vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||||
|---|---|---|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Financial - Capital Markets | Asset Management | Asset Management | Beverages - Non-Alcoholic | Banks - Diversified |
| Market Cap | $2.81B | $340.97B | $337.53B | $170.69B | $96.22B | $355.61B | $896.00B |
| Revenue (TTM) | $594M | $114.98B | $125.10B | $24.22B | $13.83B | $49.28B | $280.33B |
| Net Income (TTM) | $80M | $16.86B | $17.18B | $5.55B | $3.02B | $13.70B | $57.05B |
| Gross Margin | 92.9% | 57.1% | 47.5% | 50.5% | 86.0% | 61.7% | 60.0% |
| Operating Margin | 27.4% | 19.1% | 17.5% | 29.1% | 51.9% | 29.3% | 25.9% |
| Forward P/E | 16.4x | 18.0x | 17.9x | 19.4x | 20.9x | 25.3x | 14.4x |
| Total Debt | $323M | $475.56B | $609.53B | $15.00B | $13.31B | $45.49B | $942.38B |
| Cash & Equiv. | $101M | $111.69B | $164.26B | $11.47B | $2.63B | $10.27B | $343.34B |
AAMI vs MS vs GS vs BLK vs BX vs KO 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% |
| Morgan Stanley (MS) | 100 | 443.1 | +343.1% |
| The Goldman Sachs G… (GS) | 100 | 537.8 | +437.8% |
| BlackRock, Inc. (BLK) | 100 | 189.7 | +89.7% |
| Blackstone Inc. (BX) | 100 | 216.7 | +116.7% |
| The Coca-Cola Compa… (KO) | 100 | 184.9 | +84.9% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AAMI vs MS vs GS vs BLK vs BX vs KO 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 momentum.
- +148.2% vs BX's -9.3%
MS is the clearest fit if your priority is long-term compounding.
- 8.5% 10Y total return vs GS's 6.7%
GS doesn't hold a clear category lead here; it's more of a secondary option in this specific comparison.
BLK is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 16 yrs, beta 1.29, yield 2.0%
- Lower volatility, beta 1.29, Low D/E 24.4%, current ratio 70.15x
- Beta 1.29, yield 2.0%, current ratio 70.15x
BX has the current edge in this matchup, primarily because of its strength in growth exposure.
- Rev growth 21.6%, EPS growth 7.2%
- 21.6% NII/revenue growth vs GS's -1.4%
- 6.3% yield, 2-year raise streak, vs KO's 2.5%
KO is the #2 pick in this set and the best alternative if quality and efficiency is your priority.
- 27.8% margin vs AAMI's 13.5%
- 13.1% ROA vs GS's 1.0%, ROIC 15.8% vs 2.2%
JPM ranks third and is worth considering specifically for valuation efficiency and bank quality.
- PEG 0.81 vs BLK's 9.03
- NIM 2.2% vs MS's 0.7%
- Lower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
- Beta 0.94 vs GS's 1.60, lower leverage
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs GS's -1.4% | |
| Value | Lower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26 | |
| Quality / Margins | 27.8% margin vs AAMI's 13.5% | |
| Stability / Safety | Beta 0.94 vs GS's 1.60, lower leverage | |
| Dividends | 6.3% yield, 2-year raise streak, vs KO's 2.5% | |
| Momentum (1Y) | +148.2% vs BX's -9.3% | |
| Efficiency (ROA) | 13.1% ROA vs GS's 1.0%, ROIC 15.8% vs 2.2% |
AAMI vs MS vs GS vs BLK vs BX vs KO vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AAMI vs MS vs GS vs BLK vs BX vs KO vs JPM — Financial Metrics
Side-by-side numbers across 7 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AAMI leads in 2 of 6 categories
JPM leads 1 • MS leads 0 • GS leads 0 • BLK leads 0 • BX leads 0 • KO leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — AAMI and MS and BX and KO and JPM each lead in 1 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 471.7x AAMI's $594M. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to AAMI's 13.5%.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| RevenueTrailing 12 months | $594M | $115.0B | $125.1B | $24.2B | $13.8B | $49.3B | $280.3B |
| EBITDAEarnings before interest/tax | $179M | $26.6B | $24.0B | $8.1B | $7.2B | $15.5B | $81.4B |
| Net IncomeAfter-tax profit | $80M | $16.9B | $17.2B | $5.6B | $3.0B | $13.7B | $57.0B |
| Free Cash FlowCash after capex | -$14M | -$17.9B | -$47.2B | $3.6B | $3.5B | $12.6B | $100.9B |
| Gross MarginGross profit ÷ Revenue | +92.9% | +57.1% | +47.5% | +50.5% | +86.0% | +61.7% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +27.4% | +19.1% | +17.5% | +29.1% | +51.9% | +29.3% | +25.9% |
| Net MarginNet income ÷ Revenue | +13.5% | +14.7% | +13.7% | +22.9% | +21.8% | +27.8% | +20.4% |
| FCF MarginFCF ÷ Revenue | -2.3% | -15.6% | -37.7% | +14.8% | +25.1% | +25.5% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — | +12.1% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -14.2% | +48.9% | +45.8% | -22.7% | +41.3% | +18.2% | +16.0% |
Valuation Metrics
JPM leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 16.0x trailing earnings, JPM trades at a 55% valuation discount to AAMI's 35.5x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs BLK's 13.57x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| Market CapShares × price | $2.8B | $341.0B | $337.5B | $170.7B | $96.2B | $355.6B | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $3.0B | $704.8B | $782.8B | $174.2B | $106.9B | $390.8B | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | 35.54x | 20.98x | 20.71x | 29.14x | 31.65x | 27.18x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.38x | 18.00x | 17.93x | 19.40x | 20.85x | 25.27x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.19x | 1.32x | 13.57x | 1.51x | 2.43x | 0.90x |
| EV / EBITDAEnterprise value multiple | 16.88x | 26.49x | 32.57x | 22.60x | 14.82x | 26.39x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | 4.72x | 2.97x | 2.70x | 7.05x | 6.96x | 7.42x | 3.20x |
| Price / BookPrice ÷ Book value/share | 33.85x | 3.03x | 2.70x | 2.77x | 4.38x | 10.40x | 2.47x |
| Price / FCFMarket cap ÷ FCF | 15.53x | 7.40x | — | 45.53x | 55.14x | 67.15x | 8.88x |
Profitability & Efficiency
AAMI leads this category, winning 6 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 $10 for BLK. BLK carries lower financial leverage with a 0.24x debt-to-equity ratio, signaling a more conservative balance sheet compared to GS's 4.88x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +85.4% | +15.3% | +13.6% | +9.9% | +14.3% | +41.1% | +15.9% |
| ROA (TTM)Return on assets | +11.5% | +1.2% | +1.0% | +3.6% | +6.5% | +13.1% | +1.3% |
| ROICReturn on invested capital | +29.2% | +3.1% | +2.2% | +7.5% | +16.1% | +15.8% | +4.5% |
| ROCEReturn on capital employed | +31.9% | +3.3% | +4.0% | +4.6% | +16.9% | +17.3% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 | 5 | 5 | 5 | 7 | 5 |
| Debt / EquityFinancial leverage | 3.84x | 4.22x | 4.88x | 0.24x | 0.61x | 1.33x | 2.60x |
| Net DebtTotal debt minus cash | $222M | $363.9B | $445.3B | $3.5B | $10.7B | $35.2B | $599.0B |
| Cash & Equiv.Liquid assets | $101M | $111.7B | $164.3B | $11.5B | $2.6B | $10.3B | $343.3B |
| Total DebtShort + long-term debt | $323M | $475.6B | $609.5B | $15.0B | $13.3B | $45.5B | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | 7.60x | 0.45x | 0.33x | 10.70x | 14.12x | 10.70x | 0.74x |
Total Returns (Dividends Reinvested)
AAMI leads this category, winning 5 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 $12,916 for BLK. Over the past 12 months, AAMI leads with a +148.2% total return vs BX's -9.3%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs KO's 13.7% — a key indicator of consistent wealth creation.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +66.2% | +18.8% | +17.2% | -3.8% | -21.0% | +20.3% | -0.5% |
| 1-Year ReturnPast 12 months | +148.2% | +65.3% | +72.7% | +6.6% | -9.3% | +17.2% | +21.8% |
| 3-Year ReturnCumulative with dividends | +252.6% | +157.5% | +224.8% | +60.4% | +50.4% | +47.0% | +138.2% |
| 5-Year ReturnCumulative with dividends | +253.9% | +154.7% | +200.5% | +29.2% | +50.2% | +65.6% | +118.2% |
| 10-Year ReturnCumulative with dividends | +471.7% | +854.4% | +666.8% | +246.8% | +501.2% | +121.1% | +465.8% |
| CAGR (3Y)Annualised 3-year return | +52.2% | +37.1% | +48.1% | +17.1% | +14.6% | +13.7% | +33.6% |
Risk & Volatility
Evenly matched — AAMI and KO each lead in 1 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 GS's 1.60 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 BX's 64.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 1.40x | 1.60x | 1.29x | 1.45x | -0.20x | 0.94x |
| 52-Week HighHighest price in past year | $79.15 | $219.16 | $1095.89 | $1219.94 | $190.09 | $84.04 | $337.25 |
| 52-Week LowLowest price in past year | $30.98 | $128.81 | $609.59 | $917.39 | $101.73 | $65.35 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +99.2% | +97.7% | +97.0% | +84.6% | +64.6% | +98.3% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 64.4 | 62.2 | 57.3 | 44.9 | 53.9 | 60.6 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 327K | 4.5M | 1.9M | 602K | 5.0M | 12.7M | 7.0M |
Analyst Outlook
Evenly matched — BX and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AAMI as "Hold", MS as "Buy", GS as "Hold", BLK as "Buy", BX as "Buy", KO as "Buy", JPM as "Buy". Consensus price targets imply 27.3% upside for BX (target: $156) vs -12.6% for AAMI (target: $69). For income investors, BX offers the higher dividend yield at 6.27% vs GS's 1.56%.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Hold | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $68.67 | $201.25 | $972.70 | $1301.63 | $156.29 | $86.13 | $339.75 |
| # AnalystsCovering analysts | 3 | 52 | 55 | 33 | 29 | 48 | 61 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +1.9% | +1.6% | +2.0% | +6.3% | +2.5% | +1.9% |
| Dividend StreakConsecutive years of raises | 0 | 12 | 14 | 16 | 2 | 56 | 15 |
| Dividend / ShareAnnual DPS | $0.04 | $4.14 | $16.62 | $20.24 | $7.70 | $2.04 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +1.7% | +3.7% | +1.1% | +0.3% | +0.2% | +3.9% |
AAMI leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). JPM leads in 1 (Valuation Metrics). 3 tied.
AAMI vs MS vs GS vs BLK vs BX vs KO vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AAMI or MS or GS or BLK or BX or KO or JPM a better buy right now?
For growth investors, Blackstone Inc.
(BX) is the stronger pick with 21. 6% revenue growth year-over-year, versus -1. 4% for The Goldman Sachs Group, Inc. (GS). 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 Morgan Stanley (MS) a "Buy" — based on 52 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 MS or GS or BLK or BX or KO 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. 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 BlackRock, Inc. 's 9. 03x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — AAMI or MS or GS or BLK or BX or KO or JPM?
Over the past 5 years, Acadian Asset Management (AAMI) delivered a total return of +253.
9%, compared to +29. 2% for BlackRock, Inc. (BLK). Over 10 years, the gap is even starker: MS returned +854. 4% versus KO's +121. 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 — AAMI or MS or GS or BLK or BX 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 The Goldman Sachs Group, Inc. 's 1. 60β — meaning GS is approximately -902% more volatile than KO relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 24% versus 5% for The Goldman Sachs Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AAMI or MS or GS or BLK or BX or KO or JPM?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus -1. 4% for The Goldman Sachs Group, Inc. (GS). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 28. 3% year-over-year, compared to -15. 7% for BlackRock, 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 MS or GS or BLK or BX or KO or JPM?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus 13. 5% for Acadian Asset Management — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BX leads at 51. 9% versus 17. 5% for GS. 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 MS or GS or BLK or BX 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. 81x versus BlackRock, Inc. 's 9. 03x. 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. 4x forward P/E versus 25. 3x for The Coca-Cola Company — 10. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BX: 27. 3% to $156. 29.
08Which pays a better dividend — AAMI or MS or GS or BLK or BX or KO or JPM?
In this comparison, BX (6.
3% yield), KO (2. 5% yield), BLK (2. 0% yield), MS (1. 9% yield), JPM (1. 9% yield), GS (1. 6% yield) pay a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.
09Is AAMI or MS or GS or BLK or BX or KO or JPM 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). 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 (KO: +121. 1%, 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 MS and GS and BLK and BX and KO and JPM?
These companies operate in different sectors (AAMI (Financial Services) and MS (Financial Services) and GS (Financial Services) and BLK (Financial Services) and BX (Financial Services) 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: AAMI is a small-cap high-growth stock; MS is a large-cap quality compounder stock; GS is a large-cap quality compounder stock; BLK is a mid-cap high-growth stock; BX is a mid-cap high-growth stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. MS, GS, BLK, BX, KO, 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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