FHI vs BEN vs IVZ vs TROW vs AMG vs KO vs JPM

For growth investors, Affiliated Managers Group, Inc.

(AMG) is the stronger pick with 19. 8% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). Federated Hermes, Inc. (FHI) offers the better valuation at 11. 5x trailing P/E (11. 6x forward), making it the more compelling value choice. Analysts rate Affiliated Managers Group, Inc. (AMG) a "Buy" — based on 12 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.

On trailing P/E, Federated Hermes, Inc.

(FHI) is the cheapest at 11. 5x versus Franklin Resources, Inc. at 36. 3x. On forward P/E, Affiliated Managers Group, Inc. is actually cheaper at 10. 1x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Affiliated Managers Group, Inc. wins at 0. 26x versus The Coca-Cola Company's 2. 17x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Affiliated Managers Group, Inc.

(AMG) delivered a total return of +137. 6%, compared to -28. 9% for T. Rowe Price Group, Inc. (TROW). Over 10 years, the gap is even starker: JPM returned +481. 2% versus IVZ's +30. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

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

24β versus Invesco Ltd. 's 1. 61β — meaning IVZ is approximately -782% more volatile than KO relative to the S&P 500. On balance sheet safety, T. Rowe Price Group, Inc. (TROW) carries a lower debt/equity ratio of 7% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

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

(AMG) is pulling ahead at 19. 8% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: Federated Hermes, Inc. grew EPS 58. 8% year-over-year, compared to -235. 6% for Invesco Ltd.. 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.

Affiliated Managers Group, Inc.

(AMG) is the more profitable company, earning 29. 3% net margin versus -4. 4% for Invesco Ltd. — meaning it keeps 29. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMG leads at 31. 8% versus -10. 9% for IVZ. At the gross margin level — before operating expenses — AMG leads at 86. 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.

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, Affiliated Managers Group, Inc. (AMG) is the more undervalued stock at a PEG of 0. 26x versus The Coca-Cola Company's 2. 17x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Affiliated Managers Group, Inc. (AMG) trades at 10. 1x forward P/E versus 24. 3x for The Coca-Cola Company — 14. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AMG: 14. 1% to $402. 50.

In this comparison, TROW (4.

7% yield), BEN (4. 0% yield), IVZ (3. 0% yield), KO (2. 6% yield), FHI (2. 4% yield), JPM (1. 8% yield) pay a dividend. AMG does not pay a meaningful dividend and should not be held primarily for income.

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.

24), 2. 6% yield, +115. 0% 10Y return). Invesco Ltd. (IVZ) carries a higher beta of 1. 61 — 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: +115. 0%, IVZ: +30. 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.

These companies operate in different sectors (FHI (Financial Services) and BEN (Financial Services) and IVZ (Financial Services) and TROW (Financial Services) and AMG (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: FHI is a small-cap deep-value stock; BEN is a mid-cap income-oriented stock; IVZ is a mid-cap quality compounder stock; TROW is a mid-cap deep-value stock; AMG is a small-cap high-growth stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. FHI, BEN, IVZ, TROW, KO, JPM pay a dividend while AMG 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.