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Stock Comparison

LEO vs BK vs MS vs KO

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
LEO
BNY Mellon Strategic Municipals, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$397M
5Y Perf.-17.8%
BK
The Bank of New York Mellon Corporation

Asset Management

Financial ServicesNYSE • US
Market Cap$100.01B
5Y Perf.+260.9%
MS
Morgan Stanley

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$340.97B
5Y Perf.+343.1%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$355.61B
5Y Perf.+84.9%

LEO vs BK vs MS vs KO — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
LEO logoLEO
BK logoBK
MS logoMS
KO logoKO
IndustryAsset ManagementAsset ManagementFinancial - Capital MarketsBeverages - Non-Alcoholic
Market Cap$397M$100.01B$340.97B$355.61B
Revenue (TTM)$54M$40.44B$114.98B$49.28B
Net Income (TTM)$60M$5.55B$16.86B$13.70B
Gross Margin67.7%48.9%57.1%61.7%
Operating Margin114.4%17.5%19.1%29.3%
Forward P/E15.9x16.2x18.0x25.3x
Total Debt$139M$33.88B$475.56B$45.49B
Cash & Equiv.$107K$131.52B$111.69B$10.27B

LEO vs BK vs MS vs KOLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

LEO
BK
MS
KO
StockJun 20Jun 26Return
BNY Mellon Strategi… (LEO)10082.2-17.8%
The Bank of New Yor… (BK)100360.9+260.9%
Morgan Stanley (MS)100443.1+343.1%
The Coca-Cola Compa… (KO)100184.9+84.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: LEO vs BK vs MS vs KO

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: LEO leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Morgan Stanley is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. KO also leads in specific categories worth noting. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
🥇LEO emerged as the overall leader. Track its performance:
LEO
BNY Mellon Strategic Municipals, Inc.
The Banking Pick

LEO carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.

  • Dividend streak 1 yrs, beta 0.25, yield 3.8%
  • Lower volatility, beta 0.25, Low D/E 32.8%, current ratio 1.88x
  • Beta 0.25, yield 3.8%, current ratio 1.88x
  • NIM 3.4% vs MS's 0.7%
Best for: income & stability and sleep-well-at-night
BK
The Bank of New York Mellon Corporation
The Banking Pick

BK is the clearest fit if your priority is valuation efficiency.

  • PEG 1.15 vs KO's 2.26
Best for: valuation efficiency
MS
Morgan Stanley
The Banking Pick

MS is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.

  • Rev growth 11.5%, EPS growth 28.3%
  • 8.5% 10Y total return vs BK's 280.2%
  • 11.5% NII/revenue growth vs LEO's -107.1%
  • +65.3% vs LEO's +15.1%
Best for: growth exposure and long-term compounding
KO
The Coca-Cola Company
The Niche Pick

KO is the clearest fit if your priority is efficiency.

  • 13.1% ROA vs BK's 1.2%, ROIC 15.8% vs 6.4%
Best for: efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthMS logoMS11.5% NII/revenue growth vs LEO's -107.1%
ValueLEO logoLEOLower P/E (15.9x vs 25.3x)
Quality / MarginsLEO logoLEO111.0% margin vs BK's 13.7%
Stability / SafetyLEO logoLEOBeta 0.25 vs MS's 1.40, lower leverage
DividendsLEO logoLEO3.8% yield, 1-year raise streak, vs KO's 2.5%
Momentum (1Y)MS logoMS+65.3% vs LEO's +15.1%
Efficiency (ROA)KO logoKO13.1% ROA vs BK's 1.2%, ROIC 15.8% vs 6.4%

LEO vs BK vs MS vs KO — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

LEOBNY Mellon Strategic Municipals, Inc.

Segment breakdown not available.

BKThe Bank of New York Mellon Corporation
FY 2025
Financial Service
75.8%$10.1B
Investment Advisory, Management and Administrative Service
23.1%$3.1B
Distribution and Shareholder Service
1.1%$146M
MSMorgan Stanley
FY 2025
Institutional Securities Segment
46.4%$33.1B
Wealth Management Segment
44.5%$31.8B
Investment Management Segment
9.1%$6.5B
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B

LEO vs BK vs MS vs KO — Financial Metrics

Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLLEOLAGGINGMS

Income & Cash Flow (Last 12 Months)

LEO leads this category, winning 4 of 5 comparable metrics.

MS is the larger business by revenue, generating $115.0B annually — 2112.5x LEO's $54M. LEO is the more profitable business, keeping 111.0% of every revenue dollar as net income compared to BK's 13.7%.

MetricLEO logoLEOBNY Mellon Strate…BK logoBKThe Bank of New Y…MS logoMSMorgan StanleyKO logoKOThe Coca-Cola Com…
RevenueTrailing 12 months$54M$40.4B$115.0B$49.3B
EBITDAEarnings before interest/tax$37M$8.9B$26.6B$15.5B
Net IncomeAfter-tax profit$60M$5.5B$16.9B$13.7B
Free Cash FlowCash after capex$25M$5.2B-$17.9B$12.6B
Gross MarginGross profit ÷ Revenue+67.7%+48.9%+57.1%+61.7%
Operating MarginEBIT ÷ Revenue+114.4%+17.5%+19.1%+29.3%
Net MarginNet income ÷ Revenue+111.0%+13.7%+14.7%+27.8%
FCF MarginFCF ÷ Revenue+46.7%+12.8%-15.6%+25.5%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year-140.7%+25.3%+48.9%+18.2%
LEO leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

Evenly matched — LEO and BK each lead in 3 of 7 comparable metrics.

At 19.2x trailing earnings, BK trades at a 30% valuation discount to KO's 27.2x P/E. Adjusting for growth (PEG ratio), BK offers better value at 1.36x vs KO's 2.43x — a lower PEG means you pay less per unit of expected earnings growth.

MetricLEO logoLEOBNY Mellon Strate…BK logoBKThe Bank of New Y…MS logoMSMorgan StanleyKO logoKOThe Coca-Cola Com…
Market CapShares × price$397M$100.0B$341.0B$355.6B
Enterprise ValueMkt cap + debt − cash$536M$2.4B$704.8B$390.8B
Trailing P/EPrice ÷ TTM EPS-30.38x19.15x20.98x27.18x
Forward P/EPrice ÷ next-FY EPS est.15.95x16.16x18.00x25.27x
PEG RatioP/E ÷ EPS growth rate1.36x2.19x2.43x
EV / EBITDAEnterprise value multiple0.27x26.49x26.39x
Price / SalesMarket cap ÷ Revenue2.47x2.97x7.42x
Price / BookPrice ÷ Book value/share0.94x2.23x3.03x10.40x
Price / FCFMarket cap ÷ FCF31.41x19.32x7.40x67.15x
Evenly matched — LEO and BK each lead in 3 of 7 comparable metrics.

Profitability & Efficiency

KO leads this category, winning 5 of 9 comparable metrics.

KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $13 for BK. LEO carries lower financial leverage with a 0.33x debt-to-equity ratio, signaling a more conservative balance sheet compared to MS's 4.22x. On the Piotroski fundamental quality scale (0–9), BK scores 8/9 vs LEO's 5/9, reflecting strong financial health.

MetricLEO logoLEOBNY Mellon Strate…BK logoBKThe Bank of New Y…MS logoMSMorgan StanleyKO logoKOThe Coca-Cola Com…
ROE (TTM)Return on equity+13.9%+12.5%+15.3%+41.1%
ROA (TTM)Return on assets+9.2%+1.2%+1.2%+13.1%
ROICReturn on invested capital-1.7%+6.4%+3.1%+15.8%
ROCEReturn on capital employed-2.2%+8.0%+3.3%+17.3%
Piotroski ScoreFundamental quality 0–95877
Debt / EquityFinancial leverage0.33x0.76x4.22x1.33x
Net DebtTotal debt minus cash$139M-$97.6B$363.9B$35.2B
Cash & Equiv.Liquid assets$106,568$131.5B$111.7B$10.3B
Total DebtShort + long-term debt$139M$33.9B$475.6B$45.5B
Interest CoverageEBIT ÷ Interest expense5.53x0.34x0.45x10.70x
KO leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BK leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in BK five years ago would be worth $30,304 today (with dividends reinvested), compared to $8,810 for LEO. Over the past 12 months, MS leads with a +65.3% total return vs LEO's +15.1%. The 3-year compound annual growth rate (CAGR) favors BK at 50.0% vs LEO's 5.5% — a key indicator of consistent wealth creation.

MetricLEO logoLEOBNY Mellon Strate…BK logoBKThe Bank of New Y…MS logoMSMorgan StanleyKO logoKOThe Coca-Cola Com…
YTD ReturnYear-to-date+2.5%+22.2%+18.8%+20.3%
1-Year ReturnPast 12 months+15.1%+60.6%+65.3%+17.2%
3-Year ReturnCumulative with dividends+17.4%+237.6%+157.5%+47.0%
5-Year ReturnCumulative with dividends-11.9%+203.0%+154.7%+65.6%
10-Year ReturnCumulative with dividends+8.0%+280.2%+854.4%+121.1%
CAGR (3Y)Annualised 3-year return+5.5%+50.0%+37.1%+13.7%
BK leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

Evenly matched — BK and KO each lead in 1 of 2 comparable metrics.

KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than MS's 1.40 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.

MetricLEO logoLEOBNY Mellon Strate…BK logoBKThe Bank of New Y…MS logoMSMorgan StanleyKO logoKOThe Coca-Cola Com…
Beta (5Y)Sensitivity to S&P 5000.25x0.86x1.40x-0.20x
52-Week HighHighest price in past year$6.54$143.94$219.16$84.04
52-Week LowLowest price in past year$5.71$87.41$128.81$65.35
% of 52W HighCurrent price vs 52-week peak+97.5%+98.6%+97.7%+98.3%
RSI (14)Momentum oscillator 0–10048.470.962.260.6
Avg Volume (50D)Average daily shares traded209K2.8M4.5M12.7M
Evenly matched — BK and KO each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — LEO and KO each lead in 1 of 2 comparable metrics.

Analyst consensus: BK as "Buy", MS as "Buy", KO as "Buy". Consensus price targets imply 4.2% upside for KO (target: $86) vs -6.0% for MS (target: $201). For income investors, LEO offers the higher dividend yield at 3.76% vs BK's 1.45%.

MetricLEO logoLEOBNY Mellon Strate…BK logoBKThe Bank of New Y…MS logoMSMorgan StanleyKO logoKOThe Coca-Cola Com…
Analyst RatingConsensus buy/hold/sellBuyBuyBuy
Price TargetConsensus 12-month target$139.86$201.25$86.13
# AnalystsCovering analysts295248
Dividend YieldAnnual dividend ÷ price+3.8%+1.4%+1.9%+2.5%
Dividend StreakConsecutive years of raises1151256
Dividend / ShareAnnual DPS$0.24$2.05$4.14$2.04
Buyback YieldShare repurchases ÷ mkt cap0.0%+4.5%+1.7%+0.2%
Evenly matched — LEO and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

LEO leads in 1 of 6 categories (Income & Cash Flow). KO leads in 1 (Profitability & Efficiency). 3 tied.

Best OverallBNY Mellon Strategic Munici… (LEO)Leads 1 of 6 categories
Loading custom metrics...

LEO vs BK vs MS vs KO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is LEO or BK or MS or KO a better buy right now?

For growth investors, Morgan Stanley (MS) is the stronger pick with 11.

5% revenue growth year-over-year, versus -107. 1% for BNY Mellon Strategic Municipals, Inc. (LEO). The Bank of New York Mellon Corporation (BK) offers the better valuation at 19. 2x trailing P/E (16. 2x forward), making it the more compelling value choice. Analysts rate The Bank of New York Mellon Corporation (BK) a "Buy" — based on 29 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.

02

Which has the better valuation — LEO or BK or MS or KO?

On trailing P/E, The Bank of New York Mellon Corporation (BK) is the cheapest at 19.

2x versus The Coca-Cola Company at 27. 2x. On forward P/E, BNY Mellon Strategic Municipals, Inc. is actually cheaper at 15. 9x — 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: The Bank of New York Mellon Corporation wins at 1. 15x versus The Coca-Cola Company's 2. 26x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — LEO or BK or MS or KO?

Over the past 5 years, The Bank of New York Mellon Corporation (BK) delivered a total return of +203.

0%, compared to -11. 9% for BNY Mellon Strategic Municipals, Inc. (LEO). Over 10 years, the gap is even starker: MS returned +854. 4% versus LEO's +8. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — LEO or BK or MS or KO?

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

20β versus Morgan Stanley's 1. 40β — meaning MS is approximately -801% more volatile than KO relative to the S&P 500. On balance sheet safety, BNY Mellon Strategic Municipals, Inc. (LEO) carries a lower debt/equity ratio of 33% versus 4% for Morgan Stanley — giving it more financial flexibility in a downturn.

05

Which is growing faster — LEO or BK or MS or KO?

By revenue growth (latest reported year), Morgan Stanley (MS) is pulling ahead at 11.

5% versus -107. 1% for BNY Mellon Strategic Municipals, Inc. (LEO). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 28. 3% year-over-year, compared to -117. 8% for BNY Mellon Strategic Municipals, 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.

06

Which has better profit margins — LEO or BK or MS or KO?

BNY Mellon Strategic Municipals, Inc.

(LEO) is the more profitable company, earning 252. 7% net margin versus 13. 7% for The Bank of New York Mellon Corporation — meaning it keeps 252. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LEO leads at 252. 7% versus 17. 5% for BK. At the gross margin level — before operating expenses — LEO leads at 254. 2%, 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.

07

Is LEO or BK or MS 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, The Bank of New York Mellon Corporation (BK) is the more undervalued stock at a PEG of 1. 15x 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, BNY Mellon Strategic Municipals, Inc. (LEO) trades at 15. 9x forward P/E versus 25. 3x for The Coca-Cola Company — 9. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KO: 4. 2% to $86. 13.

08

Which pays a better dividend — LEO or BK or MS or KO?

All stocks in this comparison pay dividends.

BNY Mellon Strategic Municipals, Inc. (LEO) offers the highest yield at 3. 8%, versus 1. 4% for The Bank of New York Mellon Corporation (BK).

09

Is LEO or BK or MS 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). Both have compounded well over 10 years (KO: +121. 1%, MS: +854. 4%), 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.

10

What are the main differences between LEO and BK and MS and KO?

These companies operate in different sectors (LEO (Financial Services) and BK (Financial Services) and MS (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: LEO is a small-cap income-oriented stock; BK is a mid-cap quality compounder stock; MS is a large-cap quality compounder 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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