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Side-by-side financial analysis
PTRN logo
PTRN
SPWH logo
SPWH
AMZN logo
AMZN
WMT logo
WMT
TGT logo
TGT
KO logo
KO
JPM logo
JPM
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Stock Comparison

PTRN vs SPWH vs AMZN vs WMT vs TGT vs KO vs JPM

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

Live fundamentals10-year financials5-year price chart
PTRN
Pattern Group Inc. Series A Common Stock

Software - Application

TechnologyNASDAQ • US
Market Cap$3.31B
5Y Perf.+6.4%
SPWH
Sportsman's Warehouse Holdings, Inc.

Specialty Retail

Consumer CyclicalNASDAQ • US
Market Cap$53M
5Y Perf.-90.4%
AMZN
Amazon.com, Inc.

Specialty Retail

Consumer CyclicalNASDAQ • US
Market Cap$2.63T
5Y Perf.+77.2%
WMT
Walmart Inc.

Discount Stores

Consumer DefensiveNYSE • US
Market Cap$934.04B
5Y Perf.+193.5%
TGT
Target Corporation

Discount Stores

Consumer DefensiveNYSE • US
Market Cap$59.38B
5Y Perf.+9.0%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$341.71B
5Y Perf.+77.7%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$908.57B
5Y Perf.+245.8%

PTRN vs SPWH vs AMZN vs WMT vs TGT vs KO vs JPM — Key Financials

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

Company Snapshot
PTRN logoPTRN
SPWH logoSPWH
AMZN logoAMZN
WMT logoWMT
TGT logoTGT
KO logoKO
JPM logoJPM
IndustrySoftware - ApplicationSpecialty RetailSpecialty RetailDiscount StoresDiscount StoresBeverages - Non-AlcoholicBanks - Diversified
Market Cap$3.31B$53M$2.63T$934.04B$59.38B$341.71B$908.57B
Revenue (TTM)$2.73B$1.22B$742.78B$725.30B$105.47B$49.28B$280.33B
Net Income (TTM)$-141M$-51M$90.80B$23.06B$3.61B$13.70B$57.05B
Gross Margin43.2%30.0%50.6%25.0%25.7%61.7%60.0%
Operating Margin1.3%-1.1%11.5%4.2%4.8%29.3%25.9%
Forward P/E38.7x27.8x40.3x15.6x24.3x14.6x
Total Debt$31M$427M$152.99B$67.09B$20.29B$45.49B$942.38B
Cash & Equiv.$289M$2M$86.81B$10.73B$5.49B$10.27B$343.34B

PTRN vs SPWH vs AMZN vs WMT vs TGT vs KO vs JPMLong-Term Stock Performance

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

PTRN
SPWH
AMZN
WMT
TGT
KO
JPM
StockJun 20Jun 26Return
Sportsman's Warehou… (SPWH)1009.6-90.4%
Amazon.com, Inc. (AMZN)100177.2+77.2%
Walmart Inc. (WMT)100293.5+193.5%
Target Corporation (TGT)100109.0+9.0%
The Coca-Cola Compa… (KO)100177.7+77.7%
JPMorgan Chase & Co. (JPM)100345.8+245.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: PTRN vs SPWH vs AMZN vs WMT vs TGT vs KO vs JPM

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

Bottom line: TGT and KO are tied at the top with 2 categories each (7-stock set) — the right choice depends on your priorities. The Coca-Cola Company is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. PTRN, WMT, and JPM also each lead in at least one category. This set spans 3 sectors — these stocks serve different portfolio roles, not just different price points.
PTRN
Pattern Group Inc. Series A Common Stock
The Growth Leader

PTRN ranks third and is worth considering specifically for growth.

  • 39.3% revenue growth vs TGT's -1.7%
Best for: growth
SPWH
Sportsman's Warehouse Holdings, Inc.
The Consumer Cyclical Pick

SPWH doesn't hold a clear category lead here; it's more of a secondary option in this specific comparison.

Best for: consumer cyclical exposure
AMZN
Amazon.com, Inc.
The Growth Play

AMZN is the clearest fit if your priority is growth exposure.

  • Rev growth 12.4%, EPS growth 29.7%, 3Y rev CAGR 11.7%
Best for: growth exposure
WMT
Walmart Inc.
The Defensive Pick

WMT is the clearest fit if your priority is sleep-well-at-night.

  • Lower volatility, beta 0.01, Low D/E 63.2%, current ratio 0.79x
  • Beta 0.01 vs SPWH's 1.69, lower leverage
Best for: sleep-well-at-night
TGT
Target Corporation
The Income Pick

TGT has the current edge in this matchup, primarily because of its strength in income & stability and defensive.

  • Dividend streak 43 yrs, beta 0.66, yield 3.4%
  • Beta 0.66, yield 3.4%, current ratio 0.94x
  • 3.4% yield, 43-year raise streak, vs KO's 2.6%, (3 stocks pay no dividend)
  • +42.2% vs SPWH's -63.0%
Best for: income & stability and defensive
KO
The Coca-Cola Company
The Quality Compounder

KO is the #2 pick in this set and the best alternative if quality and efficiency is your priority.

  • 27.8% margin vs PTRN's -5.2%
  • 13.1% ROA vs PTRN's -16.3%, ROIC 15.8% vs 6.8%
Best for: quality and efficiency
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is long-term compounding and valuation efficiency.

  • 481.2% 10Y total return vs AMZN's 5.8%
  • PEG 0.83 vs WMT's 3.67
  • Lower P/E (14.6x vs 24.3x), PEG 0.83 vs 2.17
Best for: long-term compounding and valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthPTRN logoPTRN39.3% revenue growth vs TGT's -1.7%
ValueJPM logoJPMLower P/E (14.6x vs 24.3x), PEG 0.83 vs 2.17
Quality / MarginsKO logoKO27.8% margin vs PTRN's -5.2%
Stability / SafetyWMT logoWMTBeta 0.01 vs SPWH's 1.69, lower leverage
DividendsTGT logoTGT3.4% yield, 43-year raise streak, vs KO's 2.6%, (3 stocks pay no dividend)
Momentum (1Y)TGT logoTGT+42.2% vs SPWH's -63.0%
Efficiency (ROA)KO logoKO13.1% ROA vs PTRN's -16.3%, ROIC 15.8% vs 6.8%

PTRN vs SPWH vs AMZN vs WMT vs TGT vs KO vs JPM — Revenue Breakdown by Segment

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

Discover the AI Stocks Theme

These companies are key players in the AI Stocks ecosystem. See how they stack up against the rest of the sector.

Explore Theme
PTRNPattern Group Inc. Series A Common Stock

Segment breakdown not available.

SPWHSportsman's Warehouse Holdings, Inc.

Segment breakdown not available.

AMZNAmazon.com, Inc.
FY 2025
Online Stores
37.6%$269.3B
Third-Party Seller Services
24.0%$172.2B
Amazon Web Services
18.0%$128.7B
Advertising Services
9.6%$68.6B
Subscription Services
6.9%$49.6B
Physical Stores
3.1%$22.6B
Other Services
0.8%$5.9B
WMTWalmart Inc.
FY 2026
Walmart U S
68.4%$483.0B
Walmart International
18.5%$130.4B
Sams Club
13.2%$93.0B
TGTTarget Corporation
FY 2025
Food and Beverage
27.1%$24.1B
Beauty and Household Essentials
20.2%$18.0B
Hardlines
17.7%$15.8B
Home Furnishings and Decor
17.5%$15.6B
Beauty
14.8%$13.2B
Advertising Revenue
1.0%$915M
Other Product
0.9%$831M
Other (1)
0.6%$522M
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B
JPMJPMorgan Chase & Co.
FY 2025
Commercial And Investment Bank
43.0%$78.5B
Consumer & Community Banking
41.7%$76.0B
Asset and Wealth Management Segment
13.2%$24.1B
Segment Reporting, Reconciling Item, Corporate Nonsegment
3.9%$7.0B
Segment Reconciling Items
-1.7%$-3,134,000,000

PTRN vs SPWH vs AMZN vs WMT vs TGT vs KO vs JPM — Financial Metrics

Side-by-side numbers across 7 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLKOLAGGINGTGT

Who Leads Where

KO leads in 2 of 6 categories

SPWH leads 1 • JPM leads 1 • PTRN leads 0 • AMZN leads 0 • WMT leads 0 • TGT leads 0 • 2 tied

Explore the data ↓
TGTTarget Corporation
0leads
WMTWalmart Inc.
0leads
AMZNAmazon.com, Inc.
0leads
PTRNPattern Group Inc. Se…
0leads
JPMJPMorgan Chase & Co.
1leads
SPWHSportsman's Warehouse…
1leads
KOThe Coca-Cola Company
2leads
6 Total Categories

Income & Cash Flow (Last 12 Months)

KO leads this category, winning 3 of 6 comparable metrics.

AMZN is the larger business by revenue, generating $742.8B annually — 610.8x SPWH's $1.2B. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to PTRN's -5.2%. On growth, PTRN holds the edge at +43.2% YoY revenue growth, suggesting stronger near-term business momentum.

MetricPTRN logoPTRNPattern Group Inc…SPWH logoSPWHSportsman's Wareh…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.TGT logoTGTTarget CorporationKO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$2.7B$1.2B$742.8B$725.3B$105.5B$49.3B$280.3B
EBITDAEarnings before interest/tax$54M$25M$155.9B$41.4B$8.2B$15.5B$81.4B
Net IncomeAfter-tax profit-$141M-$51M$90.8B$23.1B$3.6B$13.7B$57.0B
Free Cash FlowCash after capex$99M$13M-$2.5B$12.6B$4.2B$12.6B$100.9B
Gross MarginGross profit ÷ Revenue+43.2%+30.0%+50.6%+25.0%+25.7%+61.7%+60.0%
Operating MarginEBIT ÷ Revenue+1.3%-1.1%+11.5%+4.2%+4.8%+29.3%+25.9%
Net MarginNet income ÷ Revenue-5.2%-4.2%+12.2%+3.2%+3.4%+27.8%+20.4%
FCF MarginFCF ÷ Revenue+3.6%+1.1%-0.3%+1.7%+3.9%+25.5%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year+43.2%+2.8%+16.6%+7.3%+2.9%+12.1%
EPS Growth (YoY)Latest quarter vs prior year+80.0%0.0%+74.8%+19.6%-24.7%+18.2%+16.0%
KO leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

SPWH leads this category, winning 3 of 7 comparable metrics.

At 16.1x trailing earnings, TGT trades at a 63% valuation discount to WMT's 42.9x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.92x vs WMT's 3.90x — a lower PEG means you pay less per unit of expected earnings growth.

MetricPTRN logoPTRNPattern Group Inc…SPWH logoSPWHSportsman's Wareh…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.TGT logoTGTTarget CorporationKO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$3.3B$53M$2.63T$934.0B$59.4B$341.7B$908.6B
Enterprise ValueMkt cap + debt − cash$3.1B$478M$2.69T$990.4B$74.2B$376.9B$1.51T
Trailing P/EPrice ÷ TTM EPS-24.00x-1.05x34.09x42.92x16.08x26.12x16.22x
Forward P/EPrice ÷ next-FY EPS est.38.74x27.78x40.34x15.59x24.27x14.60x
PEG RatioP/E ÷ EPS growth rate1.22x3.90x2.34x0.92x
EV / EBITDAEnterprise value multiple72.36x19.01x18.49x22.50x9.30x25.45x18.52x
Price / SalesMarket cap ÷ Revenue1.32x0.04x3.67x1.31x0.57x7.13x3.25x
Price / BookPrice ÷ Book value/share6.49x0.28x6.44x8.85x3.68x9.99x2.51x
Price / FCFMarket cap ÷ FCF41.97x6.02x341.55x62.59x20.95x64.52x9.01x
SPWH leads this category, winning 3 of 7 comparable metrics.

Profitability & Efficiency

KO leads this category, winning 4 of 9 comparable metrics.

KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $-26 for PTRN. PTRN carries lower financial leverage with a 0.05x 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 SPWH's 4/9, reflecting strong financial health.

MetricPTRN logoPTRNPattern Group Inc…SPWH logoSPWHSportsman's Wareh…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.TGT logoTGTTarget CorporationKO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity-26.2%-26.2%+23.3%+22.7%+22.8%+41.1%+15.9%
ROA (TTM)Return on assets-16.3%-5.9%+11.5%+8.1%+6.1%+13.1%+1.3%
ROICReturn on invested capital+6.8%-1.6%+14.7%+14.4%+12.0%+15.8%+4.5%
ROCEReturn on capital employed+5.0%-2.6%+15.3%+17.5%+12.9%+17.3%+8.9%
Piotroski ScoreFundamental quality 0–95466675
Debt / EquityFinancial leverage0.05x2.26x0.37x0.63x1.26x1.33x2.60x
Net DebtTotal debt minus cash-$258M$425M$66.2B$56.4B$14.8B$35.2B$599.0B
Cash & Equiv.Liquid assets$289M$2M$86.8B$10.7B$5.5B$10.3B$343.3B
Total DebtShort + long-term debt$31M$427M$153.0B$67.1B$20.3B$45.5B$942.4B
Interest CoverageEBIT ÷ Interest expense-2.69x39.96x11.70x11.19x10.70x0.74x
KO leads this category, winning 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

JPM leads this category, winning 2 of 6 comparable metrics.

A $10,000 investment in WMT five years ago would be worth $26,924 today (with dividends reinvested), compared to $774 for SPWH. Over the past 12 months, TGT leads with a +42.2% total return vs SPWH's -63.0%. The 3-year compound annual growth rate (CAGR) favors JPM at 33.7% vs SPWH's -34.2% — a key indicator of consistent wealth creation.

MetricPTRN logoPTRNPattern Group Inc…SPWH logoSPWHSportsman's Wareh…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.TGT logoTGTTarget CorporationKO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+85.7%-6.2%+7.9%+4.4%+32.3%+16.4%+0.8%
1-Year ReturnPast 12 months+36.7%-63.0%+15.0%+24.2%+42.2%+17.7%+20.9%
3-Year ReturnCumulative with dividends+36.7%-71.5%+94.3%+133.2%+8.6%+39.3%+138.8%
5-Year ReturnCumulative with dividends+36.7%-92.3%+40.2%+169.2%-34.0%+65.3%+135.5%
10-Year ReturnCumulative with dividends+36.7%-83.2%+584.6%+426.7%+142.5%+115.0%+481.2%
CAGR (3Y)Annualised 3-year return+11.0%-34.2%+24.8%+32.6%+2.8%+11.7%+33.7%
JPM leads this category, winning 2 of 6 comparable metrics.

Risk & Volatility

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

KO is the less volatile stock with a -0.23 beta — it tends to amplify market swings less than SPWH's 1.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PTRN currently trades 97.4% from its 52-week high vs SPWH's 35.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricPTRN logoPTRNPattern Group Inc…SPWH logoSPWHSportsman's Wareh…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.TGT logoTGTTarget CorporationKO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5001.46x1.69x1.46x0.01x0.66x-0.23x0.87x
52-Week HighHighest price in past year$21.92$3.90$278.56$135.16$137.87$84.04$338.09
52-Week LowLowest price in past year$8.92$1.08$197.28$94.09$83.44$65.35$269.72
% of 52W HighCurrent price vs 52-week peak+97.4%+35.1%+87.7%+86.7%+94.8%+94.5%+96.2%
RSI (14)Momentum oscillator 0–10062.246.736.940.550.949.272.1
Avg Volume (50D)Average daily shares traded1.4M682K43.7M18.6M4.3M13.6M7.4M
Evenly matched — PTRN and KO each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: PTRN as "Buy", AMZN as "Buy", WMT as "Buy", TGT as "Hold", KO as "Buy", JPM as "Buy". Consensus price targets imply 25.9% upside for AMZN (target: $308) vs 0.4% for TGT (target: $131). For income investors, TGT offers the higher dividend yield at 3.45% vs WMT's 0.80%.

MetricPTRN logoPTRNPattern Group Inc…SPWH logoSPWHSportsman's Wareh…AMZN logoAMZNAmazon.com, Inc.WMT logoWMTWalmart Inc.TGT logoTGTTarget CorporationKO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyBuyHoldBuyBuy
Price TargetConsensus 12-month target$22.50$307.77$139.44$131.26$86.13$339.75
# AnalystsCovering analysts69466604861
Dividend YieldAnnual dividend ÷ price+0.8%+3.4%+2.6%+1.8%
Dividend StreakConsecutive years of raises052435615
Dividend / ShareAnnual DPS$0.94$4.51$2.04$5.95
Buyback YieldShare repurchases ÷ mkt cap0.0%+0.4%0.0%+0.9%+0.7%+0.2%+3.8%
Evenly matched — TGT and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

KO leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SPWH leads in 1 (Valuation Metrics). 2 tied.

Best OverallThe Coca-Cola Company (KO)Leads 2 of 6 categories
Loading custom metrics...

PTRN vs SPWH vs AMZN vs WMT vs TGT vs KO vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is PTRN or SPWH or AMZN or WMT or TGT or KO or JPM a better buy right now?

For growth investors, Pattern Group Inc.

Series A Common Stock (PTRN) is the stronger pick with 39. 3% revenue growth year-over-year, versus -1. 7% for Target Corporation (TGT). Target Corporation (TGT) offers the better valuation at 16. 1x trailing P/E (15. 6x forward), making it the more compelling value choice. Analysts rate Pattern Group Inc. Series A Common Stock (PTRN) a "Buy" — based on 6 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 — PTRN or SPWH or AMZN or WMT or TGT or KO or JPM?

On trailing P/E, Target Corporation (TGT) is the cheapest at 16.

1x versus Walmart Inc. at 42. 9x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 6x — 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: JPMorgan Chase & Co. wins at 0. 83x versus Walmart Inc. 's 3. 67x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — PTRN or SPWH or AMZN or WMT or TGT or KO or JPM?

Over the past 5 years, Walmart Inc.

(WMT) delivered a total return of +169. 2%, compared to -92. 3% for Sportsman's Warehouse Holdings, Inc. (SPWH). Over 10 years, the gap is even starker: AMZN returned +584. 6% versus SPWH's -83. 2%. 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 — PTRN or SPWH or AMZN or WMT or TGT or KO or JPM?

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

23β versus Sportsman's Warehouse Holdings, Inc. 's 1. 69β — meaning SPWH is approximately -822% more volatile than KO relative to the S&P 500. On balance sheet safety, Pattern Group Inc. Series A Common Stock (PTRN) carries a lower debt/equity ratio of 5% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — PTRN or SPWH or AMZN or WMT or TGT or KO or JPM?

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

Series A Common Stock (PTRN) is pulling ahead at 39. 3% versus -1. 7% for Target Corporation (TGT). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -49. 4% for Sportsman's Warehouse Holdings, Inc.. Over a 3-year CAGR, AMZN leads at 11. 7% annualised revenue growth. 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 — PTRN or SPWH or AMZN or WMT or TGT or KO or JPM?

The Coca-Cola Company (KO) is the more profitable company, earning 27.

3% net margin versus -4. 1% for Sportsman's Warehouse Holdings, Inc. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28. 7% versus -1. 2% for SPWH. At the gross margin level — before operating expenses — KO leads at 61. 6%, 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 PTRN or SPWH or AMZN or WMT or TGT 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. 83x versus Walmart Inc. 's 3. 67x. 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. 6x forward P/E versus 40. 3x for Walmart Inc. — 25. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AMZN: 25. 9% to $307. 77.

08

Which pays a better dividend — PTRN or SPWH or AMZN or WMT or TGT or KO or JPM?

In this comparison, TGT (3.

4% yield), KO (2. 6% yield), JPM (1. 8% yield), WMT (0. 8% yield) pay a dividend. PTRN, SPWH, AMZN do not pay a meaningful dividend and should not be held primarily for income.

09

Is PTRN or SPWH or AMZN or WMT or TGT 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.

23), 2. 6% yield, +115. 0% 10Y return). Sportsman's Warehouse Holdings, Inc. (SPWH) carries a higher beta of 1. 69 — 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%, SPWH: -83. 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.

10

What are the main differences between PTRN and SPWH and AMZN and WMT and TGT and KO and JPM?

These companies operate in different sectors (PTRN (Technology) and SPWH (Consumer Cyclical) and AMZN (Consumer Cyclical) and WMT (Consumer Defensive) and TGT (Consumer Defensive) 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: PTRN is a small-cap high-growth stock; SPWH is a small-cap quality compounder stock; AMZN is a mega-cap quality compounder stock; WMT is a large-cap quality compounder stock; TGT is a mid-cap deep-value stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. WMT, TGT, KO, JPM pay a dividend while PTRN, SPWH, AMZN do 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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