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Stock Comparison

SII vs GROW vs KO

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

Live fundamentals10-year financials5-year price chart
SII
Sprott Inc.

Asset Management

Financial ServicesNYSE • CA
Market Cap$3.06B
5Y Perf.+229.1%
GROW
U.S. Global Investors, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$38M
5Y Perf.+55.8%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

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

SII vs GROW vs KO — Key Financials

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

Company Snapshot
SII logoSII
GROW logoGROW
KO logoKO
IndustryAsset ManagementAsset ManagementBeverages - Non-Alcoholic
Market Cap$3.06B$38M$355.61B
Revenue (TTM)$386M$11M$49.28B
Net Income (TTM)$84M$3M$13.70B
Gross Margin83.4%64.9%61.7%
Operating Margin30.5%-1.4%29.3%
Forward P/E25.3x25.3x
Total Debt$0.00$83K$45.49B
Cash & Equiv.$118M$25M$10.27B

SII vs GROW vs KOLong-Term Stock Performance

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

SII
GROW
KO
StockJun 20Jun 26Return
Sprott Inc. (SII)100329.1+229.1%
U.S. Global Investo… (GROW)100155.8+55.8%
The Coca-Cola Compa… (KO)100184.9+84.9%

Price return only. Dividends and distributions are not included.

Quick Verdict: SII vs GROW vs KO

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

Bottom line: SII leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. U.S. Global Investors, Inc. is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
🥇SII emerged as the overall leader. Track its performance:
SII
Sprott Inc.
The Banking Pick

SII carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.

  • Rev growth 75.2%, EPS growth 38.7%
  • 5.6% 10Y total return vs KO's 121.1%
  • PEG 1.32 vs KO's 2.26
Best for: growth exposure and long-term compounding
GROW
U.S. Global Investors, Inc.
The Banking Pick

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
Best for: income & stability and sleep-well-at-night
KO
The Coca-Cola Company
The Income Angle

KO plays a supporting role in this comparison — it may shine differently against other peers.

Best for: consumer defensive exposure
See the full category breakdown
CategoryWinnerWhy
GrowthSII logoSII75.2% NII/revenue growth vs GROW's -23.1%
ValueSII logoSIIBetter valuation composite
Quality / MarginsGROW logoGROW29.1% margin vs SII's 21.9%
Stability / SafetyGROW logoGROWBeta 0.77 vs SII's 1.51
DividendsGROW logoGROW3.1% yield, vs KO's 2.5%
Momentum (1Y)SII logoSII+89.8% vs KO's +17.2%
Efficiency (ROA)SII logoSII17.5% ROA vs GROW's 6.5%, ROIC 21.1% vs -4.7%

SII vs GROW vs KO — Revenue Breakdown by Segment

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

SIISprott Inc.

Segment breakdown not available.

GROWU.S. Global Investors, Inc.
FY 2025
Investment And Advisory Services
101.5%$8M
Administrative Service
1.5%$127,000
Investment Performance
-3.0%$-247,000
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B

SII vs GROW vs KO — Financial Metrics

Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSIILAGGINGKO

Income & Cash Flow (Last 12 Months)

SII leads this category, winning 3 of 5 comparable metrics.

KO is the larger business by revenue, generating $49.3B annually — 4549.9x GROW's $11M. GROW is the more profitable business, keeping 29.1% of every revenue dollar as net income compared to SII's 21.9%.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…
RevenueTrailing 12 months$386M$11M$49.3B
EBITDAEarnings before interest/tax$121M-$111,000$15.5B
Net IncomeAfter-tax profit$84M$3M$13.7B
Free Cash FlowCash after capex$126M$464,000$12.6B
Gross MarginGross profit ÷ Revenue+83.4%+64.9%+61.7%
Operating MarginEBIT ÷ Revenue+30.5%-1.4%+29.3%
Net MarginNet income ÷ Revenue+21.9%+29.1%+27.8%
FCF MarginFCF ÷ Revenue+32.6%+4.3%+25.5%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year+143.5%+8.8%+18.2%
SII leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

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

At 27.2x trailing earnings, KO trades at a 39% valuation discount to SII's 44.8x P/E. Adjusting for growth (PEG ratio), SII offers better value at 2.33x vs KO's 2.43x — a lower PEG means you pay less per unit of expected earnings growth.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…
Market CapShares × price$3.1B$38M$355.6B
Enterprise ValueMkt cap + debt − cash$2.9B$13M$390.8B
Trailing P/EPrice ÷ TTM EPS44.83x-118.40x27.18x
Forward P/EPrice ÷ next-FY EPS est.25.29x25.27x
PEG RatioP/E ÷ EPS growth rate2.33x2.43x
EV / EBITDAEnterprise value multiple29.48x26.39x
Price / SalesMarket cap ÷ Revenue10.39x4.44x7.42x
Price / BookPrice ÷ Book value/share8.35x0.87x10.40x
Price / FCFMarket cap ÷ FCF31.96x67.15x
GROW leads this category, winning 3 of 7 comparable metrics.

Profitability & Efficiency

SII leads this category, winning 6 of 9 comparable metrics.

KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 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 KO's 1.33x. On the Piotroski fundamental quality scale (0–9), SII scores 7/9 vs GROW's 2/9, reflecting strong financial health.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…
ROE (TTM)Return on equity+23.5%+7.0%+41.1%
ROA (TTM)Return on assets+17.5%+6.5%+13.1%
ROICReturn on invested capital+21.1%-4.7%+15.8%
ROCEReturn on capital employed+24.8%-6.2%+17.3%
Piotroski ScoreFundamental quality 0–9727
Debt / EquityFinancial leverage0.00x1.33x
Net DebtTotal debt minus cash-$118M-$24M$35.2B
Cash & Equiv.Liquid assets$118M$25M$10.3B
Total DebtShort + long-term debt$0$83,000$45.5B
Interest CoverageEBIT ÷ Interest expense94.69x776.00x10.70x
SII leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

SII leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in SII five years ago would be worth $29,214 today (with dividends reinvested), compared to $5,280 for GROW. Over the past 12 months, SII leads with a +89.8% total return vs KO's +17.2%. The 3-year compound annual growth rate (CAGR) favors SII at 54.8% vs GROW's 5.0% — a key indicator of consistent wealth creation.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…
YTD ReturnYear-to-date+18.1%+21.8%+20.3%
1-Year ReturnPast 12 months+89.8%+28.2%+17.2%
3-Year ReturnCumulative with dividends+271.1%+15.9%+47.0%
5-Year ReturnCumulative with dividends+192.1%-47.2%+65.6%
10-Year ReturnCumulative with dividends+555.3%+89.2%+121.1%
CAGR (3Y)Annualised 3-year return+54.8%+5.0%+13.7%
SII leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

KO leads this category, winning 2 of 2 comparable metrics.

KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than SII's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 98.3% from its 52-week high vs SII's 70.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…
Beta (5Y)Sensitivity to S&P 5001.51x0.77x-0.20x
52-Week HighHighest price in past year$169.63$3.65$84.04
52-Week LowLowest price in past year$61.94$2.23$65.35
% of 52W HighCurrent price vs 52-week peak+70.0%+81.1%+98.3%
RSI (14)Momentum oscillator 0–10036.067.160.6
Avg Volume (50D)Average daily shares traded174K25K12.7M
KO leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: SII as "Buy", KO as "Buy". For income investors, GROW offers the higher dividend yield at 3.06% vs SII's 1.09%.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$86.13
# AnalystsCovering analysts148
Dividend YieldAnnual dividend ÷ price+1.1%+3.1%+2.5%
Dividend StreakConsecutive years of raises2056
Dividend / ShareAnnual DPS$1.30$0.09$2.04
Buyback YieldShare repurchases ÷ mkt cap+0.1%+5.2%+0.2%
Evenly matched — GROW and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

SII leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). GROW leads in 1 (Valuation Metrics). 1 tied.

Best OverallSprott Inc. (SII)Leads 3 of 6 categories
Loading custom metrics...

SII vs GROW vs KO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is SII or GROW or KO a better buy right now?

For growth investors, Sprott Inc.

(SII) is the stronger pick with 75. 2% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). The Coca-Cola Company (KO) offers the better valuation at 27. 2x trailing P/E (25. 3x forward), making it the more compelling value choice. Analysts rate Sprott Inc. (SII) a "Buy" — based on 1 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 — SII or GROW or KO?

On trailing P/E, The Coca-Cola Company (KO) is the cheapest at 27.

2x versus Sprott Inc. at 44. 8x. On forward P/E, The Coca-Cola Company is actually cheaper at 25. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Sprott Inc. wins at 1. 32x versus The Coca-Cola Company's 2. 26x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — SII or GROW or KO?

Over the past 5 years, Sprott Inc.

(SII) delivered a total return of +192. 1%, compared to -47. 2% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: SII returned +555. 3% 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.

04

Which is safer — SII or GROW or KO?

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

20β versus Sprott Inc. 's 1. 51β — meaning SII is approximately -855% more volatile than KO 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 133% for The Coca-Cola Company — giving it more financial flexibility in a downturn.

05

Which is growing faster — SII or GROW or KO?

By revenue growth (latest reported year), Sprott Inc.

(SII) is pulling ahead at 75. 2% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: Sprott Inc. grew EPS 38. 7% 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.

06

Which has better profit margins — SII or GROW or KO?

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

3% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SII leads at 33. 0% versus -35. 3% for GROW. At the gross margin level — before operating expenses — SII leads at 91. 4%, 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 SII or GROW 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, Sprott Inc. (SII) is the more undervalued stock at a PEG of 1. 32x 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, The Coca-Cola Company (KO) trades at 25. 3x forward P/E versus 25. 3x for Sprott Inc. — 0. 0x cheaper on a one-year earnings basis.

08

Which pays a better dividend — SII or GROW or KO?

All stocks in this comparison pay dividends.

U. S. Global Investors, Inc. (GROW) offers the highest yield at 3. 1%, versus 1. 1% for Sprott Inc. (SII).

09

Is SII or GROW 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). Sprott Inc. (SII) carries a higher beta of 1. 51 — 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%, SII: +555. 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.

10

What are the main differences between SII and GROW and KO?

These companies operate in different sectors (SII (Financial Services) and GROW (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: SII is a small-cap high-growth stock; GROW is a small-cap income-oriented 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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