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Side-by-side financial analysis
SII logo
SII
GROW logo
GROW
KO logo
KO
DHIL logo
DHIL
MFIN logo
MFIN
JPM logo
JPM
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Stock Comparison

SII vs GROW vs KO vs DHIL vs MFIN vs JPM

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%
DHIL
Diamond Hill Investment Group, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$473M
5Y Perf.+51.4%
MFIN
Medallion Financial Corp.

Financial - Credit Services

Financial ServicesNASDAQ • US
Market Cap$231M
5Y Perf.+270.2%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+241.0%

SII vs GROW vs KO vs DHIL vs MFIN vs JPM — Key Financials

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

Company Snapshot
SII logoSII
GROW logoGROW
KO logoKO
DHIL logoDHIL
MFIN logoMFIN
JPM logoJPM
IndustryAsset ManagementAsset ManagementBeverages - Non-AlcoholicAsset ManagementFinancial - Credit ServicesBanks - Diversified
Market Cap$3.06B$38M$355.61B$473M$231M$896.00B
Revenue (TTM)$386M$11M$49.28B$158M$340M$280.33B
Net Income (TTM)$84M$3M$13.70B$49M$47M$57.05B
Gross Margin83.4%64.9%61.7%96.0%59.3%60.0%
Operating Margin30.5%-1.4%29.3%38.4%30.9%25.9%
Forward P/E25.3x25.3x9.5x8.8x14.4x
Total Debt$0.00$83K$45.49B$6.40B$316M$942.38B
Cash & Equiv.$118M$25M$10.27B$42M$202M$343.34B

SII vs GROW vs KO vs DHIL vs MFIN vs JPMLong-Term Stock Performance

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

SII
GROW
KO
DHIL
MFIN
JPM
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%
Diamond Hill Invest… (DHIL)100151.4+51.4%
Medallion Financial… (MFIN)100370.2+270.2%
JPMorgan Chase & Co. (JPM)100341.0+241.0%

Price return only. Dividends and distributions are not included.

Quick Verdict: SII vs GROW vs KO vs DHIL vs MFIN vs JPM

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

Bottom line: DHIL leads in 4 of 7 categories (6-stock set), making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Sprott Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. MFIN also leads in specific categories worth noting. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
🥇DHIL emerged as the overall leader. Track its performance:
SII
Sprott Inc.
The Banking Pick

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

  • Rev growth 75.2%, EPS growth 38.7%
  • 5.6% 10Y total return vs JPM's 465.8%
  • 75.2% NII/revenue growth vs GROW's -23.1%
  • +89.8% vs MFIN's +8.6%
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 sleep-well-at-night.

  • Lower volatility, beta 0.77, Low D/E 0.2%, current ratio 20.87x
Best for: sleep-well-at-night
KO
The Coca-Cola Company
The Income Angle

Among these 6 stocks, KO doesn't own a clear edge in any measured category.

Best for: consumer defensive exposure
DHIL
Diamond Hill Investment Group, Inc.
The Banking Pick

DHIL carries the broadest edge in this set and is the clearest fit for income & stability and defensive.

  • Dividend streak 0 yrs, beta 0.53, yield 5.7%
  • Beta 0.53, yield 5.7%, current ratio 75115.85x
  • 30.9% margin vs MFIN's 13.7%
  • Beta 0.53 vs SII's 1.51
Best for: income & stability and defensive
MFIN
Medallion Financial Corp.
The Banking Pick

MFIN ranks third and is worth considering specifically for bank quality.

  • NIM 7.3% vs DHIL's 0.7%
  • Lower P/E (8.8x vs 9.5x)
Best for: bank quality
JPM
JPMorgan Chase & Co.
The Banking Pick

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

  • PEG 0.81 vs KO's 2.26
Best for: valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthSII logoSII75.2% NII/revenue growth vs GROW's -23.1%
ValueMFIN logoMFINLower P/E (8.8x vs 9.5x)
Quality / MarginsDHIL logoDHIL30.9% margin vs MFIN's 13.7%
Stability / SafetyDHIL logoDHILBeta 0.53 vs SII's 1.51
DividendsDHIL logoDHIL5.7% yield, vs KO's 2.5%
Momentum (1Y)SII logoSII+89.8% vs MFIN's +8.6%
Efficiency (ROA)DHIL logoDHIL19.5% ROA vs JPM's 1.3%, ROIC 1.3% vs 4.5%

SII vs GROW vs KO vs DHIL vs MFIN vs JPM — 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
DHILDiamond Hill Investment Group, Inc.
FY 2025
Investment Advisory Services
95.1%$140M
Mutual Fund Administrative Services
4.9%$7M
MFINMedallion Financial Corp.

Segment breakdown not available.

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

SII vs GROW vs KO vs DHIL vs MFIN vs JPM — Financial Metrics

Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSIILAGGINGJPM

Income & Cash Flow (Last 12 Months)

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

JPM is the larger business by revenue, generating $280.3B annually — 25880.1x GROW's $11M. DHIL is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to MFIN's 13.7%.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…DHIL logoDHILDiamond Hill Inve…MFIN logoMFINMedallion Financi…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$386M$11M$49.3B$158M$340M$280.3B
EBITDAEarnings before interest/tax$121M-$111,000$15.5B$62M$111M$81.4B
Net IncomeAfter-tax profit$84M$3M$13.7B$49M$47M$57.0B
Free Cash FlowCash after capex$126M$464,000$12.6B$44.5B$126M$100.9B
Gross MarginGross profit ÷ Revenue+83.4%+64.9%+61.7%+96.0%+59.3%+60.0%
Operating MarginEBIT ÷ Revenue+30.5%-1.4%+29.3%+38.4%+30.9%+25.9%
Net MarginNet income ÷ Revenue+21.9%+29.1%+27.8%+30.9%+13.7%+20.4%
FCF MarginFCF ÷ Revenue+32.6%+4.3%+25.5%+281.7%+37.2%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year+143.5%+8.8%+18.2%+25.3%+16.3%+16.0%
DHIL leads this category, winning 4 of 5 comparable metrics.

Valuation Metrics

MFIN leads this category, winning 5 of 7 comparable metrics.

At 5.5x trailing earnings, MFIN trades at a 88% valuation discount to SII's 44.8x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x 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…DHIL logoDHILDiamond Hill Inve…MFIN logoMFINMedallion Financi…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$3.1B$38M$355.6B$473M$231M$896.0B
Enterprise ValueMkt cap + debt − cash$2.9B$13M$390.8B$6.8B$346M$1.50T
Trailing P/EPrice ÷ TTM EPS44.83x-118.40x27.18x9.77x5.51x16.00x
Forward P/EPrice ÷ next-FY EPS est.25.29x25.27x9.48x8.80x14.40x
PEG RatioP/E ÷ EPS growth rate2.33x2.43x1.18x0.90x
EV / EBITDAEnterprise value multiple29.48x26.39x110.39x1.94x18.36x
Price / SalesMarket cap ÷ Revenue10.39x4.44x7.42x3.00x0.65x3.20x
Price / BookPrice ÷ Book value/share8.35x0.87x10.40x2.70x0.47x2.47x
Price / FCFMarket cap ÷ FCF31.96x67.15x1.83x8.88x
MFIN leads this category, winning 5 of 7 comparable metrics.

Profitability & Efficiency

SII 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 $7 for GROW. GROW carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to DHIL's 36.26x. 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…DHIL logoDHILDiamond Hill Inve…MFIN logoMFINMedallion Financi…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+23.5%+7.0%+41.1%+27.0%+9.4%+15.9%
ROA (TTM)Return on assets+17.5%+6.5%+13.1%+19.5%+1.6%+1.3%
ROICReturn on invested capital+21.1%-4.7%+15.8%+1.3%+17.2%+4.5%
ROCEReturn on capital employed+24.8%-6.2%+17.3%+26.0%+10.0%+8.9%
Piotroski ScoreFundamental quality 0–9727675
Debt / EquityFinancial leverage0.00x1.33x36.26x0.62x2.60x
Net DebtTotal debt minus cash-$118M-$24M$35.2B$6.4B$115M$599.0B
Cash & Equiv.Liquid assets$118M$25M$10.3B$42M$202M$343.3B
Total DebtShort + long-term debt$0$83,000$45.5B$6.4B$316M$942.4B
Interest CoverageEBIT ÷ Interest expense94.69x776.00x10.70x1.07x0.74x
SII leads this category, winning 4 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 MFIN's +8.6%. The 3-year compound annual growth rate (CAGR) favors SII at 54.8% vs DHIL's 4.2% — a key indicator of consistent wealth creation.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…DHIL logoDHILDiamond Hill Inve…MFIN logoMFINMedallion Financi…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+18.1%+21.8%+20.3%+2.8%-1.1%-0.5%
1-Year ReturnPast 12 months+89.8%+28.2%+17.2%+25.6%+8.6%+21.8%
3-Year ReturnCumulative with dividends+271.1%+15.9%+47.0%+13.2%+44.5%+138.2%
5-Year ReturnCumulative with dividends+192.1%-47.2%+65.6%+29.1%+25.5%+118.2%
10-Year ReturnCumulative with dividends+555.3%+89.2%+121.1%+41.6%+65.9%+465.8%
CAGR (3Y)Annualised 3-year return+54.8%+5.0%+13.7%+4.2%+13.1%+33.6%
SII leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — KO and DHIL 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 SII's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DHIL currently trades 100.0% 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…DHIL logoDHILDiamond Hill Inve…MFIN logoMFINMedallion Financi…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5001.51x0.77x-0.20x0.53x1.12x0.94x
52-Week HighHighest price in past year$169.63$3.65$84.04$175.03$11.00$337.25
52-Week LowLowest price in past year$61.94$2.23$65.35$114.11$7.88$262.71
% of 52W HighCurrent price vs 52-week peak+70.0%+81.1%+98.3%+100.0%+89.2%+95.1%
RSI (14)Momentum oscillator 0–10036.067.160.670.557.459.1
Avg Volume (50D)Average daily shares traded174K25K12.7M17K62K7.0M
Evenly matched — KO and DHIL each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: SII as "Buy", KO as "Buy", MFIN as "Hold", JPM as "Buy". Consensus price targets imply 7.0% upside for MFIN (target: $11) vs 4.2% for KO (target: $86). For income investors, DHIL offers the higher dividend yield at 5.71% vs SII's 1.09%.

MetricSII logoSIISprott Inc.GROW logoGROWU.S. Global Inves…KO logoKOThe Coca-Cola Com…DHIL logoDHILDiamond Hill Inve…MFIN logoMFINMedallion Financi…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyHoldBuy
Price TargetConsensus 12-month target$86.13$10.50$339.75
# AnalystsCovering analysts148961
Dividend YieldAnnual dividend ÷ price+1.1%+3.1%+2.5%+5.7%+4.6%+1.9%
Dividend StreakConsecutive years of raises20560315
Dividend / ShareAnnual DPS$1.30$0.09$2.04$9.98$0.45$5.95
Buyback YieldShare repurchases ÷ mkt cap+0.1%+5.2%+0.2%+3.6%+0.4%+3.9%
Evenly matched — KO and DHIL each lead in 1 of 2 comparable metrics.
Key Takeaway

SII leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). DHIL leads in 1 (Income & Cash Flow). 2 tied.

Best OverallSprott Inc. (SII)Leads 2 of 6 categories
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SII vs GROW vs KO vs DHIL vs MFIN vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is SII or GROW or KO or DHIL or MFIN or JPM 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). Medallion Financial Corp. (MFIN) offers the better valuation at 5. 5x trailing P/E (8. 8x 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 or DHIL or MFIN or JPM?

On trailing P/E, Medallion Financial Corp.

(MFIN) is the cheapest at 5. 5x versus Sprott Inc. at 44. 8x. On forward P/E, Medallion Financial Corp. is actually cheaper at 8. 8x. 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 The Coca-Cola Company's 2. 26x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

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

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 DHIL's +41. 6%. 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 or DHIL or MFIN or JPM?

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 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — SII or GROW or KO or DHIL or MFIN or JPM?

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 or DHIL or MFIN or JPM?

Diamond Hill Investment Group, Inc.

(DHIL) is the more profitable company, earning 30. 9% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 30. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MFIN leads at 50. 5% versus -35. 3% for GROW. At the gross margin level — before operating expenses — MFIN leads at 96. 7%, 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 or DHIL or MFIN 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 The Coca-Cola Company's 2. 26x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Medallion Financial Corp. (MFIN) trades at 8. 8x forward P/E versus 25. 3x for Sprott Inc. — 16. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MFIN: 7. 0% to $10. 50.

08

Which pays a better dividend — SII or GROW or KO or DHIL or MFIN or JPM?

All stocks in this comparison pay dividends.

Diamond Hill Investment Group, Inc. (DHIL) offers the highest yield at 5. 7%, versus 1. 1% for Sprott Inc. (SII).

09

Is SII or GROW or KO or DHIL or MFIN 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). 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 and DHIL and MFIN and JPM?

These companies operate in different sectors (SII (Financial Services) and GROW (Financial Services) and KO (Consumer Defensive) and DHIL (Financial Services) and MFIN (Financial Services) 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: SII is a small-cap high-growth stock; GROW is a small-cap income-oriented stock; KO is a large-cap quality compounder stock; DHIL is a small-cap deep-value stock; MFIN is a small-cap high-growth stock; JPM is a large-cap deep-value 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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