Asset Management
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Side-by-side financial analysisStock Comparison
SII vs NEM vs KO vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Gold
Beverages - Non-Alcoholic
Banks - Diversified
SII vs NEM vs KO vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Gold | Beverages - Non-Alcoholic | Banks - Diversified |
| Market Cap | $3.06B | $111.05B | $355.61B | $896.00B |
| Revenue (TTM) | $386M | $17.23B | $49.28B | $280.33B |
| Net Income (TTM) | $84M | $5.26B | $13.70B | $57.05B |
| Gross Margin | 83.4% | 52.1% | 61.7% | 60.0% |
| Operating Margin | 30.5% | 49.3% | 29.3% | 25.9% |
| Forward P/E | 25.3x | 9.7x | 25.3x | 14.4x |
| Total Debt | $0.00 | $474M | $45.49B | $942.38B |
| Cash & Equiv. | $118M | $7.65B | $10.27B | $343.34B |
SII vs NEM vs KO vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Sprott Inc. (SII) | 100 | 329.1 | +229.1% |
| Newmont Corporation (NEM) | 100 | 162.3 | +62.3% |
| The Coca-Cola Compa… (KO) | 100 | 184.9 | +84.9% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SII vs NEM vs KO vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SII carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 5.6% 10Y total return vs JPM's 465.8%
- 75.2% NII/revenue growth vs KO's 1.9%
- +89.8% vs KO's +17.2%
- 17.5% ROA vs JPM's 1.3%, ROIC 21.1% vs 4.5%
NEM is the #2 pick in this set and the best alternative if growth exposure and sleep-well-at-night is your priority.
- Rev growth 19.1%, EPS growth 124.1%, 3Y rev CAGR 22.7%
- Lower volatility, beta 1.45, Low D/E 1.4%, current ratio 1.72x
- PEG 0.76 vs KO's 2.26
- Lower P/E (9.7x vs 25.3x), PEG 0.76 vs 2.26
KO is the clearest fit if your priority is dividends.
- 2.5% yield, 56-year raise streak, vs JPM's 1.9%
JPM is the clearest fit if your priority is income & stability and defensive.
- Dividend streak 15 yrs, beta 0.94, yield 1.9%
- Beta 0.94, yield 1.9%, current ratio 0.52x
- NIM 2.2% vs SII's 1.1%
- Beta 0.94 vs SII's 1.51
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 75.2% NII/revenue growth vs KO's 1.9% | |
| Value | Lower P/E (9.7x vs 25.3x), PEG 0.76 vs 2.26 | |
| Quality / Margins | 30.5% margin vs JPM's 20.4% | |
| Stability / Safety | Beta 0.94 vs SII's 1.51 | |
| Dividends | 2.5% yield, 56-year raise streak, vs JPM's 1.9% | |
| Momentum (1Y) | +89.8% vs KO's +17.2% | |
| Efficiency (ROA) | 17.5% ROA vs JPM's 1.3%, ROIC 21.1% vs 4.5% |
SII vs NEM vs KO vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
SII vs NEM vs KO vs JPM — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
KO leads in 2 of 6 categories
NEM leads 1 • JPM leads 1 • SII leads 1 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NEM leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 726.1x SII's $386M. NEM is the more profitable business, keeping 30.5% of every revenue dollar as net income compared to JPM's 20.4%. On growth, KO holds the edge at +12.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $386M | $17.2B | $49.3B | $280.3B |
| EBITDAEarnings before interest/tax | $121M | $12.7B | $15.5B | $81.4B |
| Net IncomeAfter-tax profit | $84M | $5.3B | $13.7B | $57.0B |
| Free Cash FlowCash after capex | $126M | $12.9B | $12.6B | $100.9B |
| Gross MarginGross profit ÷ Revenue | +83.4% | +52.1% | +61.7% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +30.5% | +49.3% | +29.3% | +25.9% |
| Net MarginNet income ÷ Revenue | +21.9% | +30.5% | +27.8% | +20.4% |
| FCF MarginFCF ÷ Revenue | +32.6% | +75.0% | +25.5% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | -100.0% | +12.1% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +143.5% | -100.0% | +18.2% | +16.0% |
Valuation Metrics
JPM leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 15.6x trailing earnings, NEM trades at a 65% 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.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.1B | $111.1B | $355.6B | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $2.9B | $103.9B | $390.8B | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | 44.83x | 15.64x | 27.18x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.29x | 9.70x | 25.27x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | 2.33x | 1.22x | 2.43x | 0.90x |
| EV / EBITDAEnterprise value multiple | 29.48x | 7.92x | 26.39x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | 10.39x | 5.03x | 7.42x | 3.20x |
| Price / BookPrice ÷ Book value/share | 8.35x | 3.26x | 10.40x | 2.47x |
| Price / FCFMarket cap ÷ FCF | 31.96x | 15.22x | 67.15x | 8.88x |
Profitability & Efficiency
Evenly matched — SII and NEM each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $16 for NEM. NEM carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), NEM scores 9/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +23.5% | +15.6% | +41.1% | +15.9% |
| ROA (TTM)Return on assets | +17.5% | +9.4% | +13.1% | +1.3% |
| ROICReturn on invested capital | +21.1% | +24.9% | +15.8% | +4.5% |
| ROCEReturn on capital employed | +24.8% | +20.7% | +17.3% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 9 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 0.01x | 1.33x | 2.60x |
| Net DebtTotal debt minus cash | -$118M | -$7.2B | $35.2B | $599.0B |
| Cash & Equiv.Liquid assets | $118M | $7.6B | $10.3B | $343.3B |
| Total DebtShort + long-term debt | $0 | $474M | $45.5B | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | 94.69x | 50.54x | 10.70x | 0.74x |
Total Returns (Dividends Reinvested)
SII leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SII five years ago would be worth $29,214 today (with dividends reinvested), compared to $15,416 for NEM. 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 KO's 13.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +18.1% | -0.5% | +20.3% | -0.5% |
| 1-Year ReturnPast 12 months | +89.8% | +81.1% | +17.2% | +21.8% |
| 3-Year ReturnCumulative with dividends | +271.1% | +146.3% | +47.0% | +138.2% |
| 5-Year ReturnCumulative with dividends | +192.1% | +54.2% | +65.6% | +118.2% |
| 10-Year ReturnCumulative with dividends | +555.3% | +212.4% | +121.1% | +465.8% |
| CAGR (3Y)Annualised 3-year return | +54.8% | +35.1% | +13.7% | +33.6% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.51x | 1.45x | -0.20x | 0.94x |
| 52-Week HighHighest price in past year | $169.63 | $134.88 | $84.04 | $337.25 |
| 52-Week LowLowest price in past year | $61.94 | $54.14 | $65.35 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +70.0% | +74.3% | +98.3% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 36.0 | 38.3 | 60.6 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 174K | 6.7M | 12.7M | 7.0M |
Analyst Outlook
KO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SII as "Buy", NEM as "Buy", KO as "Buy", JPM as "Buy". Consensus price targets imply 43.0% upside for NEM (target: $143) vs 4.2% for KO (target: $86). For income investors, KO offers the higher dividend yield at 2.46% vs NEM's 1.00%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $143.33 | $86.13 | $339.75 |
| # AnalystsCovering analysts | 1 | 36 | 48 | 61 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +1.0% | +2.5% | +1.9% |
| Dividend StreakConsecutive years of raises | 2 | 0 | 56 | 15 |
| Dividend / ShareAnnual DPS | $1.30 | $1.00 | $2.04 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +2.1% | +0.2% | +3.9% |
KO leads in 2 of 6 categories (Risk & Volatility, Analyst Outlook). NEM leads in 1 (Income & Cash Flow). 1 tied.
SII vs NEM vs KO vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SII or NEM or KO 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 1. 9% for The Coca-Cola Company (KO). Newmont Corporation (NEM) offers the better valuation at 15. 6x trailing P/E (9. 7x 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.
02Which has the better valuation — SII or NEM or KO or JPM?
On trailing P/E, Newmont Corporation (NEM) is the cheapest at 15.
6x versus Sprott Inc. at 44. 8x. On forward P/E, Newmont Corporation is actually cheaper at 9. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Newmont Corporation wins at 0. 76x versus The Coca-Cola Company's 2. 26x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SII or NEM or KO or JPM?
Over the past 5 years, Sprott Inc.
(SII) delivered a total return of +192. 1%, compared to +54. 2% for Newmont Corporation (NEM). Over 10 years, the gap is even starker: SII returned +555. 3% versus KO's +121. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SII or NEM or KO 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, Newmont Corporation (NEM) carries a lower debt/equity ratio of 1% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — SII or NEM or KO or JPM?
By revenue growth (latest reported year), Sprott Inc.
(SII) is pulling ahead at 75. 2% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: Newmont Corporation grew EPS 124. 1% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. Over a 3-year CAGR, NEM leads at 22. 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.
06Which has better profit margins — SII or NEM or KO or JPM?
Newmont Corporation (NEM) is the more profitable company, earning 32.
1% net margin versus 20. 4% for JPMorgan Chase & Co. — meaning it keeps 32. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEM leads at 46. 9% versus 26. 0% for JPM. 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.
07Is SII or NEM 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, Newmont Corporation (NEM) is the more undervalued stock at a PEG of 0. 76x 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, Newmont Corporation (NEM) trades at 9. 7x forward P/E versus 25. 3x for Sprott Inc. — 15. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NEM: 43. 0% to $143. 33.
08Which pays a better dividend — SII or NEM or KO or JPM?
All stocks in this comparison pay dividends.
The Coca-Cola Company (KO) offers the highest yield at 2. 5%, versus 1. 0% for Newmont Corporation (NEM).
09Is SII or NEM 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.
20), 2. 5% yield, +121. 1% 10Y return). Both have compounded well over 10 years (KO: +121. 1%, NEM: +212. 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.
10What are the main differences between SII and NEM and KO and JPM?
These companies operate in different sectors (SII (Financial Services) and NEM (Basic Materials) 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: SII is a small-cap high-growth stock; NEM is a mid-cap high-growth stock; KO is a large-cap quality compounder 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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