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Stock Comparison

SSSS vs CSWC vs KO vs JPM

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

Live fundamentals10-year financials5-year price chart
SSSS
SuRo Capital Corp.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$348M
5Y Perf.+61.7%
CSWC
Capital Southwest Corporation

Asset Management

Financial ServicesNASDAQ • US
Market Cap$1.46B
5Y Perf.+74.6%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$355.61B
5Y Perf.+84.9%
JPM
JPMorgan Chase & Co.

Banks - Diversified

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

SSSS vs CSWC vs KO vs JPM — Key Financials

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

Company Snapshot
SSSS logoSSSS
CSWC logoCSWC
KO logoKO
JPM logoJPM
IndustryAsset ManagementAsset ManagementBeverages - Non-AlcoholicBanks - Diversified
Market Cap$348M$1.46B$355.61B$896.00B
Revenue (TTM)$732.03B$222M$49.28B$280.33B
Net Income (TTM)$50M$113M$13.70B$57.05B
Gross Margin0.0%77.8%61.7%60.0%
Operating Margin7.9%62.0%29.3%25.9%
Forward P/E2.9x9.9x25.3x14.4x
Total Debt$73M$1.13B$45.49B$942.38B
Cash & Equiv.$20M$29M$10.27B$343.34B

SSSS vs CSWC vs KO vs JPMLong-Term Stock Performance

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

SSSS
CSWC
KO
JPM
StockJun 20Jun 26Return
SuRo Capital Corp. (SSSS)100161.7+61.7%
Capital Southwest C… (CSWC)100174.6+74.6%
The Coca-Cola Compa… (KO)100184.9+84.9%
JPMorgan Chase & Co. (JPM)100341.0+241.0%

Price return only. Dividends and distributions are not included.

Quick Verdict: SSSS vs CSWC vs KO vs JPM

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

Bottom line: CSWC leads in 3 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. SuRo Capital Corp. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. KO and JPM also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
🥇CSWC emerged as the overall leader. Track its performance:
SSSS
SuRo Capital Corp.
The Banking Pick

SSSS is the #2 pick in this set and the best alternative if growth exposure is your priority.

  • Rev growth 6.5%, EPS growth 211.2%
  • 6.5% NII/revenue growth vs KO's 1.9%
  • +90.1% vs KO's +17.2%
Best for: growth exposure
CSWC
Capital Southwest Corporation
The Banking Pick

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

  • Dividend streak 0 yrs, beta 0.72, yield 9.5%
  • Lower volatility, beta 0.72
  • Beta 0.72, yield 9.5%
  • NIM 7.0% vs JPM's 2.2%
Best for: income & stability and sleep-well-at-night
KO
The Coca-Cola Company
The Niche Pick

KO is the clearest fit if your priority is efficiency.

  • 13.1% ROA vs SSSS's 0.0%, ROIC 15.8% vs 0.0%
Best for: efficiency
JPM
JPMorgan Chase & Co.
The Banking Pick

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

  • 465.8% 10Y total return vs SSSS's 365.2%
  • PEG 0.81 vs KO's 2.26
  • Lower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
Best for: long-term compounding and valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthSSSS logoSSSS6.5% NII/revenue growth vs KO's 1.9%
ValueJPM logoJPMLower P/E (14.4x vs 25.3x), PEG 0.81 vs 2.26
Quality / MarginsCSWC logoCSWC50.9% margin vs SSSS's 0.0%
Stability / SafetyCSWC logoCSWCBeta 0.72 vs SSSS's 1.54
DividendsCSWC logoCSWC9.5% yield, vs KO's 2.5%
Momentum (1Y)SSSS logoSSSS+90.1% vs KO's +17.2%
Efficiency (ROA)KO logoKO13.1% ROA vs SSSS's 0.0%, ROIC 15.8% vs 0.0%

SSSS vs CSWC vs KO vs JPM — Revenue Breakdown by Segment

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

SSSSSuRo Capital Corp.

Segment breakdown not available.

CSWCCapital Southwest Corporation

Segment breakdown not available.

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

SSSS vs CSWC vs KO vs JPM — Financial Metrics

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

BEST OVERALLSSSSLAGGINGJPM

Income & Cash Flow (Last 12 Months)

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

SSSS is the larger business by revenue, generating $732.0B annually — 3296.9x CSWC's $222M. CSWC is the more profitable business, keeping 50.9% of every revenue dollar as net income compared to SSSS's 0.0%.

MetricSSSS logoSSSSSuRo Capital Corp.CSWC logoCSWCCapital Southwest…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$732.0B$222M$49.3B$280.3B
EBITDAEarnings before interest/tax$57.6B$143M$15.5B$81.4B
Net IncomeAfter-tax profit$50M$113M$13.7B$57.0B
Free Cash FlowCash after capex-$5.76T-$67M$12.6B$100.9B
Gross MarginGross profit ÷ Revenue+0.0%+77.8%+61.7%+60.0%
Operating MarginEBIT ÷ Revenue+7.9%+62.0%+29.3%+25.9%
Net MarginNet income ÷ Revenue+0.0%+50.9%+27.8%+20.4%
FCF MarginFCF ÷ Revenue-7.9%-30.0%+25.5%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year+100.0%+33.3%+18.2%+16.0%
CSWC leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

SSSS leads this category, winning 4 of 7 comparable metrics.

At 7.7x trailing earnings, SSSS trades at a 72% valuation discount to KO's 27.2x 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.

MetricSSSS logoSSSSSuRo Capital Corp.CSWC logoCSWCCapital Southwest…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$348M$1.5B$355.6B$896.0B
Enterprise ValueMkt cap + debt − cash$401M$2.6B$390.8B$1.50T
Trailing P/EPrice ÷ TTM EPS7.70x12.39x27.18x16.00x
Forward P/EPrice ÷ next-FY EPS est.2.88x9.87x25.27x14.40x
PEG RatioP/E ÷ EPS growth rate2.43x0.90x
EV / EBITDAEnterprise value multiple7.47x13.08x26.39x18.36x
Price / SalesMarket cap ÷ Revenue9.97x5.95x7.42x3.20x
Price / BookPrice ÷ Book value/share0.00x1.53x10.40x2.47x
Price / FCFMarket cap ÷ FCF10.14x67.15x8.88x
SSSS leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

KO 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 $0 for SSSS. SSSS carries lower financial leverage with a 0.00x 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 CSWC's 4/9, reflecting strong financial health.

MetricSSSS logoSSSSSuRo Capital Corp.CSWC logoCSWCCapital Southwest…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity0.0%+11.7%+41.1%+15.9%
ROA (TTM)Return on assets0.0%+5.5%+13.1%+1.3%
ROICReturn on invested capital0.0%+7.1%+15.8%+4.5%
ROCEReturn on capital employed0.0%+9.3%+17.3%+8.9%
Piotroski ScoreFundamental quality 0–94475
Debt / EquityFinancial leverage0.00x1.12x1.33x2.60x
Net DebtTotal debt minus cash$53M$1.1B$35.2B$599.0B
Cash & Equiv.Liquid assets$20M$29M$10.3B$343.3B
Total DebtShort + long-term debt$73M$1.1B$45.5B$942.4B
Interest CoverageEBIT ÷ Interest expense0.05x2.06x10.70x0.74x
KO leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in JPM five years ago would be worth $21,820 today (with dividends reinvested), compared to $13,620 for CSWC. Over the past 12 months, SSSS leads with a +90.1% total return vs KO's +17.2%. The 3-year compound annual growth rate (CAGR) favors SSSS at 62.0% vs KO's 13.7% — a key indicator of consistent wealth creation.

MetricSSSS logoSSSSSuRo Capital Corp.CSWC logoCSWCCapital Southwest…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+41.8%+10.2%+20.3%-0.5%
1-Year ReturnPast 12 months+90.1%+23.1%+17.2%+21.8%
3-Year ReturnCumulative with dividends+325.1%+58.6%+47.0%+138.2%
5-Year ReturnCumulative with dividends+39.0%+36.2%+65.6%+118.2%
10-Year ReturnCumulative with dividends+365.2%+232.1%+121.1%+465.8%
CAGR (3Y)Annualised 3-year return+62.0%+16.6%+13.7%+33.6%
SSSS leads this category, winning 4 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 SSSS's 1.54 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 SSSS's 91.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricSSSS logoSSSSSuRo Capital Corp.CSWC logoCSWCCapital Southwest…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5001.54x0.72x-0.20x0.94x
52-Week HighHighest price in past year$14.98$24.43$84.04$337.25
52-Week LowLowest price in past year$7.11$19.37$65.35$262.71
% of 52W HighCurrent price vs 52-week peak+91.5%+96.4%+98.3%+95.1%
RSI (14)Momentum oscillator 0–10055.950.560.659.1
Avg Volume (50D)Average daily shares traded333K643K12.7M7.0M
KO leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: SSSS as "Buy", CSWC as "Buy", KO as "Buy", JPM as "Buy". Consensus price targets imply 9.5% upside for SSSS (target: $15) vs 0.2% for CSWC (target: $24). For income investors, CSWC offers the higher dividend yield at 9.50% vs JPM's 1.86%.

MetricSSSS logoSSSSSuRo Capital Corp.CSWC logoCSWCCapital Southwest…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuy
Price TargetConsensus 12-month target$15.00$23.58$86.13$339.75
# AnalystsCovering analysts5104861
Dividend YieldAnnual dividend ÷ price+3.0%+9.5%+2.5%+1.9%
Dividend StreakConsecutive years of raises005615
Dividend / ShareAnnual DPS$0.42$2.24$2.04$5.95
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%+0.2%+3.9%
Evenly matched — CSWC and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

SSSS leads in 2 of 6 categories (Valuation Metrics, Total Returns). KO leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.

Best OverallSuRo Capital Corp. (SSSS)Leads 2 of 6 categories
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SSSS vs CSWC vs KO vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is SSSS or CSWC or KO or JPM a better buy right now?

For growth investors, SuRo Capital Corp.

(SSSS) is the stronger pick with 646. 5% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). SuRo Capital Corp. (SSSS) offers the better valuation at 7. 7x trailing P/E (2. 9x forward), making it the more compelling value choice. Analysts rate SuRo Capital Corp. (SSSS) a "Buy" — based on 5 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 — SSSS or CSWC or KO or JPM?

On trailing P/E, SuRo Capital Corp.

(SSSS) is the cheapest at 7. 7x versus The Coca-Cola Company at 27. 2x. On forward P/E, SuRo Capital Corp. is actually cheaper at 2. 9x. 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 — SSSS or CSWC or KO or JPM?

Over the past 5 years, JPMorgan Chase & Co.

(JPM) delivered a total return of +118. 2%, compared to +36. 2% for Capital Southwest Corporation (CSWC). Over 10 years, the gap is even starker: JPM returned +465. 8% 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.

04

Which is safer — SSSS or CSWC 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 SuRo Capital Corp. 's 1. 54β — meaning SSSS is approximately -868% more volatile than KO relative to the S&P 500. On balance sheet safety, SuRo Capital Corp. (SSSS) carries a lower debt/equity ratio of 0% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — SSSS or CSWC or KO or JPM?

By revenue growth (latest reported year), SuRo Capital Corp.

(SSSS) is pulling ahead at 646. 5% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: SuRo Capital Corp. grew EPS 211. 2% year-over-year, compared to 1. 5% for JPMorgan Chase & Co.. 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 — SSSS or CSWC or KO or JPM?

SuRo Capital Corp.

(SSSS) is the more profitable company, earning 139. 9% net margin versus 20. 4% for JPMorgan Chase & Co. — meaning it keeps 139. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SSSS leads at 153. 9% versus 26. 0% for JPM. At the gross margin level — before operating expenses — SSSS leads at 100. 0%, 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 SSSS or CSWC 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. 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, SuRo Capital Corp. (SSSS) trades at 2. 9x forward P/E versus 25. 3x for The Coca-Cola Company — 22. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SSSS: 9. 5% to $15. 00.

08

Which pays a better dividend — SSSS or CSWC or KO or JPM?

All stocks in this comparison pay dividends.

Capital Southwest Corporation (CSWC) offers the highest yield at 9. 5%, versus 1. 9% for JPMorgan Chase & Co. (JPM).

09

Is SSSS or CSWC 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). SuRo Capital Corp. (SSSS) carries a higher beta of 1. 54 — 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%, SSSS: +365. 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 SSSS and CSWC and KO and JPM?

These companies operate in different sectors (SSSS (Financial Services) and CSWC (Financial Services) 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: SSSS is a small-cap high-growth stock; CSWC is a small-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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