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Side-by-side financial analysisStock Comparison
BRBI vs PIPR vs HLI vs KO vs EVR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Beverages - Non-Alcoholic
Financial - Capital Markets
BRBI vs PIPR vs HLI vs KO vs EVR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Financial - Capital Markets | Beverages - Non-Alcoholic | Financial - Capital Markets |
| Market Cap | $913M | $5.48B | $9.57B | $342.35B | $13.47B |
| Revenue (TTM) | $7.41B | $1.87B | $2.65B | $49.28B | $3.88B |
| Net Income (TTM) | $194M | $281M | $448M | $13.70B | $592M |
| Gross Margin | 5.9% | 98.1% | 37.3% | 61.7% | 99.4% |
| Operating Margin | 3.2% | 20.1% | 21.1% | 29.3% | 20.5% |
| Forward P/E | 24.4x | 16.3x | 17.8x | 24.3x | 17.7x |
| Total Debt | $9.93B | $116M | $438M | $45.49B | $1.16B |
| Cash & Equiv. | $575M | $809M | $971M | $10.27B | $1.47B |
BRBI vs PIPR vs HLI vs KO vs EVR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| BRBI BR Partners S.… (BRBI) | 100 | 11600000.0 | +11599900.0% |
| Piper Sandler Compa… (PIPR) | 100 | 520.0 | +420.0% |
| Houlihan Lokey, Inc. (HLI) | 100 | 246.4 | +146.4% |
| The Coca-Cola Compa… (KO) | 100 | 178.0 | +78.0% |
| Evercore Inc. (EVR) | 100 | 577.3 | +477.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs PIPR vs HLI vs KO vs EVR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Among these 5 stocks, BRBI doesn't own a clear edge in any measured category.
PIPR ranks third and is worth considering specifically for long-term compounding and valuation efficiency.
- 7.8% 10Y total return vs EVR's 6.1%
- PEG 0.39 vs KO's 2.18
- Beta 1.35, yield 2.1%, current ratio 22.75x
- Lower P/E (16.3x vs 17.7x), PEG 0.39 vs 1.56
HLI is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.85, Low D/E 20.1%, current ratio 1.38x
- Beta 0.85 vs EVR's 1.81, lower leverage
KO is the #2 pick in this set and the best alternative if income & stability is your priority.
- Dividend streak 56 yrs, beta -0.15, yield 2.6%
- 27.8% margin vs BRBI's 2.6%
- 2.6% yield, 56-year raise streak, vs PIPR's 2.1%, (1 stock pays no dividend)
EVR carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 29.5%, EPS growth 54.7%
- 29.5% NII/revenue growth vs KO's 1.9%
- +38.7% vs HLI's -20.7%
- 14.1% ROA vs BRBI's 1.5%, ROIC 18.8% vs 2.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs KO's 1.9% | |
| Value | Lower P/E (16.3x vs 17.7x), PEG 0.39 vs 1.56 | |
| Quality / Margins | 27.8% margin vs BRBI's 2.6% | |
| Stability / Safety | Beta 0.85 vs EVR's 1.81, lower leverage | |
| Dividends | 2.6% yield, 56-year raise streak, vs PIPR's 2.1%, (1 stock pays no dividend) | |
| Momentum (1Y) | +38.7% vs HLI's -20.7% | |
| Efficiency (ROA) | 14.1% ROA vs BRBI's 1.5%, ROIC 18.8% vs 2.0% |
BRBI vs PIPR vs HLI vs KO vs EVR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BRBI vs PIPR vs HLI vs KO vs EVR — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PIPR leads in 2 of 6 categories
KO leads 2 • EVR leads 1 • BRBI leads 0 • HLI leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — PIPR and KO each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
KO is the larger business by revenue, generating $49.3B annually — 26.3x PIPR's $1.9B. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to BRBI's 2.6%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $7.4B | $1.9B | $2.6B | $49.3B | $3.9B |
| EBITDAEarnings before interest/tax | — | $403M | $609M | $15.5B | $804M |
| Net IncomeAfter-tax profit | — | $281M | $448M | $13.7B | $592M |
| Free Cash FlowCash after capex | — | $669M | $739M | $12.6B | $1.2B |
| Gross MarginGross profit ÷ Revenue | +5.9% | +98.1% | +37.3% | +61.7% | +99.4% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +20.1% | +21.1% | +29.3% | +20.5% |
| Net MarginNet income ÷ Revenue | +2.6% | +15.0% | +16.9% | +27.8% | +15.3% |
| FCF MarginFCF ÷ Revenue | +1.2% | +35.8% | +27.9% | +25.5% | +30.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | +12.1% | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +65.8% | +22.3% | +18.2% | +44.2% |
Valuation Metrics
PIPR leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 19.4x trailing earnings, PIPR trades at a 26% valuation discount to KO's 26.2x P/E. Adjusting for growth (PEG ratio), PIPR offers better value at 0.46x vs KO's 2.34x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $913M | $5.5B | $9.6B | $342.4B | $13.5B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $4.8B | $9.0B | $377.6B | $13.2B |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 19.42x | 23.56x | 26.16x | 24.21x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.30x | 17.80x | 24.33x | 17.70x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.46x | 1.49x | 2.34x | 2.14x |
| EV / EBITDAEnterprise value multiple | 57.04x | 11.59x | 16.64x | 25.49x | 16.36x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 2.88x | 4.00x | 7.14x | 3.47x |
| Price / BookPrice ÷ Book value/share | 5.88x | 3.46x | 4.33x | 10.01x | 6.51x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 7.86x | 11.83x | 64.64x | 11.39x |
Profitability & Efficiency
PIPR leads this category, winning 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 $19 for PIPR. PIPR carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x. On the Piotroski fundamental quality scale (0–9), HLI scores 7/9 vs PIPR's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +23.8% | +19.3% | +20.1% | +41.1% | +29.3% |
| ROA (TTM)Return on assets | +1.5% | +13.1% | +11.9% | +13.1% | +14.1% |
| ROICReturn on invested capital | +2.0% | +18.0% | +15.5% | +15.8% | +18.8% |
| ROCEReturn on capital employed | +2.3% | +16.2% | +20.1% | +17.3% | +17.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 7 | 7 | 6 |
| Debt / EquityFinancial leverage | 12.34x | 0.07x | 0.20x | 1.33x | 0.50x |
| Net DebtTotal debt minus cash | $9.4B | -$693M | -$533M | $35.2B | -$311M |
| Cash & Equiv.Liquid assets | $575M | $809M | $971M | $10.3B | $1.5B |
| Total DebtShort + long-term debt | $9.9B | $116M | $438M | $45.5B | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | — | 77.56x | — | 10.70x | 32.72x |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PIPR five years ago would be worth $26,258 today (with dividends reinvested), compared to $15,977 for KO. Over the past 12 months, EVR leads with a +38.7% total return vs HLI's -20.7%. The 3-year compound annual growth rate (CAGR) favors EVR at 43.0% vs KO's 12.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -15.5% | -10.2% | -21.5% | +15.8% | -2.7% |
| 1-Year ReturnPast 12 months | — | +19.6% | -20.7% | +13.7% | +38.7% |
| 3-Year ReturnCumulative with dividends | — | +138.1% | +57.9% | +41.5% | +192.3% |
| 5-Year ReturnCumulative with dividends | — | +162.6% | +94.2% | +59.8% | +150.7% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +781.0% | +534.0% | +112.2% | +605.6% |
| CAGR (3Y)Annualised 3-year return | — | +33.5% | +16.4% | +12.3% | +43.0% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.15 beta — it tends to amplify market swings less than EVR's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 96.2% from its 52-week high vs BRBI's 17.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.02x | 1.35x | 0.85x | -0.15x | 1.81x |
| 52-Week HighHighest price in past year | $67.01 | $375.55 | $211.78 | $82.66 | $388.71 |
| 52-Week LowLowest price in past year | $0.00 | $62.50 | $134.41 | $65.35 | $238.96 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +20.5% | +64.7% | +96.2% | +87.5% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 39.2 | 34.6 | 51.4 | 50.3 |
| Avg Volume (50D)Average daily shares traded | 2K | 573K | 597K | 12.5M | 475K |
Analyst Outlook
KO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PIPR as "Hold", HLI as "Buy", KO as "Buy", EVR as "Buy". Consensus price targets imply 37.1% upside for HLI (target: $188) vs 8.5% for KO (target: $86). For income investors, KO offers the higher dividend yield at 2.56% vs EVR's 0.96%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $97.58 | $188.00 | $86.29 | $382.67 |
| # AnalystsCovering analysts | — | 11 | 15 | 48 | 21 |
| Dividend YieldAnnual dividend ÷ price | — | +2.1% | +1.8% | +2.6% | +1.0% |
| Dividend StreakConsecutive years of raises | 1 | 2 | 11 | 56 | 19 |
| Dividend / ShareAnnual DPS | — | $1.60 | $2.41 | $2.04 | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.3% | +0.5% | +0.2% | +4.9% |
PIPR leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). KO leads in 2 (Risk & Volatility, Analyst Outlook). 1 tied.
BRBI vs PIPR vs HLI vs KO vs EVR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BRBI or PIPR or HLI or KO or EVR a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). Piper Sandler Companies (PIPR) offers the better valuation at 19. 4x trailing P/E (16. 3x forward), making it the more compelling value choice. Analysts rate Houlihan Lokey, Inc. (HLI) a "Buy" — based on 15 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 — BRBI or PIPR or HLI or KO or EVR?
On trailing P/E, Piper Sandler Companies (PIPR) is the cheapest at 19.
4x versus The Coca-Cola Company at 26. 2x. On forward P/E, Piper Sandler Companies is actually cheaper at 16. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Piper Sandler Companies wins at 0. 39x versus The Coca-Cola Company's 2. 18x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BRBI or PIPR or HLI or KO or EVR?
Over the past 5 years, Piper Sandler Companies (PIPR) delivered a total return of +162.
6%, compared to +59. 8% for The Coca-Cola Company (KO). Over 10 years, the gap is even starker: BRBI returned +414. 7% versus KO's +112. 2%. 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 — BRBI or PIPR or HLI or KO or EVR?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
15β versus Evercore Inc. 's 1. 81β — meaning EVR is approximately -1322% more volatile than KO relative to the S&P 500. On balance sheet safety, Piper Sandler Companies (PIPR) carries a lower debt/equity ratio of 7% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.
05Which is growing faster — BRBI or PIPR or HLI or KO or EVR?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: Evercore Inc. grew EPS 54. 7% year-over-year, compared to 23. 6% for The Coca-Cola Company. 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 — BRBI or PIPR or HLI or KO or EVR?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus 2. 6% for BRBI BR Partners S. A. ADSs — 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 3. 2% for BRBI. At the gross margin level — before operating expenses — EVR leads at 99. 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 BRBI or PIPR or HLI or KO or EVR 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, Piper Sandler Companies (PIPR) is the more undervalued stock at a PEG of 0. 39x versus The Coca-Cola Company's 2. 18x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Piper Sandler Companies (PIPR) trades at 16. 3x forward P/E versus 24. 3x for The Coca-Cola Company — 8. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLI: 37. 1% to $188. 00.
08Which pays a better dividend — BRBI or PIPR or HLI or KO or EVR?
In this comparison, KO (2.
6% yield), PIPR (2. 1% yield), HLI (1. 8% yield), EVR (1. 0% yield) pay a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.
09Is BRBI or PIPR or HLI or KO or EVR 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.
15), 2. 6% yield, +112. 2% 10Y return). Evercore Inc. (EVR) carries a higher beta of 1. 81 — 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: +112. 2%, EVR: +605. 6%), 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 BRBI and PIPR and HLI and KO and EVR?
These companies operate in different sectors (BRBI (Financial Services) and PIPR (Financial Services) and HLI (Financial Services) and KO (Consumer Defensive) and EVR (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BRBI is a small-cap quality compounder stock; PIPR is a small-cap high-growth stock; HLI is a small-cap high-growth stock; KO is a large-cap quality compounder stock; EVR is a mid-cap high-growth stock. PIPR, HLI, KO, EVR pay a dividend while BRBI does 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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