Shell Companies
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Side-by-side financial analysisStock Comparison
FGMC vs LAZ vs KO vs EVR vs HLI vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Beverages - Non-Alcoholic
Financial - Capital Markets
Financial - Capital Markets
Banks - Diversified
FGMC vs LAZ vs KO vs EVR vs HLI vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||||
|---|---|---|---|---|---|---|
| Industry | Shell Companies | Financial - Capital Markets | Beverages - Non-Alcoholic | Financial - Capital Markets | Financial - Capital Markets | Banks - Diversified |
| Market Cap | $108M | $4.11B | $355.61B | $14.15B | $9.62B | $896.00B |
| Revenue (TTM) | $0.00 | $3.16B | $49.28B | $3.88B | $2.65B | $280.33B |
| Net Income (TTM) | $1M | $237M | $13.70B | $592M | $448M | $57.05B |
| Gross Margin | — | 31.2% | 61.7% | 99.4% | 37.3% | 60.0% |
| Operating Margin | — | 11.1% | 29.3% | 20.5% | 21.1% | 25.9% |
| Forward P/E | 74.7x | 15.7x | 25.3x | 18.6x | 17.9x | 14.4x |
| Total Debt | $0.00 | $2.58B | $45.49B | $1.16B | $438M | $942.38B |
| Cash & Equiv. | $487K | $1.50B | $10.27B | $1.47B | $971M | $343.34B |
FGMC vs LAZ vs KO vs EVR vs HLI vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 22 | Jun 26 | Return |
|---|---|---|---|
| FG Merger Corp. (FGMC) | 100 | 104.7 | +4.7% |
| Lazard Ltd (LAZ) | 100 | 133.4 | +33.4% |
| The Coca-Cola Compa… (KO) | 100 | 127.9 | +27.9% |
| Evercore Inc. (EVR) | 100 | 337.9 | +237.9% |
| Houlihan Lokey, Inc. (HLI) | 100 | 165.6 | +65.6% |
| JPMorgan Chase & Co. (JPM) | 100 | 268.7 | +168.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FGMC vs LAZ vs KO vs EVR vs HLI vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FGMC is the clearest fit if your priority is bank quality.
- NIM 3.7% vs JPM's 2.2%
LAZ is the #2 pick in this set and the best alternative if defensive is your priority.
- Beta 1.85, yield 4.0%, current ratio 29.35x
- 4.0% yield, vs KO's 2.5%, (1 stock pays no dividend)
KO ranks third and is worth considering specifically for quality.
- 27.8% margin vs FGMC's 3.7%
EVR carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 29.5%, EPS growth 54.7%
- 6.7% 10Y total return vs HLI's 5.4%
- 29.5% NII/revenue growth vs FGMC's -100.0%
- +46.0% vs HLI's -20.0%
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 LAZ's 1.85, lower leverage
JPM is the clearest fit if your priority is income & stability and valuation efficiency.
- Dividend streak 15 yrs, beta 0.94, yield 1.9%
- PEG 0.81 vs KO's 2.26
- Lower P/E (14.4x vs 17.9x), PEG 0.81 vs 1.14
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs FGMC's -100.0% | |
| Value | Lower P/E (14.4x vs 17.9x), PEG 0.81 vs 1.14 | |
| Quality / Margins | 27.8% margin vs FGMC's 3.7% | |
| Stability / Safety | Beta 0.85 vs LAZ's 1.85, lower leverage | |
| Dividends | 4.0% yield, vs KO's 2.5%, (1 stock pays no dividend) | |
| Momentum (1Y) | +46.0% vs HLI's -20.0% | |
| Efficiency (ROA) | 14.1% ROA vs JPM's 1.3%, ROIC 18.8% vs 4.5% |
FGMC vs LAZ vs KO vs EVR vs HLI vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FGMC vs LAZ vs KO vs EVR vs HLI vs JPM — Financial Metrics
Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
HLI leads in 1 of 6 categories
EVR leads 1 • KO leads 1 • FGMC leads 0 • LAZ leads 0 • JPM leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — KO and EVR each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM and FGMC operate at a comparable scale, with $280.3B and $0 in trailing revenue. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to LAZ's 7.5%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| RevenueTrailing 12 months | $0 | $3.2B | $49.3B | $3.9B | $2.6B | $280.3B |
| EBITDAEarnings before interest/tax | -$483,959 | $384M | $15.5B | $804M | $609M | $81.4B |
| Net IncomeAfter-tax profit | $1M | $237M | $13.7B | $592M | $448M | $57.0B |
| Free Cash FlowCash after capex | $1M | $519M | $12.6B | $1.2B | $739M | $100.9B |
| Gross MarginGross profit ÷ Revenue | — | +31.2% | +61.7% | +99.4% | +37.3% | +60.0% |
| Operating MarginEBIT ÷ Revenue | — | +11.1% | +29.3% | +20.5% | +21.1% | +25.9% |
| Net MarginNet income ÷ Revenue | — | +7.5% | +27.8% | +15.3% | +16.9% | +20.4% |
| FCF MarginFCF ÷ Revenue | — | +16.4% | +25.5% | +30.5% | +27.9% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | +12.1% | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -32.7% | -43.8% | +18.2% | +44.2% | +22.3% | +16.0% |
Valuation Metrics
Evenly matched — LAZ and JPM each lead in 3 of 7 comparable metrics.
Valuation Metrics
At 16.0x trailing earnings, JPM trades at a 79% valuation discount to FGMC's 74.7x 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 | $108M | $4.1B | $355.6B | $14.2B | $9.6B | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $107M | $5.2B | $390.8B | $13.8B | $9.1B | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | 74.71x | 20.15x | 27.18x | 25.44x | 23.69x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 15.66x | 25.27x | 18.60x | 17.90x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 2.43x | 2.25x | 1.50x | 0.90x |
| EV / EBITDAEnterprise value multiple | — | 11.52x | 26.39x | 17.21x | 16.75x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | — | 1.29x | 7.42x | 3.65x | 4.03x | 3.20x |
| Price / BookPrice ÷ Book value/share | 1.02x | 4.70x | 10.40x | 6.84x | 4.35x | 2.47x |
| Price / FCFMarket cap ÷ FCF | 72.55x | 8.13x | 67.15x | 11.97x | 11.90x | 8.88x |
Profitability & Efficiency
HLI 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 $2 for FGMC. HLI carries lower financial leverage with a 0.20x debt-to-equity ratio, signaling a more conservative balance sheet compared to LAZ's 2.61x. On the Piotroski fundamental quality scale (0–9), KO scores 7/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | ||||||
|---|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +1.9% | +26.7% | +41.1% | +29.3% | +20.1% | +15.9% |
| ROA (TTM)Return on assets | +1.9% | +5.2% | +13.1% | +14.1% | +11.9% | +1.3% |
| ROICReturn on invested capital | -1.8% | +9.5% | +15.8% | +18.8% | +15.5% | +4.5% |
| ROCEReturn on capital employed | -2.4% | +9.5% | +17.3% | +17.6% | +20.1% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 7 | 6 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 2.61x | 1.33x | 0.50x | 0.20x | 2.60x |
| Net DebtTotal debt minus cash | -$486,900 | $1.1B | $35.2B | -$311M | -$533M | $599.0B |
| Cash & Equiv.Liquid assets | $486,900 | $1.5B | $10.3B | $1.5B | $971M | $343.3B |
| Total DebtShort + long-term debt | $0 | $2.6B | $45.5B | $1.2B | $438M | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 4.74x | 10.70x | 32.72x | — | 0.74x |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EVR five years ago would be worth $27,319 today (with dividends reinvested), compared to $10,502 for FGMC. Over the past 12 months, EVR leads with a +46.0% total return vs HLI's -20.0%. The 3-year compound annual growth rate (CAGR) favors EVR at 44.8% vs FGMC's -0.4% — a key indicator of consistent wealth creation.
| Metric | ||||||
|---|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +4.0% | -10.1% | +20.3% | +2.2% | -21.1% | -0.5% |
| 1-Year ReturnPast 12 months | +6.3% | +3.4% | +17.2% | +46.0% | -20.0% | +21.8% |
| 3-Year ReturnCumulative with dividends | -1.3% | +65.2% | +47.0% | +203.4% | +59.7% | +138.2% |
| 5-Year ReturnCumulative with dividends | +5.0% | +16.9% | +65.6% | +173.2% | +88.5% | +118.2% |
| 10-Year ReturnCumulative with dividends | +5.0% | +98.2% | +121.1% | +672.5% | +538.3% | +465.8% |
| CAGR (3Y)Annualised 3-year return | -0.4% | +18.2% | +13.7% | +44.8% | +16.9% | +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 LAZ's 1.85 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 HLI's 65.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.02x | 1.85x | -0.20x | 1.83x | 0.85x | 0.94x |
| 52-Week HighHighest price in past year | $11.75 | $58.75 | $84.04 | $388.71 | $211.78 | $337.25 |
| 52-Week LowLowest price in past year | $9.73 | $38.67 | $65.35 | $238.96 | $133.83 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +89.0% | +74.4% | +98.3% | +91.9% | +65.1% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 60.5 | 40.9 | 60.6 | 57.3 | 34.2 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 117K | 1.4M | 12.7M | 457K | 590K | 7.0M |
Analyst Outlook
Evenly matched — LAZ and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: LAZ as "Buy", KO as "Buy", EVR as "Buy", HLI as "Buy", JPM as "Buy". Consensus price targets imply 36.3% upside for HLI (target: $188) vs 4.2% for KO (target: $86). For income investors, LAZ offers the higher dividend yield at 4.01% vs EVR's 0.91%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $47.00 | $86.13 | $382.67 | $188.00 | $339.75 |
| # AnalystsCovering analysts | — | 29 | 48 | 21 | 15 | 61 |
| Dividend YieldAnnual dividend ÷ price | — | +4.0% | +2.5% | +0.9% | +1.7% | +1.9% |
| Dividend StreakConsecutive years of raises | 2 | 0 | 56 | 19 | 11 | 15 |
| Dividend / ShareAnnual DPS | — | $1.75 | $2.04 | $3.25 | $2.41 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.2% | +0.2% | +4.7% | +0.5% | +3.9% |
HLI leads in 1 of 6 categories (Profitability & Efficiency). EVR leads in 1 (Total Returns). 3 tied.
FGMC vs LAZ vs KO vs EVR vs HLI vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is FGMC or LAZ or KO or EVR or HLI or JPM a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus -100. 0% for FG Merger Corp. (FGMC). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 0x trailing P/E (14. 4x forward), making it the more compelling value choice. Analysts rate Lazard Ltd (LAZ) a "Buy" — based on 29 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 — FGMC or LAZ or KO or EVR or HLI or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 16. 0x versus FG Merger Corp. at 74. 7x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 4x. 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.
03Which is the better long-term investment — FGMC or LAZ or KO or EVR or HLI or JPM?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +173. 2%, compared to +5. 0% for FG Merger Corp. (FGMC). Over 10 years, the gap is even starker: EVR returned +672. 5% versus FGMC's +5. 0%. 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 — FGMC or LAZ or KO or EVR or HLI or JPM?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
20β versus Lazard Ltd's 1. 85β — meaning LAZ is approximately -1025% more volatile than KO relative to the S&P 500. On balance sheet safety, Houlihan Lokey, Inc. (HLI) carries a lower debt/equity ratio of 20% versus 3% for Lazard Ltd — giving it more financial flexibility in a downturn.
05Which is growing faster — FGMC or LAZ or KO or EVR or HLI or JPM?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus -100. 0% for FG Merger Corp. (FGMC). On earnings-per-share growth, the picture is similar: Evercore Inc. grew EPS 54. 7% year-over-year, compared to -19. 0% for Lazard Ltd. 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 — FGMC or LAZ or KO or EVR or HLI or JPM?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus 0. 0% for FG Merger Corp. — 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 0. 0% for FGMC. 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 FGMC or LAZ or KO or EVR or HLI 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, JPMorgan Chase & Co. (JPM) trades at 14. 4x forward P/E versus 25. 3x for The Coca-Cola Company — 10. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLI: 36. 3% to $188. 00.
08Which pays a better dividend — FGMC or LAZ or KO or EVR or HLI or JPM?
In this comparison, LAZ (4.
0% yield), KO (2. 5% yield), JPM (1. 9% yield), HLI (1. 7% yield), EVR (0. 9% yield) pay a dividend. FGMC does not pay a meaningful dividend and should not be held primarily for income.
09Is FGMC or LAZ or KO or EVR or HLI 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). Lazard Ltd (LAZ) carries a higher beta of 1. 85 — 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%, LAZ: +98. 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.
10What are the main differences between FGMC and LAZ and KO and EVR and HLI and JPM?
These companies operate in different sectors (FGMC (Financial Services) and LAZ (Financial Services) and KO (Consumer Defensive) and EVR (Financial Services) and HLI (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: FGMC is a small-cap quality compounder stock; LAZ is a small-cap income-oriented stock; KO is a large-cap quality compounder stock; EVR is a mid-cap high-growth stock; HLI is a small-cap high-growth stock; JPM is a large-cap deep-value stock. LAZ, KO, EVR, HLI, JPM pay a dividend while FGMC 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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