Shell Companies
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Side-by-side financial analysisStock Comparison
HCMA vs BX vs KKR vs APO vs KO vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management - Global
Beverages - Non-Alcoholic
Banks - Diversified
HCMA vs BX vs KKR vs APO vs KO vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||||
|---|---|---|---|---|---|---|
| Industry | Shell Companies | Asset Management | Asset Management | Asset Management - Global | Beverages - Non-Alcoholic | Banks - Diversified |
| Market Cap | $260M | $96.22B | $85.80B | $77.18B | $355.61B | $896.00B |
| Revenue (TTM) | $0.00 | $13.83B | $19.04B | $29.68B | $49.28B | $280.33B |
| Net Income (TTM) | $5M | $3.02B | $2.37B | $2.15B | $13.70B | $57.05B |
| Gross Margin | — | 86.0% | 22.5% | 89.3% | 61.7% | 60.0% |
| Operating Margin | — | 51.9% | 12.3% | 31.1% | 29.3% | 25.9% |
| Forward P/E | 0.0x | 20.9x | 16.0x | 15.0x | 25.3x | 14.4x |
| Total Debt | $0.00 | $13.31B | $54.77B | $13.36B | $45.49B | $942.38B |
| Cash & Equiv. | $792K | $2.63B | $6M | $19.24B | $10.27B | $343.34B |
HCMA vs BX vs KKR vs APO vs KO vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 22 | Jun 26 | Return |
|---|---|---|---|
| HCM Acquisition Corp (HCMA) | 100 | 102.9 | +2.9% |
| Blackstone Inc. (BX) | 100 | 96.7 | -3.3% |
| KKR & Co. Inc. (KKR) | 100 | 164.6 | +64.6% |
| Apollo Global Manag… (APO) | 100 | 216.0 | +116.0% |
| The Coca-Cola Compa… (KO) | 100 | 133.3 | +33.3% |
| JPMorgan Chase & Co. (JPM) | 100 | 235.3 | +135.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HCMA vs BX vs KKR vs APO vs KO vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HCMA has the current edge in this matchup, primarily because of its strength in value and stability.
- Lower P/E (0.0x vs 25.3x)
- Beta 0.04 vs KKR's 1.58
BX is the #2 pick in this set and the best alternative if growth exposure and defensive is your priority.
- Rev growth 21.6%, EPS growth 7.2%
- Beta 1.45, yield 6.3%, current ratio 0.91x
- 21.6% NII/revenue growth vs KKR's -11.0%
- 6.3% yield, 2-year raise streak, vs KO's 2.5%, (1 stock pays no dividend)
Among these 6 stocks, KKR doesn't own a clear edge in any measured category.
APO is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 8.7% 10Y total return vs KKR's 6.8%
- Lower volatility, beta 1.25, Low D/E 31.4%, current ratio 0.78x
- PEG 0.20 vs KO's 2.26
KO ranks third and is worth considering specifically for quality and efficiency.
- 27.8% margin vs HCMA's 1.4%
- 13.1% ROA vs APO's 0.5%, ROIC 15.8% vs 16.0%
JPM is the clearest fit if your priority is income & stability and bank quality.
- Dividend streak 15 yrs, beta 0.94, yield 1.9%
- NIM 2.2% vs KKR's 0.0%
- +21.8% vs KKR's -22.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs KKR's -11.0% | |
| Value | Lower P/E (0.0x vs 25.3x) | |
| Quality / Margins | 27.8% margin vs HCMA's 1.4% | |
| Stability / Safety | Beta 0.04 vs KKR's 1.58 | |
| Dividends | 6.3% yield, 2-year raise streak, vs KO's 2.5%, (1 stock pays no dividend) | |
| Momentum (1Y) | +21.8% vs KKR's -22.6% | |
| Efficiency (ROA) | 13.1% ROA vs APO's 0.5%, ROIC 15.8% vs 16.0% |
HCMA vs BX vs KKR vs APO vs KO vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
HCMA vs BX vs KKR vs APO vs KO vs JPM — Financial Metrics
Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
KO leads in 2 of 6 categories
BX leads 1 • APO leads 1 • JPM leads 1 • HCMA leads 0 • KKR leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
BX leads this category, winning 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM and HCMA 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 APO's 7.2%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| RevenueTrailing 12 months | $0 | $13.8B | $19.0B | $29.7B | $49.3B | $280.3B |
| EBITDAEarnings before interest/tax | -$6M | $7.2B | $9.0B | $10.0B | $15.5B | $81.4B |
| Net IncomeAfter-tax profit | $5M | $3.0B | $2.4B | $2.1B | $13.7B | $57.0B |
| Free Cash FlowCash after capex | -$1M | $3.5B | $7.5B | $4.4B | $12.6B | $100.9B |
| Gross MarginGross profit ÷ Revenue | — | +86.0% | +22.5% | +89.3% | +61.7% | +60.0% |
| Operating MarginEBIT ÷ Revenue | — | +51.9% | +12.3% | +31.1% | +29.3% | +25.9% |
| Net MarginNet income ÷ Revenue | — | +21.8% | +12.4% | +7.2% | +27.8% | +20.4% |
| FCF MarginFCF ÷ Revenue | — | +25.1% | +39.5% | +14.8% | +25.5% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | +12.1% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -171.4% | +41.3% | -1.7% | -5.8% | +18.2% | +16.0% |
Valuation Metrics
APO leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 0.0x trailing earnings, HCMA trades at a 100% valuation discount to KKR's 41.1x P/E. Adjusting for growth (PEG ratio), APO offers better value at 0.25x vs KO's 2.43x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Market CapShares × price | $260M | $96.2B | $85.8B | $77.2B | $355.6B | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $259M | $106.9B | $140.6B | $71.3B | $390.8B | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | 0.02x | 31.65x | 41.13x | 18.44x | 27.18x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.85x | 15.97x | 14.99x | 25.27x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.51x | — | 0.25x | 2.43x | 0.90x |
| EV / EBITDAEnterprise value multiple | — | 14.82x | 19.73x | 6.22x | 26.39x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | — | 6.96x | 4.45x | 2.55x | 7.42x | 3.20x |
| Price / BookPrice ÷ Book value/share | 0.98x | 4.38x | 1.13x | 1.91x | 10.40x | 2.47x |
| Price / FCFMarket cap ÷ FCF | — | 55.14x | 9.01x | 10.36x | 67.15x | 8.88x |
Profitability & Efficiency
KO 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 $3 for HCMA. APO carries lower financial leverage with a 0.31x 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 APO's 3/9, reflecting strong financial health.
| Metric | ||||||
|---|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +3.1% | +14.3% | +3.2% | +5.5% | +41.1% | +15.9% |
| ROA (TTM)Return on assets | +3.0% | +6.5% | +0.6% | +0.5% | +13.1% | +1.3% |
| ROICReturn on invested capital | -1.0% | +16.1% | +0.3% | +16.0% | +15.8% | +4.5% |
| ROCEReturn on capital employed | -1.3% | +16.9% | +0.1% | +8.8% | +17.3% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 6 | 3 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 0.61x | 0.67x | 0.31x | 1.33x | 2.60x |
| Net DebtTotal debt minus cash | -$792,423 | $10.7B | $54.8B | -$5.9B | $35.2B | $599.0B |
| Cash & Equiv.Liquid assets | $792,423 | $2.6B | $6M | $19.2B | $10.3B | $343.3B |
| Total DebtShort + long-term debt | $0 | $13.3B | $54.8B | $13.4B | $45.5B | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 14.12x | 3.29x | 26.54x | 10.70x | 0.74x |
Total Returns (Dividends Reinvested)
JPM leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in APO five years ago would be worth $24,874 today (with dividends reinvested), compared to $10,353 for HCMA. Over the past 12 months, JPM leads with a +21.8% total return vs KKR's -22.6%. The 3-year compound annual growth rate (CAGR) favors JPM at 33.6% vs HCMA's -1.8% — a key indicator of consistent wealth creation.
| Metric | ||||||
|---|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +1.9% | -21.0% | -25.0% | -8.0% | +20.3% | -0.5% |
| 1-Year ReturnPast 12 months | +1.9% | -9.3% | -22.6% | -1.5% | +17.2% | +21.8% |
| 3-Year ReturnCumulative with dividends | -5.4% | +50.4% | +76.7% | +89.6% | +47.0% | +138.2% |
| 5-Year ReturnCumulative with dividends | +3.5% | +50.2% | +80.1% | +148.7% | +65.6% | +118.2% |
| 10-Year ReturnCumulative with dividends | +3.5% | +501.2% | +682.0% | +867.6% | +121.1% | +465.8% |
| CAGR (3Y)Annualised 3-year return | -1.8% | +14.6% | +20.9% | +23.8% | +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 KKR's 1.58 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 KKR's 62.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.04x | 1.45x | 1.58x | 1.25x | -0.20x | 0.94x |
| 52-Week HighHighest price in past year | $10.49 | $190.09 | $153.87 | $157.28 | $84.04 | $337.25 |
| 52-Week LowLowest price in past year | $10.03 | $101.73 | $82.67 | $99.56 | $65.35 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +97.8% | +64.6% | +62.5% | +85.1% | +98.3% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 65.6 | 53.9 | 48.8 | 59.5 | 60.6 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 42K | 5.0M | 4.2M | 3.4M | 12.7M | 7.0M |
Analyst Outlook
Evenly matched — BX and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: BX as "Buy", KKR as "Buy", APO as "Buy", KO as "Buy", JPM as "Buy". Consensus price targets imply 46.7% upside for KKR (target: $141) vs 4.2% for KO (target: $86). For income investors, BX offers the higher dividend yield at 6.27% vs KKR's 0.84%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $156.29 | $141.14 | $153.50 | $86.13 | $339.75 |
| # AnalystsCovering analysts | — | 29 | 27 | 28 | 48 | 61 |
| Dividend YieldAnnual dividend ÷ price | — | +6.3% | +0.8% | +1.6% | +2.5% | +1.9% |
| Dividend StreakConsecutive years of raises | — | 2 | 6 | 3 | 56 | 15 |
| Dividend / ShareAnnual DPS | — | $7.70 | $0.80 | $2.14 | $2.04 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% | +0.1% | +1.0% | +0.2% | +3.9% |
KO leads in 2 of 6 categories (Profitability & Efficiency, Risk & Volatility). BX leads in 1 (Income & Cash Flow). 1 tied.
HCMA vs BX vs KKR vs APO vs KO vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is HCMA or BX or KKR or APO or KO or JPM a better buy right now?
For growth investors, Blackstone Inc.
(BX) is the stronger pick with 21. 6% revenue growth year-over-year, versus -11. 0% for KKR & Co. Inc. (KKR). HCM Acquisition Corp (HCMA) offers the better valuation at 0. 0x trailing P/E, making it the more compelling value choice. Analysts rate Blackstone Inc. (BX) 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 — HCMA or BX or KKR or APO or KO or JPM?
On trailing P/E, HCM Acquisition Corp (HCMA) is the cheapest at 0.
0x versus KKR & Co. Inc. at 41. 1x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 4x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Apollo Global Management, Inc. wins at 0. 20x 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 — HCMA or BX or KKR or APO or KO or JPM?
Over the past 5 years, Apollo Global Management, Inc.
(APO) delivered a total return of +148. 7%, compared to +3. 5% for HCM Acquisition Corp (HCMA). Over 10 years, the gap is even starker: APO returned +867. 6% versus HCMA's +3. 5%. 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 — HCMA or BX or KKR or APO 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 KKR & Co. Inc. 's 1. 58β — meaning KKR is approximately -888% more volatile than KO relative to the S&P 500. On balance sheet safety, Apollo Global Management, Inc. (APO) carries a lower debt/equity ratio of 31% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.
05Which is growing faster — HCMA or BX or KKR or APO or KO or JPM?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus -11. 0% for KKR & Co. Inc. (KKR). On earnings-per-share growth, the picture is similar: The Coca-Cola Company grew EPS 23. 6% year-over-year, compared to -28. 7% for KKR & Co. 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.
06Which has better profit margins — HCMA or BX or KKR or APO or KO or JPM?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus 0. 0% for HCM Acquisition Corp — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BX leads at 51. 9% versus 0. 0% for HCMA. At the gross margin level — before operating expenses — APO leads at 88. 5%, 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 HCMA or BX or KKR or APO 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, Apollo Global Management, Inc. (APO) is the more undervalued stock at a PEG of 0. 20x 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 KKR: 46. 7% to $141. 14.
08Which pays a better dividend — HCMA or BX or KKR or APO or KO or JPM?
In this comparison, BX (6.
3% yield), KO (2. 5% yield), JPM (1. 9% yield), APO (1. 6% yield), KKR (0. 8% yield) pay a dividend. HCMA does not pay a meaningful dividend and should not be held primarily for income.
09Is HCMA or BX or KKR or APO 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%, BX: +501. 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 HCMA and BX and KKR and APO and KO and JPM?
These companies operate in different sectors (HCMA (Financial Services) and BX (Financial Services) and KKR (Financial Services) and APO (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: HCMA is a small-cap deep-value stock; BX is a mid-cap high-growth stock; KKR is a mid-cap quality compounder stock; APO is a mid-cap high-growth stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. BX, KKR, APO, KO, JPM pay a dividend while HCMA 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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