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PDCC
BX logo
BX
KKR logo
KKR
APO logo
APO
JPM logo
JPM
KO logo
KO
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Stock Comparison

PDCC vs BX vs KKR vs APO vs JPM vs KO

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

Live fundamentals10-year financials5-year price chart
PDCC
Pearl Diver Credit Company Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$65M
5Y Perf.-53.5%
BX
Blackstone Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$97.66B
5Y Perf.-12.3%
KKR
KKR & Co. Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$87.44B
5Y Perf.-20.6%
APO
Apollo Global Management, Inc.

Asset Management - Global

Financial ServicesNYSE • US
Market Cap$78.47B
5Y Perf.+8.6%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$892.31B
5Y Perf.+50.1%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$348.25B
5Y Perf.+21.2%

PDCC vs BX vs KKR vs APO vs JPM vs KO — Key Financials

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

Company Snapshot
PDCC logoPDCC
BX logoBX
KKR logoKKR
APO logoAPO
JPM logoJPM
KO logoKO
IndustryAsset ManagementAsset ManagementAsset ManagementAsset Management - GlobalBanks - DiversifiedBeverages - Non-Alcoholic
Market Cap$65M$97.66B$87.44B$78.47B$892.31B$348.25B
Revenue (TTM)$22M$13.83B$19.04B$29.68B$280.33B$49.28B
Net Income (TTM)$-19M$3.02B$2.37B$2.15B$57.05B$13.70B
Gross Margin78.9%86.0%22.5%89.3%60.0%61.7%
Operating Margin-71.8%51.9%12.3%31.1%25.9%29.3%
Forward P/E21.2x16.3x15.2x14.3x24.7x
Total Debt$7M$13.31B$54.77B$13.36B$942.38B$45.49B
Cash & Equiv.$100K$2.63B$6M$19.24B$343.34B$10.27B

PDCC vs BX vs KKR vs APO vs JPM vs KOLong-Term Stock Performance

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

PDCC
BX
KKR
APO
JPM
KO
StockJul 24Jun 26Return
Pearl Diver Credit … (PDCC)10046.5-53.5%
Blackstone Inc. (BX)10087.7-12.3%
KKR & Co. Inc. (KKR)10079.4-20.6%
Apollo Global Manag… (APO)100108.6+8.6%
JPMorgan Chase & Co. (JPM)100150.1+50.1%
The Coca-Cola Compa… (KO)100121.2+21.2%

Price return only. Dividends and distributions are not included.

Quick Verdict: PDCC vs BX vs KKR vs APO vs JPM vs KO

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

Bottom line: PDCC leads in 3 of 7 categories (6-stock set), making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. The Coca-Cola Company is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. BX 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.
🥇PDCC emerged as the overall leader. Track its performance:
PDCC
Pearl Diver Credit Company Inc.
The Banking Pick

PDCC carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and bank quality.

  • Lower volatility, beta 0.27, Low D/E 5.2%, current ratio 0.15x
  • NIM 13.7% vs KKR's 0.0%
  • 27.4% NII/revenue growth vs KKR's -11.0%
  • Better valuation composite
Best for: sleep-well-at-night and bank quality
BX
Blackstone Inc.
The Banking Pick

BX ranks third and is worth considering specifically for growth exposure and defensive.

  • Rev growth 21.6%, EPS growth 7.2%
  • Beta 1.45, yield 6.2%, current ratio 0.91x
  • 6.2% yield, 2-year raise streak, vs KO's 2.5%, (1 stock pays no dividend)
Best for: growth exposure and defensive
KKR
KKR & Co. Inc.
The Financial Play

Among these 6 stocks, KKR doesn't own a clear edge in any measured category.

Best for: financial services exposure
APO
Apollo Global Management, Inc.
The Banking Pick

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

  • 9.1% 10Y total return vs KKR's 7.2%
  • PEG 0.20 vs KO's 2.21
Best for: long-term compounding and valuation efficiency
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is income & stability.

  • Dividend streak 15 yrs, beta 0.94, yield 1.9%
  • +20.3% vs PDCC's -28.6%
Best for: income & stability
KO
The Coca-Cola Company
The Quality Compounder

KO is the #2 pick in this set and the best alternative if quality and efficiency is your priority.

  • 27.8% margin vs PDCC's -86.8%
  • 13.1% ROA vs PDCC's -12.1%, ROIC 15.8% vs -8.5%
Best for: quality and efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthPDCC logoPDCC27.4% NII/revenue growth vs KKR's -11.0%
ValuePDCC logoPDCCBetter valuation composite
Quality / MarginsKO logoKO27.8% margin vs PDCC's -86.8%
Stability / SafetyPDCC logoPDCCBeta 0.27 vs KKR's 1.58, lower leverage
DividendsBX logoBX6.2% yield, 2-year raise streak, vs KO's 2.5%, (1 stock pays no dividend)
Momentum (1Y)JPM logoJPM+20.3% vs PDCC's -28.6%
Efficiency (ROA)KO logoKO13.1% ROA vs PDCC's -12.1%, ROIC 15.8% vs -8.5%

PDCC vs BX vs KKR vs APO vs JPM vs KO — Revenue Breakdown by Segment

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

PDCCPearl Diver Credit Company Inc.

Segment breakdown not available.

BXBlackstone Inc.
FY 2025
Private Equity Segment
77.3%$1.7B
Real Estate Segment
22.7%$490M
KKRKKR & Co. Inc.
FY 2025
Insurance Segment
49.3%$11.6B
Asset Management And Strategic Holdings Segments
33.3%$7.8B
Asset Management Segment
17.4%$4.1B
APOApollo Global Management, Inc.
FY 2025
Retirement Services Segment
84.4%$27.0B
Asset Management Segment
15.6%$5.0B
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
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B

PDCC vs BX vs KKR vs APO vs JPM vs KO — Financial Metrics

Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLKOLAGGINGAPO

Income & Cash Flow (Last 12 Months)

BX leads this category, winning 2 of 5 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 12585.8x PDCC's $22M. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to PDCC's -86.8%.

MetricPDCC logoPDCCPearl Diver Credi…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.APO logoAPOApollo Global Man…JPM logoJPMJPMorgan Chase & …KO logoKOThe Coca-Cola Com…
RevenueTrailing 12 months$22M$13.8B$19.0B$29.7B$280.3B$49.3B
EBITDAEarnings before interest/tax$7.2B$9.0B$10.0B$81.4B$15.5B
Net IncomeAfter-tax profit$3.0B$2.4B$2.1B$57.0B$13.7B
Free Cash FlowCash after capex$3.5B$7.5B$4.4B$100.9B$12.6B
Gross MarginGross profit ÷ Revenue+78.9%+86.0%+22.5%+89.3%+60.0%+61.7%
Operating MarginEBIT ÷ Revenue-71.8%+51.9%+12.3%+31.1%+25.9%+29.3%
Net MarginNet income ÷ Revenue-86.8%+21.8%+12.4%+7.2%+20.4%+27.8%
FCF MarginFCF ÷ Revenue+124.8%+25.1%+39.5%+14.8%+36.0%+25.5%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year+41.3%-1.7%-5.8%+16.0%+18.2%
BX leads this category, winning 2 of 5 comparable metrics.

Valuation Metrics

Evenly matched — PDCC and APO each lead in 3 of 7 comparable metrics.

At 15.9x trailing earnings, JPM trades at a 62% valuation discount to KKR's 41.9x P/E. Adjusting for growth (PEG ratio), APO offers better value at 0.25x vs KO's 2.38x — a lower PEG means you pay less per unit of expected earnings growth.

MetricPDCC logoPDCCPearl Diver Credi…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.APO logoAPOApollo Global Man…JPM logoJPMJPMorgan Chase & …KO logoKOThe Coca-Cola Com…
Market CapShares × price$65M$97.7B$87.4B$78.5B$892.3B$348.2B
Enterprise ValueMkt cap + debt − cash$72M$108.3B$142.2B$72.6B$1.49T$383.5B
Trailing P/EPrice ÷ TTM EPS-4.07x32.12x41.91x18.75x15.93x26.62x
Forward P/EPrice ÷ next-FY EPS est.21.17x16.27x15.24x14.34x24.75x
PEG RatioP/E ÷ EPS growth rate1.53x0.25x0.90x2.38x
EV / EBITDAEnterprise value multiple15.02x19.96x6.33x18.32x25.89x
Price / SalesMarket cap ÷ Revenue2.92x7.06x4.54x2.59x3.19x7.26x
Price / BookPrice ÷ Book value/share0.50x4.45x1.15x1.95x2.46x10.18x
Price / FCFMarket cap ÷ FCF2.34x55.97x9.18x10.53x8.85x65.76x
Evenly matched — PDCC and APO each lead in 3 of 7 comparable metrics.

Profitability & Efficiency

KO leads this category, winning 4 of 9 comparable metrics.

KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $-14 for PDCC. PDCC carries lower financial leverage with a 0.05x 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.

MetricPDCC logoPDCCPearl Diver Credi…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.APO logoAPOApollo Global Man…JPM logoJPMJPMorgan Chase & …KO logoKOThe Coca-Cola Com…
ROE (TTM)Return on equity-14.5%+14.3%+3.2%+5.5%+15.9%+41.1%
ROA (TTM)Return on assets-12.1%+6.5%+0.6%+0.5%+1.3%+13.1%
ROICReturn on invested capital-8.5%+16.1%+0.3%+16.0%+4.5%+15.8%
ROCEReturn on capital employed-10.4%+16.9%+0.1%+8.8%+8.9%+17.3%
Piotroski ScoreFundamental quality 0–9556357
Debt / EquityFinancial leverage0.05x0.61x0.67x0.31x2.60x1.33x
Net DebtTotal debt minus cash$7M$10.7B$54.8B-$5.9B$599.0B$35.2B
Cash & Equiv.Liquid assets$99,688$2.6B$6M$19.2B$343.3B$10.3B
Total DebtShort + long-term debt$7M$13.3B$54.8B$13.4B$942.4B$45.5B
Interest CoverageEBIT ÷ Interest expense-4.78x14.12x3.29x26.54x0.74x10.70x
KO leads this category, winning 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

JPM leads this category, winning 3 of 6 comparable metrics.

A $10,000 investment in APO five years ago would be worth $25,044 today (with dividends reinvested), compared to $7,404 for PDCC. Over the past 12 months, JPM leads with a +20.3% total return vs PDCC's -28.6%. The 3-year compound annual growth rate (CAGR) favors JPM at 32.7% vs PDCC's -9.5% — a key indicator of consistent wealth creation.

MetricPDCC logoPDCCPearl Diver Credi…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.APO logoAPOApollo Global Man…JPM logoJPMJPMorgan Chase & …KO logoKOThe Coca-Cola Com…
YTD ReturnYear-to-date-24.7%-19.8%-23.6%-6.4%-0.9%+18.6%
1-Year ReturnPast 12 months-28.6%-6.3%-19.9%+3.1%+20.3%+17.7%
3-Year ReturnCumulative with dividends-26.0%+47.9%+71.0%+83.3%+133.8%+42.6%
5-Year ReturnCumulative with dividends-26.0%+49.5%+82.1%+150.4%+120.7%+63.1%
10-Year ReturnCumulative with dividends-26.0%+521.4%+722.4%+905.3%+475.6%+118.2%
CAGR (3Y)Annualised 3-year return-9.5%+13.9%+19.6%+22.4%+32.7%+12.6%
JPM leads this category, winning 3 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 KKR's 1.58 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 96.3% from its 52-week high vs PDCC's 52.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricPDCC logoPDCCPearl Diver Credi…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.APO logoAPOApollo Global Man…JPM logoJPMJPMorgan Chase & …KO logoKOThe Coca-Cola Com…
Beta (5Y)Sensitivity to S&P 5000.27x1.45x1.58x1.25x0.94x-0.20x
52-Week HighHighest price in past year$18.40$190.09$153.87$157.28$337.25$84.04
52-Week LowLowest price in past year$9.25$101.73$82.67$99.56$266.85$65.35
% of 52W HighCurrent price vs 52-week peak+52.0%+65.6%+63.7%+86.5%+94.7%+96.3%
RSI (14)Momentum oscillator 0–10032.656.551.059.565.060.8
Avg Volume (50D)Average daily shares traded13K5.0M4.1M3.4M7.0M12.7M
KO leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: BX as "Buy", KKR as "Buy", APO as "Buy", JPM as "Buy", KO as "Buy". Consensus price targets imply 43.9% upside for KKR (target: $141) vs 6.4% for JPM (target: $340). For income investors, BX offers the higher dividend yield at 6.18% vs KKR's 0.82%.

MetricPDCC logoPDCCPearl Diver Credi…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.APO logoAPOApollo Global Man…JPM logoJPMJPMorgan Chase & …KO logoKOThe Coca-Cola Com…
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuyBuy
Price TargetConsensus 12-month target$156.29$141.14$153.50$339.75$86.13
# AnalystsCovering analysts2927286148
Dividend YieldAnnual dividend ÷ price+6.2%+0.8%+1.6%+1.9%+2.5%
Dividend StreakConsecutive years of raises22631556
Dividend / ShareAnnual DPS$7.70$0.80$2.14$5.95$2.04
Buyback YieldShare repurchases ÷ mkt cap0.0%+0.3%+0.1%+1.0%+3.9%+0.2%
Evenly matched — BX and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

KO leads in 2 of 6 categories (Profitability & Efficiency, Risk & Volatility). BX leads in 1 (Income & Cash Flow). 2 tied.

Best OverallThe Coca-Cola Company (KO)Leads 2 of 6 categories
Loading custom metrics...

PDCC vs BX vs KKR vs APO vs JPM vs KO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is PDCC or BX or KKR or APO or JPM or KO a better buy right now?

For growth investors, Pearl Diver Credit Company Inc.

(PDCC) is the stronger pick with 27. 4% revenue growth year-over-year, versus -11. 0% for KKR & Co. Inc. (KKR). JPMorgan Chase & Co. (JPM) offers the better valuation at 15. 9x trailing P/E (14. 3x forward), 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.

02

Which has the better valuation — PDCC or BX or KKR or APO or JPM or KO?

On trailing P/E, JPMorgan Chase & Co.

(JPM) is the cheapest at 15. 9x versus KKR & Co. Inc. at 41. 9x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 3x. 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. 21x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — PDCC or BX or KKR or APO or JPM or KO?

Over the past 5 years, Apollo Global Management, Inc.

(APO) delivered a total return of +150. 4%, compared to -26. 0% for Pearl Diver Credit Company Inc. (PDCC). Over 10 years, the gap is even starker: APO returned +905. 3% versus PDCC's -26. 0%. 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 — PDCC or BX or KKR or APO or JPM or KO?

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, Pearl Diver Credit Company Inc. (PDCC) carries a lower debt/equity ratio of 5% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — PDCC or BX or KKR or APO or JPM or KO?

By revenue growth (latest reported year), Pearl Diver Credit Company Inc.

(PDCC) is pulling ahead at 27. 4% 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 -376. 5% for Pearl Diver Credit Company 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.

06

Which has better profit margins — PDCC or BX or KKR or APO or JPM or KO?

The Coca-Cola Company (KO) is the more profitable company, earning 27.

3% net margin versus -86. 8% for Pearl Diver Credit Company Inc. — 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 -71. 8% for PDCC. 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.

07

Is PDCC or BX or KKR or APO or JPM or KO 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. 21x. 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. 3x forward P/E versus 24. 7x for The Coca-Cola Company — 10. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KKR: 43. 9% to $141. 14.

08

Which pays a better dividend — PDCC or BX or KKR or APO or JPM or KO?

In this comparison, BX (6.

2% yield), KO (2. 5% yield), JPM (1. 9% yield), APO (1. 6% yield), KKR (0. 8% yield) pay a dividend. PDCC does not pay a meaningful dividend and should not be held primarily for income.

09

Is PDCC or BX or KKR or APO or JPM or KO 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, +118. 2% 10Y return). Both have compounded well over 10 years (KO: +118. 2%, BX: +521. 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.

10

What are the main differences between PDCC and BX and KKR and APO and JPM and KO?

These companies operate in different sectors (PDCC (Financial Services) and BX (Financial Services) and KKR (Financial Services) and APO (Financial Services) and JPM (Financial Services) and KO (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: PDCC is a small-cap high-growth 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; JPM is a large-cap deep-value stock; KO is a large-cap quality compounder stock. BX, KKR, APO, JPM, KO pay a dividend while PDCC 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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