Asset Management
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Side-by-side financial analysisStock Comparison
SSSS vs TPVG vs KO vs GSBD vs HTGC vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Beverages - Non-Alcoholic
Asset Management
Asset Management
Banks - Diversified
SSSS vs TPVG vs KO vs GSBD vs HTGC vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||||
|---|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Beverages - Non-Alcoholic | Asset Management | Asset Management | Banks - Diversified |
| Market Cap | $348M | $226M | $355.61B | $1.04B | $2.90B | $896.00B |
| Revenue (TTM) | $732.03B | $61M | $49.28B | $286M | $578M | $280.33B |
| Net Income (TTM) | $50M | $-12M | $13.70B | $74M | $289M | $57.05B |
| Gross Margin | 0.0% | 72.9% | 61.7% | 69.5% | 88.3% | 60.0% |
| Operating Margin | 7.9% | -35.9% | 29.3% | 47.2% | 65.8% | 25.9% |
| Forward P/E | 2.9x | 6.0x | 25.3x | 8.2x | 8.1x | 14.4x |
| Total Debt | $73M | $469M | $45.49B | $1.88B | $2.30B | $942.38B |
| Cash & Equiv. | $20M | $20M | $10.27B | $43M | $57M | $343.34B |
SSSS vs TPVG vs KO vs GSBD vs HTGC vs JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| SuRo Capital Corp. (SSSS) | 100 | 161.7 | +61.7% |
| TriplePoint Venture… (TPVG) | 100 | 54.2 | -45.8% |
| The Coca-Cola Compa… (KO) | 100 | 184.9 | +84.9% |
| Goldman Sachs BDC, … (GSBD) | 100 | 56.9 | -43.1% |
| Hercules Capital, I… (HTGC) | 100 | 148.0 | +48.0% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SSSS vs TPVG vs KO vs GSBD vs HTGC vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SSSS carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 6.5%, EPS growth 211.2%
- 6.5% NII/revenue growth vs KO's 1.9%
- Lower P/E (2.9x vs 8.1x)
- +90.1% vs TPVG's -10.7%
Among these 6 stocks, TPVG doesn't own a clear edge in any measured category.
KO ranks third and is worth considering specifically for efficiency.
- 13.1% ROA vs TPVG's -1.5%, ROIC 15.8% vs 7.2%
GSBD is the #2 pick in this set and the best alternative if income & stability and defensive is your priority.
- Dividend streak 0 yrs, beta 0.41, yield 21.9%
- Beta 0.41, yield 21.9%, current ratio 0.95x
- Beta 0.41 vs SSSS's 1.54
- 21.9% yield, vs KO's 2.5%
HTGC is the clearest fit if your priority is sleep-well-at-night and bank quality.
- Lower volatility, beta 0.64, current ratio 1.44x
- NIM 9.1% vs JPM's 2.2%
- 50.1% margin vs TPVG's -19.5%
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 TPVG's 5.88
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 6.5% NII/revenue growth vs KO's 1.9% | |
| Value | Lower P/E (2.9x vs 8.1x) | |
| Quality / Margins | 50.1% margin vs TPVG's -19.5% | |
| Stability / Safety | Beta 0.41 vs SSSS's 1.54 | |
| Dividends | 21.9% yield, vs KO's 2.5% | |
| Momentum (1Y) | +90.1% vs TPVG's -10.7% | |
| Efficiency (ROA) | 13.1% ROA vs TPVG's -1.5%, ROIC 15.8% vs 7.2% |
SSSS vs TPVG vs KO vs GSBD vs HTGC vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
Segment breakdown not available.
Segment breakdown not available.
SSSS vs TPVG vs KO vs GSBD vs HTGC vs JPM — Financial Metrics
Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SSSS leads in 2 of 6 categories
KO leads 2 • HTGC leads 1 • TPVG leads 0 • GSBD leads 0 • JPM leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
HTGC leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
SSSS is the larger business by revenue, generating $732.0B annually — 12002.2x TPVG's $61M. HTGC is the more profitable business, keeping 50.1% of every revenue dollar as net income compared to TPVG's -19.5%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| RevenueTrailing 12 months | $732.0B | $61M | $49.3B | $286M | $578M | $280.3B |
| EBITDAEarnings before interest/tax | $57.6B | -$22M | $15.5B | $182M | $381M | $81.4B |
| Net IncomeAfter-tax profit | $50M | -$12M | $13.7B | $74M | $289M | $57.0B |
| Free Cash FlowCash after capex | -$5.76T | -$59M | $12.6B | $199M | -$352M | $100.9B |
| Gross MarginGross profit ÷ Revenue | +0.0% | +72.9% | +61.7% | +69.5% | +88.3% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +7.9% | -35.9% | +29.3% | +47.2% | +65.8% | +25.9% |
| Net MarginNet income ÷ Revenue | +0.0% | -19.5% | +27.8% | +25.9% | +50.1% | +20.4% |
| FCF MarginFCF ÷ Revenue | -7.9% | -97.1% | +25.5% | +69.6% | -60.8% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | +12.1% | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +100.0% | -2.3% | +18.2% | -144.4% | -20.7% | +16.0% |
Valuation Metrics
SSSS leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 4.6x trailing earnings, TPVG trades at a 83% valuation discount to KO's 27.2x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs TPVG's 4.50x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Market CapShares × price | $348M | $226M | $355.6B | $1.0B | $2.9B | $896.0B |
| Enterprise ValueMkt cap + debt − cash | $401M | $675M | $390.8B | $2.9B | $5.1B | $1.50T |
| Trailing P/EPrice ÷ TTM EPS | 7.70x | 4.57x | 27.18x | 8.97x | 8.38x | 16.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.88x | 5.96x | 25.27x | 8.16x | 8.05x | 14.40x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.50x | 2.43x | — | — | 0.90x |
| EV / EBITDAEnterprise value multiple | 7.47x | 8.91x | 26.39x | 12.24x | 14.08x | 18.36x |
| Price / SalesMarket cap ÷ Revenue | 9.97x | 2.33x | 7.42x | 4.29x | 5.30x | 3.20x |
| Price / BookPrice ÷ Book value/share | 0.00x | 0.63x | 10.40x | 0.75x | 1.36x | 2.47x |
| Price / FCFMarket cap ÷ FCF | 10.14x | — | 67.15x | 3.19x | — | 8.88x |
Profitability & Efficiency
KO leads this category, winning 6 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 TPVG. 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 TPVG's 4/9, reflecting strong financial health.
| Metric | ||||||
|---|---|---|---|---|---|---|
| ROE (TTM)Return on equity | 0.0% | -3.4% | +41.1% | +5.1% | +13.2% | +15.9% |
| ROA (TTM)Return on assets | 0.0% | -1.5% | +13.1% | +2.2% | +6.4% | +1.3% |
| ROICReturn on invested capital | 0.0% | +7.2% | +15.8% | +5.3% | +6.6% | +4.5% |
| ROCEReturn on capital employed | 0.0% | +9.4% | +17.3% | +7.0% | +8.8% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 | 7 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 1.33x | 1.33x | 1.32x | 1.04x | 2.60x |
| Net DebtTotal debt minus cash | $53M | $449M | $35.2B | $1.8B | $2.2B | $599.0B |
| Cash & Equiv.Liquid assets | $20M | $20M | $10.3B | $43M | $57M | $343.3B |
| Total DebtShort + long-term debt | $73M | $469M | $45.5B | $1.9B | $2.3B | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | 0.05x | -1.02x | 10.70x | 1.21x | 4.34x | 0.74x |
Total Returns (Dividends Reinvested)
SSSS leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in JPM five years ago would be worth $21,820 today (with dividends reinvested), compared to $7,665 for TPVG. Over the past 12 months, SSSS leads with a +90.1% total return vs TPVG's -10.7%. The 3-year compound annual growth rate (CAGR) favors SSSS at 62.0% vs TPVG's -8.1% — a key indicator of consistent wealth creation.
| Metric | ||||||
|---|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +41.8% | -12.7% | +20.3% | +3.3% | -12.8% | -0.5% |
| 1-Year ReturnPast 12 months | +90.1% | -10.7% | +17.2% | -5.4% | -3.6% | +21.8% |
| 3-Year ReturnCumulative with dividends | +325.1% | -22.4% | +47.0% | +4.1% | +43.9% | +138.2% |
| 5-Year ReturnCumulative with dividends | +39.0% | -23.3% | +65.6% | -10.3% | +44.7% | +118.2% |
| 10-Year ReturnCumulative with dividends | +365.2% | +85.3% | +121.1% | +38.1% | +164.1% | +465.8% |
| CAGR (3Y)Annualised 3-year return | +62.0% | -8.1% | +13.7% | +1.4% | +12.9% | +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 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 TPVG's 74.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.54x | 0.65x | -0.20x | 0.41x | 0.64x | 0.94x |
| 52-Week HighHighest price in past year | $14.98 | $7.50 | $84.04 | $12.03 | $19.67 | $337.25 |
| 52-Week LowLowest price in past year | $7.11 | $4.48 | $65.35 | $8.65 | $13.70 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +91.5% | +74.3% | +98.3% | +76.8% | +78.8% | +95.1% |
| RSI (14)Momentum oscillator 0–100 | 55.9 | 49.9 | 60.6 | 49.5 | 49.7 | 59.1 |
| Avg Volume (50D)Average daily shares traded | 333K | 298K | 12.7M | 1.2M | 1.7M | 7.0M |
Analyst Outlook
Evenly matched — KO and GSBD each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SSSS as "Buy", TPVG as "Hold", KO as "Buy", GSBD as "Hold", HTGC as "Buy", JPM as "Buy". Consensus price targets imply 60.7% upside for TPVG (target: $9) vs -2.6% for GSBD (target: $9). For income investors, GSBD offers the higher dividend yield at 21.87% vs JPM's 1.86%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $15.00 | $8.95 | $86.13 | $9.00 | $17.58 | $339.75 |
| # AnalystsCovering analysts | 5 | 12 | 48 | 9 | 31 | 61 |
| Dividend YieldAnnual dividend ÷ price | +3.0% | +18.4% | +2.5% | +21.9% | +9.1% | +1.9% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 56 | 0 | 0 | 15 |
| Dividend / ShareAnnual DPS | $0.42 | $1.02 | $2.04 | $2.02 | $1.42 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +0.2% | +5.0% | +0.2% | +3.9% |
SSSS leads in 2 of 6 categories (Valuation Metrics, Total Returns). KO leads in 2 (Profitability & Efficiency, Risk & Volatility). 1 tied.
SSSS vs TPVG vs KO vs GSBD vs HTGC vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SSSS or TPVG or KO or GSBD or HTGC 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). TriplePoint Venture Growth BDC Corp. (TPVG) offers the better valuation at 4. 6x trailing P/E (6. 0x 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.
02Which has the better valuation — SSSS or TPVG or KO or GSBD or HTGC or JPM?
On trailing P/E, TriplePoint Venture Growth BDC Corp.
(TPVG) is the cheapest at 4. 6x versus The Coca-Cola Company at 27. 2x. On forward P/E, SuRo Capital Corp. is actually cheaper at 2. 9x — 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: JPMorgan Chase & Co. wins at 0. 81x versus TriplePoint Venture Growth BDC Corp. 's 5. 88x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SSSS or TPVG or KO or GSBD or HTGC or JPM?
Over the past 5 years, JPMorgan Chase & Co.
(JPM) delivered a total return of +118. 2%, compared to -23. 3% for TriplePoint Venture Growth BDC Corp. (TPVG). Over 10 years, the gap is even starker: JPM returned +465. 8% versus GSBD's +38. 1%. 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 — SSSS or TPVG or KO or GSBD or HTGC 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.
05Which is growing faster — SSSS or TPVG or KO or GSBD or HTGC 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.
06Which has better profit margins — SSSS or TPVG or KO or GSBD or HTGC 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.
07Is SSSS or TPVG or KO or GSBD or HTGC 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 TriplePoint Venture Growth BDC Corp. 's 5. 88x. 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 TPVG: 60. 7% to $8. 95.
08Which pays a better dividend — SSSS or TPVG or KO or GSBD or HTGC or JPM?
All stocks in this comparison pay dividends.
Goldman Sachs BDC, Inc. (GSBD) offers the highest yield at 21. 9%, versus 1. 9% for JPMorgan Chase & Co. (JPM).
09Is SSSS or TPVG or KO or GSBD or HTGC 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.
10What are the main differences between SSSS and TPVG and KO and GSBD and HTGC and JPM?
These companies operate in different sectors (SSSS (Financial Services) and TPVG (Financial Services) and KO (Consumer Defensive) and GSBD (Financial Services) and HTGC (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: SSSS is a small-cap high-growth stock; TPVG is a small-cap high-growth stock; KO is a large-cap quality compounder stock; GSBD is a small-cap high-growth stock; HTGC is a small-cap high-growth 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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