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Side-by-side financial analysisStock Comparison
BRBI vs LAZ vs JPM vs BAC vs GS vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Banks - Diversified
Banks - Diversified
Financial - Capital Markets
Beverages - Non-Alcoholic
BRBI vs LAZ vs JPM vs BAC vs GS vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||||
|---|---|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Banks - Diversified | Banks - Diversified | Financial - Capital Markets | Beverages - Non-Alcoholic |
| Market Cap | $913M | $4.30B | $869.15B | $404.74B | $331.89B | $342.35B |
| Revenue (TTM) | $7.41B | $3.16B | $280.33B | $191.57B | $125.10B | $49.28B |
| Net Income (TTM) | $194M | $237M | $57.05B | $30.51B | $17.18B | $13.70B |
| Gross Margin | 5.9% | 31.2% | 60.0% | 56.1% | 47.5% | 61.7% |
| Operating Margin | 3.2% | 11.1% | 25.9% | 19.7% | 17.5% | 29.3% |
| Forward P/E | 24.4x | 16.4x | 14.0x | 12.0x | 17.6x | 24.3x |
| Total Debt | $9.93B | $2.58B | $942.38B | $365.90B | $609.53B | $45.49B |
| Cash & Equiv. | $575M | $1.50B | $343.34B | $231.84B | $164.26B | $10.27B |
BRBI vs LAZ vs JPM vs BAC vs GS vs KO — 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% |
| Lazard Ltd (LAZ) | 100 | 159.8 | +59.8% |
| JPMorgan Chase & Co. (JPM) | 100 | 330.8 | +230.8% |
| Bank of America Cor… (BAC) | 100 | 225.8 | +125.8% |
| The Goldman Sachs G… (GS) | 100 | 528.8 | +428.8% |
| The Coca-Cola Compa… (KO) | 100 | 178.0 | +78.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs LAZ vs JPM vs BAC vs GS vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRBI ranks third and is worth considering specifically for growth exposure.
- Rev growth 13.1%, EPS growth 24.9%
- 13.1% NII/revenue growth vs GS's -1.4%
LAZ is the clearest fit if your priority is defensive.
- Beta 1.73, yield 3.8%, current ratio 29.35x
- 3.8% yield, vs KO's 2.6%, (1 stock pays no dividend)
JPM is the clearest fit if your priority is bank quality.
- NIM 2.2% vs GS's 0.7%
BAC has the current edge in this matchup, primarily because of its strength in income & stability and sleep-well-at-night.
- Dividend streak 12 yrs, beta 0.89, yield 2.4%
- Lower volatility, beta 0.89, current ratio 0.42x
- PEG 0.78 vs KO's 2.18
- Lower P/E (12.0x vs 24.3x), PEG 0.78 vs 2.18
GS is the clearest fit if your priority is long-term compounding.
- 6.3% 10Y total return vs JPM's 433.9%
- +73.1% vs LAZ's +8.6%
KO is the #2 pick in this set and the best alternative if quality and efficiency is your priority.
- 27.8% margin vs BRBI's 2.6%
- 13.1% ROA vs BAC's 0.9%, ROIC 15.8% vs 3.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 13.1% NII/revenue growth vs GS's -1.4% | |
| Value | Lower P/E (12.0x vs 24.3x), PEG 0.78 vs 2.18 | |
| Quality / Margins | 27.8% margin vs BRBI's 2.6% | |
| Stability / Safety | Beta 0.89 vs LAZ's 1.73, lower leverage | |
| Dividends | 3.8% yield, vs KO's 2.6%, (1 stock pays no dividend) | |
| Momentum (1Y) | +73.1% vs LAZ's +8.6% | |
| Efficiency (ROA) | 13.1% ROA vs BAC's 0.9%, ROIC 15.8% vs 3.5% |
BRBI vs LAZ vs JPM vs BAC vs GS vs KO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BRBI vs LAZ vs JPM vs BAC vs GS vs KO — Financial Metrics
Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
KO leads in 3 of 6 categories
BAC leads 1 • GS leads 1 • BRBI leads 0 • LAZ leads 0 • JPM leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
KO leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 88.8x LAZ's $3.2B. 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 | $3.2B | $280.3B | $191.6B | $125.1B | $49.3B |
| EBITDAEarnings before interest/tax | — | $384M | $81.4B | $40.0B | $24.0B | $15.5B |
| Net IncomeAfter-tax profit | — | $237M | $57.0B | $30.5B | $17.2B | $13.7B |
| Free Cash FlowCash after capex | — | $519M | $100.9B | $12.6B | -$47.2B | $12.6B |
| Gross MarginGross profit ÷ Revenue | +5.9% | +31.2% | +60.0% | +56.1% | +47.5% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +11.1% | +25.9% | +19.7% | +17.5% | +29.3% |
| Net MarginNet income ÷ Revenue | +2.6% | +7.5% | +20.4% | +15.9% | +13.7% | +27.8% |
| FCF MarginFCF ÷ Revenue | +1.2% | +16.4% | +36.0% | +6.6% | -37.7% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | — | -43.8% | +16.0% | +18.3% | +45.8% | +18.2% |
Valuation Metrics
BAC leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 14.0x trailing earnings, BAC trades at a 46% valuation discount to KO's 26.2x P/E. Adjusting for growth (PEG ratio), BAC offers better value at 0.91x vs KO's 2.34x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Market CapShares × price | $913M | $4.3B | $869.1B | $404.7B | $331.9B | $342.4B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $5.4B | $1.47T | $538.8B | $777.2B | $377.6B |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 21.08x | 15.52x | 14.04x | 20.36x | 26.16x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.38x | 13.97x | 12.02x | 17.63x | 24.33x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.19x | 0.91x | 1.45x | 2.34x |
| EV / EBITDAEnterprise value multiple | 57.04x | 11.95x | 18.03x | 13.47x | 32.34x | 25.49x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 1.35x | 3.11x | 2.11x | 2.65x | 7.14x |
| Price / BookPrice ÷ Book value/share | 5.88x | 4.92x | 2.40x | 1.33x | 2.66x | 10.01x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 8.50x | 8.62x | 32.09x | — | 64.64x |
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 $10 for BAC. BAC carries lower financial leverage with a 1.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x. On the Piotroski fundamental quality scale (0–9), BAC scores 7/9 vs GS's 4/9, reflecting strong financial health.
| Metric | ||||||
|---|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +23.8% | +26.7% | +15.9% | +10.1% | +13.6% | +41.1% |
| ROA (TTM)Return on assets | +1.5% | +5.2% | +1.3% | +0.9% | +1.0% | +13.1% |
| ROICReturn on invested capital | +2.0% | +9.5% | +4.5% | +3.5% | +2.2% | +15.8% |
| ROCEReturn on capital employed | +2.3% | +9.5% | +8.9% | +4.5% | +4.0% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 5 | 7 | 4 | 7 |
| Debt / EquityFinancial leverage | 12.34x | 2.61x | 2.60x | 1.21x | 4.88x | 1.33x |
| Net DebtTotal debt minus cash | $9.4B | $1.1B | $599.0B | $134.1B | $445.3B | $35.2B |
| Cash & Equiv.Liquid assets | $575M | $1.5B | $343.3B | $231.8B | $164.3B | $10.3B |
| Total DebtShort + long-term debt | $9.9B | $2.6B | $942.4B | $365.9B | $609.5B | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | — | 4.74x | 0.74x | 0.48x | 0.33x | 10.70x |
Total Returns (Dividends Reinvested)
GS leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GS five years ago would be worth $28,672 today (with dividends reinvested), compared to $11,784 for LAZ. Over the past 12 months, GS leads with a +73.1% total return vs LAZ's +8.6%. The 3-year compound annual growth rate (CAGR) favors GS at 47.9% vs KO's 12.3% — a key indicator of consistent wealth creation.
| Metric | ||||||
|---|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -15.5% | -6.0% | -3.5% | -3.1% | +15.3% | +15.8% |
| 1-Year ReturnPast 12 months | — | +8.6% | +18.8% | +22.0% | +73.1% | +13.7% |
| 3-Year ReturnCumulative with dividends | — | +68.9% | +131.9% | +94.2% | +223.4% | +41.5% |
| 5-Year ReturnCumulative with dividends | — | +17.8% | +102.6% | +36.4% | +186.7% | +59.8% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +95.7% | +433.9% | +324.7% | +625.6% | +112.2% |
| CAGR (3Y)Annualised 3-year return | — | +19.1% | +32.4% | +24.8% | +47.9% | +12.3% |
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 LAZ's 1.73 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 | 1.73x | 0.95x | 0.89x | 1.57x | -0.15x |
| 52-Week HighHighest price in past year | $67.01 | $58.75 | $337.25 | $57.55 | $1095.89 | $82.66 |
| 52-Week LowLowest price in past year | $0.00 | $38.67 | $262.71 | $43.66 | $609.31 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +77.9% | +92.2% | +93.2% | +95.4% | +96.2% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 47.2 | 59.6 | 62.7 | 60.2 | 51.4 |
| Avg Volume (50D)Average daily shares traded | 2K | 1.2M | 7.1M | 32.3M | 1.9M | 12.5M |
Analyst Outlook
Evenly matched — LAZ and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: LAZ as "Buy", JPM as "Buy", BAC as "Buy", GS as "Hold", KO as "Buy". Consensus price targets imply 14.0% upside for BAC (target: $61) vs -6.1% for GS (target: $981). For income investors, LAZ offers the higher dividend yield at 3.84% vs GS's 1.59%.
| Metric | ||||||
|---|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | — | $48.50 | $338.78 | $61.13 | $980.78 | $86.29 |
| # AnalystsCovering analysts | — | 29 | 61 | 54 | 55 | 48 |
| Dividend YieldAnnual dividend ÷ price | — | +3.8% | +1.9% | +2.4% | +1.6% | +2.6% |
| Dividend StreakConsecutive years of raises | 1 | 0 | 15 | 12 | 14 | 56 |
| Dividend / ShareAnnual DPS | — | $1.75 | $5.95 | $1.27 | $16.62 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.1% | +4.0% | +5.3% | +3.7% | +0.2% |
KO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BAC leads in 1 (Valuation Metrics). 1 tied.
BRBI vs LAZ vs JPM vs BAC vs GS vs KO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BRBI or LAZ or JPM or BAC or GS or KO a better buy right now?
For growth investors, BRBI BR Partners S.
A. ADSs (BRBI) is the stronger pick with 13. 1% revenue growth year-over-year, versus -1. 4% for The Goldman Sachs Group, Inc. (GS). Bank of America Corporation (BAC) offers the better valuation at 14. 0x trailing P/E (12. 0x 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 — BRBI or LAZ or JPM or BAC or GS or KO?
On trailing P/E, Bank of America Corporation (BAC) is the cheapest at 14.
0x versus The Coca-Cola Company at 26. 2x. On forward P/E, Bank of America Corporation is actually cheaper at 12. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Bank of America Corporation wins at 0. 78x 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 LAZ or JPM or BAC or GS or KO?
Over the past 5 years, The Goldman Sachs Group, Inc.
(GS) delivered a total return of +186. 7%, compared to +17. 8% for Lazard Ltd (LAZ). Over 10 years, the gap is even starker: BRBI returned +414. 7% versus LAZ's +95. 7%. 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 LAZ or JPM or BAC or GS or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
15β versus Lazard Ltd's 1. 73β — meaning LAZ is approximately -1273% more volatile than KO relative to the S&P 500. On balance sheet safety, Bank of America Corporation (BAC) carries a lower debt/equity ratio of 121% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.
05Which is growing faster — BRBI or LAZ or JPM or BAC or GS or KO?
By revenue growth (latest reported year), BRBI BR Partners S.
A. ADSs (BRBI) is pulling ahead at 13. 1% versus -1. 4% for The Goldman Sachs Group, Inc. (GS). On earnings-per-share growth, the picture is similar: The Goldman Sachs Group, Inc. grew EPS 26. 6% 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 — BRBI or LAZ or JPM or BAC or GS or KO?
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 — KO leads at 61. 6%, 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 LAZ or JPM or BAC or GS 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, Bank of America Corporation (BAC) is the more undervalued stock at a PEG of 0. 78x 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, Bank of America Corporation (BAC) trades at 12. 0x forward P/E versus 24. 3x for The Coca-Cola Company — 12. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BAC: 14. 0% to $61. 13.
08Which pays a better dividend — BRBI or LAZ or JPM or BAC or GS or KO?
In this comparison, LAZ (3.
8% yield), KO (2. 6% yield), BAC (2. 4% yield), JPM (1. 9% yield), GS (1. 6% yield) pay a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.
09Is BRBI or LAZ or JPM or BAC or GS 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.
15), 2. 6% yield, +112. 2% 10Y return). Lazard Ltd (LAZ) carries a higher beta of 1. 73 — 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%, LAZ: +95. 7%), 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 LAZ and JPM and BAC and GS and KO?
These companies operate in different sectors (BRBI (Financial Services) and LAZ (Financial Services) and JPM (Financial Services) and BAC (Financial Services) and GS (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: BRBI is a small-cap quality compounder stock; LAZ is a small-cap income-oriented stock; JPM is a large-cap deep-value stock; BAC is a large-cap deep-value stock; GS is a large-cap quality compounder stock; KO is a large-cap quality compounder stock. LAZ, JPM, BAC, GS, KO 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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