Asset Management
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Side-by-side financial analysisStock Comparison
BRBI vs PIPR vs HLI vs JPM
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Banks - Diversified
BRBI vs PIPR vs HLI vs JPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Financial - Capital Markets | Banks - Diversified |
| Market Cap | $913M | $5.48B | $9.57B | $869.15B |
| Revenue (TTM) | $7.41B | $1.87B | $2.65B | $280.33B |
| Net Income (TTM) | $194M | $281M | $448M | $57.05B |
| Gross Margin | 5.9% | 98.1% | 37.3% | 60.0% |
| Operating Margin | 3.2% | 20.1% | 21.1% | 25.9% |
| Forward P/E | 24.4x | 16.3x | 17.8x | 14.0x |
| Total Debt | $9.93B | $116M | $438M | $942.38B |
| Cash & Equiv. | $575M | $809M | $971M | $343.34B |
BRBI vs PIPR vs HLI vs JPM — 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% |
| Piper Sandler Compa… (PIPR) | 100 | 520.0 | +420.0% |
| Houlihan Lokey, Inc. (HLI) | 100 | 246.4 | +146.4% |
| JPMorgan Chase & Co. (JPM) | 100 | 330.8 | +230.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs PIPR vs HLI vs JPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRBI is the #2 pick in this set and the best alternative if quality and efficiency is your priority.
- Efficiency ratio 0.0% vs PIPR's 0.7% (lower = leaner)
- Efficiency ratio 0.0% vs PIPR's 0.7%
PIPR carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 28.6%, EPS growth 54.7%
- 7.8% 10Y total return vs BRBI's 414.7%
- PEG 0.39 vs HLI's 1.13
- Beta 1.35, yield 2.1%, current ratio 22.75x
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 PIPR's 1.35
JPM is the clearest fit if your priority is income & stability.
- Dividend streak 15 yrs, beta 0.95, yield 1.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 28.6% NII/revenue growth vs JPM's 3.3% | |
| Value | Lower P/E (16.3x vs 17.8x), PEG 0.39 vs 1.13 | |
| Quality / Margins | Efficiency ratio 0.0% vs PIPR's 0.7% (lower = leaner) | |
| Stability / Safety | Beta 0.85 vs PIPR's 1.35 | |
| Dividends | 2.1% yield, 2-year raise streak, vs JPM's 1.9%, (1 stock pays no dividend) | |
| Momentum (1Y) | +19.6% vs HLI's -20.7% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs PIPR's 0.7% |
BRBI vs PIPR vs HLI vs JPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BRBI vs PIPR vs HLI vs JPM — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PIPR leads in 2 of 6 categories
JPM leads 1 • BRBI leads 0 • HLI leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
JPM 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 — 149.8x PIPR's $1.9B. JPM is the more profitable business, keeping 20.4% of every revenue dollar as net income compared to BRBI's 2.6%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $7.4B | $1.9B | $2.6B | $280.3B |
| EBITDAEarnings before interest/tax | — | $403M | $609M | $81.4B |
| Net IncomeAfter-tax profit | — | $281M | $448M | $57.0B |
| Free Cash FlowCash after capex | — | $669M | $739M | $100.9B |
| Gross MarginGross profit ÷ Revenue | +5.9% | +98.1% | +37.3% | +60.0% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +20.1% | +21.1% | +25.9% |
| Net MarginNet income ÷ Revenue | +2.6% | +15.0% | +16.9% | +20.4% |
| FCF MarginFCF ÷ Revenue | +1.2% | +35.8% | +27.9% | +36.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +65.8% | +22.3% | +16.0% |
Valuation Metrics
Evenly matched — PIPR and JPM each lead in 3 of 7 comparable metrics.
Valuation Metrics
At 15.5x trailing earnings, JPM trades at a 36% valuation discount to BRBI's 24.4x P/E. Adjusting for growth (PEG ratio), PIPR offers better value at 0.46x vs HLI's 1.49x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $913M | $5.5B | $9.6B | $869.1B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $4.8B | $9.0B | $1.47T |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 19.42x | 23.56x | 15.52x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.30x | 17.80x | 13.97x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.46x | 1.49x | 1.19x |
| EV / EBITDAEnterprise value multiple | 57.04x | 11.59x | 16.64x | 18.03x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 2.88x | 4.00x | 3.11x |
| Price / BookPrice ÷ Book value/share | 5.88x | 3.46x | 4.33x | 2.40x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 7.86x | 11.83x | 8.62x |
Profitability & Efficiency
PIPR leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BRBI delivers a 23.8% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $16 for JPM. PIPR carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x. On the Piotroski fundamental quality scale (0–9), HLI scores 7/9 vs JPM's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +23.8% | +19.3% | +20.1% | +15.9% |
| ROA (TTM)Return on assets | +1.5% | +13.1% | +11.9% | +1.3% |
| ROICReturn on invested capital | +2.0% | +18.0% | +15.5% | +4.5% |
| ROCEReturn on capital employed | +2.3% | +16.2% | +20.1% | +8.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 7 | 5 |
| Debt / EquityFinancial leverage | 12.34x | 0.07x | 0.20x | 2.60x |
| Net DebtTotal debt minus cash | $9.4B | -$693M | -$533M | $599.0B |
| Cash & Equiv.Liquid assets | $575M | $809M | $971M | $343.3B |
| Total DebtShort + long-term debt | $9.9B | $116M | $438M | $942.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 77.56x | — | 0.74x |
Total Returns (Dividends Reinvested)
PIPR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PIPR five years ago would be worth $26,258 today (with dividends reinvested), compared to $19,422 for HLI. Over the past 12 months, PIPR leads with a +19.6% total return vs HLI's -20.7%. The 3-year compound annual growth rate (CAGR) favors PIPR at 33.5% vs HLI's 16.4% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -15.5% | -10.2% | -21.5% | -3.5% |
| 1-Year ReturnPast 12 months | — | +19.6% | -20.7% | +18.8% |
| 3-Year ReturnCumulative with dividends | — | +138.1% | +57.9% | +131.9% |
| 5-Year ReturnCumulative with dividends | — | +162.6% | +94.2% | +102.6% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +781.0% | +534.0% | +433.9% |
| CAGR (3Y)Annualised 3-year return | — | +33.5% | +16.4% | +32.4% |
Risk & Volatility
Evenly matched — HLI and JPM each lead in 1 of 2 comparable metrics.
Risk & Volatility
HLI is the less volatile stock with a 0.85 beta — it tends to amplify market swings less than PIPR's 1.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JPM currently trades 92.2% 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 | 1.35x | 0.85x | 0.95x |
| 52-Week HighHighest price in past year | $67.01 | $375.55 | $211.78 | $337.25 |
| 52-Week LowLowest price in past year | $0.00 | $62.50 | $134.41 | $262.71 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +20.5% | +64.7% | +92.2% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 39.2 | 34.6 | 59.6 |
| Avg Volume (50D)Average daily shares traded | 2K | 573K | 597K | 7.1M |
Analyst Outlook
Evenly matched — PIPR and JPM each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PIPR as "Hold", HLI as "Buy", JPM as "Buy". Consensus price targets imply 37.1% upside for HLI (target: $188) vs 8.9% for JPM (target: $339). For income investors, PIPR offers the higher dividend yield at 2.09% vs HLI's 1.76%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | — | $97.58 | $188.00 | $338.78 |
| # AnalystsCovering analysts | — | 11 | 15 | 61 |
| Dividend YieldAnnual dividend ÷ price | — | +2.1% | +1.8% | +1.9% |
| Dividend StreakConsecutive years of raises | 1 | 2 | 11 | 15 |
| Dividend / ShareAnnual DPS | — | $1.60 | $2.41 | $5.95 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.3% | +0.5% | +4.0% |
PIPR leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). JPM leads in 1 (Income & Cash Flow). 3 tied.
BRBI vs PIPR vs HLI vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BRBI or PIPR or HLI or JPM a better buy right now?
For growth investors, Piper Sandler Companies (PIPR) is the stronger pick with 28.
6% revenue growth year-over-year, versus 3. 3% for JPMorgan Chase & Co. (JPM). JPMorgan Chase & Co. (JPM) offers the better valuation at 15. 5x trailing P/E (14. 0x forward), making it the more compelling value choice. Analysts rate Houlihan Lokey, Inc. (HLI) a "Buy" — based on 15 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 PIPR or HLI or JPM?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 15. 5x versus BRBI BR Partners S. A. ADSs at 24. 4x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Piper Sandler Companies wins at 0. 39x versus Houlihan Lokey, Inc. 's 1. 13x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BRBI or PIPR or HLI or JPM?
Over the past 5 years, Piper Sandler Companies (PIPR) delivered a total return of +162.
6%, compared to +94. 2% for Houlihan Lokey, Inc. (HLI). Over 10 years, the gap is even starker: BRBI returned +414. 7% versus JPM's +433. 9%. 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 PIPR or HLI or JPM?
By beta (market sensitivity over 5 years), Houlihan Lokey, Inc.
(HLI) is the lower-risk stock at 0. 85β versus Piper Sandler Companies's 1. 35β — meaning PIPR is approximately 60% more volatile than HLI relative to the S&P 500. On balance sheet safety, Piper Sandler Companies (PIPR) carries a lower debt/equity ratio of 7% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.
05Which is growing faster — BRBI or PIPR or HLI or JPM?
By revenue growth (latest reported year), Piper Sandler Companies (PIPR) is pulling ahead at 28.
6% versus 3. 3% for JPMorgan Chase & Co. (JPM). On earnings-per-share growth, the picture is similar: Piper Sandler Companies grew EPS 54. 7% 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 — BRBI or PIPR or HLI or JPM?
JPMorgan Chase & Co.
(JPM) is the more profitable company, earning 20. 4% net margin versus 2. 6% for BRBI BR Partners S. A. ADSs — meaning it keeps 20. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JPM leads at 26. 0% versus 3. 2% for BRBI. At the gross margin level — before operating expenses — PIPR leads at 93. 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 PIPR 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, Piper Sandler Companies (PIPR) is the more undervalued stock at a PEG of 0. 39x versus Houlihan Lokey, Inc. 's 1. 13x. 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. 0x forward P/E versus 17. 8x for Houlihan Lokey, Inc. — 3. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLI: 37. 1% to $188. 00.
08Which pays a better dividend — BRBI or PIPR or HLI or JPM?
In this comparison, PIPR (2.
1% yield), JPM (1. 9% yield), HLI (1. 8% yield) pay a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.
09Is BRBI or PIPR or HLI or JPM better for a retirement portfolio?
For long-horizon retirement investors, Houlihan Lokey, Inc.
(HLI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 85), 1. 8% yield, +534. 0% 10Y return). Both have compounded well over 10 years (HLI: +534. 0%, BRBI: +414. 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 PIPR and HLI and JPM?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BRBI is a small-cap quality compounder stock; PIPR is a small-cap high-growth stock; HLI is a small-cap high-growth stock; JPM is a large-cap deep-value stock. PIPR, HLI, JPM 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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