Asset Management
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Side-by-side financial analysisStock Comparison
BRBI vs PIPR vs HLI vs JPM vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Banks - Diversified
Beverages - Non-Alcoholic
BRBI vs PIPR vs HLI vs JPM vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Financial - Capital Markets | Banks - Diversified | Beverages - Non-Alcoholic |
| Market Cap | $913M | $5.48B | $9.57B | $869.15B | $342.35B |
| Revenue (TTM) | $7.41B | $1.87B | $2.65B | $280.33B | $49.28B |
| Net Income (TTM) | $194M | $281M | $448M | $57.05B | $13.70B |
| Gross Margin | 5.9% | 98.1% | 37.3% | 60.0% | 61.7% |
| Operating Margin | 3.2% | 20.1% | 21.1% | 25.9% | 29.3% |
| Forward P/E | 24.4x | 16.3x | 17.8x | 14.0x | 24.3x |
| Total Debt | $9.93B | $116M | $438M | $942.38B | $45.49B |
| Cash & Equiv. | $575M | $809M | $971M | $343.34B | $10.27B |
BRBI vs PIPR vs HLI vs JPM 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% |
| 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% |
| The Coca-Cola Compa… (KO) | 100 | 178.0 | +78.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs PIPR vs HLI vs JPM vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRBI lags the leaders in this set but could rank higher in a more targeted comparison.
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 KO's 2.18
- Beta 1.35, yield 2.1%, current ratio 22.75x
HLI ranks third and is worth considering specifically for 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
Among these 5 stocks, JPM doesn't own a clear edge in any measured category.
KO is the #2 pick in this set and the best alternative if income & stability is your priority.
- Dividend streak 56 yrs, beta -0.15, yield 2.6%
- 27.8% margin vs BRBI's 2.6%
- 2.6% yield, 56-year raise streak, vs PIPR's 2.1%, (1 stock pays no dividend)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 28.6% NII/revenue growth vs KO's 1.9% | |
| Value | Lower P/E (16.3x vs 24.3x), PEG 0.39 vs 2.18 | |
| Quality / Margins | 27.8% margin vs BRBI's 2.6% | |
| Stability / Safety | Beta 0.85 vs PIPR's 1.35 | |
| Dividends | 2.6% yield, 56-year raise streak, vs PIPR's 2.1%, (1 stock pays no dividend) | |
| Momentum (1Y) | +19.6% vs HLI's -20.7% | |
| Efficiency (ROA) | 13.1% ROA vs JPM's 1.3%, ROIC 18.0% vs 4.5% |
BRBI vs PIPR vs HLI vs JPM vs KO — 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 vs KO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
PIPR leads in 2 of 6 categories
KO leads 2 • BRBI leads 0 • HLI leads 0 • JPM leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — PIPR and KO each lead in 2 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. 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 | $1.9B | $2.6B | $280.3B | $49.3B |
| EBITDAEarnings before interest/tax | — | $403M | $609M | $81.4B | $15.5B |
| Net IncomeAfter-tax profit | — | $281M | $448M | $57.0B | $13.7B |
| Free Cash FlowCash after capex | — | $669M | $739M | $100.9B | $12.6B |
| Gross MarginGross profit ÷ Revenue | +5.9% | +98.1% | +37.3% | +60.0% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +20.1% | +21.1% | +25.9% | +29.3% |
| Net MarginNet income ÷ Revenue | +2.6% | +15.0% | +16.9% | +20.4% | +27.8% |
| FCF MarginFCF ÷ Revenue | +1.2% | +35.8% | +27.9% | +36.0% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | — | +65.8% | +22.3% | +16.0% | +18.2% |
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 41% valuation discount to KO's 26.2x P/E. Adjusting for growth (PEG ratio), PIPR offers better value at 0.46x vs KO's 2.34x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $913M | $5.5B | $9.6B | $869.1B | $342.4B |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $4.8B | $9.0B | $1.47T | $377.6B |
| Trailing P/EPrice ÷ TTM EPS | 24.43x | 19.42x | 23.56x | 15.52x | 26.16x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.30x | 17.80x | 13.97x | 24.33x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.46x | 1.49x | 1.19x | 2.34x |
| EV / EBITDAEnterprise value multiple | 57.04x | 11.59x | 16.64x | 18.03x | 25.49x |
| Price / SalesMarket cap ÷ Revenue | 0.64x | 2.88x | 4.00x | 3.11x | 7.14x |
| Price / BookPrice ÷ Book value/share | 5.88x | 3.46x | 4.33x | 2.40x | 10.01x |
| Price / FCFMarket cap ÷ FCF | 54.18x | 7.86x | 11.83x | 8.62x | 64.64x |
Profitability & Efficiency
PIPR 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 $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% | +41.1% |
| ROA (TTM)Return on assets | +1.5% | +13.1% | +11.9% | +1.3% | +13.1% |
| ROICReturn on invested capital | +2.0% | +18.0% | +15.5% | +4.5% | +15.8% |
| ROCEReturn on capital employed | +2.3% | +16.2% | +20.1% | +8.9% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 7 | 5 | 7 |
| Debt / EquityFinancial leverage | 12.34x | 0.07x | 0.20x | 2.60x | 1.33x |
| Net DebtTotal debt minus cash | $9.4B | -$693M | -$533M | $599.0B | $35.2B |
| Cash & Equiv.Liquid assets | $575M | $809M | $971M | $343.3B | $10.3B |
| Total DebtShort + long-term debt | $9.9B | $116M | $438M | $942.4B | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | — | 77.56x | — | 0.74x | 10.70x |
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 $15,977 for KO. 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 KO's 12.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -15.5% | -10.2% | -21.5% | -3.5% | +15.8% |
| 1-Year ReturnPast 12 months | — | +19.6% | -20.7% | +18.8% | +13.7% |
| 3-Year ReturnCumulative with dividends | — | +138.1% | +57.9% | +131.9% | +41.5% |
| 5-Year ReturnCumulative with dividends | — | +162.6% | +94.2% | +102.6% | +59.8% |
| 10-Year ReturnCumulative with dividends | +41470.8% | +781.0% | +534.0% | +433.9% | +112.2% |
| CAGR (3Y)Annualised 3-year return | — | +33.5% | +16.4% | +32.4% | +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 PIPR's 1.35 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 | 1.35x | 0.85x | 0.95x | -0.15x |
| 52-Week HighHighest price in past year | $67.01 | $375.55 | $211.78 | $337.25 | $82.66 |
| 52-Week LowLowest price in past year | $0.00 | $62.50 | $134.41 | $262.71 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +17.3% | +20.5% | +64.7% | +92.2% | +96.2% |
| RSI (14)Momentum oscillator 0–100 | 33.6 | 39.2 | 34.6 | 59.6 | 51.4 |
| Avg Volume (50D)Average daily shares traded | 2K | 573K | 597K | 7.1M | 12.5M |
Analyst Outlook
KO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: PIPR as "Hold", HLI as "Buy", JPM as "Buy", KO as "Buy". Consensus price targets imply 37.1% upside for HLI (target: $188) vs 8.5% for KO (target: $86). For income investors, KO offers the higher dividend yield at 2.56% vs HLI's 1.76%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $97.58 | $188.00 | $338.78 | $86.29 |
| # AnalystsCovering analysts | — | 11 | 15 | 61 | 48 |
| Dividend YieldAnnual dividend ÷ price | — | +2.1% | +1.8% | +1.9% | +2.6% |
| Dividend StreakConsecutive years of raises | 1 | 2 | 11 | 15 | 56 |
| Dividend / ShareAnnual DPS | — | $1.60 | $2.41 | $5.95 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.3% | +0.5% | +4.0% | +0.2% |
PIPR leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). KO leads in 2 (Risk & Volatility, Analyst Outlook). 2 tied.
BRBI vs PIPR vs HLI vs JPM vs KO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BRBI or PIPR or HLI or JPM or KO 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 1. 9% for The Coca-Cola Company (KO). 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 or KO?
On trailing P/E, JPMorgan Chase & Co.
(JPM) is the cheapest at 15. 5x versus The Coca-Cola Company at 26. 2x. 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 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 PIPR or HLI or JPM or KO?
Over the past 5 years, Piper Sandler Companies (PIPR) delivered a total return of +162.
6%, compared to +59. 8% for The Coca-Cola Company (KO). Over 10 years, the gap is even starker: BRBI returned +414. 7% versus KO's +112. 2%. 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 or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
15β versus Piper Sandler Companies's 1. 35β — meaning PIPR is approximately -1016% more volatile than KO 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 or KO?
By revenue growth (latest reported year), Piper Sandler Companies (PIPR) is pulling ahead at 28.
6% versus 1. 9% for The Coca-Cola Company (KO). 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 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 — 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 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, Piper Sandler Companies (PIPR) is the more undervalued stock at a PEG of 0. 39x 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, JPMorgan Chase & Co. (JPM) trades at 14. 0x forward P/E versus 24. 3x for The Coca-Cola Company — 10. 4x 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 or KO?
In this comparison, KO (2.
6% yield), 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 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). Both have compounded well over 10 years (KO: +112. 2%, 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 and KO?
These companies operate in different sectors (BRBI (Financial Services) and PIPR (Financial Services) and HLI (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: 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; KO is a large-cap quality compounder stock. PIPR, HLI, JPM, 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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