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Side-by-side financial analysis
ELA logo
ELA
GCMG logo
GCMG
HLNE logo
HLNE
RILY logo
RILY
ARES logo
ARES
KO logo
KO
JPM logo
JPM
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Stock Comparison

ELA vs GCMG vs HLNE vs RILY vs ARES vs KO vs JPM

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

Live fundamentals10-year financials5-year price chart
ELA
Envela Corporation

Luxury Goods

Consumer CyclicalAMEX • US
Market Cap$611M
5Y Perf.+285.9%
GCMG
GCM Grosvenor Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$2.00B
5Y Perf.-1.3%
HLNE
Hamilton Lane Incorporated

Asset Management

Financial ServicesNASDAQ • US
Market Cap$4.47B
5Y Perf.+19.4%
RILY
BRC Group Holdings, Inc.

Financial - Conglomerates

Financial ServicesNASDAQ • US
Market Cap$314M
5Y Perf.-61.1%
ARES
Ares Management Corporation

Asset Management

Financial ServicesNYSE • US
Market Cap$41.27B
5Y Perf.+216.5%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$342.09B
5Y Perf.+77.9%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$842.21B
5Y Perf.+232.1%

ELA vs GCMG vs HLNE vs RILY vs ARES vs KO vs JPM — Key Financials

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

Company Snapshot
ELA logoELA
GCMG logoGCMG
HLNE logoHLNE
RILY logoRILY
ARES logoARES
KO logoKO
JPM logoJPM
IndustryLuxury GoodsAsset ManagementAsset ManagementFinancial - ConglomeratesAsset ManagementBeverages - Non-AlcoholicBanks - Diversified
Market Cap$611M$2.00B$4.47B$314M$41.27B$342.09B$842.21B
Revenue (TTM)$291M$566M$759M$1.03B$6.47B$49.28B$270.79B
Net Income (TTM)$21M$50M$249M$464M$527M$13.70B$58.03B
Gross Margin21.5%100.0%69.9%65.0%74.8%61.7%58.6%
Operating Margin9.0%26.5%42.8%14.6%27.2%29.3%27.7%
Forward P/E32.5x12.4x13.3x0.9x20.9x24.3x14.0x
Total Debt$20M$480M$356M$1.47B$14.91B$45.49B$751.15B
Cash & Equiv.$18M$242M$364M$227M$1.50B$10.27B$469.32B

ELA vs GCMG vs HLNE vs RILY vs ARES vs KO vs JPMLong-Term Stock Performance

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

ELA
GCMG
HLNE
RILY
ARES
KO
JPM
StockJun 20Jun 26Return
Envela Corporation (ELA)100385.9+285.9%
GCM Grosvenor Inc. (GCMG)10098.7-1.3%
Hamilton Lane Incor… (HLNE)100119.4+19.4%
BRC Group Holdings,… (RILY)10038.9-61.1%
Ares Management Cor… (ARES)100316.5+216.5%
The Coca-Cola Compa… (KO)100177.9+77.9%
JPMorgan Chase & Co. (JPM)100332.1+232.1%

Price return only. Dividends and distributions are not included.

Quick Verdict: ELA vs GCMG vs HLNE vs RILY vs ARES vs KO vs JPM

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

Bottom line: RILY and ARES are tied at the top with 2 categories each (7-stock set) — the right choice depends on your priorities. Ares Management Corporation is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. ELA, HLNE, and JPM also each lead in at least one category. This set spans 3 sectors — these stocks serve different portfolio roles, not just different price points.
ELA
Envela Corporation
The Growth Play

ELA ranks third and is worth considering specifically for growth exposure.

  • Rev growth 33.6%, EPS growth 115.4%, 3Y rev CAGR 9.7%
  • +317.4% vs HLNE's -45.2%
Best for: growth exposure
GCMG
GCM Grosvenor Inc.
The Financial Play

GCMG doesn't hold a clear category lead here; it's more of a secondary option in this specific comparison.

Best for: financial services exposure
HLNE
Hamilton Lane Incorporated
The Banking Pick

HLNE is the clearest fit if your priority is income & stability and sleep-well-at-night.

  • Dividend streak 9 yrs, beta 1.14, yield 3.2%
  • Lower volatility, beta 1.14, Low D/E 24.3%, current ratio 1.62x
  • Beta 1.14, yield 3.2%, current ratio 1.62x
  • 32.8% margin vs ELA's 7.2%
Best for: income & stability and sleep-well-at-night
RILY
BRC Group Holdings, Inc.
The Banking Pick

RILY has the current edge in this matchup, primarily because of its strength in valuation efficiency.

  • PEG 0.16 vs KO's 2.18
  • Lower P/E (0.9x vs 24.3x), PEG 0.16 vs 2.18
  • 27.4% ROA vs JPM's 1.3%, ROIC 8.3% vs 5.4%
Best for: valuation efficiency
ARES
Ares Management Corporation
The Banking Pick

ARES is the #2 pick in this set and the best alternative if long-term compounding is your priority.

  • 9.4% 10Y total return vs JPM's 435.6%
  • 66.6% NII/revenue growth vs RILY's -11.5%
  • 6.4% yield, 6-year raise streak, vs KO's 2.6%, (2 stocks pay no dividend)
Best for: long-term compounding
KO
The Coca-Cola Company
The Income Angle

In this particular matchup, KO is outpaced on most metrics by others in the set.

Best for: consumer defensive exposure
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is stability.

  • Beta 0.95 vs RILY's 2.01
Best for: stability
See the full category breakdown
CategoryWinnerWhy
GrowthARES logoARES66.6% NII/revenue growth vs RILY's -11.5%
ValueRILY logoRILYLower P/E (0.9x vs 24.3x), PEG 0.16 vs 2.18
Quality / MarginsHLNE logoHLNE32.8% margin vs ELA's 7.2%
Stability / SafetyJPM logoJPMBeta 0.95 vs RILY's 2.01
DividendsARES logoARES6.4% yield, 6-year raise streak, vs KO's 2.6%, (2 stocks pay no dividend)
Momentum (1Y)ELA logoELA+317.4% vs HLNE's -45.2%
Efficiency (ROA)RILY logoRILY27.4% ROA vs JPM's 1.3%, ROIC 8.3% vs 5.4%

ELA vs GCMG vs HLNE vs RILY vs ARES vs KO vs JPM — Revenue Breakdown by Segment

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

ELAEnvela Corporation
FY 2025
Consumer Segment
80.0%$193M
Commercial Segment
20.0%$48M
GCMGGCM Grosvenor Inc.
FY 2025
Asset Management
38.8%$426M
Management Fees, Before Reimbursement Revenue
37.1%$408M
Management Service, Incentive
11.2%$124M
Management Service, Incentive, Performance Fees
6.2%$68M
Management Service, Incentive, Carried Interest
5.0%$55M
Expense Reimbursement
1.6%$18M
HLNEHamilton Lane Incorporated
FY 2026
Incentive Fee Revenue, Specialized Funds
69.0%$521M
Incentive Fee Revenue, Customized Separate Accounts
22.0%$166M
Management And Advisory Fee Revenue, Reporting And Other
4.7%$36M
Management And Advisory Fee Revenue, Advisory
2.7%$20M
Management And Advisory Fee Revenue, Fund Reimbursement Revenue
1.3%$10M
Management And Advisory Fee Revenue, Distribution Management
0.3%$2M
RILYBRC Group Holdings, Inc.
FY 2025
Subscription Services
24.8%$241M
Sale Of Goods
19.7%$191M
Wealth And Asset Management Fees
13.8%$134M
Corporate Finance Consulting And Investment Banking Fees
13.5%$131M
Trading (Loss) Income
12.9%$126M
Advertising Licensing And Other
6.6%$64M
Other Segments
3.7%$36M
Other (4)
5.0%$49M
ARESAres Management Corporation
FY 2025
Management Service
64.4%$3.7B
Carried Interest
20.5%$1.2B
Administrative Service
6.3%$366M
Management Service, Incentive
6.3%$365M
Principal Investment Income (Loss)
2.4%$139M
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B
JPMJPMorgan Chase & Co.
FY 2024
Consumer & Community Banking
40.3%$71.5B
Commercial And Investment Bank
39.5%$70.1B
Asset and Wealth Management Segment
12.2%$21.6B
Segment Reporting, Reconciling Item, Corporate Nonsegment
9.8%$17.4B
Segment Reconciling Items
-1.7%$-3,037,000,000

ELA vs GCMG vs HLNE vs RILY vs ARES vs KO vs JPM — Financial Metrics

Side-by-side numbers across 7 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLELALAGGINGJPM

Who Leads Where

ELA leads in 2 of 6 categories

HLNE leads 1 • RILY leads 1 • KO leads 1 • GCMG leads 0 • ARES leads 0 • JPM leads 0 • 1 tied

Explore the data ↓
JPMJPMorgan Chase & Co.
0leads
ARESAres Management Corpo…
0leads
GCMGGCM Grosvenor Inc.
0leads
KOThe Coca-Cola Company
1leads
RILYBRC Group Holdings, I…
1leads
HLNEHamilton Lane Incorpo…
1leads
ELAEnvela Corporation
2leads
6 Total Categories

Income & Cash Flow (Last 12 Months)

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

JPM is the larger business by revenue, generating $270.8B annually — 930.1x ELA's $291M. HLNE is the more profitable business, keeping 32.8% of every revenue dollar as net income compared to ELA's 7.2%. On growth, ELA holds the edge at +103.9% YoY revenue growth, suggesting stronger near-term business momentum.

MetricELA logoELAEnvela CorporationGCMG logoGCMGGCM Grosvenor Inc.HLNE logoHLNEHamilton Lane Inc…RILY logoRILYBRC Group Holding…ARES logoARESAres Management C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$291M$566M$759M$1.0B$6.5B$49.3B$270.8B
EBITDAEarnings before interest/tax$28M$142M$335M$512M$1.8B$15.5B$81.3B
Net IncomeAfter-tax profit$21M$50M$249M$464M$527M$13.7B$58.0B
Free Cash FlowCash after capex$21M$191M$422M$221M$1.5B$12.6B-$119.7B
Gross MarginGross profit ÷ Revenue+21.5%+100.0%+69.9%+65.0%+74.8%+61.7%+58.6%
Operating MarginEBIT ÷ Revenue+9.0%+26.5%+42.8%+14.6%+27.2%+29.3%+27.7%
Net MarginNet income ÷ Revenue+7.2%+8.0%+32.8%+29.8%+8.2%+27.8%+21.6%
FCF MarginFCF ÷ Revenue+7.3%+31.0%+59.9%-6.9%+23.9%+25.5%-15.5%
Rev. Growth (YoY)Latest quarter vs prior year+103.9%+12.1%
EPS Growth (YoY)Latest quarter vs prior year+2.5%+4.0%+27.6%+15.0%-80.9%+18.2%+16.0%
HLNE leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

RILY leads this category, winning 4 of 7 comparable metrics.

At 0.9x trailing earnings, RILY trades at a 99% valuation discount to ARES's 64.1x P/E. Adjusting for growth (PEG ratio), RILY offers better value at 0.16x vs ARES's 3.63x — a lower PEG means you pay less per unit of expected earnings growth.

MetricELA logoELAEnvela CorporationGCMG logoGCMGGCM Grosvenor Inc.HLNE logoHLNEHamilton Lane Inc…RILY logoRILYBRC Group Holding…ARES logoARESAres Management C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$611M$2.0B$4.5B$314M$41.3B$342.1B$842.2B
Enterprise ValueMkt cap + debt − cash$613M$2.2B$4.5B$1.6B$54.7B$377.3B$1.12T
Trailing P/EPrice ÷ TTM EPS42.04x25.50x13.59x0.86x64.11x26.14x15.82x
Forward P/EPrice ÷ next-FY EPS est.32.47x12.42x13.33x20.92x24.31x14.03x
PEG RatioP/E ÷ EPS growth rate2.28x1.38x0.85x0.16x3.63x2.34x1.22x
EV / EBITDAEnterprise value multiple30.68x14.53x13.32x8.37x27.29x25.47x13.54x
Price / SalesMarket cap ÷ Revenue2.54x3.54x5.89x0.31x6.38x7.14x3.11x
Price / BookPrice ÷ Book value/share9.12x16.58x2.99x3.14x10.00x2.61x
Price / FCFMarket cap ÷ FCF442.79x11.43x9.83x26.72x64.59x
RILY leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

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

GCMG delivers a 86.5% return on equity — every $100 of shareholder capital generates $87 in annual profit, vs $6 for ARES. HLNE carries lower financial leverage with a 0.24x debt-to-equity ratio, signaling a more conservative balance sheet compared to GCMG's 3.77x. On the Piotroski fundamental quality scale (0–9), ARES scores 8/9 vs RILY's 4/9, reflecting strong financial health.

MetricELA logoELAEnvela CorporationGCMG logoGCMGGCM Grosvenor Inc.HLNE logoHLNEHamilton Lane Inc…RILY logoRILYBRC Group Holding…ARES logoARESAres Management C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+32.0%+86.5%+20.2%+6.2%+41.1%+16.1%
ROA (TTM)Return on assets+22.2%+7.1%+12.1%+27.4%+1.9%+13.1%+1.3%
ROICReturn on invested capital+22.8%+22.4%+15.6%+8.3%+6.1%+15.8%+5.4%
ROCEReturn on capital employed+25.4%+24.7%+19.4%+10.2%+7.3%+17.3%+8.2%
Piotroski ScoreFundamental quality 0–96644875
Debt / EquityFinancial leverage0.30x3.77x0.24x1.71x1.33x2.18x
Net DebtTotal debt minus cash$2M$238M-$7M$1.2B$13.4B$35.2B$281.8B
Cash & Equiv.Liquid assets$18M$242M$364M$227M$1.5B$10.3B$469.3B
Total DebtShort + long-term debt$20M$480M$356M$1.5B$14.9B$45.5B$751.1B
Interest CoverageEBIT ÷ Interest expense66.73x15.81x31.96x6.95x2.68x10.70x0.74x
ELA leads this category, winning 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

ELA leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in ELA five years ago would be worth $43,836 today (with dividends reinvested), compared to $3,556 for RILY. Over the past 12 months, ELA leads with a +317.4% total return vs HLNE's -45.2%. The 3-year compound annual growth rate (CAGR) favors ELA at 47.6% vs RILY's -32.6% — a key indicator of consistent wealth creation.

MetricELA logoELAEnvela CorporationGCMG logoGCMGGCM Grosvenor Inc.HLNE logoHLNEHamilton Lane Inc…RILY logoRILYBRC Group Holding…ARES logoARESAres Management C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+96.3%-3.1%-40.7%+63.5%-23.6%+15.8%-3.1%
1-Year ReturnPast 12 months+317.4%-10.0%-45.2%+189.1%-23.3%+15.0%+21.5%
3-Year ReturnCumulative with dividends+221.6%+71.8%+21.4%-69.3%+54.3%+40.5%+135.5%
5-Year ReturnCumulative with dividends+338.4%+17.8%-0.0%-64.4%+146.7%+58.5%+102.5%
10-Year ReturnCumulative with dividends-5.0%+33.5%+417.5%+248.7%+941.7%+112.9%+435.6%
CAGR (3Y)Annualised 3-year return+47.6%+19.8%+6.7%-32.6%+15.5%+12.0%+33.0%
ELA leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

KO leads this category, winning 2 of 2 comparable metrics.

KO is the less volatile stock with a -0.15 beta — it tends to amplify market swings less than RILY's 2.01 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 96.1% from its 52-week high vs HLNE's 49.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricELA logoELAEnvela CorporationGCMG logoGCMGGCM Grosvenor Inc.HLNE logoHLNEHamilton Lane Inc…RILY logoRILYBRC Group Holding…ARES logoARESAres Management C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5001.30x0.98x1.14x2.01x1.69x-0.15x0.95x
52-Week HighHighest price in past year$28.90$13.22$161.13$11.24$195.26$82.66$337.25
52-Week LowLowest price in past year$5.39$9.30$76.79$2.79$95.80$65.35$260.31
% of 52W HighCurrent price vs 52-week peak+81.5%+81.0%+49.9%+75.4%+64.4%+96.1%+92.6%
RSI (14)Momentum oscillator 0–10058.049.538.249.261.537.758.4
Avg Volume (50D)Average daily shares traded98K365K856K946K2.8M12.7M7.1M
KO leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: ELA as "Buy", GCMG as "Buy", HLNE as "Buy", RILY as "Hold", ARES as "Buy", KO as "Buy", JPM as "Buy". Consensus price targets imply 79.0% upside for HLNE (target: $144) vs 8.5% for JPM (target: $339). For income investors, ARES offers the higher dividend yield at 6.43% vs GCMG's 1.20%.

MetricELA logoELAEnvela CorporationGCMG logoGCMGGCM Grosvenor Inc.HLNE logoHLNEHamilton Lane Inc…RILY logoRILYBRC Group Holding…ARES logoARESAres Management C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyBuyHoldBuyBuyBuy
Price TargetConsensus 12-month target$27.00$18.00$144.00$171.13$86.29$338.78
# AnalystsCovering analysts28101224861
Dividend YieldAnnual dividend ÷ price+1.2%+3.2%+6.4%+2.6%+1.6%
Dividend StreakConsecutive years of raises019065615
Dividend / ShareAnnual DPS$0.13$2.60$8.08$2.04$5.13
Buyback YieldShare repurchases ÷ mkt cap+0.0%+1.5%+1.8%0.0%0.0%+0.2%+3.4%
Evenly matched — ARES and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

ELA leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). HLNE leads in 1 (Income & Cash Flow). 1 tied.

Best OverallEnvela Corporation (ELA)Leads 2 of 6 categories
Loading custom metrics...

ELA vs GCMG vs HLNE vs RILY vs ARES vs KO vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is ELA or GCMG or HLNE or RILY or ARES or KO or JPM a better buy right now?

For growth investors, Ares Management Corporation (ARES) is the stronger pick with 66.

6% revenue growth year-over-year, versus -11. 5% for BRC Group Holdings, Inc. (RILY). BRC Group Holdings, Inc. (RILY) offers the better valuation at 0. 9x trailing P/E, making it the more compelling value choice. Analysts rate Envela Corporation (ELA) a "Buy" — based on 2 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 — ELA or GCMG or HLNE or RILY or ARES or KO or JPM?

On trailing P/E, BRC Group Holdings, Inc.

(RILY) is the cheapest at 0. 9x versus Ares Management Corporation at 64. 1x. On forward P/E, GCM Grosvenor Inc. is actually cheaper at 12. 4x — 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: GCM Grosvenor Inc. wins at 0. 67x versus The Coca-Cola Company's 2. 18x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — ELA or GCMG or HLNE or RILY or ARES or KO or JPM?

Over the past 5 years, Envela Corporation (ELA) delivered a total return of +338.

4%, compared to -64. 4% for BRC Group Holdings, Inc. (RILY). Over 10 years, the gap is even starker: ARES returned +941. 7% versus ELA's -5. 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 — ELA or GCMG or HLNE or RILY or ARES or KO or JPM?

By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.

15β versus BRC Group Holdings, Inc. 's 2. 01β — meaning RILY is approximately -1460% more volatile than KO relative to the S&P 500. On balance sheet safety, Hamilton Lane Incorporated (HLNE) carries a lower debt/equity ratio of 24% versus 4% for GCM Grosvenor Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — ELA or GCMG or HLNE or RILY or ARES or KO or JPM?

By revenue growth (latest reported year), Ares Management Corporation (ARES) is pulling ahead at 66.

6% versus -11. 5% for BRC Group Holdings, Inc. (RILY). On earnings-per-share growth, the picture is similar: GCM Grosvenor Inc. grew EPS 1124% year-over-year, compared to -5. 3% for Ares Management Corporation. Over a 3-year CAGR, ELA leads at 9. 7% annualised revenue growth. 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 — ELA or GCMG or HLNE or RILY or ARES or KO or JPM?

Hamilton Lane Incorporated (HLNE) is the more profitable company, earning 32.

8% net margin versus 6. 1% for Envela Corporation — meaning it keeps 32. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLNE leads at 42. 8% versus 7. 5% for ELA. At the gross margin level — before operating expenses — GCMG 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.

07

Is ELA or GCMG or HLNE or RILY or ARES or KO 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, GCM Grosvenor Inc. (GCMG) is the more undervalued stock at a PEG of 0. 67x 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, GCM Grosvenor Inc. (GCMG) trades at 12. 4x forward P/E versus 32. 5x for Envela Corporation — 20. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLNE: 79. 0% to $144. 00.

08

Which pays a better dividend — ELA or GCMG or HLNE or RILY or ARES or KO or JPM?

In this comparison, ARES (6.

4% yield), HLNE (3. 2% yield), KO (2. 6% yield), JPM (1. 6% yield), GCMG (1. 2% yield) pay a dividend. ELA, RILY do not pay a meaningful dividend and should not be held primarily for income.

09

Is ELA or GCMG or HLNE or RILY or ARES or KO 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.

15), 2. 6% yield, +112. 9% 10Y return). BRC Group Holdings, Inc. (RILY) carries a higher beta of 2. 01 — 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. 9%, RILY: +248. 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.

10

What are the main differences between ELA and GCMG and HLNE and RILY and ARES and KO and JPM?

These companies operate in different sectors (ELA (Consumer Cyclical) and GCMG (Financial Services) and HLNE (Financial Services) and RILY (Financial Services) and ARES (Financial Services) and KO (Consumer Defensive) 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: ELA is a small-cap high-growth stock; GCMG is a small-cap quality compounder stock; HLNE is a small-cap deep-value stock; RILY is a small-cap deep-value stock; ARES is a mid-cap high-growth stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. GCMG, HLNE, ARES, KO, JPM pay a dividend while ELA, RILY do 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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