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Side-by-side financial analysis
KGEI logo
KGEI
TPVG logo
TPVG
HRZN logo
HRZN
HTGC logo
HTGC
KO logo
KO
JPM logo
JPM
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Stock Comparison

KGEI vs TPVG vs HRZN vs HTGC vs KO vs JPM

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

Live fundamentals10-year financials5-year price chart
KGEI
Kolibri Global Energy Inc.

Oil & Gas Exploration & Production

EnergyNASDAQ • US
Market Cap$190M
5Y Perf.+25.2%
TPVG
TriplePoint Venture Growth BDC Corp.

Asset Management

Financial ServicesNYSE • US
Market Cap$226M
5Y Perf.-41.1%
HRZN
Horizon Technology Finance Corporation

Asset Management

Financial ServicesNASDAQ • US
Market Cap$192M
5Y Perf.-60.6%
HTGC
Hercules Capital, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$2.90B
5Y Perf.+0.6%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$355.61B
5Y Perf.+46.3%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+130.6%

KGEI vs TPVG vs HRZN vs HTGC vs KO vs JPM — Key Financials

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

Company Snapshot
KGEI logoKGEI
TPVG logoTPVG
HRZN logoHRZN
HTGC logoHTGC
KO logoKO
JPM logoJPM
IndustryOil & Gas Exploration & ProductionAsset ManagementAsset ManagementAsset ManagementBeverages - Non-AlcoholicBanks - Diversified
Market Cap$190M$226M$192M$2.90B$355.61B$896.00B
Revenue (TTM)$64M$61M$75M$578M$49.28B$280.33B
Net Income (TTM)$14M$-12M$28M$289M$13.70B$57.05B
Gross Margin58.3%72.9%35.7%88.3%61.7%60.0%
Operating Margin45.9%-35.9%26.0%65.8%29.3%25.9%
Forward P/E7.3x6.0x6.5x8.1x25.3x14.4x
Total Debt$50M$469M$473M$2.30B$45.49B$942.38B
Cash & Equiv.$3M$20M$106M$57M$10.27B$343.34B

KGEI vs TPVG vs HRZN vs HTGC vs KO vs JPMLong-Term Stock Performance

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

KGEI
TPVG
HRZN
HTGC
KO
JPM
StockOct 23Jun 26Return
Kolibri Global Ener… (KGEI)100125.2+25.2%
TriplePoint Venture… (TPVG)10058.9-41.1%
Horizon Technology … (HRZN)10039.4-60.6%
Hercules Capital, I… (HTGC)100100.6+0.6%
The Coca-Cola Compa… (KO)100146.3+46.3%
JPMorgan Chase & Co. (JPM)100230.6+130.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: KGEI vs TPVG vs HRZN vs HTGC vs KO vs JPM

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

Bottom line: HRZN and HTGC are tied at the top with 2 categories each (6-stock set) — the right choice depends on your priorities. Hercules Capital, Inc. is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. TPVG, KO, 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.
KGEI
Kolibri Global Energy Inc.
The Lower-Volatility Pick

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

Best for: energy exposure
TPVG
TriplePoint Venture Growth BDC Corp.
The Banking Pick

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

  • Rev growth 36.6%, EPS growth 48.8%
  • 36.6% NII/revenue growth vs KGEI's -22.4%
Best for: growth exposure
HRZN
Horizon Technology Finance Corporation
The Banking Pick

HRZN has the current edge in this matchup, primarily because of its strength in income & stability and valuation efficiency.

  • Dividend streak 1 yrs, beta 0.85, yield 28.8%
  • PEG 0.27 vs TPVG's 5.88
  • Lower P/E (6.5x vs 14.4x), PEG 0.27 vs 0.81
  • 28.8% yield, 1-year raise streak, vs KO's 2.5%, (1 stock pays no dividend)
Best for: income & stability and valuation efficiency
HTGC
Hercules Capital, Inc.
The Banking Pick

HTGC is the #2 pick in this set and the best alternative if sleep-well-at-night and defensive is your priority.

  • Lower volatility, beta 0.64, current ratio 1.44x
  • Beta 0.64, yield 9.1%, current ratio 1.44x
  • NIM 9.1% vs JPM's 2.2%
  • 50.1% margin vs TPVG's -19.5%
Best for: sleep-well-at-night and defensive
KO
The Coca-Cola Company
The Niche Pick

KO is the clearest fit if your priority is efficiency.

  • 13.1% ROA vs TPVG's -1.5%, ROIC 15.8% vs 7.2%
Best for: efficiency
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is long-term compounding.

  • 465.8% 10Y total return vs HTGC's 164.1%
  • +21.8% vs HRZN's -26.7%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthTPVG logoTPVG36.6% NII/revenue growth vs KGEI's -22.4%
ValueHRZN logoHRZNLower P/E (6.5x vs 14.4x), PEG 0.27 vs 0.81
Quality / MarginsHTGC logoHTGC50.1% margin vs TPVG's -19.5%
Stability / SafetyHTGC logoHTGCBeta 0.64 vs JPM's 0.94, lower leverage
DividendsHRZN logoHRZN28.8% yield, 1-year raise streak, vs KO's 2.5%, (1 stock pays no dividend)
Momentum (1Y)JPM logoJPM+21.8% vs HRZN's -26.7%
Efficiency (ROA)KO logoKO13.1% ROA vs TPVG's -1.5%, ROIC 15.8% vs 7.2%

KGEI vs TPVG vs HRZN vs HTGC vs KO vs JPM — Revenue Breakdown by Segment

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

KGEIKolibri Global Energy Inc.

Segment breakdown not available.

TPVGTriplePoint Venture Growth BDC Corp.

Segment breakdown not available.

HRZNHorizon Technology Finance Corporation

Segment breakdown not available.

HTGCHercules Capital, Inc.

Segment breakdown not available.

KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B
JPMJPMorgan Chase & Co.
FY 2025
Commercial And Investment Bank
43.0%$78.5B
Consumer & Community Banking
41.7%$76.0B
Asset and Wealth Management Segment
13.2%$24.1B
Segment Reporting, Reconciling Item, Corporate Nonsegment
3.9%$7.0B
Segment Reconciling Items
-1.7%$-3,134,000,000

KGEI vs TPVG vs HRZN vs HTGC vs KO vs JPM — Financial Metrics

Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLHRZNLAGGINGTPVG

Income & Cash Flow (Last 12 Months)

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

JPM is the larger business by revenue, generating $280.3B annually — 4596.3x 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%. On growth, KO holds the edge at +12.1% YoY revenue growth, suggesting stronger near-term business momentum.

MetricKGEI logoKGEIKolibri Global En…TPVG logoTPVGTriplePoint Ventu…HRZN logoHRZNHorizon Technolog…HTGC logoHTGCHercules Capital,…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$64M$61M$75M$578M$49.3B$280.3B
EBITDAEarnings before interest/tax$47M-$22M$19M$381M$15.5B$81.4B
Net IncomeAfter-tax profit$14M-$12M$28M$289M$13.7B$57.0B
Free Cash FlowCash after capex-$14M-$59M$67M-$352M$12.6B$100.9B
Gross MarginGross profit ÷ Revenue+58.3%+72.9%+35.7%+88.3%+61.7%+60.0%
Operating MarginEBIT ÷ Revenue+45.9%-35.9%+26.0%+65.8%+29.3%+25.9%
Net MarginNet income ÷ Revenue+21.7%-19.5%+37.4%+50.1%+27.8%+20.4%
FCF MarginFCF ÷ Revenue-22.8%-97.1%+89.6%-60.8%+25.5%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year-6.9%+12.1%
EPS Growth (YoY)Latest quarter vs prior year-31.3%-2.3%-29.6%-20.7%+18.2%+16.0%
HTGC leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

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

At 4.2x trailing earnings, HRZN trades at a 85% valuation discount to KO's 27.2x P/E. Adjusting for growth (PEG ratio), HRZN offers better value at 0.17x vs TPVG's 4.50x — a lower PEG means you pay less per unit of expected earnings growth.

MetricKGEI logoKGEIKolibri Global En…TPVG logoTPVGTriplePoint Ventu…HRZN logoHRZNHorizon Technolog…HTGC logoHTGCHercules Capital,…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$190M$226M$192M$2.9B$355.6B$896.0B
Enterprise ValueMkt cap + debt − cash$238M$675M$560M$5.1B$390.8B$1.50T
Trailing P/EPrice ÷ TTM EPS12.47x4.57x4.15x8.38x27.18x16.00x
Forward P/EPrice ÷ next-FY EPS est.7.34x5.96x6.50x8.05x25.27x14.40x
PEG RatioP/E ÷ EPS growth rate4.50x0.17x2.43x0.90x
EV / EBITDAEnterprise value multiple5.82x8.91x14.08x26.39x18.36x
Price / SalesMarket cap ÷ Revenue3.29x2.33x4.81x5.30x7.42x3.20x
Price / BookPrice ÷ Book value/share0.96x0.63x0.58x1.36x10.40x2.47x
Price / FCFMarket cap ÷ FCF3.40x67.15x8.88x
HRZN leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

KO leads this category, winning 6 of 9 comparable metrics.

KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $-3 for TPVG. KGEI carries lower financial leverage with a 0.25x 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.

MetricKGEI logoKGEIKolibri Global En…TPVG logoTPVGTriplePoint Ventu…HRZN logoHRZNHorizon Technolog…HTGC logoHTGCHercules Capital,…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+6.8%-3.4%+9.0%+13.2%+41.1%+15.9%
ROA (TTM)Return on assets+4.9%-1.5%+3.6%+6.4%+13.1%+1.3%
ROICReturn on invested capital+7.5%+7.2%-0.2%+6.6%+15.8%+4.5%
ROCEReturn on capital employed+9.3%+9.4%-0.2%+8.8%+17.3%+8.9%
Piotroski ScoreFundamental quality 0–9445575
Debt / EquityFinancial leverage0.25x1.33x1.49x1.04x1.33x2.60x
Net DebtTotal debt minus cash$48M$449M$368M$2.2B$35.2B$599.0B
Cash & Equiv.Liquid assets$3M$20M$106M$57M$10.3B$343.3B
Total DebtShort + long-term debt$50M$469M$473M$2.3B$45.5B$942.4B
Interest CoverageEBIT ÷ Interest expense6.48x-1.02x0.60x4.34x10.70x0.74x
KO leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in JPM five years ago would be worth $21,820 today (with dividends reinvested), compared to $6,074 for HRZN. Over the past 12 months, JPM leads with a +21.8% total return vs HRZN's -26.7%. The 3-year compound annual growth rate (CAGR) favors JPM at 33.6% vs HRZN's -11.8% — a key indicator of consistent wealth creation.

MetricKGEI logoKGEIKolibri Global En…TPVG logoTPVGTriplePoint Ventu…HRZN logoHRZNHorizon Technolog…HTGC logoHTGCHercules Capital,…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+36.7%-12.7%-28.1%-12.8%+20.3%-0.5%
1-Year ReturnPast 12 months-23.8%-10.7%-26.7%-3.6%+17.2%+21.8%
3-Year ReturnCumulative with dividends+42.2%-22.4%-31.5%+43.9%+47.0%+138.2%
5-Year ReturnCumulative with dividends+42.2%-23.3%-39.3%+44.7%+65.6%+118.2%
10-Year ReturnCumulative with dividends+42.2%+85.3%+43.1%+164.1%+121.1%+465.8%
CAGR (3Y)Annualised 3-year return+12.4%-8.1%-11.8%+12.9%+13.7%+33.6%
JPM leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

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

KGEI is the less volatile stock with a -0.38 beta — it tends to amplify market swings less than JPM's 0.94 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 HRZN's 51.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricKGEI logoKGEIKolibri Global En…TPVG logoTPVGTriplePoint Ventu…HRZN logoHRZNHorizon Technolog…HTGC logoHTGCHercules Capital,…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 500-0.38x0.65x0.85x0.64x-0.20x0.94x
52-Week HighHighest price in past year$8.27$7.50$8.46$19.67$84.04$337.25
52-Week LowLowest price in past year$3.35$4.48$3.80$13.70$65.35$262.71
% of 52W HighCurrent price vs 52-week peak+64.8%+74.3%+51.5%+78.8%+98.3%+95.1%
RSI (14)Momentum oscillator 0–10047.349.956.949.760.659.1
Avg Volume (50D)Average daily shares traded221K298K918K1.7M12.7M7.0M
Evenly matched — KGEI and KO each lead in 1 of 2 comparable metrics.

Analyst Outlook

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

Analyst consensus: KGEI as "Buy", TPVG as "Hold", HRZN as "Hold", HTGC as "Buy", KO as "Buy", JPM as "Buy". Consensus price targets imply 60.7% upside for TPVG (target: $9) vs -2.5% for HRZN (target: $4). For income investors, HRZN offers the higher dividend yield at 28.76% vs JPM's 1.86%.

MetricKGEI logoKGEIKolibri Global En…TPVG logoTPVGTriplePoint Ventu…HRZN logoHRZNHorizon Technolog…HTGC logoHTGCHercules Capital,…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyHoldHoldBuyBuyBuy
Price TargetConsensus 12-month target$8.95$4.25$17.58$86.13$339.75
# AnalystsCovering analysts11222314861
Dividend YieldAnnual dividend ÷ price+18.4%+28.8%+9.1%+2.5%+1.9%
Dividend StreakConsecutive years of raises0105615
Dividend / ShareAnnual DPS$1.02$1.25$1.42$2.04$5.95
Buyback YieldShare repurchases ÷ mkt cap+1.0%0.0%0.0%+0.2%+0.2%+3.9%
Evenly matched — HRZN and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

HTGC leads in 1 of 6 categories (Income & Cash Flow). HRZN leads in 1 (Valuation Metrics). 2 tied.

Best OverallHorizon Technology Finance … (HRZN)Leads 1 of 6 categories
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KGEI vs TPVG vs HRZN vs HTGC vs KO vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is KGEI or TPVG or HRZN or HTGC or KO or JPM a better buy right now?

For growth investors, TriplePoint Venture Growth BDC Corp.

(TPVG) is the stronger pick with 36. 6% revenue growth year-over-year, versus -22. 4% for Kolibri Global Energy Inc. (KGEI). Horizon Technology Finance Corporation (HRZN) offers the better valuation at 4. 2x trailing P/E (6. 5x forward), making it the more compelling value choice. Analysts rate Kolibri Global Energy Inc. (KGEI) a "Buy" — based on 1 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 — KGEI or TPVG or HRZN or HTGC or KO or JPM?

On trailing P/E, Horizon Technology Finance Corporation (HRZN) is the cheapest at 4.

2x versus The Coca-Cola Company at 27. 2x. On forward P/E, TriplePoint Venture Growth BDC Corp. is actually cheaper at 6. 0x — 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: Horizon Technology Finance Corporation wins at 0. 27x versus TriplePoint Venture Growth BDC Corp. 's 5. 88x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — KGEI or TPVG or HRZN or HTGC or KO or JPM?

Over the past 5 years, JPMorgan Chase & Co.

(JPM) delivered a total return of +118. 2%, compared to -39. 3% for Horizon Technology Finance Corporation (HRZN). Over 10 years, the gap is even starker: JPM returned +465. 8% versus KGEI's +42. 2%. 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 — KGEI or TPVG or HRZN or HTGC or KO or JPM?

By beta (market sensitivity over 5 years), Kolibri Global Energy Inc.

(KGEI) is the lower-risk stock at -0. 38β versus JPMorgan Chase & Co. 's 0. 94β — meaning JPM is approximately -346% more volatile than KGEI relative to the S&P 500. On balance sheet safety, Kolibri Global Energy Inc. (KGEI) carries a lower debt/equity ratio of 25% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — KGEI or TPVG or HRZN or HTGC or KO or JPM?

By revenue growth (latest reported year), TriplePoint Venture Growth BDC Corp.

(TPVG) is pulling ahead at 36. 6% versus -22. 4% for Kolibri Global Energy Inc. (KGEI). On earnings-per-share growth, the picture is similar: Horizon Technology Finance Corporation grew EPS 756. 3% year-over-year, compared to -15. 7% for Kolibri Global Energy Inc.. Over a 3-year CAGR, KGEI leads at 6. 1% 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 — KGEI or TPVG or HRZN or HTGC or KO or JPM?

Hercules Capital, Inc.

(HTGC) is the more profitable company, earning 62. 1% net margin versus -6. 6% for Horizon Technology Finance Corporation — meaning it keeps 62. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TPVG leads at 77. 9% versus -4. 0% for HRZN. At the gross margin level — before operating expenses — HTGC leads at 87. 2%, 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 KGEI or TPVG or HRZN or HTGC 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, Horizon Technology Finance Corporation (HRZN) is the more undervalued stock at a PEG of 0. 27x 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, TriplePoint Venture Growth BDC Corp. (TPVG) trades at 6. 0x forward P/E versus 25. 3x for The Coca-Cola Company — 19. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TPVG: 60. 7% to $8. 95.

08

Which pays a better dividend — KGEI or TPVG or HRZN or HTGC or KO or JPM?

In this comparison, HRZN (28.

8% yield), TPVG (18. 4% yield), HTGC (9. 1% yield), KO (2. 5% yield), JPM (1. 9% yield) pay a dividend. KGEI does not pay a meaningful dividend and should not be held primarily for income.

09

Is KGEI or TPVG or HRZN or HTGC 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.

20), 2. 5% yield, +121. 1% 10Y return). Both have compounded well over 10 years (KO: +121. 1%, HRZN: +43. 1%), 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 KGEI and TPVG and HRZN and HTGC and KO and JPM?

These companies operate in different sectors (KGEI (Energy) and TPVG (Financial Services) and HRZN (Financial Services) and HTGC (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: KGEI is a small-cap deep-value stock; TPVG is a small-cap high-growth stock; HRZN is a small-cap high-growth stock; HTGC is a small-cap high-growth stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. TPVG, HRZN, HTGC, KO, JPM pay a dividend while KGEI 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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