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

KGEI vs TPVG vs JPM vs BAC vs HRZN vs KO

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%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$896.00B
5Y Perf.+130.6%
BAC
Bank of America Corporation

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$422.78B
5Y Perf.+112.7%
HRZN
Horizon Technology Finance Corporation

Asset Management

Financial ServicesNASDAQ • US
Market Cap$192M
5Y Perf.-60.6%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$355.61B
5Y Perf.+46.3%

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

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

Company Snapshot
KGEI logoKGEI
TPVG logoTPVG
JPM logoJPM
BAC logoBAC
HRZN logoHRZN
KO logoKO
IndustryOil & Gas Exploration & ProductionAsset ManagementBanks - DiversifiedBanks - DiversifiedAsset ManagementBeverages - Non-Alcoholic
Market Cap$190M$226M$896.00B$422.78B$192M$355.61B
Revenue (TTM)$64M$61M$280.33B$191.57B$75M$49.28B
Net Income (TTM)$14M$-12M$57.05B$30.51B$28M$13.70B
Gross Margin58.3%72.9%60.0%56.1%35.7%61.7%
Operating Margin45.9%-35.9%25.9%19.7%26.0%29.3%
Forward P/E7.3x6.0x14.4x12.6x6.5x25.3x
Total Debt$50M$469M$942.38B$365.90B$473M$45.49B
Cash & Equiv.$3M$20M$343.34B$231.84B$106M$10.27B

KGEI vs TPVG vs JPM vs BAC vs HRZN vs KOLong-Term Stock Performance

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

KGEI
TPVG
JPM
BAC
HRZN
KO
StockOct 23Jun 26Return
Kolibri Global Ener… (KGEI)100125.2+25.2%
TriplePoint Venture… (TPVG)10058.9-41.1%
JPMorgan Chase & Co. (JPM)100230.6+130.6%
Bank of America Cor… (BAC)100212.7+112.7%
Horizon Technology … (HRZN)10039.4-60.6%
The Coca-Cola Compa… (KO)100146.3+46.3%

Price return only. Dividends and distributions are not included.

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

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

Bottom line: HRZN leads in 3 of 7 categories (6-stock set), making it the strongest pick for valuation and capital efficiency and profitability and margin quality. TriplePoint Venture Growth BDC Corp. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. BAC and KO also each lead in at least one category. This set spans 3 sectors — these stocks serve different portfolio roles, not just different price points.
🥇HRZN emerged as the overall leader. Track its performance:
KGEI
Kolibri Global Energy Inc.
The Lower-Volatility Pick

Among these 6 stocks, KGEI doesn't own a clear edge in any measured category.

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

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

  • Rev growth 36.6%, EPS growth 48.8%
  • Lower volatility, beta 0.65
  • NIM 7.4% vs BAC's 1.8%
  • 36.6% NII/revenue growth vs KGEI's -22.4%
Best for: growth exposure and sleep-well-at-night
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 BAC's 368.2%
Best for: long-term compounding
BAC
Bank of America Corporation
The Banking Pick

BAC ranks third and is worth considering specifically for momentum.

  • +28.1% vs HRZN's -26.7%
Best for: momentum
HRZN
Horizon Technology Finance Corporation
The Banking Pick

HRZN carries the broadest edge in this set and is the clearest fit for income & stability and valuation efficiency.

  • Dividend streak 1 yrs, beta 0.85, yield 28.8%
  • PEG 0.27 vs TPVG's 5.88
  • Beta 0.85, yield 28.8%, current ratio 1.24x
  • Lower P/E (6.5x vs 25.3x), PEG 0.27 vs 2.26
Best for: income & stability and valuation efficiency
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
See the full category breakdown
CategoryWinnerWhy
GrowthTPVG logoTPVG36.6% NII/revenue growth vs KGEI's -22.4%
ValueHRZN logoHRZNLower P/E (6.5x vs 25.3x), PEG 0.27 vs 2.26
Quality / MarginsHRZN logoHRZN37.4% margin vs TPVG's -19.5%
Stability / SafetyTPVG logoTPVGBeta 0.65 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)BAC logoBAC+28.1% 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 JPM vs BAC vs HRZN vs KO — 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.

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
BACBank of America Corporation
FY 2024
Loans and Leases
32.2%$62.0B
other interest income
14.7%$28.3B
Debt securities
13.5%$26.0B
Federal funds sold and securities borrowed or purchased under agreements to resell
10.3%$19.9B
Investment And Brokerage Services
9.2%$17.8B
Market making and similar activities
6.7%$13.0B
Trading account assets
5.4%$10.4B
Other (4)
7.8%$15.1B
HRZNHorizon Technology Finance Corporation

Segment breakdown not available.

KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B

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

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

BEST OVERALLHRZNLAGGINGBAC

Income & Cash Flow (Last 12 Months)

HRZN leads this category, winning 2 of 6 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 4596.3x TPVG's $61M. HRZN is the more profitable business, keeping 37.4% 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…JPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…HRZN logoHRZNHorizon Technolog…KO logoKOThe Coca-Cola Com…
RevenueTrailing 12 months$64M$61M$280.3B$191.6B$75M$49.3B
EBITDAEarnings before interest/tax$47M-$22M$81.4B$40.0B$19M$15.5B
Net IncomeAfter-tax profit$14M-$12M$57.0B$30.5B$28M$13.7B
Free Cash FlowCash after capex-$14M-$59M$100.9B$12.6B$67M$12.6B
Gross MarginGross profit ÷ Revenue+58.3%+72.9%+60.0%+56.1%+35.7%+61.7%
Operating MarginEBIT ÷ Revenue+45.9%-35.9%+25.9%+19.7%+26.0%+29.3%
Net MarginNet income ÷ Revenue+21.7%-19.5%+20.4%+15.9%+37.4%+27.8%
FCF MarginFCF ÷ Revenue-22.8%-97.1%+36.0%+6.6%+89.6%+25.5%
Rev. Growth (YoY)Latest quarter vs prior year-6.9%+12.1%
EPS Growth (YoY)Latest quarter vs prior year-31.3%-2.3%+16.0%+18.3%-29.6%+18.2%
HRZN leads this category, winning 2 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…JPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…HRZN logoHRZNHorizon Technolog…KO logoKOThe Coca-Cola Com…
Market CapShares × price$190M$226M$896.0B$422.8B$192M$355.6B
Enterprise ValueMkt cap + debt − cash$238M$675M$1.50T$556.8B$560M$390.8B
Trailing P/EPrice ÷ TTM EPS12.47x4.57x16.00x14.66x4.15x27.18x
Forward P/EPrice ÷ next-FY EPS est.7.34x5.96x14.40x12.56x6.50x25.27x
PEG RatioP/E ÷ EPS growth rate4.50x0.90x0.95x0.17x2.43x
EV / EBITDAEnterprise value multiple5.82x8.91x18.36x13.92x26.39x
Price / SalesMarket cap ÷ Revenue3.29x2.33x3.20x2.21x4.81x7.42x
Price / BookPrice ÷ Book value/share0.96x0.63x2.47x1.39x0.58x10.40x
Price / FCFMarket cap ÷ FCF8.88x33.52x3.40x67.15x
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), BAC scores 7/9 vs TPVG's 4/9, reflecting strong financial health.

MetricKGEI logoKGEIKolibri Global En…TPVG logoTPVGTriplePoint Ventu…JPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…HRZN logoHRZNHorizon Technolog…KO logoKOThe Coca-Cola Com…
ROE (TTM)Return on equity+6.8%-3.4%+15.9%+10.1%+9.0%+41.1%
ROA (TTM)Return on assets+4.9%-1.5%+1.3%+0.9%+3.6%+13.1%
ROICReturn on invested capital+7.5%+7.2%+4.5%+3.5%-0.2%+15.8%
ROCEReturn on capital employed+9.3%+9.4%+8.9%+4.5%-0.2%+17.3%
Piotroski ScoreFundamental quality 0–9445757
Debt / EquityFinancial leverage0.25x1.33x2.60x1.21x1.49x1.33x
Net DebtTotal debt minus cash$48M$449M$599.0B$134.1B$368M$35.2B
Cash & Equiv.Liquid assets$3M$20M$343.3B$231.8B$106M$10.3B
Total DebtShort + long-term debt$50M$469M$942.4B$365.9B$473M$45.5B
Interest CoverageEBIT ÷ Interest expense6.48x-1.02x0.74x0.48x0.60x10.70x
KO leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

JPM leads this category, winning 4 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, BAC leads with a +28.1% 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…JPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…HRZN logoHRZNHorizon Technolog…KO logoKOThe Coca-Cola Com…
YTD ReturnYear-to-date+36.7%-12.7%-0.5%+1.1%-28.1%+20.3%
1-Year ReturnPast 12 months-23.8%-10.7%+21.8%+28.1%-26.7%+17.2%
3-Year ReturnCumulative with dividends+42.2%-22.4%+138.2%+103.0%-31.5%+47.0%
5-Year ReturnCumulative with dividends+42.2%-23.3%+118.2%+47.1%-39.3%+65.6%
10-Year ReturnCumulative with dividends+42.2%+85.3%+465.8%+368.2%+43.1%+121.1%
CAGR (3Y)Annualised 3-year return+12.4%-8.1%+33.6%+26.6%-11.8%+13.7%
JPM leads this category, winning 4 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…JPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…HRZN logoHRZNHorizon Technolog…KO logoKOThe Coca-Cola Com…
Beta (5Y)Sensitivity to S&P 500-0.38x0.65x0.94x0.86x0.85x-0.20x
52-Week HighHighest price in past year$8.27$7.50$337.25$57.55$8.46$84.04
52-Week LowLowest price in past year$3.35$4.48$262.71$43.66$3.80$65.35
% of 52W HighCurrent price vs 52-week peak+64.8%+74.3%+95.1%+97.3%+51.5%+98.3%
RSI (14)Momentum oscillator 0–10047.349.959.168.356.960.6
Avg Volume (50D)Average daily shares traded221K298K7.0M31.7M918K12.7M
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", JPM as "Buy", BAC as "Buy", HRZN as "Hold", KO 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…JPM logoJPMJPMorgan Chase & …BAC logoBACBank of America C…HRZN logoHRZNHorizon Technolog…KO logoKOThe Coca-Cola Com…
Analyst RatingConsensus buy/hold/sellBuyHoldBuyBuyHoldBuy
Price TargetConsensus 12-month target$8.95$339.75$61.13$4.25$86.13
# AnalystsCovering analysts11261542248
Dividend YieldAnnual dividend ÷ price+18.4%+1.9%+2.3%+28.8%+2.5%
Dividend StreakConsecutive years of raises01512156
Dividend / ShareAnnual DPS$1.02$5.95$1.27$1.25$2.04
Buyback YieldShare repurchases ÷ mkt cap+1.0%0.0%+3.9%+5.1%0.0%+0.2%
Evenly matched — HRZN and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

HRZN leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). KO leads in 1 (Profitability & Efficiency). 2 tied.

Best OverallHorizon Technology Finance … (HRZN)Leads 2 of 6 categories
Loading custom metrics...

KGEI vs TPVG vs JPM vs BAC vs HRZN vs KO: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is KGEI or TPVG or JPM or BAC or HRZN or KO 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 JPM or BAC or HRZN or KO?

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 JPM or BAC or HRZN or KO?

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 JPM or BAC or HRZN or KO?

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 JPM or BAC or HRZN or KO?

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 JPM or BAC or HRZN or KO?

TriplePoint Venture Growth BDC Corp.

(TPVG) is the more profitable company, earning 50. 6% net margin versus -6. 6% for Horizon Technology Finance Corporation — meaning it keeps 50. 6% 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 — TPVG leads at 83. 5%, 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 JPM or BAC or HRZN 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, 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 JPM or BAC or HRZN or KO?

In this comparison, HRZN (28.

8% yield), TPVG (18. 4% yield), KO (2. 5% yield), BAC (2. 3% 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 JPM or BAC or HRZN 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.

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 JPM and BAC and HRZN and KO?

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