HLNE:NGS-Hamilton Lane Incorporated (USD)

COMMON STOCK | Asset Management | Nasdaq Global Select

Last Closing

USD 129.12

Change

+3.12 (+2.48)%

Market Cap

USD 0.83B

Volume

0.23M

Analyst Target

USD 72.20
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Hamilton Lane Inc is a holding company. The Company through its holdings is a registered investment adviser providing asset management and advisory services, primarily to institutional investors, to design, build and manage private markets portfolios.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-10 )

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SEIC SEI Investments Company

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STEP Stepstone Group Inc

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GBDC Golub Capital BDC Inc

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VCTR Victory Capital Holdings Inc

-0.07 (-0.13%)

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PSEC Prospect Capital Corporation

-0.06 (-1.09%)

USD 2.33B

ETFs Containing HLNE

NGPE:CA NBI Global Private Equity.. 2.55 % 0.00 %

+0.40 (+0.56%)

CAD 0.41B
KCE SPDR® S&P Capital Market.. 1.89 % 0.35 %

+0.75 (+0.56%)

N/A
BBSC JPMorgan BetaBuilders U.S.. 0.00 % 0.00 %

+0.37 (+0.56%)

USD 0.54B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.82% 84% B 78% C+
Dividend Return 0.82% 4% F 29% F
Total Return 14.65% 75% C 78% C+
Trailing 12 Months  
Capital Gain 56.89% 94% A 92% A
Dividend Return 1.14% 2% F 18% F
Total Return 58.03% 94% A 92% A
Trailing 5 Years  
Capital Gain 120.27% 98% N/A 86% B+
Dividend Return 11.02% 8% B- 46% F
Total Return 131.29% 98% N/A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.69% 94% A 78% C+
Dividend Return 20.47% 83% B 79% B-
Total Return 1.77% 9% A- 43% F
Risk Return Profile  
Volatility (Standard Deviation) 31.04% 45% F 59% D-
Risk Adjusted Return 65.93% 91% A- 87% B+
Market Capitalization 0.83B 89% A- 91% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector