ducovest

HLNE:NSD-Hamilton Lane Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 190.39

Change

-6.51 (-3.31)%

Market Cap

USD 9.97B

Volume

0.36M

Analyst Target

USD 72.20
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Hamilton Lane Incorporated is a private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. The firm manages alternative investment strategies like direct credit, direct, fund of fund, evergreen and real assets. For primary and secondary fund of fund investments, the firm focuses to invest in private equity, buyout, special situations, credit, growth equity, middle market, mature, turnarounds, mezzanine and venture capital funds. It prefers to invest in energy, industrials, commercial services, internet software & services, consumer discretionary, health care, real estate, information technology, tech-enabled businesses, financials, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Latin America and Caribbean, United States of America, California and surrounding states, Australia, Japan, United Kingdom, and Canada. The firm prefers to invest between $1 million and $100 million in companies with small- to mid-sized enterprise values. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.

Company Website : https://www.hamiltonlane.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

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ETFs Containing HLNE

MVFD 3.15 % 0.00 %

N/A

 N/A
NGPE:CA NBI Global Private Equity.. 2.99 % 0.00 %

-0.61 (-0.45%)

 CAD 0.41B
SCDS JPMorgan Fundamental Data.. 1.56 % 0.00 %

-0.61 (-0.45%)

 USD 7.14M
JPSV Jpmorgan Active Small Cap.. 1.32 % 0.00 %

-0.34 (-0.45%)

 USD 0.02B
2B77:F iShares Ageing Population.. 0.73 % 0.00 %

+0.05 (+-0.45%)

 N/A
2B77:XETRA iShares Ageing Population.. 0.71 % 0.00 %

N/A

 USD 0.50B
RTWO:LSE L&G Russell 2000 US Small.. 0.66 % 0.00 %

+0.14 (+-0.45%)

 USD 0.15B
RTWP:LSE Legal & General UCITS ETF.. 0.66 % 0.00 %

+16.00 (+-0.45%)

 USD 0.15B
ETLZ:XETRA L&G Russell 2000 US Small.. 0.66 % 0.00 %

+0.38 (+-0.45%)

 USD 0.09B
ETHO Amplify ETF Trust 0.55 % 0.45 %

-0.23 (-0.45%)

 USD 0.18B
RFLR Innovator ETFs Trust 0.29 % 0.00 %

-0.12 (-0.45%)

 USD 3.86M
FNX First Trust Mid Cap Core .. 0.00 % 0.62 %

-0.56 (-0.45%)

 USD 1.25B
FNY First Trust Mid Cap Growt.. 0.00 % 0.70 %

-0.43 (-0.45%)

 USD 0.36B
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

-1.58 (-0.45%)

 N/A
PSC Principal U.S. Small-Cap .. 0.00 % 0.38 %

-0.42 (-0.45%)

 USD 0.66B
GSSC Goldman Sachs ActiveBeta.. 0.00 % 0.20 %

-0.66 (-0.45%)

 USD 0.51B
BBSC JPMorgan BetaBuilders U.S.. 0.00 % 0.00 %

-0.68 (-0.45%)

 USD 0.53B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 67.83% 93% A 90% A-
Dividend Return 1.26% 4% F 26% F
Total Return 69.09% 93% A 90% A-
Trailing 12 Months  
Capital Gain 102.91% 94% A 91% A-
Dividend Return 1.99% 4% F 30% F
Total Return 104.90% 94% A 91% A-
Trailing 5 Years  
Capital Gain 239.44% 100% F 93% A
Dividend Return 13.48% 5% F 52% F
Total Return 252.92% 98% N/A 93% A
Average Annual (5 Year Horizon)  
Capital Gain 23.53% 91% A- 76% C+
Dividend Return 25.20% 86% B+ 76% C+
Total Return 1.67% 9% A- 42% F
Risk Return Profile  
Volatility (Standard Deviation) 35.43% 40% F 53% F
Risk Adjusted Return 71.13% 91% A- 88% B+
Market Capitalization 9.97B 92% A 93% 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.

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