HLNE:NGS-Hamilton Lane Incorporated (USD)

COMMON STOCK | Asset Management | Nasdaq Global Select

Last Closing

USD 151.55

Change

-2.45 (-1.59)%

Market Cap

USD 0.83B

Volume

0.30M

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)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Asset Management

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ARCC Ares Capital Corporation

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SEIC SEI Investments Company

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STEP Stepstone Group Inc

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VCTR Victory Capital Holdings Inc

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GBDC Golub Capital BDC Inc

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USD 3.99B
GCMG GCM Grosvenor Inc

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USD 2.31B

ETFs Containing HLNE

MVFD Northern Lights Fund Trus.. 2.73 % 0.00 %

N/A

USD 0.05B
SCDS JPMorgan Fundamental Data.. 1.54 % 0.00 %

N/A

USD 6.53M
JPSV Jpmorgan Active Small Cap.. 1.32 % 0.00 %

N/A

USD 0.02B
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

N/A

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

N/A

USD 0.74B
GSSC Goldman Sachs ActiveBeta.. 0.00 % 0.20 %

N/A

USD 0.55B
RTWO:LSE L&G Russell 2000 US Small.. 0.00 % 0.00 %

N/A

USD 0.23B
RTWP:LSE Legal & General UCITS ETF.. 0.00 % 0.00 %

N/A

USD 0.23B
ETLZ:XETRA L&G Russell 2000 US Small.. 0.00 % 0.00 %

N/A

USD 0.09B
NGPE:CA NBI Global Private Equity.. 0.00 % 0.00 %

N/A

CAD 0.41B
BBSC JPMorgan BetaBuilders U.S.. 0.00 % 0.00 %

N/A

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 33.59% 87% B+ 81% B-
Dividend Return 1.69% 4% F 31% F
Total Return 35.28% 85% B 81% B-
Trailing 12 Months  
Capital Gain 33.59% 87% B+ 82% B
Dividend Return 1.69% 4% F 31% F
Total Return 35.28% 85% B 81% B-
Trailing 5 Years  
Capital Gain 147.71% 98% N/A 90% A-
Dividend Return 12.71% 5% F 51% F
Total Return 160.42% 98% N/A 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 25.26% 93% A 77% C+
Dividend Return 26.92% 88% B+ 78% C+
Total Return 1.66% 11% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 37.25% 30% F 51% F
Risk Adjusted Return 72.27% 90% A- 88% B+
Market Capitalization 0.83B 90% A- 92% 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.