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Company Analysis

Hamilton Lane Incorporated HLNE

A comprehensive view of key metrics, scores, and financial health for Hamilton Lane Incorporated

Overview of Hamilton Lane Incorporated

HLNE NMS
Financial Services Asset Management Framework: Asset Management & Capital Markets Mid Cap
Hamilton Lane Incorporated (HLNE), is a Mid Cap company, in the Asset Management industry, last closed at $81.32, about 45.5% undervalued vs fair value, -31.0% 1Y return, placing in the top 25% of its sector.
Metrics P/E 21.7× Rev Growth 6.5% ROE 30.5% Gross Margin 69.9% Div Yield 2.56%
USD 81.32
0.00%
(Delayed)
• Vol 90d: 39.3%
52-Week Range
Market Cap
$4.48B
Enterprise Value
$5.17B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Fair
Health
Good
Efficiency
Fair
Valuation
Good
Growth
Good
Profitability
Fair
Health
Good
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 96%
Updated: Oct 24
Top Beats

Quick Facts

Website https://www.hamiltonlane.com
HQ Philadelphia, PA
Employees 760
Fiscal year Mar 31

Next Events

Earnings Nov 3 Call: Nov 3

Fair Value Snapshot

Bear Base Bull
$89
$118
$162
Current: $81.32 +46% vs base

Engine Room Money Flow™

Mid Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$759.0M
6.5%%
Operating Income (FRE Proxy)
$324.9M
2.7%%
EBITDA
$487.8M
26.7%%
Net Income
$249.2M
14.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
42.8%
Excellent

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$166.4M
66.8% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
1/1
Improving
0
High Impact
0
Critical
Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating Hamilton Lane Incorporated's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
64
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • High Return on Equity Return on equity ranks highly vs peers (score 0.94).
  • Sticky AUM Base Revenue stickiness is high (stability score 0.88).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Moderate
63
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Signals, strengths and risks for Fee Revenue Quality

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Signals, strengths and risks for Client Retention & Revenue Stickiness

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Signals, strengths and risks for Compensation Discipline

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Earnings Quality & Cash Conversion

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Signals, strengths and risks for Balance Sheet Strength

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing HLNE's balance between Growth (27.8%), Profitability (38.7%), and Safety (33.5%). Growth 28% Safety 34% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

52th percentile vs peers
52
Key Signals
Rev Growth YoY 6.5% 49p EPS CAGR 3Y 31.1% 79p Revenue CAGR 3Y 12.8% 58p EPS Growth YoY -15.2% 37p
Strengths
  • ROE in top 20% of peers (30.5%, 91th percentile)
  • Interest Coverage Ratio in top 20% of peers (31.96, 86th percentile)
  • ROA in top 20% of peers (12.5%, 86th percentile)
Risks

No significant risks identified for this axis.

Profitability

72th percentile vs peers
73
Key Signals
Strengths
Risks
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Safety

62th percentile vs peers
63
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Hamilton Lane Incorporated.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$118.35
- - -
+45.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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