131.72 USD
0 (0%)
At close: Feb 6, 2026
131.72 USD
0 (0%)
After Hours: 2/6/2026, 8:00:01 PM
We assign a fundamental rating of 7 out of 10 to HLNE. HLNE was compared to 238 industry peers in the Capital Markets industry. HLNE has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. HLNE is not overvalued while it is showing excellent growth. This is an interesting combination. With these ratings, HLNE could be worth investigating further for growth and quality investing!.
1. Profitability
1.1 Basic Checks
- In the past year HLNE was profitable.
- HLNE had a positive operating cash flow in the past year.
- HLNE had positive earnings in each of the past 5 years.
- In the past 5 years HLNE always reported a positive cash flow from operatings.
1.2 Ratios
- Looking at the Return On Assets, with a value of 11.52%, HLNE belongs to the top of the industry, outperforming 88.24% of the companies in the same industry.
- HLNE has a better Return On Equity (27.63%) than 92.86% of its industry peers.
- HLNE has a better Return On Invested Capital (17.26%) than 92.44% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for HLNE is significantly above the industry average of 7.28%.
- The 3 year average ROIC (22.58%) for HLNE is well above the current ROIC(17.26%). The reason for the recent decline needs to be investigated.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.52% | ||
| ROE | 27.63% | ||
| ROIC | 17.26% |
ROA(3y)11.28%
ROA(5y)10.68%
ROE(3y)28.1%
ROE(5y)33.18%
ROIC(3y)22.58%
ROIC(5y)19.69%
1.3 Margins
- HLNE has a Profit Margin of 31.12%. This is in the better half of the industry: HLNE outperforms 78.15% of its industry peers.
- HLNE's Profit Margin has improved in the last couple of years.
- The Operating Margin of HLNE (43.20%) is better than 78.57% of its industry peers.
- HLNE's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 43.2% | ||
| PM (TTM) | 31.12% | ||
| GM | N/A |
OM growth 3Y-1.19%
OM growth 5Y0.87%
PM growth 3Y-8.59%
PM growth 5Y6.57%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
- Compared to 1 year ago, HLNE has more shares outstanding
- Compared to 5 years ago, HLNE has more shares outstanding
- Compared to 1 year ago, HLNE has a worse debt to assets ratio.
2.2 Solvency
- HLNE has an Altman-Z score of 5.13. This indicates that HLNE is financially healthy and has little risk of bankruptcy at the moment.
- Looking at the Altman-Z score, with a value of 5.13, HLNE belongs to the top of the industry, outperforming 86.55% of the companies in the same industry.
- The Debt to FCF ratio of HLNE is 0.84, which is an excellent value as it means it would take HLNE, only 0.84 years of fcf income to pay off all of its debts.
- The Debt to FCF ratio of HLNE (0.84) is better than 89.50% of its industry peers.
- HLNE has a Debt/Equity ratio of 0.35. This is a healthy value indicating a solid balance between debt and equity.
- HLNE has a better Debt to Equity ratio (0.35) than 70.59% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.35 | ||
| Debt/FCF | 0.84 | ||
| Altman-Z | 5.13 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 1.14 indicates that HLNE should not have too much problems paying its short term obligations.
- HLNE has a Current ratio (1.14) which is in line with its industry peers.
- HLNE has a Quick Ratio of 1.14. This is a normal value and indicates that HLNE is financially healthy and should not expect problems in meeting its short term obligations.
- The Quick ratio of HLNE (1.14) is comparable to the rest of the industry.
- The current and quick ratio evaluation for HLNE is rather negative, while it does have excellent solvency and profitability. These ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.14 | ||
| Quick Ratio | 1.14 |
3. Growth
3.1 Past
- HLNE shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 7.68%.
- HLNE shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 20.18% yearly.
- HLNE shows a strong growth in Revenue. In the last year, the Revenue has grown by 28.73%.
- Measured over the past years, HLNE shows a very strong growth in Revenue. The Revenue has been growing by 21.08% on average per year.
EPS 1Y (TTM)7.68%
EPS 3Y4.79%
EPS 5Y20.18%
EPS Q2Q%24%
Revenue 1Y (TTM)28.73%
Revenue growth 3Y24.67%
Revenue growth 5Y21.08%
Sales Q2Q%18.02%
3.2 Future
- Based on estimates for the next years, HLNE will show a quite strong growth in Earnings Per Share. The EPS will grow by 16.03% on average per year.
- The Revenue is expected to grow by 17.64% on average over the next years. This is quite good.
EPS Next Y12.19%
EPS Next 2Y13.41%
EPS Next 3Y16.03%
EPS Next 5YN/A
Revenue Next Year11.26%
Revenue Next 2Y15.6%
Revenue Next 3Y17.64%
Revenue Next 5YN/A
3.3 Evolution
- Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- HLNE is valuated rather expensively with a Price/Earnings ratio of 23.48.
- Based on the Price/Earnings ratio, HLNE is valued a bit more expensive than the industry average as 68.07% of the companies are valued more cheaply.
- The average S&P500 Price/Earnings ratio is at 27.92. HLNE is around the same levels.
- The Price/Forward Earnings ratio is 20.32, which indicates a rather expensive current valuation of HLNE.
- HLNE's Price/Forward Earnings ratio is in line with the industry average.
- HLNE is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 27.78, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.48 | ||
| Fwd PE | 20.32 |
4.2 Price Multiples
- HLNE's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. HLNE is cheaper than 68.49% of the companies in the same industry.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of HLNE indicates a somewhat cheap valuation: HLNE is cheaper than 61.76% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.61 | ||
| EV/EBITDA | 22.39 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates HLNE does not grow enough to justify the current Price/Earnings ratio.
- The excellent profitability rating of HLNE may justify a higher PE ratio.
- A more expensive valuation may be justified as HLNE's earnings are expected to grow with 16.03% in the coming years.
PEG (NY)1.93
PEG (5Y)1.16
EPS Next 2Y13.41%
EPS Next 3Y16.03%
5. Dividend
5.1 Amount
- HLNE has a Yearly Dividend Yield of 1.53%.
- HLNE's Dividend Yield is comparable with the industry average which is at 6.08.
- Compared to an average S&P500 Dividend Yield of 1.83, HLNE has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.53% |
5.2 History
- On average, the dividend of HLNE grows each year by 19.56%, which is quite nice.
- HLNE has been paying a dividend for over 5 years, so it has already some track record.
- As HLNE did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)19.56%
Div Incr Years7
Div Non Decr Years7
5.3 Sustainability
- HLNE pays out 35.76% of its income as dividend. This is a sustainable payout ratio.
- HLNE's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP35.76%
EPS Next 2Y13.41%
EPS Next 3Y16.03%
131.72
0 (0%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03 2026-02-03/bmo
Earnings (Next)05-27 2026-05-27/bmo
Inst Owners97.93%
Inst Owner Change0.98%
Ins Owners7.22%
Ins Owner Change-2.84%
Market Cap7.35B
Revenue(TTM)712.96M
Net Income(TTM)228.13M
Analysts80
Price Target181.12 (37.5%)
Short Float %6.25%
Short Ratio4.91
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.53% |
Yearly Dividend1.38
Dividend Growth(5Y)19.56%
DP35.76%
Div Incr Years7
Div Non Decr Years7
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)32.23%
Min EPS beat(2)27.41%
Max EPS beat(2)37.05%
EPS beat(4)4
Avg EPS beat(4)19.28%
Min EPS beat(4)1.1%
Max EPS beat(4)37.05%
EPS beat(8)6
Avg EPS beat(8)14.71%
EPS beat(12)8
Avg EPS beat(12)7.46%
EPS beat(16)12
Avg EPS beat(16)13.67%
Revenue beat(2)2
Avg Revenue beat(2)3.09%
Min Revenue beat(2)1.01%
Max Revenue beat(2)5.16%
Revenue beat(4)4
Avg Revenue beat(4)6.08%
Min Revenue beat(4)1.01%
Max Revenue beat(4)13.69%
Revenue beat(8)6
Avg Revenue beat(8)8.54%
Revenue beat(12)7
Avg Revenue beat(12)5.4%
Revenue beat(16)9
Avg Revenue beat(16)8.16%
PT rev (1m)1.57%
PT rev (3m)3.96%
EPS NQ rev (1m)-2.16%
EPS NQ rev (3m)7.28%
EPS NY rev (1m)0.09%
EPS NY rev (3m)10.29%
Revenue NQ rev (1m)0.76%
Revenue NQ rev (3m)8.47%
Revenue NY rev (1m)0.46%
Revenue NY rev (3m)3.97%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.48 | ||
| Fwd PE | 20.32 | ||
| P/S | 10.03 | ||
| P/FCF | 21.61 | ||
| P/OCF | 20.9 | ||
| P/B | 8.9 | ||
| P/tB | 8.9 | ||
| EV/EBITDA | 22.39 |
EPS(TTM)5.61
EY4.26%
EPS(NY)6.48
Fwd EY4.92%
FCF(TTM)6.1
FCFY4.63%
OCF(TTM)6.3
OCFY4.78%
SpS13.14
BVpS14.8
TBVpS14.8
PEG (NY)1.93
PEG (5Y)1.16
Graham Number43.22
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.52% | ||
| ROE | 27.63% | ||
| ROCE | 20.63% | ||
| ROIC | 17.26% | ||
| ROICexc | 21.92% | ||
| ROICexgc | 22.44% | ||
| OM | 43.2% | ||
| PM (TTM) | 31.12% | ||
| GM | N/A | ||
| FCFM | 46.4% |
ROA(3y)11.28%
ROA(5y)10.68%
ROE(3y)28.1%
ROE(5y)33.18%
ROIC(3y)22.58%
ROIC(5y)19.69%
ROICexc(3y)26.87%
ROICexc(5y)22.9%
ROICexgc(3y)28.19%
ROICexgc(5y)23.88%
ROCE(3y)26.99%
ROCE(5y)23.55%
ROICexgc growth 3Y19.01%
ROICexgc growth 5Y-5.25%
ROICexc growth 3Y19.07%
ROICexc growth 5Y-4.68%
OM growth 3Y-1.19%
OM growth 5Y0.87%
PM growth 3Y-8.59%
PM growth 5Y6.57%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.37
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.35 | ||
| Debt/FCF | 0.84 | ||
| Debt/EBITDA | 0.88 | ||
| Cap/Depr | 119.21% | ||
| Cap/Sales | 1.57% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 107.75% | ||
| Profit Quality | 149.1% | ||
| Current Ratio | 1.14 | ||
| Quick Ratio | 1.14 | ||
| Altman-Z | 5.13 |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)109.9%
Cap/Depr(5y)192.46%
Cap/Sales(3y)1.53%
Cap/Sales(5y)2.53%
Profit Quality(3y)135.75%
Profit Quality(5y)139.47%
High Growth Momentum
Growth
EPS 1Y (TTM)7.68%
EPS 3Y4.79%
EPS 5Y20.18%
EPS Q2Q%24%
EPS Next Y12.19%
EPS Next 2Y13.41%
EPS Next 3Y16.03%
EPS Next 5YN/A
Revenue 1Y (TTM)28.73%
Revenue growth 3Y24.67%
Revenue growth 5Y21.08%
Sales Q2Q%18.02%
Revenue Next Year11.26%
Revenue Next 2Y15.6%
Revenue Next 3Y17.64%
Revenue Next 5YN/A
EBIT growth 1Y8.36%
EBIT growth 3Y23.2%
EBIT growth 5Y22.13%
EBIT Next Year16.07%
EBIT Next 3Y14%
EBIT Next 5YN/A
FCF growth 1Y71.96%
FCF growth 3Y21.48%
FCF growth 5Y21.24%
OCF growth 1Y70.46%
OCF growth 3Y21.07%
OCF growth 5Y20.91%
HAMILTON LANE INC-CLASS A / HLNE FAQ
Can you provide the ChartMill fundamental rating for HAMILTON LANE INC-CLASS A?
ChartMill assigns a fundamental rating of 7 / 10 to HLNE.
What is the valuation status for HLNE stock?
ChartMill assigns a valuation rating of 4 / 10 to HAMILTON LANE INC-CLASS A (HLNE). This can be considered as Fairly Valued.
Can you provide the profitability details for HAMILTON LANE INC-CLASS A?
HAMILTON LANE INC-CLASS A (HLNE) has a profitability rating of 8 / 10.
Can you provide the PE and PB ratios for HLNE stock?
The Price/Earnings (PE) ratio for HAMILTON LANE INC-CLASS A (HLNE) is 23.48 and the Price/Book (PB) ratio is 8.9.
How financially healthy is HAMILTON LANE INC-CLASS A?
The financial health rating of HAMILTON LANE INC-CLASS A (HLNE) is 7 / 10.