HAMILTON LANE INC-CLASS A (HLNE) Stock Fundamental Analysis

NASDAQ:HLNE • US4074971064

106.83 USD
+1.89 (+1.8%)
At close: Mar 2, 2026
106.83 USD
0 (0%)
After Hours: 3/2/2026, 4:30:02 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

HLNE gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 238 industry peers in the Capital Markets industry. Both the health and profitability get an excellent rating, making HLNE a very profitable company, without any liquidiy or solvency issues. 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!.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • HLNE had positive earnings in the past year.
  • In the past year HLNE had a positive cash flow from operations.
  • HLNE had positive earnings in each of the past 5 years.
  • HLNE had a positive operating cash flow in each of the past 5 years.
HLNE Yearly Net Income VS EBIT VS OCF VS FCFHLNE Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M

1.2 Ratios

  • The Return On Assets of HLNE (10.76%) is better than 85.71% of its industry peers.
  • HLNE has a better Return On Equity (26.61%) than 91.18% of its industry peers.
  • HLNE has a Return On Invested Capital of 16.05%. This is amongst the best in the industry. HLNE outperforms 89.92% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for HLNE is significantly above the industry average of 7.32%.
  • The 3 year average ROIC (22.58%) for HLNE is well above the current ROIC(16.05%). The reason for the recent decline needs to be investigated.
Industry RankSector Rank
ROA 10.76%
ROE 26.61%
ROIC 16.05%
ROA(3y)11.28%
ROA(5y)10.68%
ROE(3y)28.1%
ROE(5y)33.18%
ROIC(3y)22.58%
ROIC(5y)19.69%
HLNE Yearly ROA, ROE, ROICHLNE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

1.3 Margins

  • With a decent Profit Margin value of 30.59%, HLNE is doing good in the industry, outperforming 72.69% of the companies in the same industry.
  • HLNE's Profit Margin has improved in the last couple of years.
  • The Operating Margin of HLNE (42.80%) is better than 76.89% of its industry peers.
  • HLNE's Operating Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 42.8%
PM (TTM) 30.59%
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
HLNE Yearly Profit, Operating, Gross MarginsHLNE Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

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ROAROEROICOperating and Profit MarginShow most profitable peers

7

2. Health

2.1 Basic Checks

  • Compared to 1 year ago, HLNE has more shares outstanding
  • The number of shares outstanding for HLNE has been increased compared to 5 years ago.
  • The debt/assets ratio for HLNE is higher compared to a year ago.
HLNE Yearly Shares OutstandingHLNE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M 50M
HLNE Yearly Total Debt VS Total AssetsHLNE Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

2.2 Solvency

  • An Altman-Z score of 3.98 indicates that HLNE is not in any danger for bankruptcy at the moment.
  • HLNE's Altman-Z score of 3.98 is amongst the best of the industry. HLNE outperforms 81.51% of its industry peers.
  • The Debt to FCF ratio of HLNE is 0.79, which is an excellent value as it means it would take HLNE, only 0.79 years of fcf income to pay off all of its debts.
  • HLNE has a Debt to FCF ratio of 0.79. This is amongst the best in the industry. HLNE outperforms 89.50% of its industry peers.
  • A Debt/Equity ratio of 0.32 indicates that HLNE is not too dependend on debt financing.
  • HLNE's Debt to Equity ratio of 0.32 is fine compared to the rest of the industry. HLNE outperforms 70.59% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.32
Debt/FCF 0.79
Altman-Z 3.98
ROIC/WACCN/A
WACCN/A
HLNE Yearly LT Debt VS Equity VS FCFHLNE Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M 600M

2.3 Liquidity

  • A Current Ratio of 1.20 indicates that HLNE should not have too much problems paying its short term obligations.
  • With a Current ratio value of 1.20, HLNE perfoms like the industry average, outperforming 53.36% of the companies in the same industry.
  • HLNE has a Quick Ratio of 1.20. This is a normal value and indicates that HLNE is financially healthy and should not expect problems in meeting its short term obligations.
  • HLNE has a Quick ratio (1.20) which is comparable to the rest of the industry.
  • HLNE does not score too well on the current and quick ratio evaluation. However, as it has excellent solvency and profitability, these ratios do not necessarly indicate liquidity issues and need to be evaluated against the specifics of the business.
Industry RankSector Rank
Current Ratio 1.2
Quick Ratio 1.2
HLNE Yearly Current Assets VS Current LiabilitesHLNE Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

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%.
  • The Earnings Per Share has been growing by 20.18% on average over the past years. This is a very strong growth
  • HLNE shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.37%.
  • 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)10.37%
Revenue growth 3Y24.67%
Revenue growth 5Y21.08%
Sales Q2Q%18.02%

3.2 Future

  • The Earnings Per Share is expected to grow by 16.03% on average over the next years. This is quite good.
  • Based on estimates for the next years, HLNE will show a quite strong growth in Revenue. The Revenue will grow by 17.36% on average per year.
EPS Next Y12.19%
EPS Next 2Y13.41%
EPS Next 3Y16.03%
EPS Next 5YN/A
Revenue Next Year12.19%
Revenue Next 2Y15.88%
Revenue Next 3Y17.36%
Revenue Next 5YN/A

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
HLNE Yearly Revenue VS EstimatesHLNE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 200M 400M 600M 800M 1B
HLNE Yearly EPS VS EstimatesHLNE Yearly EPS VS EstimatesYearly EPS VS Estimates 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2 4 6

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 19.04, HLNE is valued on the expensive side.
  • HLNE's Price/Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Earnings ratio of 27.13, HLNE is valued a bit cheaper.
  • With a Price/Forward Earnings ratio of 16.48, HLNE is valued correctly.
  • HLNE's Price/Forward Earnings ratio is in line with the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.11, HLNE is valued a bit cheaper.
Industry RankSector Rank
PE 19.04
Fwd PE 16.48
HLNE Price Earnings VS Forward Price EarningsHLNE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 73.11% of the companies in the same industry are more expensive than HLNE, based on the Enterprise Value to EBITDA ratio.
  • HLNE's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. HLNE is cheaper than 65.97% of the companies in the same industry.
Industry RankSector Rank
P/FCF 16.87
EV/EBITDA 17.22
HLNE Per share dataHLNE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

  • HLNE's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • 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)1.56
PEG (5Y)0.94
EPS Next 2Y13.41%
EPS Next 3Y16.03%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • HLNE has a Yearly Dividend Yield of 2.00%.
  • Compared to an average industry Dividend Yield of 6.45, HLNE has a dividend in line with its industry peers.
  • HLNE's Dividend Yield is comparable with the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 2%

5.2 History

  • The dividend of HLNE is nicely growing with an annual growth rate of 19.56%!
  • HLNE has paid a dividend for at least 10 years, which is a reliable track record.
  • HLNE has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)19.56%
Div Incr Years7
Div Non Decr Years7
HLNE Yearly Dividends per shareHLNE Yearly Dividends per shareYearly Dividends per share 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • HLNE pays out 36.03% 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.
DP36.03%
EPS Next 2Y13.41%
EPS Next 3Y16.03%
HLNE Yearly Income VS Free CF VS DividendHLNE Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M 250M
HLNE Dividend Payout.HLNE Dividend Payout, showing the Payout Ratio.HLNE Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

HAMILTON LANE INC-CLASS A

NASDAQ:HLNE (3/2/2026, 4:30:02 PM)

After market: 106.83 0 (0%)

106.83

+1.89 (+1.8%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03
Earnings (Next)05-27
Inst Owners97.93%
Inst Owner Change-2.85%
Ins Owners7.22%
Ins Owner Change-2.53%
Market Cap5.96B
Revenue(TTM)763.40M
Net Income(TTM)233.50M
Analysts80
Price Target177.48 (66.13%)
Short Float %6.07%
Short Ratio4.52
Dividend
Industry RankSector Rank
Dividend Yield 2%
Yearly Dividend1.38
Dividend Growth(5Y)19.56%
DP36.03%
Div Incr Years7
Div Non Decr Years7
Ex-Date03-20
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)25.79%
Min EPS beat(2)14.54%
Max EPS beat(2)37.05%
EPS beat(4)4
Avg EPS beat(4)20.03%
Min EPS beat(4)1.1%
Max EPS beat(4)37.05%
EPS beat(8)7
Avg EPS beat(8)19.57%
EPS beat(12)9
Avg EPS beat(12)12.66%
EPS beat(16)12
Avg EPS beat(16)12.24%
Revenue beat(2)1
Avg Revenue beat(2)2.24%
Min Revenue beat(2)-0.69%
Max Revenue beat(2)5.16%
Revenue beat(4)3
Avg Revenue beat(4)4.79%
Min Revenue beat(4)-0.69%
Max Revenue beat(4)13.69%
Revenue beat(8)6
Avg Revenue beat(8)9.19%
Revenue beat(12)7
Avg Revenue beat(12)5.53%
Revenue beat(16)9
Avg Revenue beat(16)8.49%
PT rev (1m)4.28%
PT rev (3m)5.36%
EPS NQ rev (1m)3.95%
EPS NQ rev (3m)5.32%
EPS NY rev (1m)0.93%
EPS NY rev (3m)11.54%
Revenue NQ rev (1m)2.43%
Revenue NQ rev (3m)2.75%
Revenue NY rev (1m)0.73%
Revenue NY rev (3m)5.49%
Valuation
Industry RankSector Rank
PE 19.04
Fwd PE 16.48
P/S 7.81
P/FCF 16.87
P/OCF 16.52
P/B 6.79
P/tB 6.79
EV/EBITDA 17.22
EPS(TTM)5.61
EY5.25%
EPS(NY)6.48
Fwd EY6.07%
FCF(TTM)6.33
FCFY5.93%
OCF(TTM)6.47
OCFY6.05%
SpS13.69
BVpS15.73
TBVpS15.73
PEG (NY)1.56
PEG (5Y)0.94
Graham Number44.56
Profitability
Industry RankSector Rank
ROA 10.76%
ROE 26.61%
ROCE 19.19%
ROIC 16.05%
ROICexc 20.06%
ROICexgc 20.65%
OM 42.8%
PM (TTM) 30.59%
GM N/A
FCFM 46.27%
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-Score5
Asset Turnover0.35
Health
Industry RankSector Rank
Debt/Equity 0.32
Debt/FCF 0.79
Debt/EBITDA 0.83
Cap/Depr 77.85%
Cap/Sales 0.99%
Interest Coverage 250
Cash Conversion 107.24%
Profit Quality 151.27%
Current Ratio 1.2
Quick Ratio 1.2
Altman-Z 3.98
F-Score5
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)10.37%
Revenue growth 3Y24.67%
Revenue growth 5Y21.08%
Sales Q2Q%18.02%
Revenue Next Year12.19%
Revenue Next 2Y15.88%
Revenue Next 3Y17.36%
Revenue Next 5YN/A
EBIT growth 1Y3.1%
EBIT growth 3Y23.2%
EBIT growth 5Y22.13%
EBIT Next Year16.04%
EBIT Next 3Y14.24%
EBIT Next 5YN/A
FCF growth 1Y248.08%
FCF growth 3Y21.48%
FCF growth 5Y21.24%
OCF growth 1Y221.14%
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 5 / 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 19.04 and the Price/Book (PB) ratio is 6.79.


How financially healthy is HAMILTON LANE INC-CLASS A?

The financial health rating of HAMILTON LANE INC-CLASS A (HLNE) is 7 / 10.