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Hamilton Lane Incorporated (HLNE) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Hamilton Lane Incorporated

HLNEMarket cap $3.67BPrice $85.7

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages and advises on private markets investments — private equity, credit, and infrastructure — for institutions and individuals worldwide. Oversees roughly $900 billion in assets under management and advisement, making it a major gatekeeper to deals everyday investors rarely access.

In Bastion Portfolios?

52W Return-27%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+13%8

Revenue Forecast

Rev CAGR (1y)+25%9

Rev CAGR (3y)+16%8

Rev CAGR (5y)+12%8

Earnings Forecast

EPS Growth Y+1+55%9

EPS Growth Y+2+1%4

EPS Growth Y+3+15%7

Quality

Margins

EBIT Margin44%10

Net Income Margin32%9

Free Cash Flow Margin43%10

Debt

Net Debt/EBITDA0.19

Efficiency

ROE32%9

ROA20%10

Earnings Stability77

GEAR+VERY STRONG98

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)89

P/BV5.03

EV Multiples

EV/EBITDA Fwd79

EV/EBIT Fwd89

Yield

Free Cash Flow Yield0.0%8

Dividend Yield2.8%7

Momentum

Short term

1 month return-13%2

3 month return+7%8

YTD return-35%1

Mid term

Price vs 52wHigh56%2

1 year return-26%2

Long term

3 year return+3%3

5 year return+4%4

Risk Shield

Price Risk

Beta1.23

Volatility42%4

Free Cash Flow

Free Cash Flow Margin43%10

Free Cash Flow Yield0.0%8

Quality

ROCE18%10

Earnings Stability77

Net Debt/EBITDA0.19

02Growth

Is it actually growing, and how fast?

HLNEHamilton Lane

Revenue FY26$759M

GROWTH RATING↗

STRONG80 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+25%9

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+55%9

EPS growth, FY28E+1%4

EPS growth, FY29E+15%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 80% of companies worldwide.

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 13%/yr over the last 3 years and is set to grow 16%/yr from here.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 16%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%2

3-month return+7%8

YTD return-35%1

MID & LONG-TERM▾SCORE

% of 52-week high56%2

1-year return-26%2

3-year return+3%3

5-year return+4%4

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+7%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+2.6% over three years and +4.4% over five), behind 60% of the market.

It's down 26% over the past year, now 44% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-13%) and so far this year (-35%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Hamilton Lane Incorporated. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

HLNEHamilton Lane

Revenue FY26$759M

GROWTH RATING↗

STRONG80 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+25%9

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+55%9

EPS growth, FY28E+1%4

EPS growth, FY29E+15%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 80% of companies worldwide.

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 13%/yr over the last 3 years and is set to grow 16%/yr from here.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow in step with sales (EPS about 15%/yr vs revenue 16%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Reaccelerating Grower

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-13%2

3-month return+7%8

YTD return-35%1

MID & LONG-TERM▾SCORE

% of 52-week high56%2

1-year return-26%2

3-year return+3%3

5-year return+4%4

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+7%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+2.6% over three years and +4.4% over five), behind 60% of the market.

It's down 26% over the past year, now 44% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-13%) and so far this year (-35%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Hamilton Lane Incorporated. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community