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HLNE

🏦 Financial Services

Hamilton Lane Incorporated

Conservative #357Aggressive #107Moderate RiskLow 19ML↑ 33pt
$107.66+1.34%
Day High$110.30
Day Low$105.49
Volume0.7M
Mkt Cap$6.0B
52W Low $10552W High $179
Market Cap
$6.9B
P/E Ratio
21.9
Sector avg: 26.8
Rev Growth
28.7%
Sector avg: 13.4%
Earnings Growth
54.4%
Profit Margin
30.5%
Sector avg: -2.8%
Debt/Equity
0.51

Why This Score

HLNE scores 60.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 30.3% exceeds the 15% quality threshold.
  • High net margin of 30.5%, indicating pricing power and operational efficiency.
  • ML model assigns a high-conviction signal (92/100), indicating strong pattern recognition across 82 features.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Moderate penalties (-3.8 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score60.1
Fundamental Score51.9
ML Score92.0

Score by Horizon

3 Month
74.0
6 Month
82.7
Primary
1 Year
87.0

Quality Assessment

D
Earnings Grade
Weak fundamentals or significant quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
57
Neutral
Analyst (6.4%)
58
Neutral
Tradability (post-hoc)
83
Grade A
Base
59.9
SHAP
+2.6
Factors
+1.4
Divergence
-3.8
Final
60.1
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

72AVG
Value70
Quality95
Growth90
Stability75
Investment30

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)72.0
Technical (Momentum, Weinstein, Volatility)48.0
External (Sentiment, Analyst, Macro)79.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+1.3% to +5.8%
Medium-term
+2.6% to +9.5%
Long-term
+3.8% to +13.1%

ML Model Core Features100 trained inputs → ML Score: 92

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score58.3/100
Target Upside+73.2%
Coverage9 analysts
Market Sentiment
Sentiment Score57.0/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.2%
6M Momentum-0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration-0.4%
Momentum ConsistencyStrong (0.98)
Relative Strength vs Sector-29.1%
Trend Strength (ADX Proxy)Moderate (2.4)
Momentum Quality-0.150
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
2%
Low risk
Sector RevGr Rank
P85
Revenue growth vs Financial Services peers
Sector PE Rank
P24
Valuation vs Financial Services peers
Sector FCF Rank
P48
Free cash flow vs Financial Services peers
Growth Deviation
+0.4σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 55 relative to sector peers55/100
Machine learning model ranks this stock at the 88th percentileP88
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.1pt (features align with model priorities)
Blend: 91% fund (55.4) + 9% ML (88.4) + SHAP(+3.1) = 61.4
Factor quality: +1.6pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 8.4%. Max drawdown 26% (-7.2 pts). Price momentum -20% (-3.1 pts)Moderate
Market cap adjustment: +0.5 points ($6.9B market cap)+0.5 pts
Conviction penalty: -3.0pt (conviction=19)
Divergence penalty: -3.5pt (ML 33pt higher)
Risk Factors
Earnings quality grade D: weak earnings quality, multiple concerns. Score adjusted by -23 pointsGrade D
Quality concern: Non-operating gain: net margin (30.5%) exceeds operating margin (1.2%) by 29pp — likely one-time itemFlag

Sector Peer Comparison(Financial Services — Rank #122 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
HLNE60.121.928.7%30.5%$6.9B
CME86.427.29.9%57.5%$112.1B
FHB84.911.83.2%24.2%$3.2B
ACT84.48.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.8B
SEIC82.214.010.7%27.3%$10.1B
TROW79.910.13.1%28.5%$21.1B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.4B
HWC77.812.2-1.5%24.1%$5.8B
FFIN77.418.811.7%30.7%$4.8B
TRMK77.111.934.8%19.3%$2.7B
NMIH77.07.78.4%55.1%$3.1B
EWBC76.712.74.6%28.3%$16.0B
WSFS76.312.8-3.1%21.1%$3.6B
MCHB76.1N/A123.7%23.2%$3.3B
Sector Average47.526.813.4%-2.8%

Company Overviewvia FMP

Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as single client vehicles); specialized strategies (fund-of-funds, secondaries, co-investments, taft-hartley, distribution management); advisory relationships (including due diligence, strategic portfolio planning, monitoring and reporting services); and reporting and analytics solutions. For direct investments, the firm invests in early, mid and late venture, mature companies, growth equity, emerging growth, distressed debt, later stage, turnarounds, bridge financing, mezzanine financing, and buyouts in middle market companies. For fund of fund investments, it invests in mezzanine, venture capital, private equity, turnaround, secondary investments, real estate, and special situation funds. The firm invests in real estate investments. It also invest in technology, healthcare, education, natural resources, energy and essential consumer goods sectors, cleantech, and environment, community development, and financial empowerment. It invests in private equity markets in North America, Latin America, United States, Western Europe, Middle East, Africa, United Kingdom, Asia, Japan, and Australia. The firm prefer to invest $1 million to $100 million in companies. It prefers to have majority stake in companies. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, and Asia.

CEO
Erik R. Hirsch
Employees
700
Beta
1.29
Industry
Asset Management
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
25.1
Oversold
Trend
Bearish
10-day vs 50-day MA
From 52W High
-39.9%
High: $179.19
From 52W Low
+9.9%
Low: $98
Moving Averages
10-Day
$112.60
Below
20-Day
$124.30
Below
50-Day
$135.50
Below
200-Day
$140.50
Below
60-Day Support
$98
60-Day Resistance
$155.66
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 15/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-23.3%
200 SMA Slope (60d)
-3.01%
Falling
Volume Ratio
1.55x
10d avg vs 50d avg
Days in Stage
20
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ3 2025Q2 2025Q1 2025Q4 2025
Revenue$199M$191M$176M$198M
Gross Profit$138M$135M$122M$133M
Operating Income$86M$80M$77M$84M
Net Income$58M$71M$54M$50M
EPS (Diluted)$1.37$1.69$1.28$1.23
Gross Margin69.3%70.8%69.6%67.3%
Operating Margin43.3%41.8%43.7%42.4%
Net Margin29.4%37.1%30.5%25.5%

Why This Stock

Financial ServicesP/E ratio of 21.9Revenue growth 28.7%Profit margin 30.5%

Tradability FilterGrade A — 83/100Score impact: -3.0pt

Volume
81
524K avg/day
Dollar Vol
100
$53M/day
Float
68
38M shares
Mkt Cap
69
$6.9B
Range
100
83% spread
Composite Liquidity Score83/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$80.47$116.0036.2%Wide
2022$55.81$105.2361.4%Wide
2023$62.47$116.9860.8%Wide
2024$103.42$203.7265.3%Wide
2025$111.98$179.1946.2%Wide
3-Year Range
106.1%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
67.7%
Outstanding Shares
56M
Bid-Ask Spread
83.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.