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HLNE vs JPM

HLNE
Hamilton Lane Incorporated
BULLISH
Price
$92.28
Market Cap
$5.15B
Sector
Financial Services
AI Confidence
85%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$294.16
Market Cap
$793.36B
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
HLNE
16.9
JPM
14.69
Forward P/E
HLNE
15.02
JPM
12.62
P/B Ratio
HLNE
4.62
JPM
2.32
P/S Ratio
HLNE
6.75
JPM
4.72
EV/EBITDA
HLNE
13.48
JPM
--

Profitability

Gross Margin
HLNE
60.23%
JPM
0.0%
Operating Margin
HLNE
43.31%
JPM
41.06%
Profit Margin
HLNE
30.59%
JPM
33.91%
ROE
HLNE
31.7%
JPM
16.13%
ROA
HLNE
10.86%
JPM
1.35%

Growth

Revenue Growth
HLNE
18.0%
JPM
2.5%
Earnings Growth
HLNE
4.1%
JPM
-3.6%

Financial Health

Debt/Equity
HLNE
0.28
JPM
--
Current Ratio
HLNE
3.64
JPM
--
Quick Ratio
HLNE
3.51
JPM
--

Dividends

Dividend Yield
HLNE
2.28%
JPM
2.11%
Payout Ratio
HLNE
37.61%
JPM
28.97%

AI Verdict

HLNE BULLISH

HLNE exhibits exceptional fundamental health with a Piotroski F-Score of 8/9 and a very low Debt/Equity ratio of 0.28. While the current price of $92.28 trades at a premium to its Graham Number ($49.52) and Intrinsic Value ($71.80), it remains significantly undervalued relative to its analyst target of $155.14 and sector average P/E. The stock is currently experiencing a severe technical correction, trading near its 52-week low, which creates a compelling entry point for a company with 31.7% ROE and consistent earnings beats. The divergence between deteriorating price action and strengthening financial health suggests a high-probability reversal.

Strengths
Strong financial health evidenced by a Piotroski F-Score of 8/9
Exceptional profitability with ROE at 31.7% and Operating Margin at 43.31%
Robust liquidity position with a Current Ratio of 3.64
Risks
Severe bearish technical trend (0/100) with price near 52-week lows
Significant 1-year price decline of 32%
Current price exceeds deterministic fair value models (Graham/Intrinsic)
JPM NEUTRAL

JPM shows bullish fundamentals based on deterministic rules. Financial strength is weak (F-Score 2/9). Key strengths include strong valuation and growth metrics. Price trades at a 109.8% premium to fair value estimate ($140.21), limiting near-term upside from a valuation perspective.

Strengths
Attractive valuation with P/E of 14.7
Strong profitability (33.9% margin)
Strong ROE of 16.1%
Risks
Weak financial trend (Piotroski F-Score: 2/9)
Price trades at a 109.8% premium to fair value estimate ($140.21), limiting near-term upside from a valuation perspective.

Compare Another Pair

HLNE vs JPM: Head-to-Head Comparison

This page compares Hamilton Lane Incorporated (HLNE) and JPMorgan Chase & Co. (JPM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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