COMP <GO>
HLNE vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Hamilton Lane Incorporated (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: HLNE 9
— BRK-B 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HLNE
LAST: $87.84 (+4.68%) • MKT CAP: $4.62B
roic
24.70%
LAST: $556.11 (+2.51%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 24.70% | 11.47% | +13.23 | HLNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | 9.9x | +5.69 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | 2.04% | +6.84 | HLNE | /fcf-yield <GO> |
| Operating Margin | 40.10% | 27.80% | +12.30 | HLNE | /operating-margins <GO> |
| Net Profit Margin | 32.80% | 22.30% | +10.50 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 3.93% | +2.57 | HLNE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 0.00% | +1.86 | HLNE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.88 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.64% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 63.6 | -17.40 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.61 | +0.46 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 24.9x | -7.31 | HLNE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.62B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | BRK-B REV | HLNE GROSS % | BRK-B GROSS % | HLNE FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | $371.44B | — | — | $419.1M | $25.04B |
| FY 2024 | $713.0M | $371.43B | — | — | $288.7M | $11.62B |
| FY 2023 | $553.8M | $364.48B | — | — | $95.9M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
BRK-B // BETA 0.61