COMP <GO>
HLNE vs FHI // EV/EBITDA & P/E VALUATION
Hamilton Lane Incorporated (NASDAQ) VS. Federated Hermes Inc. (NYSE) • 15-METRIC TALLY: HLNE 6
— FHI 6
▲ EV/EBITDA & P/E VALUATION LEADER: FHI
LAST: $83.91 (-2.04%) • MKT CAP: $4.62B
valuation
15.6x
LAST: $58.48 (+0.81%) • MKT CAP: $4.37B
valuation
8.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. FHI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | FHI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.70% | 39.80% | -15.10 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 15.6x | 8.0x | +7.60 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | 6.80% | +2.08 | HLNE | /fcf-yield <GO> |
| Operating Margin | 40.10% | 28.50% | +11.60 | HLNE | /operating-margins <GO> |
| Net Profit Margin | 32.80% | 22.40% | +10.40 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 10.30% | -3.80 | FHI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 2.42% | -0.56 | FHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 57.6 | -11.40 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.03 | +0.04 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 10.0x | +7.60 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.62B | $4.37B | $258.2M | HLNE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | FHI REV | HLNE GROSS % | FHI GROSS % | HLNE FCF | FHI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | $1.80B | — | — | $419.1M | $294.6M |
| FY 2024 | $713.0M | $1.63B | — | — | $288.7M | $342.5M |
| FY 2023 | $553.8M | $1.61B | — | — | $95.9M | $239.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
FHI // BETA 1.03