COMP <GO>
HLNE vs STEP // ENTERPRISE SCALE & MARKET CAP
Hamilton Lane Incorporated (NASDAQ) VS. StepStone Group Inc. (NASDAQ) • 15-METRIC TALLY: HLNE 7
— STEP 4
▲ ENTERPRISE SCALE & MARKET CAP LEADER: STEP
LAST: $87.84 (+4.68%) • MKT CAP: $4.62B
market-cap
$4.62B
LAST: $44.83 (+3.73%) • MKT CAP: $5.22B
market-cap
$5.22B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. STEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | STEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.70% | -35.00% | +59.70 | HLNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | 1.19% | +7.69 | HLNE | /fcf-yield <GO> |
| Operating Margin | 40.10% | -45.50% | +85.60 | HLNE | /operating-margins <GO> |
| Net Profit Margin | 32.80% | -37.30% | +70.10 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 69.70% | -63.20 | STEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 2.19% | -0.33 | STEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 47.3 | -1.10 | STEP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.92 | +0.15 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 18.0x | -0.40 | HLNE | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $4.62B | $5.22B | -$591.3M | STEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | STEP REV | HLNE GROSS % | STEP GROSS % | HLNE FCF | STEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | $1.99B | — | — | $419.1M | $63.9M |
| FY 2024 | $713.0M | $1.17B | — | — | $288.7M | $59.8M |
| FY 2023 | $553.8M | $711.6M | — | — | $95.9M | $129.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
STEP // BETA 0.92