COMP <GO>
HLNE vs BAC // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Hamilton Lane Incorporated (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: HLNE 10
— BAC 4
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: BAC
LAST: $83.91 (-2.04%) • MKT CAP: $4.72B
options-implied-move
7.10%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.70% | 2.50% | +22.20 | HLNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | 30.2x | -14.60 | HLNE | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | 2.10% | +6.78 | HLNE | /fcf-yield <GO> |
| Operating Margin | 40.10% | 32.90% | +7.20 | HLNE | /operating-margins <GO> |
| Net Profit Margin | 32.80% | 27.00% | +5.80 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 6.80% | -0.30 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 0.00% | +1.86 | HLNE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.68 | 0.45 | +4.23 | HLNE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.10% | 6.60% | +0.50 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 27.7 | +18.52 | HLNE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.90 | +0.17 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 10.9x | +6.70 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.72B | $357.61B | -$352.89B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | BAC REV | HLNE GROSS % | BAC GROSS % | HLNE FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | $113.10B | 44.0% | 44.0% | $419.1M | $7.52B |
| FY 2024 | $713.0M | $105.86B | 44.0% | 44.0% | $288.7M | -$13.57B |
| FY 2023 | $553.8M | $102.77B | 44.0% | 44.0% | $95.9M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
BAC // BETA 0.90