COMP <GO>
HLNE vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Hamilton Lane Incorporated (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: HLNE 6
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HLNE
LAST: $83.91 (-2.04%) • MKT CAP: $4.72B
roic
24.70%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 24.70% | 17.37% | +7.33 | HLNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | 9.7x | +5.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | -18.14% | +27.02 | HLNE | /fcf-yield <GO> |
| Operating Margin | 40.10% | 42.07% | -1.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 32.80% | 32.63% | +0.17 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 13.53% | -7.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 1.96% | -0.10 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.68 | 0.37 | +4.31 | HLNE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 4.84% | +2.26 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 49.0 | -2.86 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.00 | +0.07 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 13.6x | +4.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.72B | $895.92B | -$891.19B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | JPM REV | HLNE GROSS % | JPM GROSS % | HLNE FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | $182.45B | 44.0% | — | $419.1M | -$147.78B |
| FY 2024 | $713.0M | $177.56B | 44.0% | — | $288.7M | -$42.01B |
| FY 2023 | $553.8M | $158.10B | 44.0% | — | $95.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
JPM // BETA 1.00