COMP <GO>
HLNE vs LAZ // GROSS PROFIT MARGIN
Hamilton Lane Incorporated (NASDAQ) VS. Lazard Inc. (NYSE) • 15-METRIC TALLY: HLNE 7
— LAZ 5
■ METRIC PARITY
LAST: $85.66 (+3.55%) • MKT CAP: $4.72B
gross-margins
—
LAST: $39.54 (+2.78%) • MKT CAP: $3.86B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. LAZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | LAZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.70% | 24.40% | +0.30 | HLNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | 11.4x | +4.20 | LAZ | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | 12.62% | -3.74 | LAZ | /fcf-yield <GO> |
| Operating Margin | 40.10% | 10.30% | +29.80 | HLNE | /operating-margins <GO> |
| Net Profit Margin | 32.80% | 7.40% | +25.40 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 1.50% | +5.00 | HLNE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 4.83% | -2.97 | LAZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 6/9 | +3.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.6 | 59.9 | -9.30 | LAZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.01 | +0.06 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 15.2x | +2.40 | LAZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.72B | $3.86B | $859.2M | HLNE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | LAZ REV | HLNE GROSS % | LAZ GROSS % | HLNE FCF | LAZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | $3.19B | — | — | $419.1M | $487.4M |
| FY 2024 | $713.0M | $3.14B | — | — | $288.7M | $697.3M |
| FY 2023 | $553.8M | $2.59B | — | — | $95.9M | $48.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
LAZ // BETA 1.01