COMP <GO>
HLNE vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
Hamilton Lane Incorporated (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: HLNE 10
— MS 4
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HLNE
LAST: $83.91 (-2.04%) • MKT CAP: $4.72B
balance-sheet
4.68
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
balance-sheet
0.46
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLNE VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLNE | MS | 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% | 3.00% | +21.70 | HLNE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | 31.0x | -15.40 | HLNE | /valuation <GO> |
| Free Cash Flow Yield | 8.88% | -7.25% | +16.13 | HLNE | /fcf-yield <GO> |
| Operating Margin | 40.10% | 24.60% | +15.50 | HLNE | /operating-margins <GO> |
| Net Profit Margin | 32.80% | 20.20% | +12.60 | HLNE | /net-margins <GO> |
| Revenue Growth (YoY) | 6.50% | 5.50% | +1.00 | HLNE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.86% | 2.21% | -0.35 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.68 | 0.46 | +4.22 | HLNE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | HLNE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.00% | +0.10 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.2 | 43.3 | +2.90 | HLNE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.04 | +0.03 | HLNE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 16.5x | +1.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.72B | $298.41B | -$293.69B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLNE REV | MS REV | HLNE GROSS % | MS GROSS % | HLNE FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $759.0M | $0 | 44.0% | — | $419.1M | -$17.89B |
| FY 2024 | $713.0M | $0 | 44.0% | — | $288.7M | $1.36B |
| FY 2023 | $553.8M | $0 | 44.0% | — | $95.9M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLNE // BETA 1.07
MS // BETA 1.04