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Upturn AI SWOT - About
HLNE 
Hamilton Lane Inc (HLNE)
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Upturn Advisory Summary
03/27/2025: HLNE (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 43.9% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.38B USD | Price to earnings Ratio 27.19 | 1Y Target Price 168.17 |
Price to earnings Ratio 27.19 | 1Y Target Price 168.17 | ||
Volume (30-day avg) 547001 | Beta 1.3 | 52 Weeks Range 106.86 - 202.41 | Updated Date 03/30/2025 |
52 Weeks Range 106.86 - 202.41 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 1.33% | Basic EPS (TTM) 5.41 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 31.13% | Operating Margin (TTM) 45% |
Management Effectiveness
Return on Assets (TTM) 14.13% | Return on Equity (TTM) 42.7% |
Valuation
Trailing PE 27.19 | Forward PE 28.01 | Enterprise Value 6422451082 | Price to Sales(TTM) 12.12 |
Enterprise Value 6422451082 | Price to Sales(TTM) 12.12 | ||
Enterprise Value to Revenue 9.29 | Enterprise Value to EBITDA 16.34 | Shares Outstanding 43337200 | Shares Floating 34783077 |
Shares Outstanding 43337200 | Shares Floating 34783077 | ||
Percent Insiders 5 | Percent Institutions 69.81 |
Analyst Ratings
Rating 2.86 | Target Price 177.17 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Hamilton Lane Inc
Company Overview
History and Background
Hamilton Lane Inc. was founded in 1991. Initially a placement agent for private equity funds, it evolved into a global private markets investment management firm. Key milestones include expanding its investment strategies, establishing a global presence, and going public in 2017.
Core Business Areas
- Investment Management: Manages customized separate accounts and commingled funds for institutional investors, providing access to various private market strategies.
- Advisory Services: Offers advisory services, including investment strategy consulting, portfolio construction, and due diligence, to institutional investors.
- Direct Investments: Makes direct investments in companies alongside private equity firms.
Leadership and Structure
Mario Giannini is the CEO. The firm has a partnership structure with senior professionals holding ownership.
Top Products and Market Share
Key Offerings
- Separate Accounts: Manages tailored portfolios for institutional investors. No specific market share data available. Competitors include Blackstone (BX), Apollo Global Management (APO), and KKR & Co. (KKR).
- Commingled Funds: Offers access to diversified private market strategies through fund structures. No specific market share data available. Competitors include Ares Management Corporation (ARES), The Carlyle Group (CG), and TPG Inc. (TPG).
- Advisory Services: Provides investment consulting services to institutional clients. Market share is not readily available. Competitors include Aksia and Albourne Partners.
Market Dynamics
Industry Overview
The private markets industry is experiencing significant growth, driven by institutional investors seeking higher returns and diversification. The industry is competitive, with increasing demand for specialized expertise and customized solutions.
Positioning
Hamilton Lane Inc. is a leading player in the private markets investment management space. Its competitive advantages include a long track record, a global network, and a comprehensive suite of services.
Total Addressable Market (TAM)
The total addressable market for private markets investment management is estimated to be in the trillions of dollars. Hamilton Lane Inc. is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive global network
- Experienced investment team
- Diversified product offering
- Long-standing client relationships
Weaknesses
- Dependence on key personnel
- Illiquidity of private market investments
- Higher fee structure compared to public markets
- Potential for underperformance in specific market cycles
Opportunities
- Growing demand for private market investments
- Expansion into new geographies
- Development of new investment strategies
- Increasing adoption of technology
- Acquisition opportunities
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Geopolitical risks
- Rising interest rates
Competitors and Market Share
Key Competitors
- Blackstone (BX)
- Apollo Global Management (APO)
- Ares Management Corporation (ARES)
Competitive Landscape
Hamilton Lane Inc. competes with other large private market investment managers. Its advantages include a strong brand, a global network, and a diversified product offering. Disadvantages include its smaller size compared to some competitors.
Major Acquisitions
Keyhaven Capital Partners
- Year: 2016
- Acquisition Price (USD millions): 161
- Strategic Rationale: Expanded HLNE's capabilities in small and mid-sized European private equity markets.
Growth Trajectory and Initiatives
Historical Growth: Hamilton Lane Inc. has experienced significant growth in recent years, driven by increasing demand for private market investments and the company's strong performance.
Future Projections: Analysts project continued growth for Hamilton Lane Inc., driven by the secular trend towards private markets. Revenue and earnings are expected to grow at a double-digit rate over the next few years.
Recent Initiatives: Recent initiatives include expanding its presence in Asia, launching new investment strategies, and investing in technology.
Summary
Hamilton Lane Inc. is a strong player in the growing private markets investment management industry, with a robust track record and a global network. Its diversified product offering and experienced team contribute to its success. However, its smaller size compared to some competitors presents a challenge. Regulatory changes and economic downturns pose potential risks that need to be watched.
Similar Companies
- BX
- APO
- ARES
- CG
- TPG
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hamilton Lane Inc
Exchange NASDAQ | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 2017-03-01 | Co-CEO & Member of the Board Mr. Erik R. Hirsch | ||
Sector Financial Services | Industry Asset Management | Full time employees 700 | Website https://www.hamiltonlane.com |
Full time employees 700 | Website https://www.hamiltonlane.com | ||
Hamilton Lane Incorporated is a private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies. The firm manages alternative investment strategies like direct credit, direct, fund of fund, evergreen and real assets. For primary and secondary fund of fund investments, the firm focuses to invest in private equity, buyout, special situations, credit, growth equity, middle market, mature, turnarounds, mezzanine and venture capital funds. It prefers to invest in energy, industrials, commercial services, internet software & services, consumer discretionary, health care, real estate, information technology, tech-enabled businesses, financials, utilities, and consumer services. The firm prefers to invest in Africa/Middle East, Asia/Pacific, Europe, Latin America and Caribbean, United States of America, California and surrounding states, Australia, Japan, United Kingdom, and Canada. The firm prefers to invest between $1 million and $100 million in companies with small- to mid-sized enterprise values. It prefers to take majority stake. Hamilton Lane Incorporated was founded in 1991 and is based in Conshohocken, Pennsylvania with additional offices across Europe, North America, Asia Pacific and the Middle East.
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