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HLNE vs BN
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
HLNE vs BN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $4.41B | $102.89B |
| Revenue (TTM) | $713M | $77.66B |
| Net Income (TTM) | $206M | $1.31B |
| Gross Margin | 70.8% | 40.0% |
| Operating Margin | 44.4% | 39.9% |
| Forward P/E | 15.3x | 16.4x |
| Total Debt | $368M | $263.42B |
| Cash & Equiv. | $277M | $16.24B |
HLNE vs BN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Hamilton Lane Incor… (HLNE) | 100 | 126.3 | +26.3% |
| Brookfield Corporat… (BN) | 100 | 269.2 | +169.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HLNE vs BN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HLNE carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.25, yield 2.7%
- Rev growth 28.7%, EPS growth 46.6%
- 483.9% 10Y total return vs BN's 300.6%
BN is the clearest fit if your priority is quality and momentum.
- Efficiency ratio 0.0% vs HLNE's 0.3% (lower = leaner)
- +26.5% vs HLNE's -41.0%
- Efficiency ratio 0.0% vs HLNE's 0.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 28.7% NII/revenue growth vs BN's -9.7% | |
| Value | Lower P/E (15.3x vs 16.4x) | |
| Quality / Margins | Efficiency ratio 0.0% vs HLNE's 0.3% (lower = leaner) | |
| Stability / Safety | Beta 1.25 vs BN's 1.57, lower leverage | |
| Dividends | 2.7% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +26.5% vs HLNE's -41.0% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs HLNE's 0.3% |
HLNE vs BN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
HLNE vs BN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
HLNE leads this category, winning 3 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
BN is the larger business by revenue, generating $77.7B annually — 108.9x HLNE's $713M. HLNE is the more profitable business, keeping 30.5% of every revenue dollar as net income compared to BN's 1.7%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $713M | $77.7B |
| EBITDAEarnings before interest/tax | $320M | $32.1B |
| Net IncomeAfter-tax profit | $206M | $1.3B |
| Free Cash FlowCash after capex | $364M | -$2.8B |
| Gross MarginGross profit ÷ Revenue | +70.8% | +40.0% |
| Operating MarginEBIT ÷ Revenue | +44.4% | +39.9% |
| Net MarginNet income ÷ Revenue | +30.5% | +1.7% |
| FCF MarginFCF ÷ Revenue | +43.7% | — |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -56.8% | +73.1% |
Valuation Metrics
BN leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 17.1x trailing earnings, HLNE trades at a 100% valuation discount to BN's 9999.0x P/E. On an enterprise value basis, BN's 8.5x EV/EBITDA is more attractive than HLNE's 13.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.4B | $102.9B |
| Enterprise ValueMkt cap + debt − cash | $4.5B | $350.1B |
| Trailing P/EPrice ÷ TTM EPS | 17.08x | 9999.00x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.34x | 16.45x |
| PEG RatioP/E ÷ EPS growth rate | 0.84x | — |
| EV / EBITDAEnterprise value multiple | 13.82x | 8.49x |
| Price / SalesMarket cap ÷ Revenue | 6.19x | 1.32x |
| Price / BookPrice ÷ Book value/share | 4.77x | 0.65x |
| Price / FCFMarket cap ÷ FCF | 14.17x | — |
Profitability & Efficiency
HLNE leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
HLNE delivers a 15.6% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $1 for BN. HLNE carries lower financial leverage with a 0.40x debt-to-equity ratio, signaling a more conservative balance sheet compared to BN's 1.59x. On the Piotroski fundamental quality scale (0–9), HLNE scores 7/9 vs BN's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +15.6% | +0.8% |
| ROA (TTM)Return on assets | +9.5% | +0.3% |
| ROICReturn on invested capital | +21.2% | +5.6% |
| ROCEReturn on capital employed | +26.2% | +7.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.40x | 1.59x |
| Net DebtTotal debt minus cash | $91M | $247.2B |
| Cash & Equiv.Liquid assets | $277M | $16.2B |
| Total DebtShort + long-term debt | $368M | $263.4B |
| Interest CoverageEBIT ÷ Interest expense | 25.57x | 1.64x |
Total Returns (Dividends Reinvested)
BN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BN five years ago would be worth $19,069 today (with dividends reinvested), compared to $11,150 for HLNE. Over the past 12 months, BN leads with a +26.5% total return vs HLNE's -41.0%. The 3-year compound annual growth rate (CAGR) favors BN at 30.5% vs HLNE's 13.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -32.0% | -1.5% |
| 1-Year ReturnPast 12 months | -41.0% | +26.5% |
| 3-Year ReturnCumulative with dividends | +46.1% | +122.4% |
| 5-Year ReturnCumulative with dividends | +11.5% | +90.7% |
| 10-Year ReturnCumulative with dividends | +483.9% | +300.6% |
| CAGR (3Y)Annualised 3-year return | +13.5% | +30.5% |
Risk & Volatility
Evenly matched — HLNE and BN each lead in 1 of 2 comparable metrics.
Risk & Volatility
HLNE is the less volatile stock with a 1.25 beta — it tends to amplify market swings less than BN's 1.57 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BN currently trades 92.5% from its 52-week high vs HLNE's 51.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.25x | 1.57x |
| 52-Week HighHighest price in past year | $179.19 | $49.57 |
| 52-Week LowLowest price in past year | $86.47 | $35.95 |
| % of 52W HighCurrent price vs 52-week peak | +51.6% | +92.5% |
| RSI (14)Momentum oscillator 0–100 | 39.1 | 55.7 |
| Avg Volume (50D)Average daily shares traded | 852K | 5.7M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates HLNE as "Buy" and BN as "Buy". Consensus price targets imply 85.6% upside for HLNE (target: $172) vs 18.7% for BN (target: $54). HLNE is the only dividend payer here at 2.72% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $171.50 | $54.40 |
| # AnalystsCovering analysts | 10 | 9 |
| Dividend YieldAnnual dividend ÷ price | +2.7% | — |
| Dividend StreakConsecutive years of raises | 1 | 1 |
| Dividend / ShareAnnual DPS | $2.51 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +5.8% | 0.0% |
HLNE leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BN leads in 2 (Valuation Metrics, Total Returns). 1 tied.
HLNE vs BN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is HLNE or BN a better buy right now?
For growth investors, Hamilton Lane Incorporated (HLNE) is the stronger pick with 28.
7% revenue growth year-over-year, versus -9. 7% for Brookfield Corporation (BN). Hamilton Lane Incorporated (HLNE) offers the better valuation at 17. 1x trailing P/E (15. 3x forward), making it the more compelling value choice. Analysts rate Hamilton Lane Incorporated (HLNE) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — HLNE or BN?
On trailing P/E, Hamilton Lane Incorporated (HLNE) is the cheapest at 17.
1x versus Brookfield Corporation at 9999. 0x. On forward P/E, Hamilton Lane Incorporated is actually cheaper at 15. 3x.
03Which is the better long-term investment — HLNE or BN?
Over the past 5 years, Brookfield Corporation (BN) delivered a total return of +90.
7%, compared to +11. 5% for Hamilton Lane Incorporated (HLNE). Over 10 years, the gap is even starker: HLNE returned +483. 9% versus BN's +300. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — HLNE or BN?
By beta (market sensitivity over 5 years), Hamilton Lane Incorporated (HLNE) is the lower-risk stock at 1.
25β versus Brookfield Corporation's 1. 57β — meaning BN is approximately 25% more volatile than HLNE relative to the S&P 500. On balance sheet safety, Hamilton Lane Incorporated (HLNE) carries a lower debt/equity ratio of 40% versus 159% for Brookfield Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — HLNE or BN?
By revenue growth (latest reported year), Hamilton Lane Incorporated (HLNE) is pulling ahead at 28.
7% versus -9. 7% for Brookfield Corporation (BN). On earnings-per-share growth, the picture is similar: Hamilton Lane Incorporated grew EPS 46. 6% year-over-year, compared to -99. 8% for Brookfield Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — HLNE or BN?
Hamilton Lane Incorporated (HLNE) is the more profitable company, earning 30.
5% net margin versus 1. 7% for Brookfield Corporation — meaning it keeps 30. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLNE leads at 44. 4% versus 39. 9% for BN. At the gross margin level — before operating expenses — HLNE leads at 70. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is HLNE or BN more undervalued right now?
On forward earnings alone, Hamilton Lane Incorporated (HLNE) trades at 15.
3x forward P/E versus 16. 4x for Brookfield Corporation — 1. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLNE: 85. 6% to $171. 50.
08Which pays a better dividend — HLNE or BN?
In this comparison, HLNE (2.
7% yield) pays a dividend. BN does not pay a meaningful dividend and should not be held primarily for income.
09Is HLNE or BN better for a retirement portfolio?
For long-horizon retirement investors, Hamilton Lane Incorporated (HLNE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
25), 2. 7% yield, +483. 9% 10Y return). Brookfield Corporation (BN) carries a higher beta of 1. 57 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HLNE: +483. 9%, BN: +300. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between HLNE and BN?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: HLNE is a small-cap high-growth stock; BN is a mid-cap quality compounder stock. HLNE pays a dividend while BN does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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