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Stock Comparison

HLNE vs BN vs BX vs KKR

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
HLNE
Hamilton Lane Incorporated

Asset Management

Financial ServicesNASDAQ • US
Market Cap$4.25B
5Y Perf.+21.6%
BN
Brookfield Corporation

Asset Management

Financial ServicesNYSE • CA
Market Cap$104.40B
5Y Perf.+173.1%
BX
Blackstone Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$95.85B
5Y Perf.+115.4%
KKR
KKR & Co. Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$89.45B
5Y Perf.+261.5%

HLNE vs BN vs BX vs KKR — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
HLNE logoHLNE
BN logoBN
BX logoBX
KKR logoKKR
IndustryAsset ManagementAsset ManagementAsset ManagementAsset Management
Market Cap$4.25B$104.40B$95.85B$89.45B
Revenue (TTM)$713M$77.66B$13.83B$19.26B
Net Income (TTM)$206M$1.31B$3.02B$2.37B
Gross Margin70.8%40.0%86.0%41.8%
Operating Margin44.4%39.9%51.9%2.4%
Forward P/E14.8x16.7x20.5x16.4x
Total Debt$368M$263.42B$13.31B$54.77B
Cash & Equiv.$277M$16.24B$2.63B$6M

HLNE vs BN vs BX vs KKRLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

HLNE
BN
BX
KKR
StockMay 20May 26Return
Hamilton Lane Incor… (HLNE)100121.6+21.6%
Brookfield Corporat… (BN)100273.1+173.1%
Blackstone Inc. (BX)100215.4+115.4%
KKR & Co. Inc. (KKR)100361.5+261.5%

Price return only. Dividends and distributions are not included.

Quick Verdict: HLNE vs BN vs BX vs KKR

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: HLNE and BN are tied at the top with 3 categories each — the right choice depends on your priorities. Brookfield Corporation is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. BX also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
HLNE
Hamilton Lane Incorporated
The Banking Pick

HLNE carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.

  • Rev growth 28.7%, EPS growth 46.6%
  • Lower volatility, beta 1.25, Low D/E 39.9%, current ratio 1.68x
  • PEG 0.72 vs BX's 0.98
  • Beta 1.25, yield 2.8%, current ratio 1.68x
Best for: growth exposure and sleep-well-at-night
BN
Brookfield Corporation
The Banking Pick

BN is the #2 pick in this set and the best alternative if quality and momentum is your priority.

  • Efficiency ratio 0.0% vs KKR's 0.4% (lower = leaner)
  • +25.5% vs HLNE's -42.6%
  • Efficiency ratio 0.0% vs KKR's 0.4%
Best for: quality and momentum
BX
Blackstone Inc.
The Banking Pick

BX is the clearest fit if your priority is income & stability.

  • Dividend streak 2 yrs, beta 1.53, yield 6.3%
  • 6.3% yield, 2-year raise streak, vs KKR's 0.8%, (1 stock pays no dividend)
Best for: income & stability
KKR
KKR & Co. Inc.
The Banking Pick

KKR is the clearest fit if your priority is long-term compounding.

  • 7.2% 10Y total return vs BX's 476.1%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthHLNE logoHLNE28.7% NII/revenue growth vs KKR's -11.0%
ValueHLNE logoHLNELower P/E (14.8x vs 20.5x), PEG 0.72 vs 0.98
Quality / MarginsBN logoBNEfficiency ratio 0.0% vs KKR's 0.4% (lower = leaner)
Stability / SafetyHLNE logoHLNEBeta 1.25 vs KKR's 1.70, lower leverage
DividendsBX logoBX6.3% yield, 2-year raise streak, vs KKR's 0.8%, (1 stock pays no dividend)
Momentum (1Y)BN logoBN+25.5% vs HLNE's -42.6%
Efficiency (ROA)BN logoBNEfficiency ratio 0.0% vs KKR's 0.4%

HLNE vs BN vs BX vs KKR — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

HLNEHamilton Lane Incorporated
FY 2025
Management And Advisory Fee Revenue, Specialized Funds
44.3%$315M
Incentive Fee Revenue, Specialized Funds
25.6%$182M
Management And Advisory Fee Revenue, Customized Separate Accounts
18.9%$134M
Management And Advisory Fee Revenue, Reporting And Other
4.1%$29M
Management And Advisory Fee Revenue, Advisory
3.2%$23M
Incentive Fee Revenue, Customized Separate Accounts
2.3%$16M
Management And Advisory Fee Revenue, Fund Reimbursement Revenue
1.3%$10M
Other (1)
0.4%$3M
BNBrookfield Corporation

Segment breakdown not available.

BXBlackstone Inc.
FY 2025
Private Equity Segment
77.3%$1.7B
Real Estate Segment
22.7%$490M
KKRKKR & Co. Inc.
FY 2025
Insurance Segment
49.3%$11.6B
Asset Management And Strategic Holdings Segments
33.3%$7.8B
Asset Management Segment
17.4%$4.1B

HLNE vs BN vs BX vs KKR — Financial Metrics

Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLHLNELAGGINGKKR

Income & Cash Flow (Last 12 Months)

BX leads this category, winning 2 of 5 comparable metrics.

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%.

MetricHLNE logoHLNEHamilton Lane Inc…BN logoBNBrookfield Corpor…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.
RevenueTrailing 12 months$713M$77.7B$13.8B$19.3B
EBITDAEarnings before interest/tax$320M$32.1B$7.2B$9.0B
Net IncomeAfter-tax profit$206M$1.3B$3.0B$2.4B
Free Cash FlowCash after capex$364M-$2.8B$3.5B$7.5B
Gross MarginGross profit ÷ Revenue+70.8%+40.0%+86.0%+41.8%
Operating MarginEBIT ÷ Revenue+44.4%+39.9%+51.9%+2.4%
Net MarginNet income ÷ Revenue+30.5%+1.7%+21.8%+12.3%
FCF MarginFCF ÷ Revenue+43.7%+12.6%+49.4%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-56.8%+73.1%+41.3%-1.7%
BX leads this category, winning 2 of 5 comparable metrics.

Valuation Metrics

Evenly matched — HLNE and BN each lead in 3 of 7 comparable metrics.

At 16.4x trailing earnings, HLNE trades at a 100% valuation discount to BN's 9999.0x P/E. Adjusting for growth (PEG ratio), HLNE offers better value at 0.81x vs BX's 1.51x — a lower PEG means you pay less per unit of expected earnings growth.

MetricHLNE logoHLNEHamilton Lane Inc…BN logoBNBrookfield Corpor…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.
Market CapShares × price$4.2B$104.4B$95.8B$89.4B
Enterprise ValueMkt cap + debt − cash$4.3B$351.6B$106.5B$144.2B
Trailing P/EPrice ÷ TTM EPS16.44x9999.00x31.53x42.88x
Forward P/EPrice ÷ next-FY EPS est.14.77x16.69x20.50x16.42x
PEG RatioP/E ÷ EPS growth rate0.81x1.51x
EV / EBITDAEnterprise value multiple13.31x8.53x14.77x20.24x
Price / SalesMarket cap ÷ Revenue5.96x1.34x6.93x4.64x
Price / BookPrice ÷ Book value/share4.60x0.66x4.37x1.17x
Price / FCFMarket cap ÷ FCF13.64x54.93x9.39x
Evenly matched — HLNE and BN each lead in 3 of 7 comparable metrics.

Profitability & Efficiency

HLNE leads this category, winning 9 of 9 comparable metrics.

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 BX's 5/9, reflecting strong financial health.

MetricHLNE logoHLNEHamilton Lane Inc…BN logoBNBrookfield Corpor…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.
ROE (TTM)Return on equity+15.6%+0.8%+14.3%+3.2%
ROA (TTM)Return on assets+9.5%+0.3%+6.5%+0.6%
ROICReturn on invested capital+21.2%+5.6%+16.1%+0.3%
ROCEReturn on capital employed+26.2%+7.2%+16.9%+0.1%
Piotroski ScoreFundamental quality 0–97556
Debt / EquityFinancial leverage0.40x1.59x0.61x0.67x
Net DebtTotal debt minus cash$91M$247.2B$10.7B$54.8B
Cash & Equiv.Liquid assets$277M$16.2B$2.6B$6M
Total DebtShort + long-term debt$368M$263.4B$13.3B$54.8B
Interest CoverageEBIT ÷ Interest expense25.57x1.64x14.12x3.29x
HLNE leads this category, winning 9 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BN leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in BN five years ago would be worth $18,928 today (with dividends reinvested), compared to $10,713 for HLNE. Over the past 12 months, BN leads with a +25.5% total return vs HLNE's -42.6%. The 3-year compound annual growth rate (CAGR) favors BN at 30.5% vs HLNE's 12.5% — a key indicator of consistent wealth creation.

MetricHLNE logoHLNEHamilton Lane Inc…BN logoBNBrookfield Corpor…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.
YTD ReturnYear-to-date-34.5%-0.1%-21.3%-22.0%
1-Year ReturnPast 12 months-42.6%+25.5%-6.5%-13.0%
3-Year ReturnCumulative with dividends+42.4%+122.1%+65.9%+107.7%
5-Year ReturnCumulative with dividends+7.1%+89.3%+59.0%+76.5%
10-Year ReturnCumulative with dividends+464.7%+308.9%+476.1%+715.5%
CAGR (3Y)Annualised 3-year return+12.5%+30.5%+18.4%+27.6%
BN leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — HLNE and BN each lead in 1 of 2 comparable metrics.

HLNE is the less volatile stock with a 1.25 beta — it tends to amplify market swings less than KKR's 1.70 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BN currently trades 93.8% from its 52-week high vs HLNE's 49.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricHLNE logoHLNEHamilton Lane Inc…BN logoBNBrookfield Corpor…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.
Beta (5Y)Sensitivity to S&P 5001.25x1.57x1.53x1.70x
52-Week HighHighest price in past year$179.19$49.57$190.09$153.87
52-Week LowLowest price in past year$86.47$36.47$101.73$82.67
% of 52W HighCurrent price vs 52-week peak+49.6%+93.8%+64.3%+65.2%
RSI (14)Momentum oscillator 0–10037.362.554.852.4
Avg Volume (50D)Average daily shares traded843K5.9M7.1M6.5M
Evenly matched — HLNE and BN each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — BX and KKR each lead in 1 of 2 comparable metrics.

Analyst consensus: HLNE as "Buy", BN as "Buy", BX as "Buy", KKR as "Buy". Consensus price targets imply 92.8% upside for HLNE (target: $172) vs 17.0% for BN (target: $54). For income investors, BX offers the higher dividend yield at 6.30% vs KKR's 0.80%.

MetricHLNE logoHLNEHamilton Lane Inc…BN logoBNBrookfield Corpor…BX logoBXBlackstone Inc.KKR logoKKRKKR & Co. Inc.
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuy
Price TargetConsensus 12-month target$171.50$54.40$156.29$143.00
# AnalystsCovering analysts1092926
Dividend YieldAnnual dividend ÷ price+2.8%+6.3%+0.8%
Dividend StreakConsecutive years of raises1126
Dividend / ShareAnnual DPS$2.51$7.70$0.80
Buyback YieldShare repurchases ÷ mkt cap+6.0%0.0%+0.3%+0.1%
Evenly matched — BX and KKR each lead in 1 of 2 comparable metrics.
Key Takeaway

BX leads in 1 of 6 categories (Income & Cash Flow). HLNE leads in 1 (Profitability & Efficiency). 3 tied.

Best OverallHamilton Lane Incorporated (HLNE)Leads 1 of 6 categories
Loading custom metrics...

HLNE vs BN vs BX vs KKR: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is HLNE or BN or BX or KKR 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 -11. 0% for KKR & Co. Inc. (KKR). Hamilton Lane Incorporated (HLNE) offers the better valuation at 16. 4x trailing P/E (14. 8x 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.

02

Which has the better valuation — HLNE or BN or BX or KKR?

On trailing P/E, Hamilton Lane Incorporated (HLNE) is the cheapest at 16.

4x versus Brookfield Corporation at 9999. 0x. On forward P/E, Hamilton Lane Incorporated is actually cheaper at 14. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Hamilton Lane Incorporated wins at 0. 72x versus Blackstone Inc. 's 0. 98x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — HLNE or BN or BX or KKR?

Over the past 5 years, Brookfield Corporation (BN) delivered a total return of +89.

3%, compared to +7. 1% for Hamilton Lane Incorporated (HLNE). Over 10 years, the gap is even starker: KKR returned +715. 5% versus BN's +308. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — HLNE or BN or BX or KKR?

By beta (market sensitivity over 5 years), Hamilton Lane Incorporated (HLNE) is the lower-risk stock at 1.

25β versus KKR & Co. Inc. 's 1. 70β — meaning KKR is approximately 36% 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.

05

Which is growing faster — HLNE or BN or BX or KKR?

By revenue growth (latest reported year), Hamilton Lane Incorporated (HLNE) is pulling ahead at 28.

7% versus -11. 0% for KKR & Co. Inc. (KKR). 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.

06

Which has better profit margins — HLNE or BN or BX or KKR?

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: BX leads at 51. 9% versus 2. 4% for KKR. At the gross margin level — before operating expenses — BX leads at 86. 0%, 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.

07

Is HLNE or BN or BX or KKR more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Hamilton Lane Incorporated (HLNE) is the more undervalued stock at a PEG of 0. 72x versus Blackstone Inc. 's 0. 98x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Hamilton Lane Incorporated (HLNE) trades at 14. 8x forward P/E versus 20. 5x for Blackstone Inc. — 5. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLNE: 92. 8% to $171. 50.

08

Which pays a better dividend — HLNE or BN or BX or KKR?

In this comparison, BX (6.

3% yield), HLNE (2. 8% yield), KKR (0. 8% yield) pay a dividend. BN does not pay a meaningful dividend and should not be held primarily for income.

09

Is HLNE or BN or BX or KKR 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. 8% yield, +464. 7% 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: +464. 7%, BN: +308. 9%), 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.

10

What are the main differences between HLNE and BN and BX and KKR?

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; BX is a mid-cap high-growth stock; KKR is a mid-cap quality compounder stock. HLNE, BX, KKR pay 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.

Stocks Like

HLNE

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 14%
  • Net Margin > 18%
Run This Screen
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BN

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
  • Gross Margin > 24%
Run This Screen
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BX

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 10%
  • Net Margin > 13%
Run This Screen
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KKR

Stable Dividend Mega-Cap

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 7%
  • Dividend Yield > 0.5%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform HLNE and BN and BX and KKR on the metrics below

Revenue Growth>
%
(HLNE: 28.7% · BN: -9.7%)
P/E Ratio<
x
(HLNE: 16.4x · BN: 9999.0x)

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