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HLNE vs BN vs BX vs KKR
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
HLNE vs BN vs BX vs KKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset 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 Margin | 70.8% | 40.0% | 86.0% | 41.8% |
| Operating Margin | 44.4% | 39.9% | 51.9% | 2.4% |
| Forward P/E | 14.8x | 16.7x | 20.5x | 16.4x |
| Total Debt | $368M | $263.42B | $13.31B | $54.77B |
| Cash & Equiv. | $277M | $16.24B | $2.63B | $6M |
HLNE vs BN vs BX vs KKR — 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 | 121.6 | +21.6% |
| Brookfield Corporat… (BN) | 100 | 273.1 | +173.1% |
| Blackstone Inc. (BX) | 100 | 215.4 | +115.4% |
| KKR & Co. Inc. (KKR) | 100 | 361.5 | +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.
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
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%
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)
KKR is the clearest fit if your priority is long-term compounding.
- 7.2% 10Y total return vs BX's 476.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 28.7% NII/revenue growth vs KKR's -11.0% | |
| Value | Lower P/E (14.8x vs 20.5x), PEG 0.72 vs 0.98 | |
| Quality / Margins | Efficiency ratio 0.0% vs KKR's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 1.25 vs KKR's 1.70, lower leverage | |
| Dividends | 6.3% yield, 2-year raise streak, vs KKR's 0.8%, (1 stock pays no dividend) | |
| Momentum (1Y) | +25.5% vs HLNE's -42.6% | |
| Efficiency (ROA) | Efficiency 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
Segment breakdown not available.
HLNE vs BN vs BX vs KKR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
BX leads in 1 of 6 categories
HLNE leads 1 • BN leads 1 • KKR leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
BX leads this category, winning 2 of 5 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 | $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% |
Valuation Metrics
Evenly matched — HLNE and BN each lead in 3 of 7 comparable metrics.
Valuation 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.
| Metric | ||||
|---|---|---|---|---|
| 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 EPS | 16.44x | 9999.00x | 31.53x | 42.88x |
| Forward P/EPrice ÷ next-FY EPS est. | 14.77x | 16.69x | 20.50x | 16.42x |
| PEG RatioP/E ÷ EPS growth rate | 0.81x | — | 1.51x | — |
| EV / EBITDAEnterprise value multiple | 13.31x | 8.53x | 14.77x | 20.24x |
| Price / SalesMarket cap ÷ Revenue | 5.96x | 1.34x | 6.93x | 4.64x |
| Price / BookPrice ÷ Book value/share | 4.60x | 0.66x | 4.37x | 1.17x |
| Price / FCFMarket cap ÷ FCF | 13.64x | — | 54.93x | 9.39x |
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 BX's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| 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 0–9 | 7 | 5 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.40x | 1.59x | 0.61x | 0.67x |
| 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 expense | 25.57x | 1.64x | 14.12x | 3.29x |
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 $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.
| Metric | ||||
|---|---|---|---|---|
| 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% |
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 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.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.25x | 1.57x | 1.53x | 1.70x |
| 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 0–100 | 37.3 | 62.5 | 54.8 | 52.4 |
| Avg Volume (50D)Average daily shares traded | 843K | 5.9M | 7.1M | 6.5M |
Analyst Outlook
Evenly matched — BX and KKR each lead in 1 of 2 comparable metrics.
Analyst Outlook
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%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $171.50 | $54.40 | $156.29 | $143.00 |
| # AnalystsCovering analysts | 10 | 9 | 29 | 26 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | — | +6.3% | +0.8% |
| Dividend StreakConsecutive years of raises | 1 | 1 | 2 | 6 |
| Dividend / ShareAnnual DPS | $2.51 | — | $7.70 | $0.80 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.0% | 0.0% | +0.3% | +0.1% |
BX leads in 1 of 6 categories (Income & Cash Flow). HLNE leads in 1 (Profitability & Efficiency). 3 tied.
HLNE vs BN vs BX vs KKR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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.
09Is 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.
10What 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.
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