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HLNE

Hamilton Lane Inc
Chart
85.85 USD
Latest Week 2026-07-17
Financial ServicesAsset ManagementMID
Snapshot 2026-07-12 · 0.9w · Fresh
0.77
OS Score
76.0%
Value
86.0%
Quality
11.0%
Momentum
4/9
F-Score
0.808
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
5 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
QV 0.808
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
11.9%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
ROE 27%
📈
Consistent Earners
Yes
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.92
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
76.0%ile
P/E
14.2×
P/S
4.7×
P/B
3.9×
E/P
0.1169
FCF Yield
0.106
EBITDA/EV
0.119
SH Yield
0.019
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
35.00000000
/100 — 1=cheapest
VC2 (Trending Value)
36.00000000
/100
VC3 (Buyback)
65.00000000
/100
FCF yield of 10.6% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
86.0%ile
ROE
0.272
ROA
0.108
Net Margin
0.328
Op Margin
0.630
GPA
0.230
D/E
0.92
Current
1.62
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.065
Earn Growth
0.146
Stability
0.120
lower=better
Accruals
-0.077
lower=better
5yr Consist
Yes
ROE of 27% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
11.0%ile
6M Return
-44.6%
12M Return
-45.3%
12-1 Mom
-46.4%
Risk-Adj
-1.13
Vol 252d
41.1%
Vol 60d
97.0%
↑ Expanding
Max DD 12M
-49.4%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -46% signals a downtrend — price is moving against you. Near-term vol (97%) is expanding vs long-term (41%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.77
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
36.3%
Sector Quality %ile
80.4%
P/E z-score
-0.08
P/B z-score
0.14
Sector Avg OS
85.7%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CARE Carter Bank and Trust 99.0% 96.0% 95.0% 92.0%
BAP Credicorp Ltd 99.0% 97.0% 96.0% 86.0%
RILYL BRC Group Holdings, Inc. 99.0% 95.0% 87.0% 97.0%
RILY BRC Group Holdings, Inc. 99.0% 95.0% 88.0% 92.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 89.0% 81.0%
HG Hamilton Insurance Group, Ltd. 98.0% 97.0% 81.0% 85.0%
PEBK Peoples Bancorp of North Carolina 98.0% 89.0% 90.0% 87.0%
UVE Universal Insurance Holdings Inc 98.0% 96.0% 85.0% 85.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (76th) and quality (86th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Falling Knife
Weak momentum (11th) despite looking cheap (76th value). Wait for momentum to stabilise.
Volatility Expanding
60-day vol (97%) significantly exceeds 252-day (41%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
66.3% avg (7 factors)
Quality
B
73.8% avg (8 factors)
Momentum
F
0.0% avg (4 factors)
Risk
C
48.2% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.770—6—
Value %ile0.760—6—
Quality %ile0.860—6—
Momentum %ile0.110—6—
F-Score4.000—6—
Confidence0.980—6—
Volatility0.411—6—
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
14.22
Earnings Yield (E/P)
0.1169
Price / Sales
4.67
Price / Book
3.87
Price / Cash Flow
8.29
FCF Yield
10.6%
EBITDA / EV
11.9%
Sales Yield (1/P·S)
0.1857
Shareholder Yield
Div + net buyback / mktcap
1.9%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
27.2%
Return on Assets
10.8%
Net Margin
32.8%
Operating Margin
63.0%
Gross Profit / Assets
Novy-Marx GPA
23.0%
Debt / Equity
0.92
Current Ratio
1.62
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.077
External Financing
Net issuance — lower=better
0.035
MomentumPrice trend strength over different horizons
6M Return
-44.6%
12M Return
-45.3%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-46.4%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-1.13
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
6.5%
Earnings Growth (YoY)
14.6%
Earnings Stability (CV)
Lower = more stable
0.120
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
4
Dividend Yield
2.7%
Buyback Yield
-0.9%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
35
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
36
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
65
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity