Hamilton Lane Inc (HLNE)vsJPMorgan Chase & Co (JPM)
HLNE
Hamilton Lane Inc
$88.62
-2.35%
FINANCIAL SERVICES · Cap: $4.94B
JPM
JPMorgan Chase & Co
$313.23
+1.29%
FINANCIAL SERVICES · Cap: $828.64B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 22635% more annual revenue ($173.56B vs $763.40M). JPM leads profitability with a 33.9% profit margin vs 30.6%. HLNE appears more attractively valued with a PEG of 1.39. JPM earns a higher WallStSmart Score of 73/100 (B).
HLNE
Strong Buy69
out of 100
Grade: B-
JPM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 43.3%
Attractively priced relative to earnings
18.0% revenue growth
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
4.1% earnings growth
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HLNE
The strongest argument for HLNE centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.6% and operating margin at 43.3%. Revenue growth of 18.0% demonstrates continued momentum.
Bull Case : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.0%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : HLNE
The primary concerns for HLNE are EPS Growth.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
HLNE profiles as a growth stock while JPM is a mature play — different risk/reward profiles.
HLNE carries more volatility with a beta of 1.34 — expect wider price swings.
HLNE is growing revenue faster at 18.0% — sustainability is the question.
JPM generates stronger free cash flow (368.4B), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 69/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hamilton Lane Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Hamilton Lane Incorporated is an investment firm specializing in fund and direct investments. The company is headquartered in Conshohocken, Pennsylvania with additional offices across Europe, North America, and Asia.
JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?