WallStSmart

Hamilton Lane Inc (HLNE)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 4039% more annual revenue ($35.53B vs $858.37M). HLNE leads profitability with a 32.1% profit margin vs 9.5%. HLNE appears more attractively valued with a PEG of 1.39. HLNE earns a higher WallStSmart Score of 81/100 (A-).

HLNE

Exceptional Buy

81

out of 100

Grade: A-

Growth: 9.3Profit: 9.5Value: 6.3Quality: 7.5
Piotroski: 2/9Altman Z: 2.55

SLF

Strong Buy

65

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.0Quality: 7.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLNE6 strengths · Avg: 9.5/10
Profit MarginProfitability
32.1%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

Revenue GrowthGrowth
56.5%10/10

Revenue surging 56.5% year-over-year

EPS GrowthGrowth
50.5%10/10

Earnings expanding 50.5% YoY

Return on EquityProfitability
27.2%9/10

Every $100 of equity generates 27 in profit

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
43.2%8/10

Earnings expanding 43.2% YoY

Areas to Watch

HLNE1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SLF1 concerns · Avg: 4.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HLNE

The strongest argument for HLNE centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 32.1% and operating margin at 45.9%. Revenue growth of 56.5% demonstrates continued momentum.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, EPS Growth.

Bear Case : HLNE

The primary concerns for HLNE are Piotroski F-Score.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Key Dynamics to Monitor

HLNE profiles as a growth stock while SLF is a value play — different risk/reward profiles.

HLNE carries more volatility with a beta of 1.20 — expect wider price swings.

HLNE is growing revenue faster at 56.5% — sustainability is the question.

HLNE generates stronger free cash flow (99M), providing more financial flexibility.

Bottom Line

HLNE scores higher overall (81/100 vs 65/100), backed by strong 32.1% margins and 56.5% revenue growth. Both earn "Exceptional 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.

Sun Life Financial Inc.

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

Sun Life Financial Inc., a financial services company, provides insurance, wealth and asset management solutions to individuals and corporate clients around the world. The company is headquartered in Toronto, Canada.

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