WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 4469% more annual revenue ($34.88B vs $763.40M). HLNE leads profitability with a 30.6% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. HLNE earns a higher WallStSmart Score of 69/100 (B-).

HLNE

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 6.3Quality: 7.3
Piotroski: 5/9Altman Z: 2.40

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 6.3Quality: 5.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLNE5 strengths · Avg: 9.2/10
Return on EquityProfitability
31.7%10/10

Every $100 of equity generates 32 in profit

Profit MarginProfitability
30.6%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
43.3%10/10

Strong operational efficiency at 43.3%

P/E RatioValuation
15.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

SLF4 strengths · Avg: 8.5/10
EPS GrowthGrowth
240.9%10/10

Earnings expanding 240.9% YoY

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

Areas to Watch

HLNE1 concerns · Avg: 4.0/10
EPS GrowthGrowth
4.1%4/10

4.1% earnings growth

SLF1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Comparative Analysis Report

WallStSmart Research

Bull 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 : SLF

The strongest argument for SLF centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bear Case : HLNE

The primary concerns for HLNE are EPS Growth.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

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 1.34 — expect wider price swings.

HLNE is growing revenue faster at 18.0% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

Bottom Line

HLNE scores higher overall (69/100 vs 67/100), backed by strong 30.6% margins and 18.0% 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.

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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