WallStSmart

Hamilton Lane Inc (HLNE)vsKKR & Co LP (KKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

KKR & Co LP generates 3260% more annual revenue ($25.65B vs $763.40M). HLNE leads profitability with a 30.6% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.39. HLNE earns a higher WallStSmart Score of 69/100 (B-).

HLNE

Strong Buy

69

out of 100

Grade: B-

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

KKR

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 6.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLNESignificantly Overvalued (-70.5%)

Margin of Safety

-70.5%

Fair Value

$74.95

Current Price

$100.86

$25.91 premium

UndervaluedFair: $74.95Overvalued
KKRSignificantly Overvalued (-560.3%)

Margin of Safety

-560.3%

Fair Value

$15.91

Current Price

$88.91

$73.00 premium

UndervaluedFair: $15.91Overvalued

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
17.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

KKR6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3910/10

Growing faster than its price suggests

Operating MarginProfitability
33.0%10/10

Strong operational efficiency at 33.0%

Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Market CapQuality
$84.19B9/10

Large-cap with strong market position

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.27B8/10

Generating 2.3B in free cash flow

Areas to Watch

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

4.1% earnings growth

KKR2 concerns · Avg: 3.0/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-2.2%2/10

Earnings declined 2.2%

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 : KKR

The strongest argument for KKR centers on PEG Ratio, Operating Margin, Revenue Growth. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.

Bear Case : HLNE

The primary concerns for HLNE are EPS Growth.

Bear Case : KKR

The primary concerns for KKR are P/E Ratio, EPS Growth.

Key Dynamics to Monitor

HLNE profiles as a growth stock while KKR is a hypergrowth play — different risk/reward profiles.

KKR carries more volatility with a beta of 2.01 — expect wider price swings.

KKR is growing revenue faster at 76.3% — sustainability is the question.

KKR generates stronger free cash flow (2.3B), providing more financial flexibility.

Bottom Line

HLNE scores higher overall (69/100 vs 65/100), backed by strong 30.6% margins and 18.0% revenue growth. Both earn "Strong Buy" and "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.

KKR & Co LP

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

KKR & Co. LP is a leading global investment firm established in 1976, recognized for its expertise in managing a diversified portfolio across private equity, credit, and real assets. With a strong emphasis on innovative investment strategies and operational excellence, KKR adeptly identifies and leverages complex market opportunities to generate sustainable long-term value. The firm's profound industry knowledge and extensive global network contribute significantly to the growth of its portfolio companies. Additionally, KKR is committed to sustainable investing, actively integrating environmental, social, and governance (ESG) considerations into its strategies, thereby reinforcing its dedication to delivering robust performance for its investors while promoting responsible growth in the financial markets.

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