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APO vs HLNE
Which Stock Would AI Choose? Apollo Global Management (APO) vs. Hamilton Lane (HLNE) Stock Comparison
Key Takeaways
- APO boasts $938 billion in assets under management (AUM), providing massive scale compared to HLNE's $1.0 trillion in AUM and supervision, with $146 billion discretionary.
- HLNE has delivered stronger recent momentum, with year-to-date gains of 30.7% versus APO's 9.5%.
- HLNE trades at a lower trailing P/E ratio of 16.5 compared to APO's 23.6, suggesting relative value.
- Both firms exhibit solid profitability, but HLNE leads with a 30.6% profit margin and 31.7% ROE (return on equity), outpacing APO's 11.0% margin and 14.7% ROE.
- HLNE offers a higher dividend yield at 2.3% versus APO's 1.6%.
- Recent market activity shows APO benefiting from strong inflows and deal activity, while HLNE advances with new fund launches.
Introduction
Apollo Global Management (APO) and Hamilton Lane (HLNE) are prominent players in the alternative asset management space, focusing on private equity, credit, and infrastructure. This comparison examines their business models, recent performance, and market positioning amid evolving interest in private markets. Traders seeking momentum plays and investors eyeing stable growth in financial services may find value in understanding their relative strengths, valuations, and catalysts in the current environment.
APO Overview and Recent Performance
Apollo Global Management, Inc. (APO) is a leading alternative asset manager with $938 billion in AUM, emphasizing credit, private equity, and real assets. The firm recently reported robust inflows, pushing fee-earning AUM to over $700 billion. In recent market activity, APO shares have shown resilience, gaining 9.5% year-to-date and trading around $130 with a market cap of $75 billion. Key influences include strategic acquisitions like Forvia's automotive interiors business and a $225 million investment in Pickleball Inc., alongside anticipation for Q1 earnings. Positive sentiment stems from record origination and a forward P/E of 14.2, though higher debt levels (99% debt-to-equity) add leverage risk.
HLNE Overview and Recent Performance
Hamilton Lane Incorporated (HLNE) provides private markets solutions, managing $1.0 trillion in AUM and supervision, including $146 billion discretionary, with expertise in fund-of-funds, secondaries, and direct investments. Shares have surged 30.7% year-to-date to around $93, reflecting a $5 billion market cap, driven by recent fund closings nearing $2 billion in infrastructure and launches of interval funds in credit and infrastructure. Senior promotions and a strategic investment in Republic bolstered operational momentum. Earnings beats, like Q3's $1.55 EPS, have fueled optimism, supported by a low 28% debt-to-equity ratio and upcoming full-year results.
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Head-to-Head Comparison
Both APO and HLNE operate in alternative investments, but APO pursues larger-scale direct deals in credit and buyouts, while HLNE excels in fund-of-funds and secondaries for diversified exposure. Growth drivers differ: APO leverages $42 billion quarterly inflows, versus HLNE's specialized fund expansions. Recent momentum favors HLNE's 39.5% one-year return over APO's 3.9%. Risk profiles contrast with APO's higher beta (1.52) and leverage versus HLNE's conservative balance sheet. Sector exposure overlaps in private markets, but APO has broader infrastructure tilt. Market sentiment tilts toward HLNE for value, given its superior margins and ROE.
Tickeron AI Verdict
Tickeron's AI currently leans toward HLNE, citing its consistent trend outperformance, attractive valuation (lower P/E and PEG), superior profitability metrics, and recent catalysts like fund launches amid strong relative momentum. While APO offers scale advantages, HLNE's stability and growth positioning provide higher probability of near-term upside in private markets.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APO is a Hold and HLNE is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APO’s FA Score shows that 1 FA rating(s) are green whileHLNE’s FA Score has 2 green FA rating(s).
- APO’s FA Score: 1 green, 4 red.
- HLNE’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APO’s TA Score shows that 4 TA indicator(s) are bullish while HLNE’s TA Score has 6 bullish TA indicator(s).
- APO’s TA Score: 4 bullish, 4 bearish.
- HLNE’s TA Score: 6 bullish, 2 bearish.
Price Growth
APO (@Investment Managers) experienced а +5.92% price change this week, while HLNE (@Investment Managers) price change was +9.08% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.24%. For the same industry, the average monthly price growth was -0.94%, and the average quarterly price growth was -6.82%.
Reported Earning Dates
APO is expected to report earnings on Jul 30, 2026.
HLNE is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Investment Managers (+1.24% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| APO | HLNE | APO / HLNE | |
| Capitalization | 80.1B | 3.56B | 2,251% |
| EBITDA | 7.72B | 488M | 1,583% |
| Gain YTD | -3.243 | -39.046 | 8% |
| P/E Ratio | 87.36 | 13.76 | 635% |
| Revenue | 31.5B | 759M | 4,150% |
| Total Cash | 253B | 364M | 69,505% |
| Total Debt | 14.2B | 356M | 3,989% |
APO | HLNE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 9 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 86 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 42 | 94 | |
SMR RATING 1..100 | 100 | 33 | |
PRICE GROWTH RATING 1..100 | 49 | 79 | |
P/E GROWTH RATING 1..100 | 4 | 90 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
HLNE's Valuation (13) in the Investment Managers industry is significantly better than the same rating for APO (86). This means that HLNE’s stock grew significantly faster than APO’s over the last 12 months.
APO's Profit vs Risk Rating (42) in the Investment Managers industry is somewhat better than the same rating for HLNE (94). This means that APO’s stock grew somewhat faster than HLNE’s over the last 12 months.
HLNE's SMR Rating (33) in the Investment Managers industry is significantly better than the same rating for APO (100). This means that HLNE’s stock grew significantly faster than APO’s over the last 12 months.
APO's Price Growth Rating (49) in the Investment Managers industry is in the same range as HLNE (79). This means that APO’s stock grew similarly to HLNE’s over the last 12 months.
APO's P/E Growth Rating (4) in the Investment Managers industry is significantly better than the same rating for HLNE (90). This means that APO’s stock grew significantly faster than HLNE’s over the last 12 months.
| APO | HLNE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 58% | 2 days ago 76% |
| Stochastic ODDS (%) | 1 day ago 52% | 2 days ago 63% |
| Momentum ODDS (%) | 1 day ago 79% | 2 days ago 56% |
| MACD ODDS (%) | 1 day ago 88% | 2 days ago 68% |
| TrendWeek ODDS (%) | 1 day ago 74% | 2 days ago 66% |
| TrendMonth ODDS (%) | 1 day ago 72% | 2 days ago 73% |
| Advances ODDS (%) | 1 day ago 72% | 2 days ago 66% |
| Declines ODDS (%) | 10 days ago 70% | 10 days ago 71% |
| BollingerBands ODDS (%) | 1 day ago 51% | 2 days ago 63% |
| Aroon ODDS (%) | 1 day ago 77% | 2 days ago 72% |
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HLNE and
Correlation & Price change
A.I.dvisor indicates that over the last year, HLNE has been closely correlated with STEP. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLNE jumps, then STEP could also see price increases.
| Ticker / NAME | Correlation To HLNE | 1D Price Change % | ||
|---|---|---|---|---|
| HLNE | 100% | -6.64% | ||
| STEP - HLNE | 74% Closely correlated | -5.05% | ||
| BX - HLNE | 68% Closely correlated | -2.24% | ||
| KKR - HLNE | 68% Closely correlated | -1.82% | ||
| TPG - HLNE | 66% Loosely correlated | -4.63% | ||
| ARES - HLNE | 65% Loosely correlated | -4.91% | ||
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