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BX vs HLNE
Which Stock Would AI Choose? Blackstone (BX) vs. Hamilton Lane (HLNE) Stock Comparison
Key Takeaways
- Blackstone (BX) is the world's largest alternative asset manager, with total assets under management (AUM) surpassing $1.2 trillion, while Hamilton Lane (HLNE) operates a more specialized private-markets platform with roughly $138 billion in discretionary AUM.
- Both firms benefit from a structural shift toward private markets, but their exposure profiles differ: BX spans real estate, credit, private equity, and infrastructure, while HLNE concentrates on private-markets solutions, secondaries, and wealth-channel products.
- BX's recent performance has been shaped by record fundraising and AUM growth against a softer share-price backdrop, while HLNE has posted earnings beats and attracted a notable Goldman Sachs upgrade to Buy.
- HLNE trades at a lower forward price-to-earnings (P/E) multiple relative to its own history, whereas BX carries a valuation premium versus its alternative-asset peers.
- Tickeron's AI framework tends to reward trend consistency and earnings momentum, factors that currently tilt the comparison in HLNE's direction on a relative basis.
Introduction
Investors evaluating exposure to the alternative-asset industry often weigh scale and diversification against specialization and growth. This stock comparison examines two distinct ways to access that theme: BX, the diversified industry giant, and HLNE, a focused private-markets specialist. Understanding how these companies differ in business model, growth drivers, and market positioning can help both long-term investors and active traders assess which profile better matches current market conditions. Recent earnings reports and analyst actions have shifted sentiment around both names, making a side-by-side review particularly timely.
BX Overview and Recent Performance
Blackstone is the world's largest alternative asset manager, overseeing more than $1.2 trillion in total AUM across real estate, private equity, credit, and hedge-fund solutions. Its scale and fee diversification are central to its market positioning. In its most recent quarterly results, Blackstone reported distributable earnings that surpassed consensus expectations, supported by a 36% year-over-year rise in segment revenues and record AUM. The firm recorded roughly $54 billion in quarterly inflows, marking its fourth consecutive quarter above $50 billion, with fee-related earnings (FRE) growing at a double-digit pace.
Recent market activity has been mixed. Blackstone's real estate platform, including the BREIT vehicle, posted its strongest annual performance in three years, aided by data-center exposure tied to AI-driven demand. Yet the company's shares have faced headwinds over the past year, and GAAP (generally accepted accounting principles) revenue and net income attributable to shareholders declined year over year, reflecting softer performance-related income. Analysts remain broadly constructive, with several maintaining Buy or Outperform ratings, though the stock's premium valuation relative to peers has kept some observers cautious.
HLNE Overview and Recent Performance
Hamilton Lane is a specialized private-markets investment firm providing solutions across private equity, private credit, real estate, infrastructure, and secondaries. With roughly $138 billion in discretionary AUM and a larger base of assets under supervision, it targets institutional and private-wealth investors, with a growing footprint in evergreen funds and the secondary market for existing private-asset stakes.
Recent performance has been notably strong. The company's latest quarterly adjusted earnings per share (EPS) and revenue both exceeded consensus, driven by robust management and advisory fees. Sentiment has improved further on the back of an upgrade to Buy from Goldman Sachs, which cited Hamilton Lane's exposure to the wealth and secondaries segments—described as the fastest-growing areas of alternative asset management—and projected a roughly 27% compound annual growth rate (CAGR) in FRE over the coming years. Additional firms, including Oppenheimer and Keefe, Bruyette & Woods, have also maintained constructive ratings. The stock has outperformed on a year-to-date basis, and its forward P/E sits below its historical average, a contrast to Blackstone's premium positioning.
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Head-to-Head Comparison
The clearest contrast is one of scale versus specialization. BX offers diversified, fee-stable exposure with massive dry powder for deployment, but its growth is tied to broad market cycles and its shares carry a valuation premium. HLNE is smaller and more concentrated, yet its positioning in secondaries and wealth-channel evergreen products is widely viewed as a higher-growth, more durable engine, reflected in accelerating FRE and a valuation discount to its own history.
On momentum, HLNE has shown clearer relative strength, with back-to-back earnings beats and an upgrade cycle from major banks. BX's momentum is more uneven—record fundraising and AUM growth have not fully translated into share-price gains, partly due to valuation concerns and softer GAAP earnings. Risk factors also differ: BX faces exposure to real-estate valuation cycles and performance-fee volatility, while HLNE carries smaller-cap liquidity and concentration risk alongside integration demands from its recent partnerships, including a seed commitment from Guardian.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and relative positioning, Tickeron's AI framework would likely favor HLNE at this juncture. The stock's combination of sustained earnings beats, positive analyst revisions, and a lower relative valuation provides a more coherent momentum-and-valuation profile than BX, whose stronger fundamentals are tempered by a premium multiple and less consistent recent share-price behavior. This assessment reflects relative positioning rather than a definitive prediction, and both names remain credible candidates depending on an investor's preference for scale or growth.
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.
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 BX is a Hold and HLNE is a Hold.
BX's RSI Oscillator climbs out of oversold territory
The RSI Indicator for BX moved out of oversold territory on October 15, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 30 similar instances when the indicator left oversold territory. In 26 of the 30 cases the stock moved higher. This puts the odds of a move higher at 87%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on BX as a result. In 49 of 77 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 64%.
The Moving Average Convergence Divergence (MACD) for BX just turned positive on October 19, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in 29 of 37 cases over the following month. The odds of a continued upward trend are 78%.
BX moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BX crossed bullishly above the 50-day moving average on November 09, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 65%.
Following a +3.34% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 199 of 293 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 33 of 59 cases where BX's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 56%.
The 50-day moving average for BX moved below the 200-day moving average on October 30, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
BX broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for BX entered a downward trend on October 23, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 32 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 54 (best 1 - 100 worst), indicating steady price growth. BX’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 80 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock worse than average.
The Tickeron PE Growth Rating for this company is 83 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 91 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BX's P/B Ratio (9.951) is slightly higher than the industry average of (2.412). P/E Ratio (26.734) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (1.048) is also within normal values, averaging (1.319). Dividend Yield (0.037) settles around the average of (0.270) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (15.694).
HLNE's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for HLNE turned positive on October 20, 2026. Looking at past instances where HLNE's MACD turned positive, the stock continued to rise in 35 of 43 cases over the following month. The odds of a continued upward trend are 81%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 28, 2026. You may want to consider a long position or call options on HLNE as a result. In 41 of 71 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 58%.
HLNE moved above its 50-day moving average on November 04, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for HLNE crossed bullishly above the 50-day moving average on November 10, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 69%.
Following a +7.74% 3-day Advance, the price is estimated to grow further. Considering data from situations where HLNE advanced for three days, in 211 of 309 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The 10-day RSI Indicator for HLNE moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 35 similar instances where the indicator moved out of overbought territory. In 20 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 57%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where HLNE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 73%.
HLNE broke above its upper Bollinger Band on November 09, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for HLNE entered a downward trend on October 21, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 31 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 50 (best 1 - 100 worst), indicating steady price growth. HLNE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 82 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.256) is normal, around the industry mean (2.412). P/E Ratio (13.493) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.310) is also within normal values, averaging (1.319). Dividend Yield (0.027) settles around the average of (0.270) among similar stocks. P/S Ratio (5.688) is also within normal values, averaging (15.694).
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 89 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. HLNE’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock worse than average.
BX | HLNE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 82 Overvalued | |
PROFIT vs RISK RATING 1..100 | 80 | 89 | |
SMR RATING 1..100 | 32 | 31 | |
PRICE GROWTH RATING 1..100 | 54 | 50 | |
P/E GROWTH RATING 1..100 | 83 | 88 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 (82) in the Investment Managers industry is in the same range as BX (91). This means that HLNE’s stock grew similarly to BX’s over the last 12 months.
BX's Profit vs Risk Rating (80) in the Investment Managers industry is in the same range as HLNE (89). This means that BX’s stock grew similarly to HLNE’s over the last 12 months.
HLNE's SMR Rating (31) in the Investment Managers industry is in the same range as BX (32). This means that HLNE’s stock grew similarly to BX’s over the last 12 months.
HLNE's Price Growth Rating (50) in the Investment Managers industry is in the same range as BX (54). This means that HLNE’s stock grew similarly to BX’s over the last 12 months.
BX's P/E Growth Rating (83) in the Investment Managers industry is in the same range as HLNE (88). This means that BX’s stock grew similarly to HLNE’s over the last 12 months.
| BX | HLNE | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 87% | 2 days ago 57% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 58% |
| MACD ODDS (%) | 2 days ago 78% | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 69% |
| Advances ODDS (%) | 14 days ago 68% | 2 days ago 68% |
| Declines ODDS (%) | 6 days ago 69% | 6 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 51% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 64% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BX’s FA Score shows that 1 FA rating(s) are green while HLNE’s FA Score has 1 green FA rating(s).
- BX’s FA Score: 1 green, 4 red.
- HLNE’s FA Score: 1 green, 4 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.
BX’s TA Score shows that 6 TA indicator(s) are bullish while HLNE’s TA Score has 5 bullish TA indicator(s).
- BX’s TA Score: 6 bullish, 5 bearish.
- HLNE’s TA Score: 5 bullish, 5 bearish.
Price Growth
BX (@Investment Managers) experienced а +3.67% price change this week, while HLNE (@Investment Managers) price change was +8.74% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.47%. For the same industry, the average monthly price growth was -2.61%, and the average quarterly price growth was -1.66%.
Reported Earning Dates
BX is expected to report earnings on Jan 28, 2027.
HLNE is expected to report earnings on Feb 09, 2027.
Industries' Descriptions
@Investment Managers (-2.47% 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.
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