Advertisement
BX vs HLNE
Which Stock Would AI Choose? Blackstone Inc. (BX) vs. Hamilton Lane Incorporated (HLNE) Stock Comparison
Key Takeaways
- Blackstone Inc. (BX) manages $1.27 trillion in total assets under management (AUM), dwarfing Hamilton Lane's (HLNE) $1.0 trillion total AUM, with $146 billion discretionary.
- BX trades at a premium P/E ratio of 33.3 versus HLNE's 19.0, reflecting its scale but also higher growth expectations.
- Both stocks have experienced volatility in recent market activity, with BX showing signs of recovery toward a $140 analyst target and HLNE posting strong Q3 earnings beats.
- HLNE offers a lower valuation entry point with recent analyst upgrades, while BX benefits from broader diversification across alternatives.
- Market sentiment favors stability in large-cap asset managers like BX amid economic uncertainty, contrasting HLNE's niche private markets focus.
Introduction
Blackstone Inc. (BX) and Hamilton Lane Incorporated (HLNE) operate in the alternative asset management space, catering to institutional and high-net-worth investors seeking private equity, credit, and real estate exposure. This stock comparison is relevant for traders eyeing relative performance in financials and investors assessing growth in assets under management (AUM) amid shifting interest rates and market volatility. With both firms reporting AUM expansion in recent quarters, the analysis highlights contrasts in scale, valuation, and momentum to inform portfolio positioning in a dynamic environment.
BX Overview and Recent Performance
Blackstone Inc. (BX), the world's largest alternative asset manager, oversees $1.27 trillion in AUM, including $906 billion in fee-earning assets, spanning private equity, real estate, credit, and infrastructure. In recent market activity, BX shares have rebounded from earlier YTD declines of around 30%, trading near $129 with analysts projecting a $140–$145 price target amid strong inflows and AUM growth. Sentiment has improved following Q4 2025 results, which showed $3.94 billion in revenue and an EPS beat, bolstered by strategic fund closings and diversified revenue streams less sensitive to short-term rate fluctuations. Upcoming Q1 2026 earnings are anticipated to reflect continued momentum.
HLNE Overview and Recent Performance
Hamilton Lane Incorporated (HLNE) specializes in private markets investing, including secondaries and direct investments, with $1.0 trillion in total AUM and supervision, of which $146 billion is discretionary. Shares, recently around $106, have faced pressure from 52-week highs near $179 but gained traction after Q3 FY2026 results exceeded expectations with $198.6 million in revenue and EPS of $1.55 versus $1.33 estimated. Key drivers include 8% AUM growth year-over-year and launches like the Credit Income Fund, alongside senior leadership promotions signaling expansion. Analyst upgrades, such as JP Morgan's Overweight rating with a $166 target, have lifted sentiment despite broader sector volatility.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the top 25 performers from over 350 AI trading bots that analyze thousands of tickers across stocks, ETFs, and crypto. These bots employ diverse strategies—technical analysis (TA), fundamental analysis (FA), swing trading, or scalping—on timeframes from 5 minutes to 55 days, with impressive stats like annualized returns of 15%–168%, win rates of 54%–88%, and profit factors up to 11.7. Examples include a semiconductor bot with +97% return and 69% win rate, or industrial swing traders at +34% annualized. Curated for current volatility, they offer real-time signals via Signal, Virtual, or Brokerage Agents, enabling copy trading without minimum balances. Explore these high-performing options to enhance your strategy.
Head-to-Head Comparison
Blackstone (BX) and Hamilton Lane (HLNE) both thrive on AUM growth but differ in scale and focus: BX's diversified model across global alternatives provides revenue stability via fee-earning AUM, while HLNE excels in niche private markets with higher fee-related earnings growth. Recent momentum shows BX recovering steadily post-pullback, versus HLNE's sharper swings but earnings outperformance. Valuation trade-offs favor HLNE's lower P/E amid similar sector risks like interest rate sensitivity and dry powder deployment. Market sentiment leans toward BX's size for resilience, contrasting HLNE's growth catalysts in private wealth channels.
Tickeron AI Verdict
Tickeron’s AI currently leans toward BX based on superior trend consistency, massive scale with $1.27T AUM, and analyst targets implying stronger upside potential amid recovery signals. While HLNE offers attractive valuation and recent earnings strength, BX's diversification and inflows position it probabilistically better for sustained outperformance in volatile conditions.
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 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 BX 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).
BX’s FA Score shows that 1 FA rating(s) are green whileHLNE’s FA Score has 2 green FA rating(s).
- BX’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.
BX’s TA Score shows that 6 TA indicator(s) are bullish while HLNE’s TA Score has 3 bullish TA indicator(s).
- BX’s TA Score: 6 bullish, 4 bearish.
- HLNE’s TA Score: 3 bullish, 7 bearish.
Price Growth
BX (@Investment Managers) experienced а -4.07% price change this week, while HLNE (@Investment Managers) price change was -2.48% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.27%. For the same industry, the average monthly price growth was +2.56%, and the average quarterly price growth was +6.89%.
Reported Earning Dates
BX is expected to report earnings on Jul 16, 2026.
HLNE is expected to report earnings on May 21, 2026.
Industries' Descriptions
@Investment Managers (-0.27% 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.
| BX | HLNE | BX / HLNE | |
| Capitalization | 146B | 3.81B | 3,831% |
| EBITDA | N/A | 446M | - |
| Gain YTD | -20.766 | -35.071 | 59% |
| P/E Ratio | 30.67 | 15.46 | 198% |
| Revenue | 12.6B | 763M | 1,651% |
| Total Cash | N/A | 58.2M | - |
| Total Debt | 14.2B | 360M | 3,944% |
BX | HLNE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 21 Undervalued | 18 Undervalued | |
PROFIT vs RISK RATING 1..100 | 64 | 97 | |
SMR RATING 1..100 | 35 | 32 | |
PRICE GROWTH RATING 1..100 | 58 | 88 | |
P/E GROWTH RATING 1..100 | 82 | 94 | |
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 (18) in the Investment Managers industry is in the same range as BX (21). This means that HLNE’s stock grew similarly to BX’s over the last 12 months.
BX's Profit vs Risk Rating (64) in the Investment Managers industry is somewhat better than the same rating for HLNE (97). This means that BX’s stock grew somewhat faster than HLNE’s over the last 12 months.
HLNE's SMR Rating (32) in the Investment Managers industry is in the same range as BX (35). This means that HLNE’s stock grew similarly to BX’s over the last 12 months.
BX's Price Growth Rating (58) 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's P/E Growth Rating (82) in the Investment Managers industry is in the same range as HLNE (94). This means that BX’s stock grew similarly to HLNE’s over the last 12 months.
| BX | HLNE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 60% | 1 day ago 71% |
| Stochastic ODDS (%) | 1 day ago 81% | 1 day ago 72% |
| Momentum ODDS (%) | 1 day ago 81% | 1 day ago 73% |
| MACD ODDS (%) | 1 day ago 58% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 64% | 1 day ago 74% |
| TrendMonth ODDS (%) | 1 day ago 66% | 1 day ago 72% |
| Advances ODDS (%) | 14 days ago 72% | 7 days ago 66% |
| Declines ODDS (%) | 10 days ago 67% | 1 day ago 70% |
| BollingerBands ODDS (%) | 1 day ago 68% | 1 day ago 69% |
| Aroon ODDS (%) | 1 day ago 60% | 1 day ago 69% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLJH | 44.40 | 0.54 | +1.23% |
| Franklin FTSE Japan Hedged ETF | |||
| FEM | 33.30 | 0.17 | +0.52% |
| First Trust Emerging Mrkts AlphaDEX® ETF | |||
| IDEV | 89.54 | 0.38 | +0.43% |
| iShares Core MSCI Intl Dev Mkts ETF | |||
| WDGF | 31.79 | -0.09 | -0.29% |
| WisdomTree Global Defense Fund | |||
| EPV | 19.38 | -0.21 | -1.06% |
| ProShares UltraShort FTSE Europe | |||
BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR could also see price increases.
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 73% 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% | -0.44% | ||
| STEP - HLNE | 73% Closely correlated | -2.85% | ||
| BX - HLNE | 66% Loosely correlated | -2.56% | ||
| KKR - HLNE | 65% Loosely correlated | -2.05% | ||
| CG - HLNE | 64% Loosely correlated | -1.75% | ||
| APO - HLNE | 63% Loosely correlated | -0.25% | ||
More | ||||