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HLNE vs KKR
Which Stock Would AI Choose? Hamilton Lane (HLNE) vs. KKR & Co. (KKR) Stock Comparison
Key Takeaways
- HLNE is a specialized private markets investment manager with roughly $1 trillion in assets under management and advisement (AUMA), while KKR is a diversified alternative-asset and insurance platform with about $758 billion in assets under management (AUM).
- Both companies reported strong recent results, yet their share-price paths diverged: HLNE has reset sharply lower in recent months despite earnings beats, while KKR has held up comparatively better.
- HLNE is scaling its Evergreen fund platform and wealth-channel distribution, whereas KKR is driving growth through fee-related earnings, perpetual capital, and insurance.
- HLNE trades at a meaningfully lower valuation multiple than KKR, reflecting differences in scale, diversification, and earnings mix.
- KKR recently moderated its 2026 adjusted net income (ANI) outlook on monetization timing, while HLNE's fee-earning asset base kept expanding.
Introduction
Hamilton Lane and KKR & Co. both operate at the center of the fast-growing private markets and alternative investments industry, yet they represent two very different profiles. Hamilton Lane is a dedicated private markets manager focused on customized accounts, Evergreen funds, and advisory services, while KKR is a diversified global investment firm spanning private equity, credit, real assets, and insurance. For investors weighing a concentrated, high-margin specialist against a broad, scaled alternative-asset platform, this stock comparison offers a useful lens on relative performance, growth drivers, and market positioning in the current environment.
HLNE Overview and Recent Performance
HLNE, Hamilton Lane Incorporated, is one of the largest dedicated private markets investment firms globally, specializing in customized accounts, specialized funds, and technology-enabled solutions for institutional and wealth clients. The firm surpassed $1 trillion in assets under management and advisement as of its March 2026 fiscal year-end, composed of roughly $141.8 billion in discretionary assets and more than $905 billion in non-discretionary assets.
In recent quarters, the company's operating momentum has been strong. Its most recent reported quarter showed revenue up more than 56% year over year to $275.3 million, with adjusted earnings per share (EPS) of $1.94 beating consensus by a wide margin. The Evergreen fund platform recorded nearly $640 million in net inflows during that period, and specialized funds fee-earning AUM grew about 25% year over year. Management also raised its full-year dividend target by 11% and expanded its share repurchase authorization. Despite these results, the stock has faced significant selling pressure in recent months, trading well below its prior 52-week high as broader sentiment toward asset managers cooled.
KKR Overview and Recent Performance
KKR, KKR & Co. Inc., is a global investment company managing private equity, real assets, credit and liquid strategies, and a growing insurance business. Total AUM reached approximately $758 billion as of March 31, 2026, up about 14% year over year, with fee-paying AUM of roughly $615 billion and perpetual capital of about $326 billion.
The firm's recent earnings have been historically strong. First-quarter 2026 adjusted net income per share of $1.39 beat estimates, with fee-related earnings (FRE) rising about 24% year over year to $1 billion and an FRE margin near 69%. In its subsequent quarter, KKR recorded firm-record asset sales and continued fundraising momentum, including the final close of its North America Fund XIV at $23 billion. In May 2026, KKR completed its acquisition of Arctos Partners, adding about $16 billion in AUM in sports investing. Even so, management signaled "modestly less visibility" on monetization timing and said 2026 adjusted net income is more likely to land below its earlier $7-per-share target.
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Head-to-Head Comparison
The clearest contrast between the two companies is business model and diversification. HLNE is a pure-play private markets manager with a capital-light, fee-oriented model centered on customized accounts, Evergreen vehicles, and advisory work. KKR operates a broader platform that layers insurance earnings and strategic holdings on top of traditional asset management, giving it a more diversified but also more complex earnings mix.
On valuation, the gap is notable. HLNE trades near a low-teens price-to-earnings (P/E) multiple, well below KKR's roughly 30x multiple, reflecting the market's premium for KKR's scale and recurring revenue streams. Growth drivers also differ: HLNE is betting on Evergreen product adoption and wealth-channel expansion, while KKR is scaling fundraising, asset-based finance, and insurance economics. Risk profiles diverge as well — HLNE carries concentration risk in private markets fees, whereas KKR faces timing risk around monetizations and execution risk in newer business lines.
Tickeron AI Verdict
Based on observable trend consistency, stability, and relative positioning, Tickeron's AI framework would likely lean toward KKR for its broader earnings diversification and steadier price action over recent months, while recognizing that HLNE's depressed valuation and expanding fee base present a potentially attractive mean-reversion setup. The AI verdict would weigh KKR's recurring fee-related earnings and insurance tailwinds against HLNE's cheaper multiple and strong Evergreen inflows. The outcome is probabilistic rather than definitive: the more favorable trend and stability profile currently appears to reside with KKR, while HLNE may offer a more asymmetric opportunity if sentiment toward private markets managers stabilizes.
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 HLNE is a Hold and KKR is a Buy.
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.
KKR in upward trend: price rose above 50-day moving average on November 04, 2026
KKR 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. In 28 of 34 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on KKR as a result. In 70 of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 80%.
The Moving Average Convergence Divergence (MACD) for KKR just turned positive on October 20, 2026. Looking at past instances where KKR's MACD turned positive, the stock continued to rise in 33 of 42 cases over the following month. The odds of a continued upward trend are 79%.
The 10-day moving average for KKR 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 10 of 13 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 77%.
Following a +4.53% 3-day Advance, the price is estimated to grow further. Considering data from situations where KKR advanced for three days, in 232 of 325 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
Bearish Trend Analysis
The 10-day RSI Indicator for KKR 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 23 of the 35 cases, the stock moved lower in the following days. This puts the odds of a move lower at 66%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 36 of 54 cases where KKR's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 67%.
The 50-day moving average for KKR moved below the 200-day moving average on October 16, 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 KKR 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%.
KKR broke above its upper Bollinger Band on November 04, 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 KKR 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 Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating fairly steady price growth. KKR’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 67 (best 1 - 100 worst), indicating weak sales and an unprofitable 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 Profit vs. Risk Rating rating for this company is 69 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. KKR’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 better than average.
The Tickeron Valuation Rating of 84 (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 (3.038) is normal, around the industry mean (2.412). P/E Ratio (28.800) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.398) is also within normal values, averaging (1.319). Dividend Yield (0.008) settles around the average of (0.270) among similar stocks. P/S Ratio (4.382) 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.
HLNE | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 36 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 89 | 69 | |
SMR RATING 1..100 | 31 | 67 | |
PRICE GROWTH RATING 1..100 | 50 | 57 | |
P/E GROWTH RATING 1..100 | 88 | 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 KKR (84). This means that HLNE’s stock grew similarly to KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (69) in the Investment Managers industry is in the same range as HLNE (89). This means that KKR’s stock grew similarly to HLNE’s over the last 12 months.
HLNE's SMR Rating (31) in the Investment Managers industry is somewhat better than the same rating for KKR (67). This means that HLNE’s stock grew somewhat faster than KKR’s over the last 12 months.
HLNE's Price Growth Rating (50) in the Investment Managers industry is in the same range as KKR (57). This means that HLNE’s stock grew similarly to KKR’s over the last 12 months.
HLNE's P/E Growth Rating (88) in the Investment Managers industry is in the same range as KKR (88). This means that HLNE’s stock grew similarly to KKR’s over the last 12 months.
| HLNE | KKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 57% | 2 days ago 66% |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 80% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 71% |
| Advances ODDS (%) | 2 days ago 68% | 2 days ago 71% |
| Declines ODDS (%) | 6 days ago 73% | 6 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 51% | 2 days ago 53% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 69% |
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).
HLNE’s FA Score shows that 1 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- HLNE’s FA Score: 1 green, 4 red.
- KKR’s FA Score: 0 green, 5 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.
HLNE’s TA Score shows that 5 TA indicator(s) are bullish while KKR’s TA Score has 5 bullish TA indicator(s).
- HLNE’s TA Score: 5 bullish, 5 bearish.
- KKR’s TA Score: 5 bullish, 6 bearish.
Price Growth
HLNE (@Investment Managers) experienced а +8.74% price change this week, while KKR (@Investment Managers) price change was +5.06% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.48%. For the same industry, the average monthly price growth was -2.65%, and the average quarterly price growth was -1.56%.
Reported Earning Dates
HLNE is expected to report earnings on Feb 09, 2027.
KKR is expected to report earnings on Feb 09, 2027.
Industries' Descriptions
@Investment Managers (-2.48% 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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