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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 StrongBuy and KKR is a StrongBuy.
HLNE | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 58 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 93 | 75 | |
SMR RATING 1..100 | 31 | 67 | |
PRICE GROWTH RATING 1..100 | 62 | 62 | |
P/E GROWTH RATING 1..100 | 92 | 92 | |
SEASONALITY SCORE 1..100 | 41 | 75 |
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 (12) in the Investment Managers industry is significantly better than the same rating for KKR (81). This means that HLNE’s stock grew significantly faster than KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (75) in the Investment Managers industry is in the same range as HLNE (93). 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 (62) in the Investment Managers industry is in the same range as KKR (62). This means that HLNE’s stock grew similarly to KKR’s over the last 12 months.
HLNE's P/E Growth Rating (92) in the Investment Managers industry is in the same range as KKR (92). This means that HLNE’s stock grew similarly to KKR’s over the last 12 months.
| HLNE | KKR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 77% | 1 day ago 65% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 81% |
| Momentum ODDS (%) | 1 day ago 56% | 1 day ago 63% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 1 day ago 68% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 72% |
| Advances ODDS (%) | 1 day ago 70% | 12 days ago 73% |
| Declines ODDS (%) | 9 days ago 72% | 1 day ago 68% |
| BollingerBands ODDS (%) | 1 day ago 74% | 1 day ago 84% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 75% |
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 2 FA rating(s) are green while KKR’s FA Score has 0 green FA rating(s).
- HLNE’s FA Score: 2 green, 3 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, 4 bearish.
- KKR’s TA Score: 5 bullish, 5 bearish.
Price Growth
HLNE (@Investment Managers) experienced а +3.78% price change this week, while KKR (@Investment Managers) price change was -4.60% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.52%. For the same industry, the average monthly price growth was +3.63%, and the average quarterly price growth was +10.96%.
Reported Earning Dates
HLNE is expected to report earnings on Nov 10, 2026.
KKR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Investment Managers (+1.52% 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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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% | +1.97% | ||
| STEP - HLNE | 73% Closely correlated | +3.02% | ||
| TPG - HLNE | 68% Closely correlated | +1.36% | ||
| BX - HLNE | 68% Closely correlated | +0.13% | ||
| KKR - HLNE | 67% Closely correlated | -0.07% | ||
| ARES - HLNE | 67% Closely correlated | +0.34% | ||
More | ||||
KKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, KKR has been closely correlated with BX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if KKR jumps, then BX could also see price increases.