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HLNE vs KKR
Which Stock Would AI Choose? Hamilton Lane (HLNE) vs. KKR & Co. Inc. (KKR) Stock Comparison
Key Takeaways
- HLNE has delivered stronger year-to-date returns of approximately 31% compared to KKR's 19%, reflecting robust momentum in recent market activity.
- HLNE trades at a more attractive trailing P/E ratio of 16.5 versus KKR's 44.3, suggesting better relative valuation.
- KKR boasts a significantly larger market capitalization of around $96 billion and broader diversification across private equity, real estate, credit, and insurance, compared to HLNE's $5 billion focus on private markets.
- Both firms report substantial assets under management (AUM), with HLNE at $1 trillion in AUM and supervision and KKR at $744 billion, driven by record fundraising trends.
- Analyst price targets indicate upside potential for both, averaging $138 for HLNE and $123 for KKR, amid positive outlooks on alternative assets.
- Recent developments include HLNE launching interval funds and KKR pursuing strategic deals, highlighting growth catalysts in private markets.
Introduction
Hamilton Lane (HLNE) and KKR & Co. Inc. (KKR) are prominent players in the alternative asset management space, offering exposure to private equity, credit, and infrastructure. This stock comparison evaluates their recent performance, business models, and market positioning amid evolving interest rate environments and fundraising booms. Investors seeking diversified alternatives to public equities or traders monitoring momentum in financial services may find insights into relative strengths, such as valuation multiples, growth trajectories, and sector tailwinds, particularly useful for portfolio allocation decisions.
HLNE Overview and Recent Performance
Hamilton Lane Incorporated (HLNE) is a global private markets investment manager specializing in private equity fund investments, secondaries, and advisory services. With approximately $1 trillion in assets under management (AUM) and supervision, including $146 billion in discretionary AUM, the firm has benefited from sustained demand for private markets solutions. In recent weeks, HLNE shares have shown resilience, posting year-to-date gains around 31% and one-year returns near 40%, outperforming broader indices despite volatility from market rotations. Key influences include strong fee growth from prior quarters, launches of interval funds in private credit and infrastructure, senior promotions, and anticipation for Q4 fiscal 2026 earnings on May 21. Sentiment has been buoyed by analyst upgrades and perceived undervaluation, though shares remain below 52-week highs amid broader sector pressures.
KKR Overview and Recent Performance
KKR & Co. Inc. (KKR) is a leading global investment firm managing private equity, real estate, infrastructure, and credit strategies, bolstered by its insurance arm Global Atlantic. Fee-earning AUM stands at $604 billion within total AUM of $744 billion, fueled by record $129 billion in capital raised during fiscal 2025. Recently, KKR stock has advanced with year-to-date returns of about 19% and stabilized after earlier dips, trading below its 52-week high but supported by deal activity like potential asset sales and investments in sectors such as sports and education. Performance reflects 14% operating earnings growth in the latest period, though recent earnings results introduced some volatility. Positive analyst sentiment persists, driven by scale advantages and diversification, tempering risks from interest rate sensitivity and deployment paces.
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Head-to-Head Comparison
In business models, HLNE emphasizes fund-of-funds, secondaries, and advisory with lower capital intensity, contrasting KKR’s direct investments, insurance integration, and broader asset classes for enhanced fee diversification. Growth drivers favor KKR’s scale and $129 billion fundraising, yet HLNE shows superior recent momentum with higher YTD and one-year returns. Risk profiles differ, with KKR’s beta of 1.85 indicating greater volatility versus HLNE’s 1.34, alongside higher debt exposure. Sector exposure aligns in alternatives but KKR benefits from real estate and credit buffers. Market sentiment leans positive for both, with analyst targets implying 40-50% upside, though HLNE’s cheaper multiples offer value trade-offs against KKR’s liquidity and catalysts.
Tickeron AI Verdict
Tickeron’s AI currently leans toward HLNE based on stronger trend consistency in recent performance, lower valuation metrics, and stability in private markets positioning. While KKR offers scale and diversification advantages, HLNE’s relative momentum and upcoming catalysts suggest higher probability of near-term outperformance in the current environment.
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 HLNE is a Hold and KKR is a StrongBuy.
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).
HLNE’s FA Score shows that 2 FA rating(s) are green whileKKR’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 3 TA indicator(s) are bullish while KKR’s TA Score has 5 bullish TA indicator(s).
- HLNE’s TA Score: 3 bullish, 7 bearish.
- KKR’s TA Score: 5 bullish, 5 bearish.
Price Growth
HLNE (@Investment Managers) experienced а -2.80% price change this week, while KKR (@Investment Managers) price change was -3.75% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.74%. For the same industry, the average monthly price growth was +4.74%, and the average quarterly price growth was +6.81%.
Reported Earning Dates
HLNE is expected to report earnings on May 21, 2026.
KKR is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Investment Managers (-0.74% 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.
| HLNE | KKR | HLNE / KKR | |
| Capitalization | 3.89B | 89.3B | 4% |
| EBITDA | 446M | 9.89B | 5% |
| Gain YTD | -33.705 | -21.838 | 154% |
| P/E Ratio | 15.79 | 33.83 | 47% |
| Revenue | 763M | 20.4B | 4% |
| Total Cash | 58.2M | 133B | 0% |
| Total Debt | 360M | 54.5B | 1% |
HLNE | KKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 19 Undervalued | 77 Overvalued | |
PROFIT vs RISK RATING 1..100 | 96 | 65 | |
SMR RATING 1..100 | 32 | 68 | |
PRICE GROWTH RATING 1..100 | 88 | 58 | |
P/E GROWTH RATING 1..100 | 94 | 86 | |
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 (19) in the Investment Managers industry is somewhat better than the same rating for KKR (77). This means that HLNE’s stock grew somewhat faster than KKR’s over the last 12 months.
KKR's Profit vs Risk Rating (65) in the Investment Managers industry is in the same range as HLNE (96). This means that KKR’s stock grew similarly to HLNE’s over the last 12 months.
HLNE's SMR Rating (32) in the Investment Managers industry is somewhat better than the same rating for KKR (68). This means that HLNE’s stock grew somewhat faster than KKR’s over the last 12 months.
KKR's Price Growth Rating (58) in the Investment Managers industry is in the same range as HLNE (88). This means that KKR’s stock grew similarly to HLNE’s over the last 12 months.
KKR's P/E Growth Rating (86) in the Investment Managers industry is in the same range as HLNE (94). This means that KKR’s stock grew similarly to HLNE’s over the last 12 months.
| HLNE | KKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 82% | 2 days ago 58% |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 81% |
| Momentum ODDS (%) | 2 days ago 78% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 67% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 71% |
| Advances ODDS (%) | 5 days ago 66% | 21 days ago 73% |
| Declines ODDS (%) | 6 days ago 70% | 6 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 72% | 2 days ago 61% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 67% |
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