HLNE
Price
$112.54
Change
+$0.82 (+0.73%)
Updated
May 1, 6:59 PM EST
22 days until earnings call
STEP
Price
$35.47
Change
-$0.60 (-1.66%)
Updated
May 1, 6:59 PM EST
22 days until earnings call
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Compare trend and price HLNE vs STEP

Header iconHLNE vs STEP Comparison
Open Charts HLNE vs STEPBanner chart's image
Hamilton Lane
Price$112.54
Change+$0.82 (+0.73%)
Volume$93.79K
CapitalizationN/A
StepStone Group
Price$35.47
Change-$0.60 (-1.66%)
Volume$100.63K
CapitalizationN/A
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HLNE vs STEP Comparison Chart

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HLNEDaily Signal changed days agoGain/Loss if shorted
 
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STEPDaily Signal changed days agoGain/Loss if shorted
 
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VS
HLNE vs. STEP commentary
May 02, 2024

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 STEP is a StrongSell.

COMPARISON
Comparison
May 02, 2024
Stock price -- (HLNE: $111.72 vs. STEP: $36.07)
Brand notoriety: HLNE and STEP are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HLNE: 53% vs. STEP: 92%
Market capitalization -- HLNE: $4.5B vs. STEP: $2.3B
HLNE [@Investment Managers] is valued at $4.5B. STEP’s [@Investment Managers] market capitalization is $2.3B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.79B.

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 whileSTEP’s FA Score has 1 green FA rating(s).

  • HLNE’s FA Score: 2 green, 3 red.
  • STEP’s FA Score: 1 green, 4 red.
According to our system of comparison, HLNE is a better buy in the long-term than STEP.

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 6 TA indicator(s) are bullish while STEP’s TA Score has 4 bullish TA indicator(s).

  • HLNE’s TA Score: 6 bullish, 3 bearish.
  • STEP’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, HLNE is a better buy in the short-term than STEP.

Price Growth

HLNE (@Investment Managers) experienced а -1.56% price change this week, while STEP (@Investment Managers) price change was +0.78% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.62%. For the same industry, the average monthly price growth was -0.89%, and the average quarterly price growth was +14.43%.

Reported Earning Dates

HLNE is expected to report earnings on Jul 30, 2024.

STEP is expected to report earnings on Aug 02, 2024.

Industries' Descriptions

@Investment Managers (-0.62% 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.

SUMMARIES
A.I.dvisor published
a Summary for HLNE with price predictions.
OPEN
A.I.dvisor published
a Summary for STEP with price predictions.
OPEN
FUNDAMENTALS
Fundamentals
HLNE($4.5B) has a higher market cap than STEP($2.3B). STEP has higher P/E ratio than HLNE: STEP (38.72) vs HLNE (34.22). STEP YTD gains are higher at: 13.987 vs. HLNE (-1.108). HLNE has higher annual earnings (EBITDA): 271M vs. STEP (225M). STEP has more cash in the bank: 174M vs. HLNE (164M). STEP has less debt than HLNE: STEP (242M) vs HLNE (277M). STEP has higher revenues than HLNE: STEP (527M) vs HLNE (490M).
HLNESTEPHLNE / STEP
Capitalization4.5B2.3B196%
EBITDA271M225M120%
Gain YTD-1.10813.987-8%
P/E Ratio34.2238.7288%
Revenue490M527M93%
Total Cash164M174M94%
Total Debt277M242M114%
FUNDAMENTALS RATINGS
HLNE: Fundamental Ratings
HLNE
OUTLOOK RATING
1..100
10
VALUATION
overvalued / fair valued / undervalued
1..100
53
Fair valued
PROFIT vs RISK RATING
1..100
20
SMR RATING
1..100
36
PRICE GROWTH RATING
1..100
43
P/E GROWTH RATING
1..100
33
SEASONALITY SCORE
1..100
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.

TECHNICAL ANALYSIS
Technical Analysis
HLNESTEP
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
77%
Momentum
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
71%
MACD
ODDS (%)
Bullish Trend 2 days ago
68%
Bullish Trend 2 days ago
77%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
77%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
62%
Bullish Trend 2 days ago
77%
Advances
ODDS (%)
Bullish Trend 6 days ago
71%
Bullish Trend 3 days ago
74%
Declines
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 16 days ago
76%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
67%
Aroon
ODDS (%)
Bullish Trend 2 days ago
66%
Bullish Trend 2 days ago
74%
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HLNEDaily Signal changed days agoGain/Loss if shorted
 
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STEPDaily Signal changed days agoGain/Loss if shorted
 
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