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HLNE
Price
$198.17
Change
+$3.69 (+1.90%)
Updated
Nov 21 closing price
81 days until earnings call
WT
Price
$12.00
Change
+$0.27 (+2.30%)
Updated
Nov 21 closing price
70 days until earnings call
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HLNE vs WT

Header iconHLNE vs WT Comparison
Open Charts HLNE vs WTBanner chart's image
Hamilton Lane
Price$198.17
Change+$3.69 (+1.90%)
Volume$211.85K
CapitalizationN/A
WisdomTree
Price$12.00
Change+$0.27 (+2.30%)
Volume$2.18M
CapitalizationN/A
HLNE vs WT Comparison Chart
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HLNE
Daily Signalchanged days ago
Gain/Loss if shorted
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WT
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
HLNE vs. WT commentary
Nov 22, 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 Sell and WT is a Buy.

COMPARISON
Comparison
Nov 22, 2024
Stock price -- (HLNE: $198.17 vs. WT: $12.00)
Brand notoriety: HLNE: Not notable vs. WT: Notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HLNE: 45% vs. WT: 152%
Market capitalization -- HLNE: $4.5B vs. WT: $1.38B
HLNE [@Investment Managers] is valued at $4.5B. WT’s [@Investment Managers] market capitalization is $1.38B. 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 $5.91B.

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 3 FA rating(s) are green whileWT’s FA Score has 2 green FA rating(s).

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

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 WT’s TA Score has 4 bullish TA indicator(s).

  • HLNE’s TA Score: 3 bullish, 5 bearish.
  • WT’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, WT is a better buy in the short-term than HLNE.

Price Growth

HLNE (@Investment Managers) experienced а +2.58% price change this week, while WT (@Investment Managers) price change was +4.62% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.37%. For the same industry, the average monthly price growth was +2.06%, and the average quarterly price growth was +6.15%.

Reported Earning Dates

HLNE is expected to report earnings on Feb 11, 2025.

WT is expected to report earnings on Jan 31, 2025.

Industries' Descriptions

@Investment Managers (+1.37% 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
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FUNDAMENTALS
Fundamentals
HLNE($4.5B) has a higher market cap than WT($1.38B). HLNE has higher P/E ratio than WT: HLNE (34.22) vs WT (14.19). HLNE (76.712) and WT (75.485) have similar YTD gains . HLNE has higher annual earnings (EBITDA): 271M vs. WT (136M). WT has more cash in the bank: 188M vs. HLNE (164M). WT (275M) and HLNE (277M) have identical debt. HLNE has higher revenues than WT: HLNE (490M) vs WT (349M).
HLNEWTHLNE / WT
Capitalization4.5B1.38B326%
EBITDA271M136M199%
Gain YTD76.71275.485102%
P/E Ratio34.2214.19241%
Revenue490M349M140%
Total Cash164M188M87%
Total Debt277M275M101%
FUNDAMENTALS RATINGS
HLNE vs WT: Fundamental Ratings
HLNE
WT
OUTLOOK RATING
1..100
8216
VALUATION
overvalued / fair valued / undervalued
1..100
72
Overvalued
79
Overvalued
PROFIT vs RISK RATING
1..100
810
SMR RATING
1..100
2865
PRICE GROWTH RATING
1..100
3739
P/E GROWTH RATING
1..100
2917
SEASONALITY SCORE
1..100
5050

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 (72) in the Investment Managers industry is in the same range as WT (79). This means that HLNE’s stock grew similarly to WT’s over the last 12 months.

HLNE's Profit vs Risk Rating (8) in the Investment Managers industry is in the same range as WT (10). This means that HLNE’s stock grew similarly to WT’s over the last 12 months.

HLNE's SMR Rating (28) in the Investment Managers industry is somewhat better than the same rating for WT (65). This means that HLNE’s stock grew somewhat faster than WT’s over the last 12 months.

HLNE's Price Growth Rating (37) in the Investment Managers industry is in the same range as WT (39). This means that HLNE’s stock grew similarly to WT’s over the last 12 months.

WT's P/E Growth Rating (17) in the Investment Managers industry is in the same range as HLNE (29). This means that WT’s stock grew similarly to HLNE’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HLNEWT
RSI
ODDS (%)
Bearish Trend 1 day ago
61%
Bearish Trend 1 day ago
76%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
63%
Bearish Trend 1 day ago
73%
Momentum
ODDS (%)
Bullish Trend 1 day ago
63%
Bullish Trend 1 day ago
79%
MACD
ODDS (%)
Bearish Trend 1 day ago
63%
Bullish Trend 1 day ago
85%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
71%
Bullish Trend 1 day ago
77%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
71%
Bullish Trend 1 day ago
76%
Advances
ODDS (%)
Bullish Trend 1 day ago
73%
Bullish Trend 1 day ago
78%
Declines
ODDS (%)
Bearish Trend 4 days ago
64%
Bearish Trend 23 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
57%
Bearish Trend 1 day ago
69%
Aroon
ODDS (%)
Bullish Trend 1 day ago
69%
Bullish Trend 1 day ago
69%
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HLNE
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
WT
Daily Signalchanged days ago
Gain/Loss if shorted
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HLNE and

Correlation & Price change

A.I.dvisor indicates that over the last year, HLNE has been loosely correlated with VCTR. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if HLNE jumps, then VCTR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HLNE
1D Price
Change %
HLNE100%
+1.90%
VCTR - HLNE
61%
Loosely correlated
+3.37%
JHG - HLNE
60%
Loosely correlated
+1.98%
STEP - HLNE
60%
Loosely correlated
+1.16%
BN - HLNE
60%
Loosely correlated
+2.04%
TPG - HLNE
59%
Loosely correlated
+3.17%
More

WT and

Correlation & Price change

A.I.dvisor indicates that over the last year, WT has been loosely correlated with AMG. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if WT jumps, then AMG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WT
1D Price
Change %
WT100%
+2.30%
AMG - WT
47%
Loosely correlated
+0.66%
TPG - WT
46%
Loosely correlated
+3.17%
HLNE - WT
45%
Loosely correlated
+1.90%
JHG - WT
44%
Loosely correlated
+1.98%
VCTR - WT
43%
Loosely correlated
+3.37%
More