HLNE
Price
$138.16
Change
-$8.92 (-6.06%)
Updated
Apr 10, 04:59 PM (EDT)
Capitalization
4.5B
42 days until earnings call
XJH
Price
$35.44
Change
+$1.16 (+3.38%)
Updated
Apr 10, 04:44 PM (EDT)
Net Assets
226.4M
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HLNE vs XJH

Header iconHLNE vs XJH Comparison
Open Charts HLNE vs XJHBanner chart's image
Hamilton Lane
Price$138.16
Change-$8.92 (-6.06%)
Volume$6.63K
Capitalization4.5B
iShares ESG Select Scrn S&P Mid-Cap ETF
Price$35.44
Change+$1.16 (+3.38%)
Volume$200
Net Assets226.4M
HLNE vs XJH Comparison Chart
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HLNE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XJH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
HLNE vs. XJH commentary
Apr 11, 2025

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 XJH is a Hold.

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COMPARISON
Comparison
Apr 11, 2025
Stock price -- (HLNE: $147.07)
Brand notoriety:
Market capitalization --

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 while.

  • HLNE’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish.

  • HLNE’s TA Score: 4 bullish, 6 bearish.

Price Growth

HLNE (@Investment Managers) experienced а -5.41% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -5.31%. For the same industry, the average monthly price growth was -6.27%, and the average quarterly price growth was -6.86%.

Reported Earning Dates

HLNE is expected to report earnings on Aug 05, 2025.

Industries' Descriptions

@Investment Managers (-5.31% 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 RATINGS
HLNE: Fundamental Ratings
HLNE
OUTLOOK RATING
1..100
81
VALUATION
overvalued / fair valued / undervalued
1..100
57
Fair valued
PROFIT vs RISK RATING
1..100
25
SMR RATING
1..100
26
PRICE GROWTH RATING
1..100
61
P/E GROWTH RATING
1..100
71
SEASONALITY SCORE
1..100
n/a

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
HLNEXJH
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
65%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
79%
MACD
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
83%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
69%
Bearish Trend 2 days ago
83%
Advances
ODDS (%)
Bullish Trend 9 days ago
71%
Bullish Trend 9 days ago
83%
Declines
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
82%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
86%
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HLNE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
XJH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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HLNE and

Correlation & Price change

A.I.dvisor indicates that over the last year, HLNE has been closely correlated with JHG. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLNE jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HLNE
1D Price
Change %
HLNE100%
+16.12%
JHG - HLNE
75%
Closely correlated
+12.56%
STEP - HLNE
75%
Closely correlated
+14.79%
BX - HLNE
73%
Closely correlated
+14.40%
KKR - HLNE
72%
Closely correlated
+16.88%
APO - HLNE
72%
Closely correlated
+16.34%
More

XJH and

Correlation & Price change

A.I.dvisor indicates that over the last year, XJH has been closely correlated with AIT. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if XJH jumps, then AIT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To XJH
1D Price
Change %
XJH100%
+9.16%
AIT - XJH
84%
Closely correlated
+12.59%
UFPI - XJH
79%
Closely correlated
+7.33%
HLNE - XJH
79%
Closely correlated
+16.12%
EQH - XJH
79%
Closely correlated
+12.78%
ZION - XJH
77%
Closely correlated
+8.42%
More