Stock comparison
Hamilton Lane
Lufax Holding
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
HLNE
Hamilton Lane
Market cap
$5.02B
Sector
Financials
LU
Lufax Holding
Market cap
$687.6M
Sector
Financials
Overall winner
Hamilton Lane HLNE
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | HLNE | LU | Winner |
|---|---|---|---|
| Warren Buffett | 76C | 17F | HLNE |
| Benjamin Graham | 65B | 7F | HLNE |
| Philip Fisher | 77C | 51D | HLNE |
| Peter Lynch | 53C | 10F | HLNE |
| Joel Greenblatt | 43D | 0F | HLNE |
| Charlie Munger | 73B | 40D | HLNE |
| Terry Smith | 76B | 25F | HLNE |
Side-by-side metrics
| Metric | HLNE | LU |
|---|---|---|
| Market cap | $5.02B | $687.6M |
| P/E (TTM) | 14.1x | - |
| EV/EBIT | 15.7x | - |
| ROIC (TTM) | 14.52% | -0.21% |
| Gross margin | 69.23% | 74.93% |
| Net margin | 30.59% | -7.25% |
| Revenue CAGR 5y | 20.19% | -13.82% |
| EPS CAGR 5y | 17.91% | - |
| Debt / Equity | 0.4x | 1.0x |
| Dividend yield | 2.44% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
HLNE leads on
- Revenue CAGR 5y20.19%vs -13.82%+168%
- Net margin30.59%vs -7.25%+124%
- ROIC (TTM)14.52%vs -0.21%+101%
- Dividend yield2.44%vs 0.0%+100%
LU leads on
- P/E (TTM)-vs 14.1x+120%
- EV/EBIT-vs 15.7x+115%
- Gross margin74.93%vs 69.23%+8%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.