Stock comparison
Hamilton Lane
SoFi Technologies
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
SOFI
SoFi Technologies
Market cap
$20.04B
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 | SOFI | Winner |
|---|---|---|---|
| Warren Buffett | 76C | 38D | HLNE |
| Benjamin Graham | 65B | 36D | HLNE |
| Philip Fisher | 77C | 56C | HLNE |
| Peter Lynch | 53C | 63C | SOFI |
| Joel Greenblatt | 43D | 44D | SOFI |
| Charlie Munger | 73B | 37D | HLNE |
| Terry Smith | 76B | 35D | HLNE |
Side-by-side metrics
| Metric | HLNE | SOFI |
|---|---|---|
| Market cap | $5.02B | $20.04B |
| P/E (TTM) | 14.1x | 34.1x |
| EV/EBIT | 15.7x | 34.1x |
| ROIC (TTM) | 14.52% | 1.07% |
| Gross margin | 69.23% | 76.02% |
| Net margin | 30.59% | 11.22% |
| Revenue CAGR 5y | 20.19% | 44.71% |
| EPS CAGR 5y | 17.91% | - |
| Debt / Equity | 0.4x | 0.2x |
| 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
- Dividend yield2.44%vs 0.0%+100%
- ROIC (TTM)14.52%vs 1.07%+93%
- Net margin30.59%vs 11.22%+63%
- P/E (TTM)14.1xvs 34.1x+59%
SOFI leads on
- Market cap$20.04Bvs $5.02B+75%
- Debt / Equity0.2xvs 0.4x+57%
- Revenue CAGR 5y44.71%vs 20.19%+55%
- Gross margin76.02%vs 69.23%+9%
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.