Stock comparison
Hamilton Lane
SRH Total Return Fund
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
STEW
SRH Total Return Fund
Market cap
$1.71B
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 | STEW | Winner |
|---|---|---|---|
| Warren Buffett | 76C | 48D | HLNE |
| Benjamin Graham | 65B | 49D | HLNE |
| Philip Fisher | 77C | 45D | HLNE |
| Peter Lynch | 53C | 36D | HLNE |
| Joel Greenblatt | 43D | 46D | STEW |
| Charlie Munger | 73B | 52C | HLNE |
| Terry Smith | 76B | 46D | HLNE |
Side-by-side metrics
| Metric | HLNE | STEW |
|---|---|---|
| Market cap | $5.02B | $1.71B |
| P/E (TTM) | 14.1x | 5.3x |
| EV/EBIT | 15.7x | 9.2x |
| ROIC (TTM) | 14.52% | 15.93% |
| Gross margin | 69.23% | 100.0% |
| Net margin | 30.59% | 99.17% |
| Revenue CAGR 5y | 20.19% | 10.46% |
| EPS CAGR 5y | 17.91% | -10.33% |
| Debt / Equity | 0.4x | 0.1x |
| 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
- EPS CAGR 5y17.91%vs -10.33%+158%
- Dividend yield2.44%vs 0.0%+100%
- Market cap$5.02Bvs $1.71B+66%
- Revenue CAGR 5y20.19%vs 10.46%+48%
STEW leads on
- Net margin99.17%vs 30.59%+69%
- Debt / Equity0.1xvs 0.4x+65%
- P/E (TTM)5.3xvs 14.1x+62%
- EV/EBIT9.2xvs 15.7x+41%
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.