Stock comparison
Hamilton Lane
Upstart Holdings
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
UPST
Upstart Holdings
Market cap
$2.73B
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 | UPST | Winner |
|---|---|---|---|
| Warren Buffett | 76C | 44D | HLNE |
| Benjamin Graham | 65B | 81D | UPST |
| Philip Fisher | 77C | 46D | HLNE |
| Peter Lynch | 53C | 27F | HLNE |
| Joel Greenblatt | 43D | 44D | UPST |
| Charlie Munger | 73B | 46D | HLNE |
| Terry Smith | 76B | 34F | HLNE |
Side-by-side metrics
| Metric | HLNE | UPST |
|---|---|---|
| Market cap | $5.02B | $2.73B |
| P/E (TTM) | 14.1x | 57.9x |
| EV/EBIT | 15.7x | 71.3x |
| ROIC (TTM) | 14.52% | 1.77% |
| Gross margin | 69.23% | 95.67% |
| Net margin | 30.59% | 4.25% |
| Revenue CAGR 5y | 20.19% | 6.06% |
| EPS CAGR 5y | 17.91% | -24.57% |
| Debt / Equity | 0.4x | 2.7x |
| 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 -24.57%+173%
- Dividend yield2.44%vs 0.0%+100%
- ROIC (TTM)14.52%vs 1.77%+88%
- Net margin30.59%vs 4.25%+86%
UPST leads on
- Gross margin95.67%vs 69.23%+28%
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.