HLNE vs. ARES
Compare and contrast key facts about Hamilton Lane Incorporated (HLNE) and Ares Management Corporation (ARES).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLNE or ARES.
Key characteristics
| HLNE | ARES | |
|---|---|---|
| YTD Return | 79.79% | 46.30% |
| 1Y Return | 126.80% | 61.33% |
| 3Y Return (Ann) | 25.10% | 29.50% |
| 5Y Return (Ann) | 31.77% | 44.93% |
| Sharpe Ratio | 4.49 | 2.28 |
| Sortino Ratio | 4.84 | 2.89 |
| Omega Ratio | 1.65 | 1.37 |
| Calmar Ratio | 7.34 | 4.92 |
| Martin Ratio | 28.34 | 13.95 |
| Ulcer Index | 4.54% | 4.49% |
| Daily Std Dev | 28.75% | 27.43% |
| Max Drawdown | -48.47% | -45.85% |
| Current Drawdown | 0.00% | -1.16% |
Fundamentals
| HLNE | ARES | |
|---|---|---|
| Market Cap | $10.78B | $53.70B |
| EPS | $4.63 | $2.20 |
| PE Ratio | 42.00 | 77.45 |
| PEG Ratio | 1.39 | 0.63 |
| Total Revenue (TTM) | $648.66M | $3.74B |
| Gross Profit (TTM) | $439.48M | $2.14B |
| EBITDA (TTM) | $324.82M | $1.34B |
Correlation
The correlation between HLNE and ARES is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HLNE vs. ARES - Performance Comparison
In the year-to-date period, HLNE achieves a 79.79% return, which is significantly higher than ARES's 46.30% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HLNE vs. ARES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamilton Lane Incorporated (HLNE) and Ares Management Corporation (ARES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HLNE vs. ARES - Dividend Comparison
HLNE's dividend yield for the trailing twelve months is around 0.93%, less than ARES's 2.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
HLNE Hamilton Lane Incorporated | 0.93% | 1.53% | 2.43% | 1.32% | 1.56% | 1.74% | 2.20% | 1.48% | 0.00% | 0.00% | 0.00% |
ARES Ares Management Corporation | 2.09% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 6.30% | 4.32% | 6.81% | 2.45% |
Drawdowns
HLNE vs. ARES - Drawdown Comparison
The maximum HLNE drawdown since its inception was -48.47%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for HLNE and ARES. For additional features, visit the drawdowns tool.
Volatility
HLNE vs. ARES - Volatility Comparison
Hamilton Lane Incorporated (HLNE) and Ares Management Corporation (ARES) have volatilities of 9.06% and 8.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HLNE vs. ARES - Financials Comparison
This section allows you to compare key financial metrics between Hamilton Lane Incorporated and Ares Management Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities