HLNE vs. PGR
Compare and contrast key facts about Hamilton Lane Incorporated (HLNE) and The Progressive Corporation (PGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLNE or PGR.
Key characteristics
| HLNE | PGR | |
|---|---|---|
| YTD Return | 69.77% | 65.14% |
| 1Y Return | 110.03% | 64.88% |
| 3Y Return (Ann) | 22.65% | 40.97% |
| 5Y Return (Ann) | 30.21% | 32.17% |
| Sharpe Ratio | 3.98 | 3.05 |
| Sortino Ratio | 4.41 | 4.05 |
| Omega Ratio | 1.58 | 1.54 |
| Calmar Ratio | 7.53 | 8.80 |
| Martin Ratio | 25.36 | 23.41 |
| Ulcer Index | 4.56% | 2.67% |
| Daily Std Dev | 29.03% | 20.48% |
| Max Drawdown | -48.47% | -71.06% |
| Current Drawdown | -5.57% | -0.37% |
Fundamentals
| HLNE | PGR | |
|---|---|---|
| Market Cap | $10.91B | $153.68B |
| EPS | $4.63 | $13.75 |
| PE Ratio | 42.53 | 19.08 |
| PEG Ratio | 1.39 | 1.05 |
| Total Revenue (TTM) | $648.66M | $71.59B |
| Gross Profit (TTM) | $439.48M | $71.59B |
| EBITDA (TTM) | $324.82M | $10.17B |
Correlation
The correlation between HLNE and PGR is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HLNE vs. PGR - Performance Comparison
In the year-to-date period, HLNE achieves a 69.77% return, which is significantly higher than PGR's 65.14% 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. PGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamilton Lane Incorporated (HLNE) and The Progressive Corporation (PGR). 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. PGR - Dividend Comparison
HLNE's dividend yield for the trailing twelve months is around 0.98%, more than PGR's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLNE Hamilton Lane Incorporated | 0.98% | 1.53% | 2.43% | 1.32% | 1.56% | 1.74% | 2.20% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% |
PGR The Progressive Corporation | 0.44% | 0.25% | 0.31% | 6.23% | 2.68% | 3.89% | 1.86% | 1.21% | 2.50% | 2.16% | 5.53% | 1.05% |
Drawdowns
HLNE vs. PGR - Drawdown Comparison
The maximum HLNE drawdown since its inception was -48.47%, smaller than the maximum PGR drawdown of -71.06%. Use the drawdown chart below to compare losses from any high point for HLNE and PGR. For additional features, visit the drawdowns tool.
Volatility
HLNE vs. PGR - Volatility Comparison
Hamilton Lane Incorporated (HLNE) has a higher volatility of 10.24% compared to The Progressive Corporation (PGR) at 6.70%. This indicates that HLNE's price experiences larger fluctuations and is considered to be riskier than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HLNE vs. PGR - Financials Comparison
This section allows you to compare key financial metrics between Hamilton Lane Incorporated and The Progressive 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