PWP vs. HLNE
Compare and contrast key facts about Perella Weinberg Partners (PWP) and Hamilton Lane Incorporated (HLNE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PWP or HLNE.
Key characteristics
| PWP | HLNE | |
|---|---|---|
| YTD Return | 111.21% | 79.79% |
| 1Y Return | 151.61% | 126.80% |
| 3Y Return (Ann) | 25.72% | 25.10% |
| Sharpe Ratio | 3.58 | 4.49 |
| Sortino Ratio | 4.70 | 4.84 |
| Omega Ratio | 1.56 | 1.65 |
| Calmar Ratio | 5.85 | 7.34 |
| Martin Ratio | 25.79 | 28.34 |
| Ulcer Index | 5.57% | 4.54% |
| Daily Std Dev | 40.04% | 28.75% |
| Max Drawdown | -60.44% | -48.47% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| PWP | HLNE | |
|---|---|---|
| Market Cap | $2.25B | $10.78B |
| EPS | -$2.10 | $4.63 |
| Total Revenue (TTM) | $586.80M | $648.66M |
| Gross Profit (TTM) | -$134.86M | $439.48M |
| EBITDA (TTM) | -$205.08M | $324.82M |
Correlation
The correlation between PWP and HLNE is 0.42, 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
PWP vs. HLNE - Performance Comparison
In the year-to-date period, PWP achieves a 111.21% return, which is significantly higher than HLNE's 79.79% 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
PWP vs. HLNE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Perella Weinberg Partners (PWP) and Hamilton Lane Incorporated (HLNE). 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
PWP vs. HLNE - Dividend Comparison
PWP's dividend yield for the trailing twelve months is around 1.10%, more than HLNE's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
PWP Perella Weinberg Partners | 1.10% | 2.29% | 2.86% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% |
HLNE Hamilton Lane Incorporated | 0.93% | 1.53% | 2.43% | 1.32% | 1.56% | 1.74% | 2.20% | 1.48% |
Drawdowns
PWP vs. HLNE - Drawdown Comparison
The maximum PWP drawdown since its inception was -60.44%, which is greater than HLNE's maximum drawdown of -48.47%. Use the drawdown chart below to compare losses from any high point for PWP and HLNE. For additional features, visit the drawdowns tool.
Volatility
PWP vs. HLNE - Volatility Comparison
Perella Weinberg Partners (PWP) has a higher volatility of 19.46% compared to Hamilton Lane Incorporated (HLNE) at 9.07%. This indicates that PWP's price experiences larger fluctuations and is considered to be riskier than HLNE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PWP vs. HLNE - Financials Comparison
This section allows you to compare key financial metrics between Perella Weinberg Partners and Hamilton Lane Incorporated. 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