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.
Correlation
The correlation between PWP and HLNE is 0.43, 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
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Key characteristics
PWP:
0.43
HLNE:
1.07
PWP:
1.03
HLNE:
1.59
PWP:
1.13
HLNE:
1.20
PWP:
0.56
HLNE:
1.10
PWP:
1.52
HLNE:
2.49
PWP:
15.35%
HLNE:
16.21%
PWP:
47.73%
HLNE:
39.75%
PWP:
-60.44%
HLNE:
-48.47%
PWP:
-32.86%
HLNE:
-18.79%
Fundamentals
PWP:
$1.56B
HLNE:
$9.27B
PWP:
-$0.21
HLNE:
$5.42
PWP:
1.58
HLNE:
13.41
PWP:
5.89
HLNE:
10.86
PWP:
$987.74M
HLNE:
$514.99M
PWP:
$407.39M
HLNE:
$335.56M
PWP:
$3.20M
HLNE:
$270.49M
Returns By Period
In the year-to-date period, PWP achieves a -25.62% return, which is significantly lower than HLNE's 10.27% return.
PWP
-25.62%
11.41%
-27.22%
17.80%
N/A
N/A
HLNE
10.27%
17.82%
-15.81%
43.43%
22.23%
N/A
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Risk-Adjusted Performance
PWP vs. HLNE — Risk-Adjusted Performance Rank
PWP
HLNE
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.
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Dividends
PWP vs. HLNE - Dividend Comparison
PWP's dividend yield for the trailing twelve months is around 1.58%, more than HLNE's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
PWP Perella Weinberg Partners | 1.58% | 1.17% | 2.29% | 2.86% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% |
HLNE Hamilton Lane Incorporated | 1.20% | 1.29% | 1.53% | 2.43% | 1.31% | 1.55% | 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.
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Volatility
PWP vs. HLNE - Volatility Comparison
Perella Weinberg Partners (PWP) has a higher volatility of 14.39% compared to Hamilton Lane Incorporated (HLNE) at 13.32%. 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.
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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
PWP vs. HLNE - Profitability Comparison
PWP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Perella Weinberg Partners reported a gross profit of 88.83M and revenue of 211.83M. Therefore, the gross margin over that period was 41.9%.
HLNE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hamilton Lane Incorporated reported a gross profit of 106.36M and revenue of 168.26M. Therefore, the gross margin over that period was 63.2%.
PWP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Perella Weinberg Partners reported an operating income of 11.67M and revenue of 211.83M, resulting in an operating margin of 5.5%.
HLNE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hamilton Lane Incorporated reported an operating income of 75.78M and revenue of 168.26M, resulting in an operating margin of 45.0%.
PWP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Perella Weinberg Partners reported a net income of 17.34M and revenue of 211.83M, resulting in a net margin of 8.2%.
HLNE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hamilton Lane Incorporated reported a net income of 52.97M and revenue of 168.26M, resulting in a net margin of 31.5%.