STEP vs. HLNE
Compare and contrast key facts about StepStone Group Inc. (STEP) and Hamilton Lane Incorporated (HLNE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STEP or HLNE.
Key characteristics
| STEP | HLNE | |
|---|---|---|
| YTD Return | 78.06% | 41.44% |
| 1Y Return | 79.44% | 77.15% |
| 3Y Return (Ann) | 10.62% | 24.02% |
| Sharpe Ratio | 2.32 | 2.62 |
| Daily Std Dev | 34.21% | 29.07% |
| Max Drawdown | -60.21% | -48.47% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| STEP | HLNE | |
|---|---|---|
| Market Cap | $6.28B | $8.53B |
| EPS | $0.77 | $4.34 |
| PE Ratio | 70.96 | 36.26 |
| Total Revenue (TTM) | $722.14M | $625.54M |
| Gross Profit (TTM) | $649.53M | $426.93M |
| EBITDA (TTM) | $224.30M | $257.85M |
Correlation
The correlation between STEP and HLNE is 0.59, 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
STEP vs. HLNE - Performance Comparison
In the year-to-date period, STEP achieves a 78.06% return, which is significantly higher than HLNE's 41.44% 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
STEP vs. HLNE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for StepStone Group Inc. (STEP) 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
STEP vs. HLNE - Dividend Comparison
STEP's dividend yield for the trailing twelve months is around 1.83%, more than HLNE's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
STEP StepStone Group Inc. | 1.83% | 3.34% | 2.94% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% |
HLNE Hamilton Lane Incorporated | 1.18% | 1.53% | 2.43% | 1.31% | 1.55% | 1.74% | 2.20% | 1.48% |
Drawdowns
STEP vs. HLNE - Drawdown Comparison
The maximum STEP drawdown since its inception was -60.21%, which is greater than HLNE's maximum drawdown of -48.47%. Use the drawdown chart below to compare losses from any high point for STEP and HLNE. For additional features, visit the drawdowns tool.
Volatility
STEP vs. HLNE - Volatility Comparison
The current volatility for StepStone Group Inc. (STEP) is 8.06%, while Hamilton Lane Incorporated (HLNE) has a volatility of 8.55%. This indicates that STEP experiences smaller price fluctuations and is considered to be less risky than HLNE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
STEP vs. HLNE - Financials Comparison
This section allows you to compare key financial metrics between StepStone Group Inc. 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