HLNE
Price
$140.41
Change
+$0.75 (+0.54%)
Updated
Sep 26, 04:02 PM (EDT)
Capitalization
6.13B
39 days until earnings call
STEP
Price
$64.59
Change
-$0.64 (-0.98%)
Updated
Sep 25 closing price
Capitalization
5.07B
40 days until earnings call
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HLNE vs STEP

Header iconHLNE vs STEP Comparison
Open Charts HLNE vs STEPBanner chart's image
Hamilton Lane
Price$140.41
Change+$0.75 (+0.54%)
Volume$300
Capitalization6.13B
StepStone Group
Price$64.59
Change-$0.64 (-0.98%)
Volume$350.82K
Capitalization5.07B
HLNE vs STEP Comparison Chart in %
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HLNE
Daily Signalchanged days ago
Gain/Loss if bought
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STEP
Daily Signalchanged days ago
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HLNE vs. STEP commentary
Sep 26, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HLNE is a Buy and STEP is a StrongBuy.

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COMPARISON
Comparison
Sep 26, 2025
Stock price -- (HLNE: $139.66 vs. STEP: $64.59)
Brand notoriety: HLNE and STEP are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HLNE: 119% vs. STEP: 54%
Market capitalization -- HLNE: $6.13B vs. STEP: $5.07B
HLNE [@Investment Managers] is valued at $6.13B. STEP’s [@Investment Managers] market capitalization is $5.07B. The market cap for tickers in the [@Investment Managers] industry ranges from $177.66B to $0. The average market capitalization across the [@Investment Managers] industry is $7.45B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

HLNE’s FA Score shows that 2 FA rating(s) are green whileSTEP’s FA Score has 2 green FA rating(s).

  • HLNE’s FA Score: 2 green, 3 red.
  • STEP’s FA Score: 2 green, 3 red.
According to our system of comparison, both HLNE and STEP are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

HLNE’s TA Score shows that 5 TA indicator(s) are bullish while STEP’s TA Score has 5 bullish TA indicator(s).

  • HLNE’s TA Score: 5 bullish, 6 bearish.
  • STEP’s TA Score: 5 bullish, 3 bearish.
According to our system of comparison, STEP is a better buy in the short-term than HLNE.

Price Growth

HLNE (@Investment Managers) experienced а -7.17% price change this week, while STEP (@Investment Managers) price change was -1.22% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.03%. For the same industry, the average monthly price growth was +1.50%, and the average quarterly price growth was +39.44%.

Reported Earning Dates

HLNE is expected to report earnings on Nov 04, 2025.

STEP is expected to report earnings on Nov 05, 2025.

Industries' Descriptions

@Investment Managers (-2.03% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
HLNE($6.13B) has a higher market cap than STEP($5.07B). STEP has higher P/E ratio than HLNE: STEP (104.85) vs HLNE (26.75). STEP YTD gains are higher at: 13.901 vs. HLNE (-4.617). STEP has more cash in the bank: 244M vs. HLNE (58.2M). HLNE (365M) and STEP (382M) have identical debt.
HLNESTEPHLNE / STEP
Capitalization6.13B5.07B121%
EBITDAN/A-237.41M-
Gain YTD-4.61713.901-33%
P/E Ratio26.75104.8526%
RevenueN/A1.35B-
Total Cash58.2M244M24%
Total Debt365M382M96%
FUNDAMENTALS RATINGS
HLNE: Fundamental Ratings
HLNE
OUTLOOK RATING
1..100
65
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
PROFIT vs RISK RATING
1..100
45
SMR RATING
1..100
30
PRICE GROWTH RATING
1..100
77
P/E GROWTH RATING
1..100
83
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
HLNESTEP
RSI
ODDS (%)
Bullish Trend 2 days ago
75%
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
65%
Bearish Trend 3 days ago
65%
Momentum
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 3 days ago
81%
MACD
ODDS (%)
Bearish Trend 2 days ago
72%
Bullish Trend 3 days ago
86%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 3 days ago
79%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
66%
Bullish Trend 3 days ago
80%
Advances
ODDS (%)
Bullish Trend 16 days ago
69%
Bullish Trend 4 days ago
79%
Declines
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 12 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
76%
Bearish Trend 3 days ago
71%
Aroon
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 3 days ago
81%
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HLNE
Daily Signalchanged days ago
Gain/Loss if bought
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STEP
Daily Signalchanged days ago
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HLNE and

Correlation & Price change

A.I.dvisor indicates that over the last year, HLNE has been closely correlated with STEP. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLNE jumps, then STEP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HLNE
1D Price
Change %
HLNE100%
-2.19%
STEP - HLNE
81%
Closely correlated
-0.98%
BX - HLNE
76%
Closely correlated
-1.39%
JHG - HLNE
75%
Closely correlated
+0.23%
CG - HLNE
75%
Closely correlated
-0.55%
KKR - HLNE
74%
Closely correlated
-1.65%
More

STEP and

Correlation & Price change

A.I.dvisor indicates that over the last year, STEP has been closely correlated with JHG. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if STEP jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STEP
1D Price
Change %
STEP100%
-0.94%
JHG - STEP
83%
Closely correlated
+0.25%
CG - STEP
83%
Closely correlated
-0.58%
KKR - STEP
83%
Closely correlated
-1.65%
HLNE - STEP
81%
Closely correlated
-2.20%
ARES - STEP
80%
Closely correlated
-2.92%
More