HLNE
Price
$147.02
Change
+$1.87 (+1.29%)
Updated
Jul 3 closing price
Capitalization
4.5B
29 days until earnings call
SVVC
Price
$0.05
Change
-$0.02 (-28.57%)
Updated
Jul 3 closing price
Capitalization
1.62M
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HLNE vs SVVC

Header iconHLNE vs SVVC Comparison
Open Charts HLNE vs SVVCBanner chart's image
Hamilton Lane
Price$147.02
Change+$1.87 (+1.29%)
Volume$201.13K
Capitalization4.5B
Firsthand Technology Value Fund
Price$0.05
Change-$0.02 (-28.57%)
Volume$465
Capitalization1.62M
HLNE vs SVVC Comparison Chart in %
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HLNE
Daily Signalchanged days ago
Gain/Loss if bought
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SVVC
Daily Signalchanged days ago
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VS
HLNE vs. SVVC commentary
Jul 07, 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 SVVC is a Buy.

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COMPARISON
Comparison
Jul 07, 2025
Stock price -- (HLNE: $147.02 vs. SVVC: $0.05)
Brand notoriety: HLNE and SVVC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: HLNE: 28% vs. SVVC: 28%
Market capitalization -- HLNE: $4.5B vs. SVVC: $1.62M
HLNE [@Investment Managers] is valued at $4.5B. SVVC’s [@Investment Managers] market capitalization is $1.62M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.16B.

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 1 FA rating(s) are green whileSVVC’s FA Score has 1 green FA rating(s).

  • HLNE’s FA Score: 1 green, 4 red.
  • SVVC’s FA Score: 1 green, 4 red.
According to our system of comparison, HLNE is a better buy in the long-term than SVVC.

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 SVVC’s TA Score has 2 bullish TA indicator(s).

  • HLNE’s TA Score: 5 bullish, 5 bearish.
  • SVVC’s TA Score: 2 bullish, 6 bearish.
According to our system of comparison, HLNE is a better buy in the short-term than SVVC.

Price Growth

HLNE (@Investment Managers) experienced а +1.93% price change this week, while SVVC (@Investment Managers) price change was -27.78% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

HLNE is expected to report earnings on Aug 05, 2025.

Industries' Descriptions

@Investment Managers (+2.13% 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($4.5B) has a higher market cap than SVVC($1.62M). HLNE has higher P/E ratio than SVVC: HLNE (34.22) vs SVVC (7.32). HLNE YTD gains are higher at: 0.050 vs. SVVC (-15.584). SVVC (165M) and HLNE (164M) have equal amount of cash in the bank . HLNE has higher revenues than SVVC: HLNE (490M) vs SVVC (-39.18M).
HLNESVVCHLNE / SVVC
Capitalization4.5B1.62M277,840%
EBITDA271MN/A-
Gain YTD0.050-15.584-0%
P/E Ratio34.227.32468%
Revenue490M-39.18M-1,251%
Total Cash164M165M99%
Total Debt277MN/A-
FUNDAMENTALS RATINGS
HLNE vs SVVC: Fundamental Ratings
HLNE
SVVC
OUTLOOK RATING
1..100
5048
VALUATION
overvalued / fair valued / undervalued
1..100
43
Fair valued
63
Fair valued
PROFIT vs RISK RATING
1..100
35100
SMR RATING
1..100
2812
PRICE GROWTH RATING
1..100
5586
P/E GROWTH RATING
1..100
8081
SEASONALITY SCORE
1..100
50n/a

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.

HLNE's Valuation (43) in the Investment Managers industry is in the same range as SVVC (63) in the null industry. This means that HLNE’s stock grew similarly to SVVC’s over the last 12 months.

HLNE's Profit vs Risk Rating (35) in the Investment Managers industry is somewhat better than the same rating for SVVC (100) in the null industry. This means that HLNE’s stock grew somewhat faster than SVVC’s over the last 12 months.

SVVC's SMR Rating (12) in the null industry is in the same range as HLNE (28) in the Investment Managers industry. This means that SVVC’s stock grew similarly to HLNE’s over the last 12 months.

HLNE's Price Growth Rating (55) in the Investment Managers industry is in the same range as SVVC (86) in the null industry. This means that HLNE’s stock grew similarly to SVVC’s over the last 12 months.

HLNE's P/E Growth Rating (80) in the Investment Managers industry is in the same range as SVVC (81) in the null industry. This means that HLNE’s stock grew similarly to SVVC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
HLNESVVC
RSI
ODDS (%)
Bullish Trend 5 days ago
75%
Bearish Trend 5 days ago
78%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
63%
Bearish Trend 5 days ago
76%
Momentum
ODDS (%)
Bullish Trend 5 days ago
62%
Bearish Trend 5 days ago
81%
MACD
ODDS (%)
Bullish Trend 5 days ago
64%
Bullish Trend 5 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
68%
Bearish Trend 5 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 5 days ago
66%
Bearish Trend 5 days ago
85%
Advances
ODDS (%)
Bullish Trend 5 days ago
70%
N/A
Declines
ODDS (%)
Bearish Trend 8 days ago
67%
N/A
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
62%
Bearish Trend 5 days ago
85%
Aroon
ODDS (%)
Bearish Trend 5 days ago
62%
Bearish Trend 5 days ago
83%
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HLNE
Daily Signalchanged days ago
Gain/Loss if bought
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SVVC
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 79% 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%
+1.29%
STEP - HLNE
79%
Closely correlated
+0.71%
JHG - HLNE
76%
Closely correlated
+0.47%
BX - HLNE
75%
Closely correlated
+1.02%
BN - HLNE
73%
Closely correlated
+2.67%
KKR - HLNE
73%
Closely correlated
+3.03%
More

SVVC and

Correlation & Price change

A.I.dvisor tells us that SVVC and GSBD have been poorly correlated (+13% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SVVC and GSBD's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVVC
1D Price
Change %
SVVC100%
-28.67%
GSBD - SVVC
13%
Poorly correlated
+0.35%
TPVG - SVVC
12%
Poorly correlated
N/A
JHG - SVVC
10%
Poorly correlated
+0.47%
AC - SVVC
9%
Poorly correlated
-0.19%
HLNE - SVVC
7%
Poorly correlated
+1.29%
More