WisdomTree Investments (WETF) & Hamilton Lane (NASDAQ:HLNE) Financial Survey

Hamilton Lane (NASDAQ: HLNE) and WisdomTree Investments (NASDAQ:WETF) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, institutional ownership, dividends, risk, profitability, analyst recommendations and valuation.

Dividends

Hamilton Lane pays an annual dividend of $0.70 per share and has a dividend yield of 3.1%. WisdomTree Investments pays an annual dividend of $0.32 per share and has a dividend yield of 3.6%. WisdomTree Investments pays out 145.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Institutional & Insider Ownership

61.4% of Hamilton Lane shares are held by institutional investors. Comparatively, 95.3% of WisdomTree Investments shares are held by institutional investors. 62.9% of Hamilton Lane shares are held by insiders. Comparatively, 16.1% of WisdomTree Investments shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Analyst Ratings

This is a summary of recent ratings for Hamilton Lane and WisdomTree Investments, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hamilton Lane 0 3 2 0 2.40
WisdomTree Investments 3 1 4 0 2.13

Hamilton Lane presently has a consensus price target of $21.25, indicating a potential downside of 5.47%. WisdomTree Investments has a consensus price target of $10.29, indicating a potential upside of 15.44%. Given WisdomTree Investments’ higher possible upside, analysts clearly believe WisdomTree Investments is more favorable than Hamilton Lane.

Profitability

This table compares Hamilton Lane and WisdomTree Investments’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Hamilton Lane N/A N/A N/A
WisdomTree Investments 13.33% 15.41% 12.78%

Earnings and Valuation

This table compares Hamilton Lane and WisdomTree Investments’ top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Hamilton Lane $192.96 million 2.24 $87.34 million N/A N/A
WisdomTree Investments $212.91 million 5.63 $55.10 million $0.22 40.50

Hamilton Lane has higher revenue, but lower earnings than WisdomTree Investments.

Summary

WisdomTree Investments beats Hamilton Lane on 9 of the 13 factors compared between the two stocks.

About Hamilton Lane

Hamilton Lane Incorporated is a global private markets investment solutions provider. The Company works with its clients to conceive, structure, build out, manage and monitor portfolios of private markets funds and direct investments, and it helps them access a set of such investment opportunities around the world. It offers a range of investment solutions across a range of private markets, including private equity, private credit, real estate, infrastructure, natural resources, growth equity and venture capital. These solutions are constructed from a range of investment types, including primary investments in funds managed by third-party managers, direct/co-investments alongside such funds and acquisitions of secondary stakes in such funds, with a range of its clients utilizing multiple investment types. These solutions are offered in a range of formats covering some or all phases of private markets investment programs, such as Customized Separate Accounts and Specialized Funds.

About WisdomTree Investments

WisdomTree Investments, Inc. is an asset management company that focuses on exchange-traded funds (ETFs). The Company’s family of ETFs includes funds that track its own indexes, funds that track third party indexes and actively managed funds. It operates as an exchange traded products sponsor and asset manager providing investment advisory services in the United States, Europe, Canada and Japan. These activities are reported in its U.S. Business segment that comprises its the United States business and Japan sales office, which primarily engages in selling its United States listed ETFs to Japanese institutions, and International Business segment, that comprises its European business and Canadian business. Its United States listed products include International Hedged Equity ETFs, Equity ETFs, Fixed Income ETFs, Currency ETFs, Alternative Strategy ETFs and Commodity ETFs. Its portfolio of Non-the United States listed products include WisdomTree UCITS ETFs, Boost ETPs and Canadian ETFs.

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