HLNE vs JPM Stock Comparison
HLNE currently leads JPM in this stock comparison, with AIQ scores of 55 vs 53. The clearest difference is quality, while JPM has the stronger momentum profile.
What is the main difference between HLNE and JPM?
HLNE leads the current stock comparison as Hamilton Lane Incorporated, with the clearest separation coming from quality and the broader AIQ evidence mix.
AlgovestIQ AIQ Comparison
Hamilton Lane Incorporated vs JPMorgan Chase & Co.
HLNE leads
HLNE leads by 2 AIQ points, primarily on Quality, but the lead has narrowed from 11 points over 30 sessions.
Fragile: 2 of 6 evidence groups support HLNE, its lead is narrowing, and its current signal state is conflicted.
Hamilton Lane Incorporated
JPMorgan Chase & Co.
The Algovestiq AIQ Score currently favors HLNE over JPM, 55 versus 53 as of Oct 31, 2026. HLNE's advantage is driven primarily by stronger quality, while JPM holds the stronger momentum profile. HLNE also shows the weaker technical structure relative to its 50-day moving average. 2 of 6 covered evidence groups favor HLNE today, and the comparison is rated Fragile on stability: the AIQ gap is narrow at 2 points. HLNE lead: Weakening — the AIQ differential moved from 11 to 2 points over 30 sessions.
Compare Hamilton Lane Incorporated and JPMorgan Chase & Co. across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.
Performance over time
Total return with distributions reinvested, from daily closes.
Total return comparison
Growth of $10,000, distributions reinvested
Split-adjusted closes; each distribution is reinvested at the close on its ex-dividend date. Taxes and trading costs are not modeled.
Compare HLNE and JPM against another ticker
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AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Quality85 vs 46HLNE +39
- Momentum37 vs 61JPM +24
- Value35 vs 44JPM +9
- Risk Resilience65 vs 69JPM +4
2 of 6 evidence groups favor HLNE. HLNE’s edge is concentrated in quality; JPM keeps a meaningful momentum edge.
What changed since the last close
Latest scored session 2026-10-30, compared against the prior scored session 2026-10-29.
No factor moved materially.
No signal started or stopped since the prior session; its 4 active signals are unchanged.
No factor moved materially.
No signal started or stopped since the prior session; its 3 active signals are unchanged.
HLNE's lead was unchanged in the latest session.
Deeper signal detail for each name lives on its own signals page — HLNE and JPM both carry a full feed there.
The central trade-off
HLNE (Hamilton Lane Incorporated): the stronger current systematic profile, led by quality.
JPM (JPMorgan Chase & Co.): the counter-case, on momentum, value, risk resilience.
Which one fits your objective
The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.
Balanced
HLNEHLNE on the overall AIQ Score, which weights Quality and Value most heavily.
Growth
HLNEHLNE on combined revenue and EPS growth.
Value
JPMJPM on the peer-relative Value factor, by 9 points.
Momentum
JPMJPM on the Momentum factor, by 24 points.
Lower downside
JPMJPM on Risk Resilience, by 4 points.
Analyst upside
HLNEHLNE on implied upside to the consensus price target.
AIQ vs Wall Street
Where the systematic read and the analyst consensus line up — and where they do not.
| Measure | HLNE | JPM | Note |
|---|---|---|---|
| Implied upside to target | +52.9% | +10.7% | HLNE has more room |
| Target dispersion | +68.6% | +32.2% | Lower is tighter analyst agreement |
| Consensus | Buy | Buy | Context, not a primary driver |
| Analysts covering | 6 | 11 | Higher coverage generally improves confidence |
Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.
Dividend growth
| Dividend metric | HLNE | JPM |
|---|---|---|
| 5Y dividend CAGR | 11.71% | 9.04% |
| 2020 regular DPS | $1.213 | $3.600 |
| 2025 regular DPS | $2.110 | $5.550 |
| Years increased | 5 | 5 |
| No cut in window | Yes | Yes |
| Cohort rank | #65 | #120 |
HLNE grew its split-adjusted regular dividend faster over 2020–2025 — 11.71% a year against JPM's 9.04%. Neither company reduced its regular dividend in any year of the window.
Yield and payout ratio shown elsewhere on this page are current values, not part of the study window.
Split-adjusted regular dividends per share, 2020–2025, excluding special dividends. Research as of Sep 19, 2026.
AIQ Agreement Matrix
2 of 6 covered evidence groups favor HLNE. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | Even | 55 vs 53 |
| Fundamentals | HLNE | revenue growth 42.2% vs -7.6%; EPS growth 22.8% vs -27.6%; TTM ROE 31% vs 17.9%; gross margin 69.9% vs 63.2%; operating margin 43.6% vs 28.2% |
| Valuation | JPM | Value 35 vs 44 |
| Technicals | JPM | Price vs 50-day -8.6% vs -2%; vs 200-day -15.7% vs 5.2% |
| Risk Resilience | JPM | Risk Resilience 65 vs 69 |
| Analyst expectations | HLNE | Target upside 52.9% vs 10.7% |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of HLNE and JPM and are excluded from the count.
AIQ Decision Stability
The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.
- The AIQ gap is narrow at 2 points. (argues the conclusion is provisional)
- Only 2 of 6 covered evidence groups agree. (argues the conclusion is provisional)
- The leader's advantage has been narrowing. (argues the conclusion is provisional)
- The leader is throwing conflicting signals. (argues the conclusion is provisional)
- Signal direction runs against the verdict: the leader is net-bearish while the laggard is net-bullish. (argues the conclusion is provisional)
- Analyst targets on the leader are widely dispersed. (argues the conclusion is provisional)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on HLNE.
How the comparison changed
120 daily snapshots · Jul 1 – Oct 30HLNE lead: Weakening — the AIQ differential moved from 11 to 2 points over 30 sessions.
- Today
- HLNE +2
- 55 vs 53
- 7 sessions ago
- HLNE +4
- 54 vs 50
- 30 sessions ago
- HLNE +11
- 55 vs 44
- 90 sessions ago
- HLNE +10
- 61 vs 51
The lead changed hands once in this window, most recently on Jul 8 when HLNE moved ahead of JPM.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
1 bullish / 2 bearish / 1 neutral, conflicted
Only HLNE
- Death Cross Active — bearish, trend, long horizon (6.97%)
- ATR Expansion - Breakout Mode — neutral, volatility, short horizon (4.09%)
- Downtrend Structure Active — bearish, trend, long horizon
2 bullish / 1 bearish, conflicted
Only JPM
- Golden Cross Active — bullish, trend, long horizon (6.57%)
- BB Upper Band Breach — bearish, volatility, short horizon
Both carry 1 more signal that do not separate them: MACD Bullish Crossover.
HLNE leads the comparison while carrying a conflicted signal state, which is one reason the stability rating is not higher.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -2.04%, AIQ 0 points).
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price -1.9%, AIQ 0 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1JPM closes the Quality gap — currently 39 points behind, the largest single contributor to HLNE's edge.
- 2JPM's BB Upper Band Breach resolves — a bearish volatility rule currently active against it.
- 3HLNE's conflicting signal state resolves bearish — it currently carries 1 bullish and 2 bearish rules at once.
- 4The narrowing continues — the lead has already given back 9 points over 30 sessions, and a further 2-point move would eliminate HLNE's advantage entirely.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Fundamentals
HLNE leads on balance| Metric | HLNE | JPM |
|---|---|---|
| Revenue growth (YoY) | 42.2% | -7.6% |
| EPS growth (YoY) | 22.8% | -27.6% |
| Gross margin | 69.9% | 63.2% |
| Operating margin | 43.6% | 28.2% |
| Return on equity (TTM) | 31% | 17.9% |
| Debt to equity | 0.39 | 3.32 |
Performance
JPM leads 6 of 6 windows| Metric | HLNE | JPM |
|---|---|---|
| 1 week (5 sessions) | 0.3% | 1.2% |
| 1 month (20 sessions) | -4.8% | 2.6% |
| 3 months (63 sessions) | -7% | -3.3% |
| 6 months (126 sessions) | -6.7% | 9.7% |
| Year to date | -38.4% | 5.3% |
| 1 year (252 sessions) | -30.4% | 12.9% |
Technicals
JPM has the stronger structure| Metric | HLNE | JPM |
|---|---|---|
| RSI (14) | 42.9 | 60.9 |
| ADX (14) | 29.1 | 15 |
| Price vs 50-day | -8.6% | -2% |
| Price vs 200-day | -15.7% | 5.2% |
| Volatility (1M, annualized) | 31.6% | 13% |
Risk
JPM is the more resilient| Metric | HLNE | JPM |
|---|---|---|
| Beta | 1.17 | 0.73 |
| Sharpe ratio | -0.74 | 0.41 |
| Sortino ratio | -1.1 | 0.56 |
| Max drawdown | -52% | -15.5% |
| Current drawdown | -46.2% | -7.1% |
| Annualized volatility | 41.7% | 22% |
| Value at risk (95%) | -4.4% | -2.4% |
Straight answers
Each answer is regenerated from the current snapshot, not written once and left to age.
Which is better, HLNE or JPM?
On the Algovestiq AIQ Score, HLNE is the stronger of the two as of Oct 31, 2026, scoring 55 against JPM's 53. The edge comes from quality. JPM is not without a case — it holds the better momentum profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.
Is HLNE or JPM the better buy right now?
HLNE carries the stronger systematic profile as of Oct 31, 2026, and the comparison is rated Fragile — 2 of 6 covered evidence groups agree. A Fragile rating means the conclusion is sensitive: the AIQ gap is narrow at 2 points. Treat the lead as provisional.
Why does the AIQ Score favor HLNE over JPM?
The composite weights Quality, Value, Momentum and Risk Resilience. HLNE leads Quality by 39 points; JPM leads Momentum by 24 points; JPM leads Value by 9 points. Where the two split, the factor with the larger weight carries the result.
Which has more analyst upside, HLNE or JPM?
Analyst price targets imply +52.9% upside for HLNE and +10.7% for JPM, so the Street currently favors HLNE. The model and the Street agree here, which is a broader base of evidence than either alone. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.
Which is better value, HLNE or JPM?
JPM is the better-valued of the two on the peer-relative Value factor. JPM on the peer-relative Value factor, by 9 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.
Which has stronger growth, HLNE or JPM?
HLNE on combined revenue and EPS growth. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.
Which has stronger momentum, HLNE or JPM?
JPM on the Momentum factor, by 24 points. Momentum is one of the four weighted factors in the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.
Which is riskier, HLNE or JPM?
JPM is the more resilient of the two, so the other name carries the higher downside risk. JPM on Risk Resilience, by 4 points. Risk Resilience is a weighted factor in the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.
Is HLNE more profitable than JPM?
HLNE leads on the comparable margin measures — gross margin 69.9% vs 63.2%; operating margin 43.6% vs 28.2%; ttm roe 31% vs 17.9%.
Is HLNE's lead over JPM getting stronger or weaker?
HLNE lead: Weakening — the AIQ differential moved from 11 to 2 points over 30 sessions. This is measured from 120 daily comparison snapshots between 2026-07-01 and 2026-10-30. The lead has changed hands once in that window, most recently on 2026-07-08, when HLNE moved ahead of JPM.
What would change the HLNE vs JPM verdict?
The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: JPM closes the Quality gap — currently 39 points behind, the largest single contributor to HLNE's edge; JPM's BB Upper Band Breach resolves — a bearish volatility rule currently active against it; HLNE's conflicting signal state resolves bearish — it currently carries 1 bullish and 2 bearish rules at once; the narrowing continues — the lead has already given back 9 points over 30 sessions, and a further 2-point move would eliminate HLNE's advantage entirely.
What do the current signals say about HLNE and JPM?
HLNE: 1 bullish / 2 bearish / 1 neutral, conflicted. JPM: 2 bullish / 1 bearish, conflicted. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on HLNE is Death Cross Active (bearish, long horizon). On JPM it is Golden Cross Active (bullish, long horizon).
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How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality, Value, Momentum and Risk, each carrying a fixed weight. Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.