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Hamilton LaneHLNE +2.41%81 3-Year ROIIC % is 10.34 as of Mar. 2026, which is 26% below its 10-year median of 13.91. GuruFocus rates HLNE with a GF Score™ of 81/100 and a GF Value™ of $159.01 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 658 Asset Management companies, Hamilton Lane ranks better than 60.94% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Hamilton Lane's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was 10.34%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Hamilton Lane's 3-Year ROIIC % or its related term are showing as below:
HLNE's 3-Year ROIIC % is ranked better than 60.94% of 658
companies
in the Asset Management industry
Industry Median: 1.915
vs HLNE: 10.34
Hamilton Lane (NAS:HLNE) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Hamilton Lane 3-Year ROIIC % Related Terms
Hamilton Lane 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Hamilton Lane's 3-Year ROIIC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Hamilton Lane's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Hamilton Lane 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Hamilton Lane's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Hamilton Lane's 3-Year ROIIC % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Hamilton Lane (HLNE) has a 3-Year ROIIC % of 10.34 as of Mar. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Hamilton Lane and its competitors. This is 26% below median its historical median of 13.91. Over the past decade, Hamilton Lane's 3-Year ROIIC % has ranged from 7.07 to 70.78. According to the industry distribution chart, Hamilton Lane ranks #257 out of 658 companies in the Asset Management industry, placing it in the top 39.1%.
Is Hamilton Lane's 3-Year ROIIC % too high?
Hamilton Lane's current 3-Year ROIIC % of 10.34 is 26% below median its 10-year median of 13.91. Over the past 10 years, this metric has ranged from a low of 7.07 to a high of 70.78. The Asset Management industry median 3-Year ROIIC % is 1.92. Hamilton Lane's value of 10.34 is 439.9% above this industry median. Based on the distribution chart, Hamilton Lane ranks #257 out of 658 companies in the Asset Management industry, which is above the industry midpoint. Overall, Hamilton Lane has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Hamilton Lane's 3-Year ROIIC % compare to AB and NEA?
According to the Asset Management industry distribution chart, Hamilton Lane ranks #257 out of 658 companies for 3-Year ROIIC %. This puts Hamilton Lane in the upper half of its industry. The industry median 3-Year ROIIC % is 1.92. Hamilton Lane's value of 10.34 is 439.9% above this benchmark. Historically, Hamilton Lane's own 3-Year ROIIC % has ranged from 7.07 to 70.78 over the past decade. While the company's 10-year median is 13.91 vs. the industry median of 1.92, Hamilton Lane has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 1.92, based on 658 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Hamilton Lane's current 3-Year ROIIC % of 10.34 is 439.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Hamilton Lane and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hamilton Lane's current 3-Year ROIIC % is 10.34, which is 26% below median its own 10-year median of 13.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hamilton Lane stock overvalued right now?
Based on GuruFocus' analysis, Hamilton Lane (HLNE) is currently considered Significantly Undervalued. The stock's GF Value™ is $159.01, compared to a current price of $83.18 — trading 47.7% below its estimated fair value. The current 3-Year ROIIC % is 10.34, which is 26% below median its 10-year median of 13.91 and 439.9% above the Asset Management industry median of 1.92. Hamilton Lane's overall GF Score™ is 81/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Hamilton Lane (HLNE), the current 3-Year ROIIC % is 10.34 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Hamilton Lane (HLNE) Overvalued in 2026?
Based on GuruFocus' analysis, Hamilton Lane stock appears to be undervalued.
The current stock price of $83.18 is trading 47.7% below its estimated GF Value™ of $159.01.
GuruFocus considers Hamilton Lane to be Significantly Undervalued.
Key valuation signals for HLNE:
3-Year ROIIC %: 10.34 (26% below median its 10-year median of 13.91)
GF Value™: $159.01 vs. price of $83.18 (47.7% below fair value)
Industry Position: 439.9% above the Asset Management median (#257 of 658)
No single metric tells the full story. See the HLNE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Hamilton Lane Inc is a private markets investment firm globally, providing solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 750 professionals operating in offices throughout North America, Europe, Asia Pacific, and the Middle East. It has approximately $986 billion in assets under management and supervision, composed of nearly $141 billion in discretionary assets and more than $845 billion in non-discretionary assets. The group specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors, and geographies.
81GF Score
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