Hamilton Lane vs SEI Investments
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KIRA’s take AI analyst
I put Hamilton Lane and SEI Investments side by side, using each one’s latest annual report. Here is what stands out:
- SEI Investments is the larger business, with $2.3B of revenue in fiscal 2025 against $759M for Hamilton Lane, about 3.0 times as much.
- SEI Investments grew revenue faster (8.1%, against 6.5%).
- Hamilton Lane turned more of its sales into free cash flow (55.2% FCF margin, against 25.5%).
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
Hamilton Lane
HLNE
4/5
5-year growthNet marginFCF marginReturn on equity
SEI Investments
SEIC
1/5
Revenue growth
Side by side
Best in the row
| Latest fiscal year | HLNE FY26 | SEIC FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $12.7B |
| Revenue | $759M | $2.3B |
| Free cash flow | $419M | $585M |
| Net income | $249M | $715M |
| Growth | ||
| Revenue growth | 6.5% | 8.1% |
| 5-year growth | 17.3% | 6.4% |
| Share count change | — | −3.5% |
| Profitability | ||
| Gross margin | — | 35.2% |
| Operating margin | — | 27.3% |
| Net margin | 32.8% | 31.1% |
| FCF margin | 55.2% | 25.5% |
| Return on capital | 34.5% | — |
| Return on equity | 30.5% | 30.4% |
| Balance sheet | ||
| Net debt | −$93.5M | — |
| Net debt / EBITDA | −0.2x | — |
| Dividends and buybacks | $87.7M | $752M |
| Valuation & quality | ||
| P/E | — | 18.2x |
| Piotroski F-score | — | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.