Hamilton Lane Inc. (HLNE) vs Blue Owl Capital Corporation (OBDC)
Hamilton Lane Inc. and Blue Owl Capital Corporation are both Asset Management companies. Blue Owl Capital Corporation is the larger, with a market value of $5.4B against $4.7B — 1.1× the size. Hamilton Lane Inc. trades at the lower P/E: 13.0× against 19.3×. Hamilton Lane Inc. grew revenue faster over the last twelve months: 24.0% against −2.97%. Hamilton Lane Inc. has the higher net margin (32.1% vs 17.0%) and the higher return on invested capital (14.5% vs 3.09%). Both pay a dividend; Blue Owl Capital Corporation yields more (10.9% vs 1.55%). Across the 22 metrics below, Hamilton Lane Inc. leads on 14 and Blue Owl Capital Corporation on 8.
Valuation
Profitability
| Metric | HLNE | OBDC | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 43.62% | 75.33% | 33.03% |
| Net margin | 32.14% | 16.99% | 13.53% |
| Free cash flow margin | 42.74% | 129.88% | 12.44% |
| Return on equity | 20.53% | 3.92% | 4.83% |
| Return on assets | 12.71% | 1.76% | 1.57% |
| Return on invested capital | 14.48% | 3.09% | 3.04% |
Growth
Health
Dividend
Size
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