HLNE vs PFSI

Comparison between Hamilton Lane Inc - Class A (HLNE, Company) and PennyMac Financial Services Inc (PFSI, Company).

Both HLNE and PFSI are from the Financial Services sector.

5-Year PerformancePFSI has outperformed HLNE, delivering a return of +7.8% compared to -0.9%

HLNE vs PFSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLNE(COMPANY)	PFSI(COMPANY)
Market Cap	$4.42B	$4.40B
Max Drawdown	63.40%	56.63%
Sharpe Ratio	-1.44	-0.29
5Y Beta	1.41	0.66
Industry	Asset Management	Mortgage Finance
P/E Ratio	17.74	8.66
Forward P/E	12.89	5.43
PEG Ratio	2.89	0.20
Dividend Yield	2.56%	1.43%
5Y Dividends CAGR	16.47%	11.38%
5Y EPS CAGR	9.76%	-2.16%
Debt to Equity	38.95%	144.02%
Free Cash Flow Yield	9.54%	-92.64%
P/S Ratio	5.94	1.32
P/B Ratio	4.03	1.01

Market Cap

Winner

HLNE

$4.42B

PFSI

$4.40B

Max Drawdown

HLNE

63.40%

Winner

PFSI

56.63%

Sharpe Ratio

HLNE

-1.44

Winner

PFSI

-0.29

5Y Beta

HLNE

1.41

Winner

PFSI

0.66

Industry

HLNE

Asset Management

PFSI

Mortgage Finance

P/E Ratio

HLNE

17.74

Winner

PFSI

8.66

Forward P/E

HLNE

12.89

Winner

PFSI

5.43

PEG Ratio

HLNE

2.89

Winner

PFSI

0.20

Dividend Yield

Winner

HLNE

2.56%

PFSI

1.43%

5Y Dividends CAGR

Winner

HLNE

16.47%

PFSI

11.38%

5Y EPS CAGR

Winner

HLNE

9.76%

PFSI

-2.16%

Debt to Equity

Winner

HLNE

38.95%

PFSI

144.02%

Free Cash Flow Yield

Winner

HLNE

9.54%

PFSI

-92.64%

P/S Ratio

HLNE

5.94

Winner

PFSI

1.32

P/B Ratio

HLNE

4.03

Winner

PFSI

1.01

HLNE vs PFSI - Historical Returns

Returns include dividend reinvestment.

Period	HLNE	PFSI
1 month	+7.30%	+2.95%
3 months	-20.76%	-7.74%
6 months	-45.01%	-44.88%
1 year	-46.75%	-13.42%
5 years(CAGR)	-0.92%	+7.79%
10 years(CAGR)	+19.64%	+21.70%
Max(CAGR)	+19.64%	+12.60%

Winner

HLNE

+7.30%

PFSI

+2.95%

HLNE

-20.76%

Winner

PFSI

-7.74%

HLNE

-45.01%

Winner

PFSI

-44.88%

HLNE

-46.75%

Winner

PFSI

-13.42%

5Y(CAGR)

HLNE

-0.92%

Winner

PFSI

+7.79%

10Y(CAGR)

HLNE

+19.64%

Winner

PFSI

+21.70%

Max(CAGR)

Winner

HLNE

+19.64%

PFSI

+12.60%

HLNE vs PFSI - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HLNE	PFSI
2026	-39.86%	-36.76%
2025	-8.59%	+33.53%
2024	+34.37%	+17.54%
2023	+78.35%	+54.87%
2022	-36.37%	-17.98%
2021	+38.87%	+13.59%
2020	+31.82%	+98.91%
2019	+67.70%	+59.37%
2018	+6.69%	-6.84%
2017	+100.50%	+33.43%
2016	N/A	+10.05%
2015	N/A	-10.28%
2014	N/A	-2.43%
2013	N/A	-8.12%

HLNE vs PFSI Drawdown Comparison

The maximum drawdown for HLNE was -62.27%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for PFSI was -56.49%, occurring on Mar 19, 2020. Recovery took 88 trading sessions.

The current HLNE drawdown is -58.50%. The current PFSI drawdown is -47.84%.

Rank	HLNE	PFSI
#1	-62.27% Nov 11, 2024 - Jun 24, 2026	-56.49% Feb 7, 2020 - Jun 15, 2020
#2	-48.45% Nov 19, 2021 - Dec 14, 2023	-51.85% May 21, 2013 - Jan 2, 2018
#3	-43.33% Feb 13, 2020 - May 29, 2020	-49.77% Jan 16, 2026 - Jun 8, 2026
#4	-36.29% Jul 18, 2018 - May 3, 2019	-43.27% Dec 30, 2021 - Feb 2, 2023
#5	-19.44% Sep 1, 2020 - Nov 11, 2020	-23.92% Oct 15, 2020 - Dec 22, 2020
#6	-16.13% Jun 1, 2020 - Sep 1, 2020	-22.97% Sep 16, 2024 - Sep 4, 2025
#7	-14.81% Jan 23, 2018 - Apr 19, 2018	-22.94% Feb 16, 2018 - Feb 22, 2019
#8	-14.55% Sep 5, 2019 - Jan 13, 2020	-22.83% Feb 2, 2023 - Jul 12, 2023
#9	-13.25% Feb 22, 2021 - Oct 20, 2021	-22.69% Jul 26, 2023 - Dec 12, 2023
#10	-12.59% Jul 31, 2024 - Aug 19, 2024	-18.65% Dec 22, 2020 - Aug 6, 2021
#11	-11.86% Jul 10, 2019 - Aug 29, 2019	-15.70% Feb 22, 2019 - Aug 2, 2019
#12	-11.36% Jan 22, 2024 - May 21, 2024	-13.02% Aug 6, 2021 - Dec 8, 2021
#13	-10.76% May 28, 2024 - Jul 11, 2024	-10.50% Jan 5, 2018 - Feb 16, 2018
#14	-9.05% Jan 14, 2021 - Feb 8, 2021	-10.35% Dec 14, 2023 - Feb 2, 2024
#15	-8.97% Nov 16, 2020 - Dec 16, 2020	-9.88% Sep 18, 2025 - Oct 22, 2025