Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
HLNE · against 62 other Financial Services companies of similar size
Ranked #7 of 63 · scores higher than 89% of peers
Bars: peers in each 10-point band of the profitability score8 peers with a profitability score of 90–100, including HLNE · Click a bar to see the companies
Mainly thanks to its return on invested capital, return on assets and operating margin, which are stronger than most Financial Services peers.
| Metric | HLNE | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 64 reported | 34.2% | 6.7% | 92% | 33% | |
| Operating marginHigher is better · 41 reported | 43.6% | 23.5% | 90% | 33% | |
| Return on assetsHigher is better · 65 reported | 10.9% | 2.4% | 89% | 33% | |
| Return on equityHigher is better · 64 reported | 32.4% | 12.3% | 95% | Context only | |
| Gross marginHigher is better · 74 reported | 60.7% | 67.0% | 42% | Context only |
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 4.2B USD | 97 | 55 | |
| 1 | 5.3B GBP (≈$6.9B) | 97 | 79 | |
| 3 | 4.1B USD | 95 | 64 | |
| 4 | 5.5B EUR (≈$6.0B) | 94 | 55 | |
| 4 | 6.7B CHF (≈$7.7B) | 94 | 54 | |
| 6 | 4.6B USD | 92 | 70 | |
| 7 | 3.8B USD | 91 | 58 | |
| 7 | 5.9B USD | 91 | 69 | |
| 9 | 3.1B USD | 88 | 48 | |
| 10 | 3.2B USD | 86 | 66 | |
| 11 | 4.8B EUR (≈$5.2B) | 85 | 65 | |
| 11 | 11.8B USD | 85 | 51 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score