ducovest

HLI:NYE-Houlihan Lokey Inc (USD)

COMMON STOCK | Capital Markets |

Last Closing

USD 157.47

Change

0.00 (0.00)%

Market Cap

USD 12.50B

Volume

0.46M

Analyst Target

USD 61.17
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally. It operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as financial sponsors on various transactions. The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. This segment also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The FVA segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property; and dispute resolution services. This segment also provides fairness opinions in connection with M&A and other transactions, solvency opinions in connection with corporate spin-offs and dividend recapitalizations, and other types of financial opinions. The company serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.

Company Website : https://hl.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-09 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
SCHW Charles Schwab Corp

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GS-PA The Goldman Sachs Group Inc

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 USD 86.65B
MS-PA Morgan Stanley

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GS-PD The Goldman Sachs Group Inc

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MS-PK Morgan Stanley

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 USD 67.74B
MS-PI Morgan Stanley

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 USD 67.36B
MS-PF Morgan Stanley

N/A

 USD 65.81B
MS-PE Morgan Stanley

N/A

 USD 65.07B
SCHW-PD The Charles Schwab Corporation

N/A

 USD 50.84B
NMR Nomura Holdings Inc ADR

N/A

 USD 20.01B

ETFs Containing HLI

UDA:CA Caldwell U.S. Dividend Ad.. 5.58 % 0.00 %

N/A

 CAD 5.33M
MDCP VictoryShares THB Mid Cap.. 4.76 % 0.00 %

N/A

 USD 0.07B
SMCO Hilton Small-MidCap Oppor.. 2.55 % 0.00 %

N/A

 USD 0.10B
FVD:XETRA First Trust Value Line Di.. 0.51 % 0.00 %

N/A

 N/A
FVD First Trust Value Line® .. 0.00 % 0.70 %

N/A

 N/A
FVL 0.00 % 0.70 %

N/A

 N/A
OUSM O’Shares U.S. Small-Cap.. 0.00 % 0.48 %

N/A

 USD 0.90B
FCTR:LSE 0.00 % 0.00 %

N/A

 N/A
USMF:LSE 0.00 % 0.00 %

N/A

 N/A
FUD-A:CA 0.00 % 0.00 %

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 N/A
HUM-U:CA 0.00 % 0.00 %

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 N/A

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -9.32% 24% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.32% 24% F 15% F
Trailing 12 Months  
Capital Gain 26.45% 76% C+ 89% A-
Dividend Return 1.37% 10% F 24% F
Total Return 27.82% 70% C- 89% A-
Trailing 5 Years  
Capital Gain 215.63% 81% B- 92% A
Dividend Return 18.80% 17% F 54% F
Total Return 234.44% 77% C+ 92% A
Average Annual (5 Year Horizon)  
Capital Gain 28.76% 82% B 87% B+
Dividend Return 30.96% 79% B- 87% B+
Total Return 2.21% 17% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 26.16% 52% F 41% F
Risk Adjusted Return 118.36% 97% N/A 98% N/A
Market Capitalization 12.50B 52% F 88% B+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.