HLI:NYE-Houlihan Lokey Inc. Class A (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 153.28

Change

0.00 (0.00)%

Market Cap

USD 1.86B

Volume

0.23M

Analyst Target

USD 61.17
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Houlihan Lokey Inc is an investment bank with expertise in mergers and acquisitions ("M&A"), financings, financial restructurings and financial advisory services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-19 )

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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GS-PD The Goldman Sachs Group Inc

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MS-PA Morgan Stanley

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MS-PI Morgan Stanley

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USD 64.86B
MS-PF Morgan Stanley

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USD 64.75B
MS-PE Morgan Stanley

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USD 63.82B
MS-PK Morgan Stanley

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USD 62.03B
SCHW-PD The Charles Schwab Corporation

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USD 49.85B
NMR Nomura Holdings Inc ADR

N/A

USD 16.47B

ETFs Containing HLI

UDA:CA Caldwell U.S. Dividend Ad.. 5.52 % 0.00 %

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CAD 5.15M
MDCP VictoryShares THB Mid Cap.. 4.76 % 0.00 %

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USD 0.02B
SMCO Hilton Small-MidCap Oppor.. 2.60 % 0.00 %

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USD 0.09B
MVS:AU VanEck Vectors Small Comp.. 2.53 % 0.00 %

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USD 0.07B
OUSM O’Shares U.S. Small-Cap.. 2.18 % 0.48 %

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USD 0.83B
FVD:XETRA First Trust Value Line Di.. 0.51 % 0.00 %

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FVD First Trust Value Line® .. 0.00 % 0.70 %

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FVL 0.00 % 0.70 %

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FCTR:LSE 0.00 % 0.00 %

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USMF:LSE 0.00 % 0.00 %

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FUD-A:CA 0.00 % 0.00 %

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HUM-U:CA 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.74% 41% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.74% 38% F 28% F
Trailing 12 Months  
Capital Gain 23.84% 88% B+ 90% A-
Dividend Return 1.38% 10% F 27% F
Total Return 25.22% 85% B 89% A-
Trailing 5 Years  
Capital Gain 171.72% 69% C- 86% B+
Dividend Return 16.63% 17% F 43% F
Total Return 188.35% 69% C- 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 28.60% 88% B+ 89% A-
Dividend Return 30.77% 88% B+ 89% A-
Total Return 2.17% 17% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 26.12% 52% F 38% F
Risk Adjusted Return 117.79% 97% N/A 98% N/A
Market Capitalization 1.86B 52% F 87% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.80 12% 21%
Price/Book Ratio 5.36 25% 16%
Price / Cash Flow Ratio 33.95 33% 7%
Price/Free Cash Flow Ratio 21.15 11% 13%
Management Effectiveness  
Return on Equity 18.64% 93% 82%
Return on Invested Capital 14.49% 81% 77%
Return on Assets 11.15% 93% 95%
Debt to Equity Ratio N/A N/A N/A

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.

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.