Houlihan Lokey (HLI) Competitors

$136.13
-0.67 (-0.49%)
(As of 05/15/2024 ET)

HLI vs. EVR, IVZ, HLNE, BEN, JHG, AMG, LAZ, STEP, MC, and AB

Should you be buying Houlihan Lokey stock or one of its competitors? The main competitors of Houlihan Lokey include Evercore (EVR), Invesco (IVZ), Hamilton Lane (HLNE), Franklin Resources (BEN), Janus Henderson Group (JHG), Affiliated Managers Group (AMG), Lazard (LAZ), StepStone Group (STEP), Moelis & Company (MC), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.

Houlihan Lokey vs.

Houlihan Lokey (NYSE:HLI) and Evercore (NYSE:EVR) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, valuation, community ranking, profitability, institutional ownership, media sentiment, analyst recommendations, risk and dividends.

Evercore received 222 more outperform votes than Houlihan Lokey when rated by MarketBeat users. Likewise, 63.99% of users gave Evercore an outperform vote while only 62.20% of users gave Houlihan Lokey an outperform vote.

CompanyUnderperformOutperform
Houlihan LokeyOutperform Votes
288
62.20%
Underperform Votes
175
37.80%
EvercoreOutperform Votes
510
63.99%
Underperform Votes
287
36.01%

78.1% of Houlihan Lokey shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 26.0% of Houlihan Lokey shares are owned by insiders. Comparatively, 8.7% of Evercore shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Houlihan Lokey has higher earnings, but lower revenue than Evercore. Evercore is trading at a lower price-to-earnings ratio than Houlihan Lokey, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Houlihan Lokey$1.91B4.91$280.30M$4.1133.12
Evercore$2.43B3.19$255.48M$6.3731.44

Houlihan Lokey has a net margin of 14.64% compared to Evercore's net margin of 10.53%. Houlihan Lokey's return on equity of 18.08% beat Evercore's return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey14.64% 18.08% 10.69%
Evercore 10.53%16.53%8.52%

Houlihan Lokey has a beta of 0.67, indicating that its share price is 33% less volatile than the S&P 500. Comparatively, Evercore has a beta of 1.44, indicating that its share price is 44% more volatile than the S&P 500.

Houlihan Lokey currently has a consensus target price of $124.33, suggesting a potential downside of 8.61%. Evercore has a consensus target price of $180.67, suggesting a potential downside of 9.80%. Given Houlihan Lokey's stronger consensus rating and higher probable upside, equities analysts clearly believe Houlihan Lokey is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Evercore
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Houlihan Lokey had 26 more articles in the media than Evercore. MarketBeat recorded 28 mentions for Houlihan Lokey and 2 mentions for Evercore. Houlihan Lokey's average media sentiment score of 0.62 beat Evercore's score of -0.50 indicating that Houlihan Lokey is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Houlihan Lokey
9 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Evercore
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

Houlihan Lokey pays an annual dividend of $2.20 per share and has a dividend yield of 1.6%. Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.5%. Houlihan Lokey pays out 53.5% of its earnings in the form of a dividend. Evercore pays out 47.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

Houlihan Lokey beats Evercore on 13 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HLI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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HLI vs. The Competition

MetricHoulihan LokeyInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$9.41B$9.75B$9.13B$18.04B
Dividend Yield1.62%24.18%10.03%3.46%
P/E Ratio33.1239.6055.8524.07
Price / Sales4.916.823,500.9510.61
Price / Cash27.7216.1627.9319.64
Price / Book5.123.553.186.09
Net Income$280.30M$306.25M$996.24M$966.17M
7 Day Performance2.45%2.03%1.25%2.24%
1 Month Performance9.88%3.77%4.08%5.67%
1 Year Performance52.89%26.74%18.96%132.02%

Houlihan Lokey Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
3.824 of 5 stars
$193.21
0.0%
$180.67
-6.5%
+84.7%$7.47B$2.43B30.332,195Short Interest ↑
IVZ
Invesco
4.4969 of 5 stars
$14.88
-0.5%
$16.79
+12.8%
+5.2%$6.68B$5.72B-19.848,500Analyst Upgrade
Short Interest ↓
Analyst Revision
News Coverage
HLNE
Hamilton Lane
4.7421 of 5 stars
$117.52
-0.2%
$109.67
-6.7%
+79.9%$6.35B$528.75M36.16600Short Interest ↓
Positive News
BEN
Franklin Resources
4.6659 of 5 stars
$23.30
-0.5%
$26.00
+11.6%
-0.3%$12.26B$7.85B13.319,200Short Interest ↓
JHG
Janus Henderson Group
4.6318 of 5 stars
$33.03
flat
$28.93
-12.4%
+28.8%$5.30B$2.10B12.462,200Analyst Upgrade
News Coverage
Positive News
Gap Up
AMG
Affiliated Managers Group
4.0781 of 5 stars
$155.55
-1.1%
$171.20
+10.1%
+12.4%$5.05B$2.06B8.974,000Short Interest ↑
High Trading Volume
LAZ
Lazard
3.9333 of 5 stars
$38.84
-2.5%
$45.67
+17.6%
+37.9%$4.38B$2.52B-110.973,291Short Interest ↑
STEP
StepStone Group
2.617 of 5 stars
$38.36
+1.5%
$35.21
-8.2%
+73.0%$4.23B$1.37B42.62980Upcoming Earnings
MC
Moelis & Company
1.3302 of 5 stars
$52.03
-0.7%
$50.80
-2.4%
+62.0%$3.89B$854.75M-273.841,161Insider Selling
AB
AllianceBernstein
3.4489 of 5 stars
$32.65
-1.4%
$41.19
+26.1%
-1.8%$3.76B$4.16B13.554,707Short Interest ↑
News Coverage

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This page (NYSE:HLI) was last updated on 5/15/2024 by MarketBeat.com Staff

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