Houlihan Lokey (HLI) Competitors

$134.09
+0.74 (+0.55%)
(As of 05/17/2024 ET)

HLI vs. EVR, IVZ, HLNE, BEN, JHG, AMG, LAZ, MC, STEP, 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), Moelis & Company (MC), StepStone Group (STEP), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.

Houlihan Lokey vs.

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

Evercore currently has a consensus price target of $180.67, suggesting a potential downside of 11.21%. Houlihan Lokey has a consensus price target of $124.33, suggesting a potential downside of 7.28%. Given Evercore's stronger consensus rating and higher possible upside, analysts plainly believe Houlihan Lokey is more favorable than Evercore.

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

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

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

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

Company Net Margins Return on Equity Return on Assets
Evercore10.53% 16.53% 8.52%
Houlihan Lokey 14.64%18.08%10.69%

Houlihan Lokey has lower revenue, but higher earnings 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
Evercore$2.43B3.23$255.48M$6.3731.94
Houlihan Lokey$1.91B4.84$280.30M$4.1132.63

In the previous week, Houlihan Lokey had 13 more articles in the media than Evercore. MarketBeat recorded 13 mentions for Houlihan Lokey and 0 mentions for Evercore. Evercore's average media sentiment score of 0.37 beat Houlihan Lokey's score of 0.00 indicating that Houlihan Lokey is being referred to more favorably in the news media.

Company Overall Sentiment
Evercore Neutral
Houlihan Lokey Neutral

Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.5%. Houlihan Lokey pays an annual dividend of $2.28 per share and has a dividend yield of 1.7%. Evercore pays out 47.7% of its earnings in the form of a dividend. Houlihan Lokey pays out 55.5% 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. Evercore has raised its dividend for 16 consecutive years and Houlihan Lokey has raised its dividend for 7 consecutive years.

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

Summary

Houlihan Lokey beats Evercore on 13 of the 21 factors compared between the two stocks.

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$9.27B$9.74B$10.07B$18.13B
Dividend Yield1.65%24.12%5.84%3.44%
P/E Ratio32.6338.1537.0422.66
Price / Sales4.846.78207.8410.60
Price / Cash27.3416.2716.6819.24
Price / Book5.043.543.326.00
Net Income$280.30M$306.25M$1.01B$966.17M
7 Day Performance-0.94%1.42%1.72%1.85%
1 Month Performance8.31%3.76%4.59%6.59%
1 Year Performance52.83%24.60%19.56%23.69%

Houlihan Lokey Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
3.6554 of 5 stars
$195.71
-0.1%
$180.67
-7.7%
+87.0%$7.57B$2.43B30.722,195Short Interest ↑
IVZ
Invesco
4.4971 of 5 stars
$16.01
+1.4%
$16.79
+4.9%
+4.4%$7.20B$5.72B-21.358,500Analyst Revision
HLNE
Hamilton Lane
4.6631 of 5 stars
$115.47
+0.6%
$109.67
-5.0%
+71.5%$6.24B$528.75M35.53600Upcoming Earnings
Short Interest ↓
News Coverage
BEN
Franklin Resources
4.5648 of 5 stars
$24.41
+1.9%
$26.00
+6.5%
-1.6%$12.84B$7.85B13.959,200
JHG
Janus Henderson Group
4.6098 of 5 stars
$33.78
+2.6%
$29.59
-12.4%
+28.1%$5.42B$2.16B12.752,200Analyst Upgrade
Positive News
AMG
Affiliated Managers Group
4.0397 of 5 stars
$159.02
+1.5%
$173.80
+9.3%
+11.5%$5.16B$2.06B8.824,000
LAZ
Lazard
4.0085 of 5 stars
$39.51
+1.9%
$45.67
+15.6%
+42.1%$4.46B$2.52B-112.883,291Analyst Revision
MC
Moelis & Company
1.1209 of 5 stars
$55.76
+1.3%
$50.80
-8.9%
+54.9%$4.17B$854.75M-293.471,161Insider Selling
Analyst Revision
STEP
StepStone Group
1.97 of 5 stars
$37.72
-0.7%
$35.21
-6.6%
+68.2%$4.16B$1.37B41.91980Upcoming Earnings
High Trading Volume
AB
AllianceBernstein
3.5365 of 5 stars
$33.56
+2.8%
$41.19
+22.7%
-3.0%$3.76B$309.68M13.934,707Positive News

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This page (NYSE:HLI) was last updated on 5/19/2024 by MarketBeat.com Staff

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