Houlihan Lokey (HLI) Competitors

$131.93
+1.38 (+1.06%)
(As of 05/3/2024 ET)

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

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), Affiliated Managers Group (AMG), Janus Henderson Group (JHG), Lazard (LAZ), StepStone Group (STEP), AllianceBernstein (AB), and Moelis & Company (MC). 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 better investment? We will compare the two companies based on the strength of their profitability, valuation, earnings, dividends, institutional ownership, risk, media sentiment, community ranking and analyst recommendations.

Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.6%. Houlihan Lokey pays an annual dividend of $2.20 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 54.6% 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 increased its dividend for 16 consecutive years and Houlihan Lokey has increased its dividend for 7 consecutive years.

Evercore presently has a consensus price target of $180.67, indicating a potential downside of 4.93%. Houlihan Lokey has a consensus price target of $123.33, indicating a potential downside of 6.52%. Given Houlihan Lokey's higher possible upside, analysts clearly believe Evercore is more favorable than Houlihan Lokey.

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 223 more outperform votes than Houlihan Lokey when rated by MarketBeat users. Likewise, 63.99% of users gave Evercore an outperform vote while only 62.12% of users gave Houlihan Lokey an outperform vote.

CompanyUnderperformOutperform
EvercoreOutperform Votes
510
63.99%
Underperform Votes
287
36.01%
Houlihan LokeyOutperform Votes
287
62.12%
Underperform Votes
175
37.88%

In the previous week, Houlihan Lokey had 3 more articles in the media than Evercore. MarketBeat recorded 4 mentions for Houlihan Lokey and 1 mentions for Evercore. Evercore's average media sentiment score of 0.68 beat Houlihan Lokey's score of 0.00 indicating that Houlihan Lokey is being referred to more favorably in the news media.

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

Houlihan Lokey has a net margin of 14.90% compared to Houlihan Lokey's net margin of 10.53%. Evercore's return on equity of 18.06% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore10.53% 16.46% 8.31%
Houlihan Lokey 14.90%18.06%10.51%

Evercore has higher revenue and earnings than Houlihan Lokey. 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$2.43B3.03$255.48M$6.3729.83
Houlihan Lokey$1.81B5.04$254.22M$4.0332.74

86.2% of Evercore shares are owned by institutional investors. Comparatively, 78.1% of Houlihan Lokey shares are owned by institutional investors. 8.7% of Evercore shares are owned by company insiders. Comparatively, 26.0% of Houlihan Lokey shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

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

Summary

Houlihan Lokey beats Evercore on 11 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$9.02B$9.09B$9.18B$17.41B
Dividend Yield1.69%24.24%5.98%3.55%
P/E Ratio32.7422.9851.7221.16
Price / Sales5.047.253,564.5710.64
Price / Cash24.0015.7727.4117.69
Price / Book5.623.393.165.52
Net Income$254.22M$306.09M$999.43M$964.63M
7 Day Performance4.13%-1.01%0.86%1.73%
1 Month Performance2.16%-2.13%-0.12%-1.32%
1 Year Performance52.79%27.80%13.52%101.87%

Houlihan Lokey Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
3.7994 of 5 stars
$181.53
-1.8%
$180.67
-0.5%
+76.4%$7.02B$2.43B28.502,195
IVZ
Invesco
4.5374 of 5 stars
$14.17
-2.0%
$16.79
+18.5%
-9.8%$6.37B$5.72B-18.898,500Analyst Downgrade
Gap Up
HLNE
Hamilton Lane
4.2104 of 5 stars
$111.72
-2.2%
$109.67
-1.8%
+65.2%$6.03B$528.75M34.38600
BEN
Franklin Resources
4.7153 of 5 stars
$22.85
-2.3%
$26.00
+13.8%
-7.0%$12.03B$7.85B12.039,200Earnings Report
Analyst Report
Short Interest ↑
High Trading Volume
AMG
Affiliated Managers Group
4.2436 of 5 stars
$156.17
-1.7%
$171.20
+9.6%
+13.5%$5.07B$2.06B9.004,000Upcoming Earnings
JHG
Janus Henderson Group
3.7853 of 5 stars
$31.22
-0.9%
$28.83
-7.7%
+23.6%$5.03B$2.10B13.172,200Earnings Report
Dividend Announcement
Analyst Downgrade
News Coverage
LAZ
Lazard
4.3339 of 5 stars
$38.52
-2.2%
$45.67
+18.6%
+31.0%$4.34B$2.52B-110.053,291
STEP
StepStone Group
3.0078 of 5 stars
$36.07
-1.6%
$35.21
-2.4%
+71.4%$3.98B$1.37B40.08980
AB
AllianceBernstein
3.645 of 5 stars
$33.48
-1.8%
$41.19
+23.0%
-1.2%$3.83B$4.16B13.894,707
MC
Moelis & Company
2.3916 of 5 stars
$49.08
-1.9%
$50.80
+3.5%
+43.1%$3.49B$854.75M-258.321,161Gap Up

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This page (NYSE:HLI) was last updated on 5/4/2024 by MarketBeat.com Staff

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