S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

Houlihan Lokey (HLI) Competitors

$123.80
+1.42 (+1.16%)
(As of 04/19/2024 ET)

HLI vs. EVR, IVZ, HLNE, AMG, JHG, LAZ, BEN, 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), Affiliated Managers Group (AMG), Janus Henderson Group (JHG), Lazard (LAZ), Franklin Resources (BEN), 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 business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, media sentiment, earnings, community ranking, institutional ownership, risk, profitability and valuation.

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 0.68, indicating that its stock price is 32% less volatile than the S&P 500.

Houlihan Lokey has a net margin of 14.90% compared to Houlihan Lokey's net margin of 10.48%. Evercore's return on equity of 18.06% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore10.48% 16.76% 8.70%
Houlihan Lokey 14.90%18.06%10.51%

Evercore received 223 more outperform votes than Houlihan Lokey when rated by MarketBeat users. Likewise, 64.07% of users gave Evercore an outperform vote while only 62.12% of users gave Houlihan Lokey an outperform vote.

CompanyUnderperformOutperform
EvercoreOutperform Votes
510
64.07%
Underperform Votes
286
35.93%
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 5 mentions for Houlihan Lokey and 2 mentions for Evercore. Evercore's average media sentiment score of 1.00 beat Houlihan Lokey's score of -0.30 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)
1 Very Negative mention(s)
Neutral
Houlihan Lokey
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.43B2.95$255.48M$6.3429.21
Houlihan Lokey$1.81B4.70$254.22M$4.0330.56

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 1.8%. Evercore pays out 47.9% 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 15 consecutive years and Houlihan Lokey has increased its dividend for 9 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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Evercore currently has a consensus price target of $180.67, indicating a potential downside of 3.19%. Houlihan Lokey has a consensus price target of $123.33, indicating a potential downside of 0.01%. Given Evercore's stronger consensus rating and higher probable 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

Summary

Houlihan Lokey beats Evercore on 12 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$8.51B$8.49B$8.18B$17.21B
Dividend Yield1.79%24.62%10.62%3.62%
P/E Ratio30.5623.4660.2422.77
Price / Sales4.704.913,595.9810.38
Price / Cash22.5814.2527.8717.09
Price / Book5.243.592.354.83
Net Income$254.22M$297.04M$999.04M$969.88M
7 Day Performance-1.54%-2.29%-0.56%-2.07%
1 Month Performance0.19%-2.21%-1.41%-2.83%
1 Year Performance32.64%15.96%9.51%77.75%

Houlihan Lokey Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.2506 of 5 stars
$184.68
-0.6%
$180.67
-2.2%
+51.6%$7.14B$2.43B29.132,195Upcoming Earnings
News Coverage
IVZ
Invesco
4.5895 of 5 stars
$15.18
-0.1%
$17.38
+14.5%
-12.3%$6.82B$5.72B-20.518,500Upcoming Earnings
Analyst Report
HLNE
Hamilton Lane
4.4789 of 5 stars
$110.32
+0.1%
$109.67
-0.6%
+48.3%$5.96B$528.75M33.94600
AMG
Affiliated Managers Group
4.0369 of 5 stars
$159.83
-0.8%
$171.20
+7.1%
+9.9%$5.24B$2.06B9.214,000
JHG
Janus Henderson Group
3.5351 of 5 stars
$30.82
-1.2%
$27.93
-9.4%
+15.4%$4.97B$2.10B13.002,200Analyst Report
LAZ
Lazard
4.3361 of 5 stars
$37.15
-1.1%
$46.00
+23.8%
+9.6%$4.19B$2.52B-38.303,291Upcoming Earnings
BEN
Franklin Resources
3.2828 of 5 stars
$24.70
-1.0%
$27.39
+10.9%
-7.3%$13.00B$7.85B13.009,200Analyst Report
Short Interest ↑
STEP
StepStone Group
3.9218 of 5 stars
$35.32
-0.5%
$35.21
-0.3%
+62.2%$3.90B$1.37B39.24980
AB
AllianceBernstein
3.8037 of 5 stars
$32.64
+0.5%
$40.44
+23.9%
-10.3%$3.74B$4.16B14.014,707Upcoming Earnings
MC
Moelis & Company
1.6035 of 5 stars
$51.08
-1.3%
$50.80
-0.5%
+22.6%$3.64B$854.75M-141.891,161Upcoming Earnings

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This page (NYSE:HLI) was last updated on 4/19/2024 by MarketBeat.com Staff

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