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Houlihan Lokey (HLI) Competitors

Houlihan Lokey logo
$142.88 -0.55 (-0.38%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$142.83 -0.05 (-0.04%)
As of 11/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

HLI vs. CG, HLNE, BNT, EVR, and JEF

Should you buy Houlihan Lokey stock or one of its competitors? Houlihan Lokey's main competitors and comparable companies include Carlyle Group (CG), Hamilton Lane (HLNE), Brookfield Wealth Solutions (BNT), Evercore (EVR), and Jefferies Financial Group (JEF). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

How does Houlihan Lokey compare to Carlyle Group?

Houlihan Lokey (NYSE:HLI) and Carlyle Group (NASDAQ:CG) are both finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, valuation, risk, media sentiment and profitability.

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.0%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. Houlihan Lokey pays out 47.0% of its earnings in the form of a dividend. Carlyle Group pays out 148.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Houlihan Lokey has increased its dividend for 9 consecutive years and Carlyle Group has increased its dividend for 4 consecutive years.

78.1% of Houlihan Lokey shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 22.5% of Houlihan Lokey shares are held by insiders. Comparatively, 25.4% of Carlyle Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Houlihan Lokey$2.62B3.79$425.70M$5.9623.97
Carlyle Group$4.78B2.94$808.70M$0.9442.31

In the previous week, Carlyle Group had 14 more articles in the media than Houlihan Lokey. MarketBeat recorded 20 mentions for Carlyle Group and 6 mentions for Houlihan Lokey. Houlihan Lokey's average media sentiment score of 0.64 beat Carlyle Group's score of 0.41 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
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
6 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

Houlihan Lokey has a beta of 0.9, suggesting that its stock price is 10% less volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, suggesting that its stock price is 84% more volatile than the broader market.

Houlihan Lokey presently has a consensus price target of $160.44, suggesting a potential upside of 12.29%. Carlyle Group has a consensus price target of $50.21, suggesting a potential upside of 26.26%. Given Carlyle Group's higher possible upside, analysts clearly believe Carlyle Group is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.58
Carlyle Group
1 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.35

Houlihan Lokey has a net margin of 15.78% compared to Carlyle Group's net margin of 9.83%. Carlyle Group's return on equity of 23.63% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey15.78% 19.94% 11.51%
Carlyle Group 9.83%23.63%5.79%

Summary

Houlihan Lokey and Carlyle Group tied by winning 9 of the 18 factors compared between the two stocks.

How does Houlihan Lokey compare to Hamilton Lane?

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

78.1% of Houlihan Lokey shares are owned by institutional investors. Comparatively, 97.4% of Hamilton Lane shares are owned by institutional investors. 22.5% of Houlihan Lokey shares are owned by company insiders. Comparatively, 24.0% of Hamilton Lane shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

In the previous week, Hamilton Lane had 2 more articles in the media than Houlihan Lokey. MarketBeat recorded 8 mentions for Hamilton Lane and 6 mentions for Houlihan Lokey. Hamilton Lane's average media sentiment score of 0.99 beat Houlihan Lokey's score of 0.64 indicating that Hamilton Lane is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Houlihan Lokey
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Hamilton Lane
3 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Houlihan Lokey currently has a consensus price target of $160.44, indicating a potential upside of 12.29%. Hamilton Lane has a consensus price target of $126.13, indicating a potential upside of 34.56%. Given Hamilton Lane's stronger consensus rating and higher probable upside, analysts plainly believe Hamilton Lane is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.58
Hamilton Lane
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.70

Houlihan Lokey has higher revenue and earnings than Hamilton Lane. Hamilton Lane 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$2.62B3.79$425.70M$5.9623.97
Hamilton Lane$871.92M5.97$249.18M$6.7413.91

Hamilton Lane has a net margin of 32.40% compared to Houlihan Lokey's net margin of 15.78%. Hamilton Lane's return on equity of 23.47% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey15.78% 19.94% 11.51%
Hamilton Lane 32.40%23.47%15.43%

Houlihan Lokey has a beta of 0.9, indicating that its stock price is 10% less volatile than the broader market. Comparatively, Hamilton Lane has a beta of 1.16, indicating that its stock price is 16% more volatile than the broader market.

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.0%. Hamilton Lane pays an annual dividend of $2.40 per share and has a dividend yield of 2.6%. Houlihan Lokey pays out 47.0% of its earnings in the form of a dividend. Hamilton Lane pays out 35.6% 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. Houlihan Lokey has raised its dividend for 9 consecutive years and Hamilton Lane has raised its dividend for 8 consecutive years. Hamilton Lane is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Hamilton Lane beats Houlihan Lokey on 14 of the 18 factors compared between the two stocks.

How does Houlihan Lokey compare to Brookfield Wealth Solutions?

Houlihan Lokey (NYSE:HLI) and Brookfield Wealth Solutions (NYSE:BNT) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their dividends, risk, analyst recommendations, earnings, profitability, media sentiment, institutional ownership and valuation.

78.1% of Houlihan Lokey shares are owned by institutional investors. Comparatively, 20.3% of Brookfield Wealth Solutions shares are owned by institutional investors. 22.5% of Houlihan Lokey shares are owned by company insiders. Comparatively, 1.0% of Brookfield Wealth Solutions shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Houlihan Lokey presently has a consensus price target of $160.44, indicating a potential upside of 12.29%. Given Houlihan Lokey's stronger consensus rating and higher probable upside, research analysts plainly believe Houlihan Lokey is more favorable than Brookfield Wealth Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.58
Brookfield Wealth Solutions
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Houlihan Lokey has a net margin of 15.78% compared to Brookfield Wealth Solutions' net margin of 0.15%. Houlihan Lokey's return on equity of 19.94% beat Brookfield Wealth Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey15.78% 19.94% 11.51%
Brookfield Wealth Solutions 0.15%0.11%0.01%

Houlihan Lokey has a beta of 0.9, suggesting that its share price is 10% less volatile than the broader market. Comparatively, Brookfield Wealth Solutions has a beta of 1.45, suggesting that its share price is 45% more volatile than the broader market.

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.0%. Brookfield Wealth Solutions pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. Houlihan Lokey pays out 47.0% of its earnings in the form of a dividend. Brookfield Wealth Solutions pays out 103.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Houlihan Lokey has raised its dividend for 9 consecutive years. Houlihan Lokey is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Houlihan Lokey and Houlihan Lokey both had 6 articles in the media. Brookfield Wealth Solutions' average media sentiment score of 1.28 beat Houlihan Lokey's score of 0.64 indicating that Brookfield Wealth Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Houlihan Lokey
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Brookfield Wealth Solutions
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Houlihan Lokey$2.62B3.79$425.70M$5.9623.97
Brookfield Wealth Solutions$13.04B1.06$766M$0.27151.52

Summary

Houlihan Lokey beats Brookfield Wealth Solutions on 13 of the 18 factors compared between the two stocks.

How does Houlihan Lokey compare to Evercore?

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

Evercore has a beta of 1.47, meaning that its stock price is 47% more volatile than the broader market. Comparatively, Houlihan Lokey has a beta of 0.9, meaning that its stock price is 10% less volatile than the broader market.

In the previous week, Houlihan Lokey had 6 more articles in the media than Evercore. MarketBeat recorded 6 mentions for Houlihan Lokey and 0 mentions for Evercore. Evercore's average media sentiment score of 0.67 beat Houlihan Lokey's score of 0.64 indicating that Evercore is being referred to more favorably in the media.

Company Overall Sentiment
Evercore Positive
Houlihan Lokey Positive

86.2% of Evercore shares are held by institutional investors. Comparatively, 78.1% of Houlihan Lokey shares are held by institutional investors. 3.5% of Evercore shares are held by insiders. Comparatively, 22.5% of Houlihan Lokey shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Evercore currently has a consensus price target of $368.88, suggesting a potential upside of 24.41%. Houlihan Lokey has a consensus price target of $160.44, suggesting a potential upside of 12.29%. Given Evercore's higher probable upside, equities 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)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.58

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.0%. Evercore pays out 19.5% of its earnings in the form of a dividend. Houlihan Lokey pays out 47.0% 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 18 consecutive years and Houlihan Lokey has raised its dividend for 9 consecutive years.

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$4.84B2.37$591.92M$18.2116.28
Houlihan Lokey$2.62B3.79$425.70M$5.9623.97

Houlihan Lokey has a net margin of 15.78% compared to Evercore's net margin of 15.65%. Evercore's return on equity of 39.63% beat Houlihan Lokey's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.65% 39.63% 17.87%
Houlihan Lokey 15.78%19.94%11.51%

Summary

Evercore beats Houlihan Lokey on 11 of the 19 factors compared between the two stocks.

How does Houlihan Lokey compare to Jefferies Financial Group?

Houlihan Lokey (NYSE:HLI) and Jefferies Financial Group (NYSE:JEF) are both mid-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, media sentiment, profitability, valuation, institutional ownership, dividends, risk and analyst recommendations.

Houlihan Lokey currently has a consensus target price of $160.44, suggesting a potential upside of 12.29%. Jefferies Financial Group has a consensus target price of $56.86, suggesting a potential upside of 24.45%. Given Jefferies Financial Group's higher probable upside, analysts plainly believe Jefferies Financial Group is more favorable than Houlihan Lokey.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Houlihan Lokey
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.58
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Houlihan Lokey has a beta of 0.9, suggesting that its stock price is 10% less volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, suggesting that its stock price is 54% more volatile than the broader market.

In the previous week, Jefferies Financial Group had 9 more articles in the media than Houlihan Lokey. MarketBeat recorded 15 mentions for Jefferies Financial Group and 6 mentions for Houlihan Lokey. Houlihan Lokey's average media sentiment score of 0.64 beat Jefferies Financial Group's score of 0.42 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
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
6 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Neutral

Houlihan Lokey pays an annual dividend of $2.80 per share and has a dividend yield of 2.0%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 3.5%. Houlihan Lokey pays out 47.0% of its earnings in the form of a dividend. Jefferies Financial Group pays out 43.8% 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. Houlihan Lokey has increased its dividend for 9 consecutive years and Jefferies Financial Group has increased its dividend for 2 consecutive years. Jefferies Financial Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

Jefferies Financial Group has higher revenue and earnings than Houlihan Lokey. Jefferies Financial Group 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$2.62B3.79$425.70M$5.9623.97
Jefferies Financial Group$10.82B0.80$710.47M$3.6512.52

78.1% of Houlihan Lokey shares are held by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are held by institutional investors. 22.5% of Houlihan Lokey shares are held by insiders. Comparatively, 19.9% of Jefferies Financial Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Houlihan Lokey has a net margin of 15.78% compared to Jefferies Financial Group's net margin of 7.50%. Houlihan Lokey's return on equity of 19.94% beat Jefferies Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Houlihan Lokey15.78% 19.94% 11.51%
Jefferies Financial Group 7.50%9.24%1.27%

Summary

Houlihan Lokey beats Jefferies Financial Group on 12 of the 19 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 LokeyCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$9.96B$5.36B$14.06B$23.48B
Dividend Yield1.95%5.56%4.92%3.78%
P/E Ratio23.9723.4419.7327.05
Price / Sales3.797.844.953.38
Price / Cash17.7629.6320.2315.51
Price / Book4.301.811.823.72
Net Income$425.70M$419.50M$1.33B$1.08B
7 Day Performance-1.92%0.11%0.12%0.58%
1 Month Performance11.15%-1.17%0.11%1.11%
1 Year Performance-20.56%-1.58%5.10%7.21%

Houlihan Lokey Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HLI
Houlihan Lokey
4.6607 of 5 stars
$142.88
-0.4%
$160.44
+12.3%
N/A$9.96B$2.62B23.972,800
CG
Carlyle Group
4.6558 of 5 stars
$41.97
-0.8%
$51.00
+21.5%
N/A$14.94B$4.78B44.612,500
HLNE
Hamilton Lane
4.83 of 5 stars
$96.00
+0.1%
$126.13
+31.4%
N/A$5.31B$758.99M14.18785
BNT
Brookfield Wealth Solutions
0.912 of 5 stars
$43.03
+0.4%
N/AN/A$14.42B$11.64B164.074,000
EVR
Evercore
4.9523 of 5 stars
$293.73
-0.5%
$368.88
+25.6%
N/A$11.42B$3.86B16.222,570

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This page (NYSE:HLI) was last updated on 11/15/2026 by MarketBeat.com Staff.
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