Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

HLI

SELL

Houlihan Lokey, Inc. · Financial Services · United States · $9.7B · Avg Vol: $119M/d

32
StockRank
Get insider-trade alerts
Q
67
V
24
M
32
P/E (TTM)
22.5x
ROE
18.3%
D/E
0.2x
Dividend %
1.7%

COMPANY DESCRIPTION

Houlihan Lokey, Inc. is a global investment bank specializing in financial advisory services, including mergers and acquisitions, capital markets, financial restructuring, and valuation. The company's competitive advantage lies in its strong reputation as a leading independent advisor, particularly in complex restructuring and middle-market M&A transactions, leveraging deep industry expertise and extensive client relationships. Its advisory-centric model allows it to maintain objectivity and build long-term client trust.

FINANCIAL SUMMARY (USD)

Year20212023202420252026CAGRTTM2027E2028EFwd CAGR
Revenue1.8B1.9B2.4B2.6B13.1%2.6B2.9B3.3B12.3%
EPS4.254.366.086.4014.6%6.216.697.9711.6%
Shares68.7M69.1M69.8M69.5M+1.2%54.3M
Debt0.8M374.9M415.4M438.2M492.1M259.6%492.1M
Equity1.6B1.8B2.2B2.3B13.2%
Op CF136.3M328.5M848.6M704.1M72.9%704.1M
Inv CF-3.0M-70.4M-265.1M2.2M
Fin CF-240.5M-250.6M-329.1M-492.9M
Loading 1Y...
PRICE (1Y)+2.4%
133135138141143Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$141.25
RSI (14)
53.5
52W High
$209.24
From 52W High
0.7%

SCORE BREAKDOWN

Quality
67
ROIC (ROA)
10.4%*85.2
ROE
18.3%82.5
GP/Assets
64.6%97.5
Op. Margin
22.5%41.6
FCF/Assets
N/A
Piotroski
774.1
Int. Cover
N/A
D/E Ratio
0.20x63.0
Current Ratio
1.35x43.5
Value
24
P/E (TTM)
22.5x20.6
EV/EBITDA
N/A
P/FCF
N/A
P/B
4.1x9.9
P/S
3.7x51.5
Div Yield
1.7%16.6
Momentum
32
52W High %
68%14.2
RS 6M
-31%8.0
SMA 50/200
0.87x8.6
EPS Rev 4W
-0.2%57.2
EPS Rev 12W
+10.5%94.1
EPS Improve
+52%72.5
Q Growth
-18%16.1

FUNDAMENTALS

Market Cap
$9.7B
P/E (Forward)
14.8x
Gross Margin
94.3%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of HLI are excluded.

TickerCompanyMkt CapStockRankSignal
HLIHoulihan Lokey, Inc.(you)$9.7B32SELL
SNEXStoneX Group Inc.$8.8B39HOLD
RIOT.MXRiot Platforms, Inc.$10.8B22SELL
GLXYGalaxy Digital$8.8B21SELL
JEFJefferies Financial Group Inc.$11.4B22SELL
HUT.TOHut 8 Corp.$12.9B24SELL
PJTPJT Partners Inc.$6.9B42HOLD
MIAXMiami International Holdings, Inc.$4.1B32SELL
LAZLazard, Inc.$4.4B34SELL
WULFTeraWulf Inc.$9.1B15STRONG SELL

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

Houlihan Lokey, Inc. (HLI) — Stock Score Summary

Houlihan Lokey, Inc. (HLI) has a MoatMap StockRank of 32/100 based on Quality (67/100), Value (24/100), and Momentum (32/100) factor scores. The current signal is SELL.

Houlihan Lokey, Inc. is a global investment bank specializing in financial advisory services, including mergers and acquisitions, capital markets, financial restructuring, and valuation. The company's competitive advantage lies in its strong reputation as a leading independent advisor, particularly in complex restructuring and middle-market M&A transactions, leveraging deep industry expertise and extensive client relationships. Its advisory-centric model allows it to maintain objectivity and build long-term client trust.

Key Financial Metrics

Price$141.25
Market Cap$9.7B
P/E (TTM)22.52
P/E (Forward)14.85
Price/Book4.15
Return on Equity18.3%
Debt/Equity0.20x
Gross Margin94.3%
Operating Margin22.5%
Revenue Growth-4.6%
Dividend Yield1.7%

Houlihan Lokey, Inc. operates in the Capital Markets industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Houlihan Lokey, Inc.’s (HLI) StockRank?
MoatMap’s StockRank for Houlihan Lokey, Inc. (HLI) is 32/100, with a Sell signal. It is a composite of Quality (67), Value (24), and Momentum (32) factor ranks across MoatMap’s 20,000+ stock universe.
Does Houlihan Lokey, Inc. have an economic moat?
Houlihan Lokey, Inc. (HLI) has a Quality factor score of 67/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Houlihan Lokey, Inc. a buy, hold, or sell?
MoatMap’s current signal for Houlihan Lokey, Inc. (HLI) is Sell, based on a StockRank of 32/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Houlihan Lokey, Inc. in?
Houlihan Lokey, Inc. (HLI) operates in the Financial Services sector, specifically the Capital Markets industry (United States).