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Houlihan Lokey Inc

HLI
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149.510USD
-0.020-0.01%
Market hours ETQuotes delayed by 15 min
10.42BMarket Cap
23.37P/E TTM

Houlihan Lokey Inc

149.510
-0.020-0.01%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Houlihan Lokey Inc

Currency: USD Updated: 2026-05-12

Key Insights

Houlihan Lokey Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 41 out of 116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 168.71.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Houlihan Lokey Inc's Score

Industry at a Glance

Industry Ranking
41 / 116
Overall Ranking
151 / 4490
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Neutral

Houlihan Lokey Inc Highlights

StrengthsRisks
Houlihan Lokey, Inc. is a global investment bank specializing in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Its segments include Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). CF segment provides general financial advisory services and advice on mergers and acquisitions and capital solutions offerings. FR segment offers a range of advisory services to its clients, including: the structuring, negotiation, and confirmation of plans of reorganization; liability management transactions; corporate viability assessment, and procuring debtor-in-possession financing. FVA segment provides financial advisory and valuation services with respect to companies, debt and equity interests (including complex illiquid investments), and other types of assets and liabilities, and others. It also provides investment banking advice to clients in the insurance and wealth management sectors.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 36.73% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 2.62B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 35.87%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 35.87%.
Undervalued
The company’s latest PB is 4.44, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 55.38M shares, decreasing 3.62% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 747.00 shares of this stock.

Analyst Rating

Based on 10 analysts
Hold
Current Rating
168.714
Target Price
+10.36%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-05-12

The current financial score of Houlihan Lokey Inc is 7.90, ranking 35 out of 116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 635.64M, representing a year-over-year decrease of 4.62%, while its net profit experienced a year-over-year decrease of 18.11%.

Score

Industry at a Glance

Previous score
7.90
Change
0

Financials

10.00

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

7.62

Operational Efficiency

6.49

Growth Potential

6.63

Shareholder Returns

8.76

Houlihan Lokey Inc's Company Valuation

Currency: USD Updated: 2026-05-12

The current valuation score of Houlihan Lokey Inc is 5.58, ranking 107 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 23.38, which is 58.39% below the recent high of 37.03 and 11.80% above the recent low of 20.62.

Score

Industry at a Glance

Previous score
5.58
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 41/116
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-12

The current earnings forecast score of Houlihan Lokey Inc is 6.40, ranking 76 out of 116 in the Investment Banking & Investment Services industry. The average price target is 213.00, with a high of 231.00 and a low of 173.00.

Score

Industry at a Glance

Previous score
6.40
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 10 analysts
Hold
Current Rating
168.714
Target Price
+10.36%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

26
Total
11
Median
10
Average
Company name
Ratings
Analysts
Houlihan Lokey Inc
HLI
10
Citigroup Inc
C
25
Morgan Stanley
MS
24
Goldman Sachs Group Inc
GS
24
Charles Schwab Corp
SCHW
21
LPL Financial Holdings Inc
LPLA
16
1
2
3
4
5

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-05-12

The current price momentum score of Houlihan Lokey Inc is 6.86, ranking 78 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 160.32 and the support level at 142.66, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.74
Change
0.12

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(4)
Neutral(3)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-2.019
Neutral
RSI(14)
43.771
Neutral
STOCH(KDJ)(9,3,3)
27.552
Neutral
ATR(14)
4.561
High Vlolatility
CCI(14)
-100.566
Sell
Williams %R
79.946
Sell
TRIX(12,20)
0.020
Sell
StochRSI(14)
53.215
Sell
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
150.396
Sell
MA10
151.643
Sell
MA20
155.779
Sell
MA50
149.590
Sell
MA100
162.487
Sell
MA200
176.668
Sell

Institutional Confidence

Currency: USD Updated: 2026-05-12

The current institutional shareholding score of Houlihan Lokey Inc is 10.00, ranking 1 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 102.13%, representing a quarter-over-quarter decrease of 0.99%. The largest institutional shareholder is Ron Baron, holding a total of 1.12M shares, representing 2.07% of shares outstanding, with 2.55% decrease in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
4.72M
-1.32%
Kayne Anderson Rudnick Investment Management, LLC
2.77M
-5.10%
EARNEST Partners, LLC
2.29M
-5.35%
State Street Investment Management (US)
1.70M
-0.68%
RBC Global Asset Management (UK) Limited
1.60M
+466.93%
Geode Capital Management, L.L.C.
1.42M
+6.35%
Wellington Management Company, LLP
1.28M
-6.48%
Burgundy Asset Management Ltd.
1.18M
-3.19%
1
2

Risk Assessment

Currency: USD Updated: 2026-05-12

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Houlihan Lokey Inc is 8.50, ranking 42 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 1.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

Score

Industry at a Glance

Previous score
8.50
Change
0
Beta vs S&P 500 index
1.00
VaR
+2.69%
240-Day Maximum Drawdown
+33.61%
240-Day Volatility
+28.79%

Return

Best Daily Return
60 days
+4.26%
120 days
+4.26%
5 years
+10.07%
Worst Daily Return
60 days
-4.44%
120 days
-6.49%
5 years
-10.14%
Sharpe Ratio
60 days
-1.44
120 days
-1.33
5 years
+0.58

Risk Assessment

Maximum Drawdown
240 days
+33.61%
3 years
+33.61%
5 years
+37.23%
Return-to-Drawdown Ratio
240 days
-0.42
3 years
+0.54
5 years
+0.36
Skewness
240 days
-1.18
3 years
+0.02
5 years
+0.11

Volatility

Realised Volatility
240 days
+28.79%
5 years
+30.46%
Standardised True Range
240 days
+2.88%
5 years
+2.15%
Downside Risk-Adjusted Return
120 days
-177.43%
240 days
-177.43%
Maximum Daily Upside Volatility
60 days
+21.81%
Maximum Daily Downside Volatility
60 days
+26.62%

Liquidity

Average Turnover Rate
60 days
+0.93%
120 days
+0.80%
5 years
--
Turnover Deviation
20 days
+65.18%
60 days
+54.51%
120 days
+32.57%

Peer Comparison

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Houlihan Lokey Inc
Houlihan Lokey Inc
HLI
7.31 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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State Street Corp
STT
8.70 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Virtu Financial Inc
Virtu Financial Inc
VIRT
8.53 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
Affiliated Managers Group Inc
AMG
8.32 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Victory Capital Holdings Inc
Victory Capital Holdings Inc
VCTR
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
WisdomTree Inc
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WT
8.17 /10
Score
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