HLI
BULLISH
$159.71
Live
Houlihan Lokey, Inc. · NYSE
Target $174.5
(+9.3%)
$134.41
52W Range
$211.78
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 28, 2026
Market cap
$11.15B
P/E
24.5
ROE
20.5%
Profit margin
16.9%
Debt/Equity
0.22
Dividend yield
1.5%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
HLI exhibits a stable financial profile with a Piotroski F-Score of 4/9 and a very conservative debt-to-equity ratio of 0.22. While the current price of $159.71 is significantly above the Graham Number ($69.49), it remains well below the growth-based intrinsic value of $192.34, suggesting the market is pricing in high-quality growth. The company demonstrates exceptional earnings consistency, beating estimates in 3 of the last 4 quarters with strong YoY earnings growth of 22.3%. Despite bearish technicals and insider selling, the fundamental profitability and growth trajectory support a bullish long-term outlook.
Key Strengths
Strong profitability with ROE of 20.47% and ROA of 12.08%
Very low leverage with a Debt/Equity ratio of 0.22
Consistent earnings beat track record (3/4 recent quarters)
Robust growth metrics with 22.3% YoY earnings growth
High gross margins (94.63%) typical of premium capital markets services
Key Risks
Bearish technical trend (0/100) indicating short-term momentum weakness
Negative insider sentiment with recent selling activity
Significant premium to book value (P/B 4.85)
Exposure to capital markets volatility affecting deal flow
Recent 6-month price decline of 20.5%
AI Fair Value Estimate
Based on comprehensive analysis
$178.42
+11.7% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
72
Strong
60
88
92
65
55
AI Verdict
Strong Fundamental Growth
Key drivers: Earnings growth, Low debt, Consistent EPS surprises
Confidence
80%
Value
60/100
P/E 24.50; Graham Number $69.49
Positives
- Forward P/E (18.73) is lower than current P/E
- Price is below intrinsic value
Watchpoints
- Trades at a significant premium to Graham Number
- High Price/Book ratio
Future
88/100
Ref Growth rates and EPS track record
Positives
- 22.3% YoY Earnings Growth
- 13% Revenue Growth
- Consistent positive earnings surprises
Watchpoints
- Dependence on market cycles
Past
92/100
Ref Historical price and earnings trends
Positives
- 5Y Change of +154.8%
- Long-term history of beating estimates
Watchpoints
- Recent 6-month drawdown
Health
65/100
Ref Piotroski F-Score and Debt/Equity
Positives
- Very low Debt/Equity (0.22)
- Healthy Current Ratio (1.49)
Watchpoints
- Piotroski F-Score is only 4/9 (Stable, not Strong)
Dividend
55/100
Ref Yield and Payout Ratio
Positives
- Sustainable payout ratio (36.41%)
Watchpoints
- Low dividend yield (1.50%)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$159.71
Analyst Target
$174.5
Upside/Downside
+9.3%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for HLI and closest competitors.
Updated 2026-04-27
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
HLI
Houlihan Lokey, Inc.
Primary
|
+154.8% | +83.5% | +0.4% | -20.5% | +14.9% | -0.8% |
|
FHN
First Horizon Corporation
Peer
|
+59.2% | +53.8% | +40.1% | +17.6% | +6.5% | -0.3% |
|
EQH
Equitable Holdings, Inc.
Peer
|
+36.3% | +75.9% | -15.9% | -14.8% | +7.6% | -1.5% |
|
AFG
American Financial Group, Inc.
Peer
|
+147.1% | +12.2% | +0.9% | +4.0% | -6.8% | -2.5% |
|
AEG
Aegon Ltd.
Peer
|
+139.0% | +64.7% | +22.4% | +6.0% | +0.4% | +0.8% |
HLI
Houlihan Lokey, Inc.
Primary
5Y
+154.8%
3Y
+83.5%
1Y
+0.4%
6M
-20.5%
1M
+14.9%
1W
-0.8%
FHN
First Horizon Corporation
Peer
5Y
+59.2%
3Y
+53.8%
1Y
+40.1%
6M
+17.6%
1M
+6.5%
1W
-0.3%
EQH
Equitable Holdings, Inc.
Peer
5Y
+36.3%
3Y
+75.9%
1Y
-15.9%
6M
-14.8%
1M
+7.6%
1W
-1.5%
AFG
American Financial Group, Inc.
Peer
5Y
+147.1%
3Y
+12.2%
1Y
+0.9%
6M
+4.0%
1M
-6.8%
1W
-2.5%
AEG
Aegon Ltd.
Peer
5Y
+139.0%
3Y
+64.7%
1Y
+22.4%
6M
+6.0%
1M
+0.4%
1W
+0.8%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
24.5
Forward P/E
18.73
PEG Ratio
N/A
P/B Ratio
4.85
P/S Ratio
4.21
EV/Revenue
4.0
EV/EBITDA
N/A
Market Cap
$11.15B
Profitability
Profit margins and return metrics
Profit Margin
16.91%
Operating Margin
24.87%
Gross Margin
94.63%
ROE
20.47%
ROA
12.08%
Growth
Revenue and earnings growth rates
Revenue Growth
+13.0%
Earnings Growth
+22.3%
Q/Q Revenue Growth
+13.03%
Q/Q Earnings Growth
+22.3%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.22
Low debt
Current Ratio
1.49
Good
Quick Ratio
1.49
Good
Cash/Share
$15.14
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.7B
Gross Margin
38.5%
Op. Margin
24.9%
Net Margin
16.3%
Total Assets
$3.9B
Liabilities
$1.6B
Equity
$2.3B
Debt/Equity
0.72x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
100%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-07
$N/A
2026-01-28
$1.94
+3.6% surprise
2025-10-30
$1.84
+9.3% surprise
2025-07-29
$2.14
+27.6% surprise
Financial Services Sector Comparison
Comparing HLI against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
24.5
This Stock
vs
36.01
Sector Avg
-32.0%
(Discount)
Return on Equity (ROE)
20.47%
This Stock
vs
-0.73%
Sector Avg
-2894.0%
(Below Avg)
Profit Margin
16.91%
This Stock
vs
91.62%
Sector Avg
-81.5%
(Weaker)
Debt to Equity
0.22
This Stock
vs
1.36
Sector Avg
-84.0%
(Less Debt)
Revenue Growth
13.0%
This Stock
vs
35.27%
Sector Avg
-63.1%
(Slower)
Current Ratio
1.49
This Stock
vs
3.18
Sector Avg
-53.0%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
HLI
Houlihan Lokey, Inc.
|
BULLISH | $11.15B | 24.5 | 20.5% | 16.9% | $159.71 | |
|
FHN
First Horizon Corporation
|
NEUTRAL | $11.56B | 12.17 | 11.3% | 29.9% | $24.21 | Compare |
|
EQH
Equitable Holdings, Inc.
|
BEARISH | $11.57B | - | -38.9% | -11.8% | $41.1 | Compare |
|
AFG
American Financial Group, Inc.
|
NEUTRAL | $10.66B | 13.48 | 16.9% | 10.0% | $127.79 | Compare |
|
AEG
Aegon Ltd.
|
BEARISH | $11.74B | 8.47 | 15.0% | 10.1% | $7.71 | Compare |
HLI
Houlihan Lokey, Inc.
BULLISH
Mkt Cap
$11.1B
P/E
24.5
ROE
20.5%
Price
$159.71
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-01 | CRAIN CHRISTOPHER MADISON | General Counsel | Sale | 500 | $71,700 |
| 2026-04-01 | CRAIN CHRISTOPHER MADISON | General Counsel | Stock Award | 500 | - |
| 2026-02-06 | SCHRIESHEIM ROBERT A | Director | Sale | 5,000 | $854,300 |
| 2026-01-02 | CRAIN CHRISTOPHER MADISON | General Counsel | Sale | 500 | $87,085 |
| 2026-01-02 | CRAIN CHRISTOPHER MADISON | General Counsel | Stock Award | 500 | - |
| 2025-12-05 | GOLD IRWIN N | Chairman of the Board | Gift | 5,000 | - |
| 2025-12-05 | GOLD IRWIN N | Chairman of the Board | Stock Award | 5,000 | - |
| 2025-11-26 | CRAIN CHRISTOPHER MADISON | General Counsel | Gift | 1,200 | - |
| 2025-11-26 | CRAIN CHRISTOPHER MADISON | General Counsel | Stock Award | 1,200 | - |
| 2025-11-10 | BEISER SCOTT L. | Chairman of the Board | Gift | 8,000 | - |
| 2025-11-10 | BEISER SCOTT L. | Chairman of the Board | Stock Award | 8,000 | - |
CRAIN CHRISTOPHER MADISON
General Counsel
2026-04-01
500 shares
·
$71,700
CRAIN CHRISTOPHER MADISON
General Counsel
2026-04-01
500 shares
SCHRIESHEIM ROBERT A
Director
2026-02-06
5,000 shares
·
$854,300
CRAIN CHRISTOPHER MADISON
General Counsel
2026-01-02
500 shares
·
$87,085
CRAIN CHRISTOPHER MADISON
General Counsel
2026-01-02
500 shares
GOLD IRWIN N
Chairman of the Board
2025-12-05
5,000 shares
GOLD IRWIN N
Chairman of the Board
2025-12-05
5,000 shares
CRAIN CHRISTOPHER MADISON
General Counsel
2025-11-26
1,200 shares
CRAIN CHRISTOPHER MADISON
General Counsel
2025-11-26
1,200 shares
BEISER SCOTT L.
Chairman of the Board
2025-11-10
8,000 shares
BEISER SCOTT L.
Chairman of the Board
2025-11-10
8,000 shares
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
NONE
8 analysts
Morgan Stanley
2026-04-09
Overweight
Overweight
Goldman Sachs
2026-04-01
Buy
Buy
UBS
2026-03-12
Neutral
Neutral
Goldman Sachs
2026-03-12
Buy
Buy
BMO Capital
2026-01-29
Outperform
Outperform
Keefe, Bruyette & Woods
2026-01-29
Outperform
Outperform
Keefe, Bruyette & Woods
2026-01-08
Outperform
Outperform
Morgan Stanley
2026-01-06
Overweight
Overweight
Keefe, Bruyette & Woods
2025-12-17
Outperform
Outperform
Past News Coverage
Recent headlines mentioning HLI from our newsroom.
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