Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Houlihan Lokey, Inc., Ameriprise Financial or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.
Read on to learn how Houlihan Lokey, Inc., Ameriprise Financial and Inc. compare based on key financial metrics to determine which better meets your investment needs.
About Houlihan Lokey, Inc., Ameriprise Financial and Inc.
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions, including financial sponsors on buy-side and sell-side M&A transactions, debt and equity financings in both the private and public markets, and other corporate finance transactions. The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. This segment also provides a range of advisory services, such as structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; liability management transactions; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The FVA segment provides valuation services to companies; debt and equity interests comprising illiquid investments; and other assets and liabilities. This segment also offers fairness opinions in connection with M&A and other transactions; solvency opinions in connection with corporate spin-offs and dividend recapitalizations; and other types of financial opinions, as well as provides dispute resolution services. It serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.
Ameriprise Financial, Inc., together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients. It operates through Advice & Wealth Management, Asset Management, and Retirement & Protection Solutions segments. The Advice & Wealth Management segment provides financial planning and advice; brokerage products and services for retail and institutional clients; discretionary and non-discretionary investment advisory accounts; mutual funds; insurance and annuities products; cash management and banking products; and face-amount certificates. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through third-party financial institutions, advisor networks, direct retail, and its institutional sales force under the Columbia Threadneedle Investments brand name. Its products include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property and infrastructure funds. The Retirement & Protection Solutions segment provides variable annuity products, as well as life and disability income insurance products to retail clients. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is based in Minneapolis, Minnesota.
Latest Capital Markets and Houlihan Lokey, Inc., Ameriprise Financial, Inc. Stock News
As of December 12, 2025, Houlihan Lokey, Inc. had a $12.6 billion market capitalization, compared to the Capital Markets median of $3.3 million. Houlihan Lokey, Inc.’s stock is up 3.3% in 2025, down 0.1% in the previous five trading days and up 1.18% in the past year.
Currently, Houlihan Lokey, Inc.’s price-earnings ratio is 29.0. Houlihan Lokey, Inc.’s trailing 12-month revenue is $2.6 billion with a 16.6% net profit margin. Year-over-year quarterly sales growth most recently was 14.7%. Analysts expect adjusted earnings to reach $7.951 per share for the current fiscal year. Houlihan Lokey, Inc. currently has a 1.3% dividend yield.
As of December 12, 2025, Ameriprise Financial, Inc. had a $45.9 billion market cap, putting it in the 93rd percentile of all stocks. Ameriprise Financial, Inc.’s stock is down 7.3% in 2025, up 3.5% in the previous five trading days and down 9.65% in the past year.
Currently, Ameriprise Financial, Inc.’s price-earnings ratio is 13.5. Ameriprise Financial, Inc.’s trailing 12-month revenue is $18.5 billion with a 19.6% net profit margin. Year-over-year quarterly sales growth most recently was 7.3%. Analysts expect adjusted earnings to reach $38.476 per share for the current fiscal year. Ameriprise Financial, Inc. currently has a 1.3% dividend yield.
How We Compare Houlihan Lokey, Inc., Ameriprise Financial and Inc. Stock Grades
Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.
AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Houlihan Lokey, Inc., Ameriprise Financial and Inc.’s stock grades to see how they measure up against one another.
Learn more about A+ Investor here!
Sign Up to Receive a Free Special Report Showing How A+ Grades Can Help You Make Smarter Investment Decisions
Houlihan Lokey, Inc., Ameriprise Financial and Inc. Stock Value Grades
| Company | Ticker | Value |
| Houlihan Lokey, Inc. | HLI | D |
| Ameriprise Financial, Inc. | AMP | B |
Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.
Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.
AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.
Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.
Houlihan Lokey, Inc. has a Value Score of 24, which is Expensive.
Ameriprise Financial, Inc. has a Value Score of 71, which is Value.
The Value Stock Winner: Ameriprise Financial, Inc.
As you can clearly see from the Value Grade breakdown above, Ameriprise Financial, Inc. is considered to have better value than Houlihan Lokey, Inc.. For investors who focus solely on a company’s valuation, Ameriprise Financial, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.
Houlihan Lokey, Inc., Ameriprise Financial and Inc.’s Quality Grades
| Company | Ticker | Quality |
| Houlihan Lokey, Inc. | HLI | A |
| Ameriprise Financial, Inc. | AMP | B |
Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Score is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and the F-Score.
The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.
The Quality Score is used to assess the underlying “quality” of a particular stock. A higher-quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.
Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.
Houlihan Lokey, Inc. has a Quality Score of 95, which is Very Strong.
Ameriprise Financial, Inc. has a Quality Score of 61, which is Strong.
The Quality Grade Winner: Houlihan Lokey, Inc.
As you can clearly see from the Quality Grade breakdown above, Houlihan Lokey, Inc. has a better overall quality grade than Ameriprise Financial, Inc.. For investors who are looking for companies with higher quality than others in the same industry, Houlihan Lokey, Inc. could be a good stock to add to their portfolios. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.
Houlihan Lokey, Inc., Ameriprise Financial and Inc.’s Momentum Grades
| Company | Ticker | Momentum |
| Houlihan Lokey, Inc. | HLI | D |
| Ameriprise Financial, Inc. | AMP | D |
Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.
Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.
Houlihan Lokey, Inc. has a Momentum Score of 37, which is Weak.
Ameriprise Financial, Inc. has a Momentum Score of 38, which is Weak.
The Momentum Stock Winner: No Clear Winner
Neither Houlihan Lokey, Inc., Ameriprise Financial or Inc. has a strong enough Momentum Grade to be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Houlihan Lokey, Inc., Ameriprise Financial or Inc. is the better investment when it comes to momentum.
Don’t Forget Your Free Special Report on How A+ Grades Can Help You Make Investment Decisions
Other Houlihan Lokey, Inc., Ameriprise Financial and Inc. Grades
In addition to Value, Momentum and Quality, A+ Investor also provides grades for Growth and Estimate Revisions.
Invest with Confidence with A+ Investor
AAII’s expansive and robust screening tools like A+ Investor help investors make confident decisions.
Earnings estimate revisions scores take into account the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, surprises beget further surprises‐or at least continued sales growth (the exact opposite is generally true, too).
Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.
These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Houlihan Lokey, Inc., Ameriprise Financial and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.
So, Which Is the Better Investment, Houlihan Lokey, Inc., Ameriprise Financial or Inc. Stock?
Overall, Houlihan Lokey, Inc. stock has a Value Score of 24, Momentum Score of 37 and Quality Score of 95.
Ameriprise Financial, Inc. stock has a Value Score of 71, Momentum Score of 38 and Quality Score of 61.
Comparing Houlihan Lokey, Inc., Ameriprise Financial and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.
Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.
A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.
AAII Disclaimer
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.
Included With AAII Platinum
Screen: 23.7%
Annual Gain Since Inception. Data as of 12/31/2024.
769.3% Stock Superstars Portfolio Total Return Since Inception
U.S. Index ETF (IYY)
SSR Group 3 O'Shaughnessy portfolio has a 411.2% gain since inception performance compared to IYY at only 119.1%% Performance as of 11/29/24.
FREE REPORT
BECOME A MEMBER FOR ONLY $2
Get access to powerful investment discovery tools and a wealth of investment education to help you achieve your financial goals.