COMPANY SUMMARY
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 mergers and acquisitions and other transactions; solvency opinions in connection with corporate spin-offs and dividend recapitalizations; other types of financial opinions; and diligence, tax, transaction accounting, and other financial advisory services, as well as 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.
Financial Summary
| Share Statistics |
HLI |
Industry Median |
Percentile (All Stocks) |
| Market Cap (Mil) |
$8,949.7 |
$3,060.7 |
76% |
|
| Shares Out (Mil) |
67.6 |
79.0 |
54% |
|
| Institutional Ownership |
94.1% |
77.3% |
64% |
|
| Float (Mil) |
54.0 |
74.0 |
49% |
|
| Beta |
na |
0.93 |
na |
|
| Avg Daily Volume (000s) |
834 |
424 |
67% |
|
Price Change (52-week) |
(33.4%) |
74.5% |
22% |
|
| Growth |
HLI |
Industry Median |
Percentile (All Stocks) |
| Sales (5yr) |
11.4% |
8.4% |
63% |
|
| Net Income (5yr) |
6.4% |
8.9% |
49% |
|
| EPS (5yr) |
6.5% |
9.3% |
41 |
|
| Dividends (5yr) |
13.0% |
1.1% |
92% |
|
| Cash Flow (5yr) |
(14.3%) |
0.5% |
56% |
|
| Estimates |
Qtrly |
Current Fiscal Year |
Next Fiscal Year |
| # of Estimates |
10 |
10 |
11 |
| Current EPS |
$1.651 |
$6.991 |
$8.718 |
| Month Ago EPS |
$1.904 |
$7.901 |
$9.420 |
| # Rev Up |
0 |
1 |
1 |
| # Rev Down |
1 |
0 |
0 |
| Three Months Ago EPS |
$2.024 |
$8.213 |
$9.442 |
| Year/Year Chg |
43.6% |
12.4% |
60.7% |
| Financials |
HLI |
Industry Median |
Percentile (All Stocks) |
| Sales (TTM) (Mil) |
$2,524 |
$873 |
64% |
|
| Net Income (TTM) (Mil) |
$406 |
$102 |
76% |
|
| EPS (TTM) |
$6.089 |
$0.900 |
89% |
|
| Operating Cash Flow (TTM) (Mil) |
$500 |
$72 |
71% |
|
| Net Cash Flow (TTM) (Mil) |
($49) |
$15 |
20% |
|
| Long-Term Debt (Q1) (Mil) |
$493 |
$163 |
58% |
|
| Enterprise Value (Q1) (Mil) |
na |
$1,320 |
na |
|
| Valuation |
HLI |
Industry Median |
Percentile (All Stocks) |
| P/B |
3.97 |
2.69 |
72% |
|
| P/E |
21.5 |
19.5 |
55% |
|
| Dividend Yield |
2.2% |
0.9% |
78% |
|
| PEG (5yr hist) |
3.3 |
1.4 |
80% |
|
| Ratios |
HLI |
Industry Median |
Percentile (All Stocks) |
| Gross Margin |
94.1% |
74.7% |
95% |
|
| Net Margin |
16.1% |
15.8% |
74% |
|
| ROA |
11.2% |
1.8% |
89% |
|
| ROE |
18.3% |
13.0% |
77% |
|
| Liabilities to Assets |
36.4% |
59.0% |
27% |
|
| F-Score |
5 |
5 |
50% |
|
Passing Stock Screens
As of 8/20/2026, from a list of 60 stock screening strategies,
HLI meetings the criteria of 1 screen:
Stock Screen
FACTOR STRATEGY
Dividend (High Relative Yield) Screen
Factors: Yield, Value, Growth
Using the dividend-yield approach to invest during volatile markets.