Houlihan Lokey, Inc. HLI R3KFINANCIAL
Company Overview
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.
Why Investors Should Care
Generates a return on equity of 17.8%, reflecting efficient use of shareholder capital.
Net profit has compounded at 17.5% per year over the last five years.
Revenue has grown at a 13.0% CAGR over the past five years.
Maintains a net profit margin of 16.1%.
Carries low leverage with a debt-to-equity ratio of 0.21.
Offers a dividend yield of 2.11%.
Recent Developments
- Mar 2026 Revenue of $2.62B (+9.5% YoY); net profit $425.70M.
- Trailing 12 Months Year-on-year growth — revenue -15.5%, earnings -19.0%.
- 5-Year Trend Long-term compounding — revenue CAGR 13.0%, profit CAGR 17.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 12.99% |
| 1 Year: | -15.50% |
Compounded Profit Growth
| 5 Years: | 17.52% |
| 1 Year: | -19.00% |
Stock Price Performance
| 1 Year: | -30.08% |
| 6 Months: | -6.82% |
| 3 Months: | -0.73% |
| 1 Month: | +5.51% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)57.44 · Neutral
P/E of 22.72 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 13.0% over 5 years.
- Profit CAGR of 17.5% over 5 years.
- Generates positive free cash flow.
CONS
- Trading 34.1% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HLI Houlihan Lokey, Inc. R3KFINANCIAL | 135.39 | 22.72 | $7.34B | 2.11% | - | 17.79% | 12.99% | 17.52% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Jun 2021 | Sep 2021 | Dec 2021 | Jun 2022 | Sep 2022 | Dec 2022 | Jun 2023 | Sep 2023 | Dec 2023 | Jun 2024 | Sep 2024 | Dec 2024 | Jun 2025 | Sep 2025 | Dec 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | 242.18M | 258.94M | - | 220.00M | 274.99M | 298.01M | - | 250.35M | 272.81M | 333.51M | - | 211.14M | 275.74M | 537.88M | 372.72M | 537.27M | 888.80M | 418.64M | 489.54M | 456.50M | 415.83M | 466.99M | 511.13M | 513.61M | 574.96M | 634.43M | 605.00M | 659.45M | 717.07M | 511.00M |
| Gross Profit | - | 39.77M | 38.00M | 57.05M | - | 46.81M | 48.43M | 73.59M | - | 60.77M | 68.78M | 72.27M | - | 59.86M | 79.92M | 79.82M | - | 69.69M | 75.22M | 94.05M | - | 66.22M | 90.81M | 189.19M | 133.45M | 189.63M | 320.98M | 137.29M | 137.53M | 136.35M | 120.11M | 142.61M | 150.87M | 157.21M | 189.96M | 199.10M | 188.00M | 222.84M | 230.71M | 154.00M |
| Operating Income | 40.60M | 23.78M | 17.44M | 43.69M | 41.50M | 46.87M | 53.33M | 54.48M | 59.76M | 40.13M | 56.17M | 62.26M | 60.97M | 40.13M | 56.17M | 62.24M | 60.55M | 47.77M | 45.15M | 68.02M | 68.66M | 42.59M | 66.88M | 158.42M | 107.68M | 157.32M | 249.26M | 77.57M | 89.37M | 84.17M | 73.35M | 90.28M | 96.54M | 94.74M | 130.67M | 136.10M | 90.00M | 151.34M | 160.73M | 78.00M |
| Net Income | 24.77M | 15.04M | 9.26M | 22.66M | 22.78M | 39.24M | 33.36M | 61.58M | 38.10M | 29.68M | 40.12M | 43.96M | 45.35M | 29.68M | 40.12M | 43.96M | 45.35M | 42.77M | 33.11M | 48.89M | 59.01M | - | - | 118.52M | 85.96M | 112.88M | 173.74M | 70.78M | 60.73M | 63.05M | 61.39M | 67.03M | 70.80M | 88.94M | 93.55M | 95.30M | 98.00M | 111.78M | 116.55M | 78.00M |
| Diluted EPS | 0.41 | 0.25 | 0.15 | 0.35 | 0.35 | 0.59 | 0.50 | 0.93 | 0.58 | 0.45 | 0.61 | 0.67 | 0.69 | 0.45 | 0.61 | 0.67 | 0.69 | 0.65 | 0.50 | 0.75 | 0.90 | 0.69 | 0.70 | 1.71 | 1.25 | 1.65 | 2.54 | 1.03 | 0.87 | 0.90 | 0.90 | 0.99 | 1.04 | 1.30 | 1.37 | 1.39 | 1.42 | 1.63 | 1.70 | 1.15 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | 872.09M | 963.36M | 1.08B | 1.16B | 1.53B | 2.27B | 1.81B | 1.91B | 2.39B | 2.62B |
| Gross Profit | - | 177.86M | 188.71M | 241.47M | 277.60M | 305.99M | 322.55M | 521.37M | 795.29M | 557.08M | 571.07M | 772.31M | - |
| Operating Income | 102.85M | 128.65M | 126.40M | 182.00M | 214.41M | 219.10M | 229.60M | 408.16M | 612.86M | 341.74M | 373.23M | 502.57M | 527.02M |
| Net Income | 61.32M | 79.88M | 69.74M | 108.34M | 172.28M | 159.11M | 183.79M | 312.77M | 437.75M | 254.22M | 280.30M | 399.71M | 425.70M |
| Diluted EPS | 1.05 | 1.33 | 1.10 | 1.63 | 2.60 | 2.42 | 2.80 | 4.55 | 6.41 | 3.76 | 4.11 | 5.82 | 6.22 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Mar 2013 | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 1.06B | 1.23B | 1.07B | 1.39B | 1.42B | 1.43B | 1.68B | 2.43B | 2.89B | 2.97B | 3.17B | 3.82B | 4.31B |
| Total Equity | 630.88M | 713.69M | 822.70M | 651.16M | 726.62M | 852.81M | 891.33M | 984.38M | 1.38B | 1.44B | 1.61B | 1.84B | 2.17B | 2.34B |
| Cash & Equivalents | 68.39M | 109.42M | 88.66M | 166.17M | 300.31M | 206.72M | 285.75M | 380.37M | 846.85M | 833.70M | 714.44M | 721.24M | 971.01M | 1.19B |
| Long Term Debt | - | - | - | 76.62M | 32.56M | 11.86M | 31.19M | 36.70M | 55.86M | - | - | - | - | - |
| Total Liabilities | - | - | 403.96M | 417.33M | 655.25M | 566.03M | 534.58M | 692.62M | 1.04B | 1.44B | 1.36B | 1.33B | 1.64B | 1.86B |
Cash Flows (Annual)
Figures in USD.
| Metric | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 165.01M | 196.51M | 11.72M | 252.02M | 250.65M | 224.27M | 287.67M | 579.84M | - | 136.27M | 328.46M | 848.61M | 704.13M |
| Investing Cash Flow | -121.98M | -212.50M | 179.55M | -1.65M | -218.58M | 6.46M | -33.14M | -99.75M | - | -3.00M | -70.41M | -265.06M | 2.18M |
| Financing Cash Flow | -3.26M | -2.50M | -114.21M | 80.17M | -225.31M | -236.14M | -152.14M | -26.82M | - | -240.46M | -250.59M | -329.07M | -492.94M |
| Capital Expenditure | -2.24M | -4.67M | -9.38M | -14.42M | -7.72M | -6.73M | -20.72M | -14.15M | - | -50.73M | -66.73M | -39.70M | -22.31M |
| Free Cash Flow | 162.77M | 191.84M | 2.34M | 237.60M | 242.93M | 217.55M | 266.95M | 565.69M | - | 85.54M | 261.73M | 808.91M | 681.82M |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | -107.19M | 7.47M | 254.48M | 213.36M |
| Share Buybacks | - | - | 0 | 0 | 18.07M | 69.56M | 29.64M | 102.22M | 304.79M | 48.66M | 24.95M | 52.51M | 175.43M |
| Dividends Paid | 1.07M | 2.17M | 114.30M | 55.29M | 52.08M | 66.93M | 80.66M | 92.01M | 114.81M | 140.38M | 148.45M | 165.22M | 174.04M |
Ratios (Annual)
Figures in %.
| Metric | Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | 27.7% | 28.8% | 28.2% | 27.8% | 34.2% | 35.0% | 30.8% | 29.8% | 32.3% | - |
| Operating Margin % | - | - | - | 20.9% | 22.3% | 20.2% | 19.8% | 26.8% | 27.0% | 18.9% | 19.5% | 21.0% | 20.1% |
| Net Margin % | - | - | - | 12.4% | 17.9% | 14.7% | 15.9% | 20.5% | 19.3% | 14.0% | 14.6% | 16.7% | 16.3% |
| ROE % | 8.6% | 9.7% | 10.7% | 14.9% | 20.2% | 17.9% | 18.7% | 22.6% | 30.3% | 15.8% | 15.3% | 18.4% | 18.2% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 9.67% | 5.24M | $684.14M |
| 2 | Vanguard Portfolio Management LLC | 5.12% | 2.77M | $362.16M |
| 3 | Vanguard Capital Management LLC | 4.50% | 2.44M | $318.51M |
| 4 | Kayne Anderson Rudnick Investment Management LLC | 4.48% | 2.43M | $316.80M |
| 5 | Earnest Partners LLC | 4.01% | 2.17M | $283.65M |
| 6 | Royal Bank of Canada | 3.68% | 1.99M | $260.07M |
| 7 | State Street Corporation | 3.23% | 1.75M | $228.39M |
| 8 | Morgan Stanley | 3.12% | 1.69M | $220.66M |
| 9 | Geode Capital Management, LLC | 2.55% | 1.38M | $180.67M |
| 10 | Bank of Montreal /CAN/ | 2.40% | 1.30M | $169.80M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for HLI
A banker with more than 25 years’ experience joins Houlihan Lokey to lead Latin America. - Stock Titan
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Houlihan Lokey Down 21% YTD: Buy the Dip or Stay Cautious? - finance.yahoo.com
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$HLI stock is down 14% today. Here's what we see in our data. - Quiver Quantitative
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Why Houlihan Lokey (HLI) Stock Is Down Today - finance.yahoo.com
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HLI — Frequently Asked Questions
What is the current share price of Houlihan Lokey, Inc. (HLI)?
As of 2026-09-19 21:16 PDT, Houlihan Lokey, Inc. (HLI) trades at $135.39 on NYSE. Its 52-week range is $122.74 to $205.60.
What is the market capitalisation of HLI?
Houlihan Lokey, Inc. (HLI) has a market capitalisation of $7.34B on NYSE.
What is the P/E ratio of HLI?
HLI trades at a trailing price-to-earnings (P/E) ratio of 22.72. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 4.05.
Does HLI pay a dividend?
Houlihan Lokey, Inc. (HLI) currently offers a dividend yield of 2.11%.
What is the return on equity (ROE) of HLI?
HLI has a return on equity (ROE) of 17.79%.
Is HLI a good stock to buy?
This page provides a data-driven analysis of Houlihan Lokey, Inc. (HLI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.