(HLI) Houlihan Lokey - Performance 29% in 12m
Compare HLI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
84.56%
#13 in Group
Rel. Strength
81.54%
#1474 in Universe
Total Return 12m
28.96%
#25 in Group
Total Return 5y
207.49%
#27 in Group
P/E 31.1
93th Percentile in Group
P/E Forward 24.3
82th Percentile in Group
PEG 6.54
76th Percentile in Group
FCF Yield 6.22%
77th Percentile in Group
12m Total Return: HLI (29%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
Performance Comparison: HLI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HLI
| Total Return (including Dividends) | HLI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.36% | -2.11% | -0.87% |
| 3 Months | -10.51% | -4.92% | -7.58% |
| 12 Months | 28.96% | 22.69% | 11.88% |
| 5 Years | 207.49% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | HLI | XLF | S&P 500 |
| 1 Month | 31.7% | 27.8% | 23% |
| 3 Months | -79.3% | -81% | -88.5% |
| 12 Months | 67.2% | 83.7% | 55.1% |
| 5 Years | 91.5% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #27 | 2.52% | 1.24% |
| 3 Month | #34 | -5.88% | -3.18% |
| 12 Month | #25 | 5.11% | 15.3% |
| 5 Years | #28 | 25.6% | 46.2% |
FAQs
Does HLI Houlihan Lokey outperforms the market?
Yes,
over the last 12 months HLI made 28.96%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months HLI made -10.51%, while XLF made -4.92%.
Over the last 3 months HLI made -10.51%, while XLF made -4.92%.
Performance Comparison HLI vs Indeces and Sectors
HLI vs. Indices HLI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.65% | 1.23% | -3.73% | 17.1% |
| US NASDAQ 100 | QQQ | -0.38% | -1.04% | -4.16% | 16.3% |
| US Dow Jones Industrial 30 | DIA | 1.59% | 3.54% | -3.64% | 19.8% |
| German DAX 40 | DAX | 1.88% | -0.96% | -23.3% | 4.28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.61% | 3.18% | -0.74% | 23.0% |
| Hongkong Hang Seng | HSI | 1.64% | 0.30% | -5.65% | 15.1% |
| India NIFTY 50 | INDA | 3.49% | -3.70% | -4.02% | 25.9% |
| Brasil Bovespa | EWZ | 1.45% | -4.24% | -7.43% | 34.8% |
HLI vs. Sectors HLI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.40% | 1.41% | -9.86% | 5.0% |
| Consumer Discretionary | XLY | 0.57% | 0.46% | -6.24% | 15.6% |
| Consumer Staples | XLP | 4.15% | 0.16% | -9.04% | 17.8% |
| Energy | XLE | 5.13% | 14.2% | 2.06% | 40.1% |
| Financial | XLF | 2.04% | 2.47% | -11.3% | 6.27% |
| Health Care | XLV | 0.73% | 4.15% | -2.04% | 27.2% |
| Industrial | XLI | 0.23% | 0.25% | -4.44% | 19.4% |
| Materials | XLB | 1.26% | 2.79% | 3.68% | 32.5% |
| Real Estate | XLRE | 2.17% | 1.67% | -2.84% | 10.9% |
| Technology | XLK | -1.80% | -1.33% | -0.39% | 21.2% |
| Utilities | XLU | 3.49% | 0.30% | -5.85% | 7.13% |
| Aerospace & Defense | XAR | -0.30% | -6.03% | -17.3% | 2.39% |
| Biotech | XBI | -0.65% | -1.92% | 8.91% | 30.8% |
| Homebuilder | XHB | 1.34% | 2.63% | 11.1% | 36.0% |
| Retail | XRT | 2.22% | 0.92% | 1.84% | 31.7% |