(HLI) Houlihan Lokey - Performance 8.3% in 12m
Compare HLI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.22%
#10 in Group
Rel. Strength
77.55%
#1765 in Universe
Total Return 12m
8.29%
#30 in Group
Total Return 5y
178.52%
#27 in Group
P/E 29.3
90th Percentile in Group
P/E Forward 20.9
74th Percentile in Group
PEG 6.54
72th Percentile in Group
FCF Yield 6.59%
76th Percentile in Group
12m Total Return: HLI (8.3%) vs XLF (6.8%)
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 |
-7.68% | 10.3% | 437% | 20.2 | 14.9 | 1.13 | 70.0% | 23% |
| PJT NYSE PJT Partners |
-14.2% | 30.3% | 210% | 25.7 | 19.9 | 1.36 | 3.40% | 17.2% |
| RJF NYSE Raymond James Financial |
-8.94% | -2.58% | 200% | 12.1 | 11.6 | 1.51 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.5% | 0.19% | 180% | 13.8 | 10.1 | 0.85 | -2.10% | 12% |
| EVR NYSE Evercore Partners |
-13.9% | -15.2% | 236% | 18.1 | 12.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-17.5% | -10.4% | 135% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
-1.84% | -2.01% | 116% | 25 | 17.8 | 0.99 | -13.0% | 6.41% |
| LAZ NYSE Lazard |
-25.5% | -15.5% | 67.3% | 14.4 | 12.5 | 1 | -45.3% | 2.29% |
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 | -8.31% | -8.21% | -11.17% |
| 3 Months | -18.08% | -9.10% | -15.52% |
| 12 Months | 8.29% | 6.84% | -3.07% |
| 5 Years | 178.52% | 114.03% | 93.71% |
| Trend Score (consistency of price movement) | HLI | XLF | S&P 500 |
| 1 Month | -16.9% | 0.9% | -27.7% |
| 3 Months | -74.6% | -31.8% | -70.8% |
| 12 Months | 79.3% | 90.7% | 76.4% |
| 5 Years | 91.6% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #33 | -0.12% | 3.21% |
| 3 Month | #38 | -9.88% | -3.02% |
| 12 Month | #31 | 1.36% | 11.7% |
| 5 Years | #28 | 30.1% | 43.8% |
FAQs
Does HLI Houlihan Lokey outperforms the market?
Yes,
over the last 12 months HLI made 8.29%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 6.84%.
Over the last 3 months HLI made -18.08%, while XLF made -9.10%.
Over the last 3 months HLI made -18.08%, while XLF made -9.10%.
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 | -2.22% | 2.86% | -0.21% | 11.4% |
| US NASDAQ 100 | QQQ | -1.74% | 3.55% | 1.66% | 13.3% |
| US Dow Jones Industrial 30 | DIA | -3.45% | 1.77% | -3.19% | 9.96% |
| German DAX 40 | DAX | -3.85% | 1.96% | -19.4% | -1.91% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.18% | 3.07% | 8.20% | 9.51% |
| Hongkong Hang Seng | HSI | 0.60% | 7.01% | 4.27% | 6.63% |
| India NIFTY 50 | INDA | -10.0% | -9.96% | 0.21% | 13.8% |
| Brasil Bovespa | EWZ | -3.39% | -4.77% | 2.31% | 30.4% |
HLI vs. Sectors HLI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.96% | 3.35% | -8.79% | 2.75% |
| Consumer Discretionary | XLY | -2.10% | 2.53% | -2.97% | 9.75% |
| Consumer Staples | XLP | -7.07% | -1.14% | -8.45% | 2.75% |
| Energy | XLE | 4.96% | 4.23% | 1.66% | 27.3% |
| Financial | XLF | -2.0% | -0.10% | -10.7% | 1.45% |
| Health Care | XLV | -6.49% | 1.29% | -1.39% | 13.6% |
| Industrial | XLI | -2.04% | 3.32% | 0.33% | 14.1% |
| Materials | XLB | 0.22% | 4.91% | 7.54% | 26.7% |
| Real Estate | XLRE | -2.26% | 2.97% | -0.09% | 9.17% |
| Technology | XLK | -0.13% | 5.65% | 7.84% | 20.5% |
| Utilities | XLU | -6.18% | -2.51% | -6.42% | -6.55% |
| Aerospace & Defense | XAR | -4.81% | -1.95% | -6.62% | 0.68% |
| Biotech | XBI | -3.02% | 10.8% | 15.1% | 31.0% |
| Homebuilder | XHB | -3.01% | 5.68% | 15.5% | 27.7% |
| Retail | XRT | -2.59% | 3.33% | 4.11% | 23.9% |