(HLI) Houlihan Lokey - Performance 28.6% in 12m
Compare HLI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
84.80%
#11 in Group
Rel. Strength
82.31%
#1413 in Universe
Total Return 12m
28.59%
#25 in Group
Total Return 5y
211.23%
#25 in Group
P/E 28.9
93th Percentile in Group
P/E Forward 23.3
76th Percentile in Group
PEG 6.54
76th Percentile in Group
FCF Yield 6.69%
77th Percentile in Group
12m Total Return: HLI (28.6%) vs XLF (21.3%)
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 |
-2.39% | 17.1% | 432% | 22.4 | 16.7 | 1.36 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-0.22% | 13.7% | 254% | 13.2 | 12.9 | 1.68 | 68.8% | 14.3% |
| PJT NYSE PJT Partners |
2.6% | 49.6% | 226% | 27.5 | 25 | 1.36 | 15.8% | 36.6% |
| SF NYSE Stifel Financial |
-8.54% | 8.66% | 233% | 16.4 | 10.1 | 0.85 | -15.2% | 10.6% |
| EVR NYSE Evercore Partners |
-0.36% | 9.09% | 346% | 21.7 | 20.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-8.65% | 10.7% | 146% | 23.9 | 27.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
3.81% | 10.5% | 139% | 24.2 | 18.9 | 1 | 4.60% | 11.9% |
| LAZ NYSE Lazard |
-9.95% | 3.22% | 99.4% | 14.6 | 15.5 | 1 | -51.8% | -14.2% |
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 | 0.45% | -2.29% | -0.91% |
| 3 Months | -9.48% | -4.74% | -7.61% |
| 12 Months | 28.59% | 21.27% | 10.06% |
| 5 Years | 211.23% | 142.23% | 110.82% |
| Trend Score (consistency of price movement) | HLI | XLF | S&P 500 |
| 1 Month | 12.6% | 5.8% | 1.2% |
| 3 Months | -81.6% | -81.8% | -89.2% |
| 12 Months | 67.9% | 84.1% | 56.2% |
| 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 | #26 | 2.80% | 1.36% |
| 3 Month | #32 | -4.97% | -2.02% |
| 12 Month | #26 | 6.04% | 16.8% |
| 5 Years | #27 | 28.5% | 47.6% |
FAQs
Does HLI Houlihan Lokey outperforms the market?
Yes,
over the last 12 months HLI made 28.59%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months HLI made -9.48%, while XLF made -4.74%.
Over the last 3 months HLI made -9.48%, while XLF made -4.74%.
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 | -0.46% | 1.36% | 2.04% | 18.5% |
| US NASDAQ 100 | QQQ | -2.32% | -0.96% | 2.56% | 18.0% |
| US Dow Jones Industrial 30 | DIA | 1.27% | 3.90% | 1.27% | 21.3% |
| German DAX 40 | DAX | -0.66% | -0.66% | -17.1% | 5.46% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.48% | 3.05% | 3.11% | 23.6% |
| Hongkong Hang Seng | HSI | 2.89% | 2.45% | 1.01% | 18.4% |
| India NIFTY 50 | INDA | 4.60% | -3.55% | 0.31% | 25.9% |
| Brasil Bovespa | EWZ | -1.13% | -5.39% | -3.54% | 35.5% |
HLI vs. Sectors HLI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.78% | 1.53% | -6.03% | 6.73% |
| Consumer Discretionary | XLY | -2.26% | -0.37% | -1.95% | 17.0% |
| Consumer Staples | XLP | 5.89% | 0.98% | -4.41% | 18.7% |
| Energy | XLE | 3.02% | 11.9% | 2.22% | 39.9% |
| Financial | XLF | 1.47% | 2.74% | -6.62% | 7.32% |
| Health Care | XLV | 1.55% | 5.06% | 3.29% | 27.8% |
| Industrial | XLI | 0.14% | 1.05% | 1.09% | 21.5% |
| Materials | XLB | 2.11% | 3.38% | 8.38% | 34.3% |
| Real Estate | XLRE | 2.96% | 2.22% | 2.48% | 13.2% |
| Technology | XLK | -3.98% | -0.82% | 8.01% | 23.7% |
| Utilities | XLU | 3.0% | -0.12% | -3.64% | 6.78% |
| Aerospace & Defense | XAR | -2.81% | -6.49% | -10.6% | 2.57% |
| Biotech | XBI | -0.79% | -0.51% | 14.9% | 32.7% |
| Homebuilder | XHB | 2.82% | 3.55% | 16.1% | 38.1% |
| Retail | XRT | 1.98% | 0.58% | 5.90% | 32.8% |