HLI · Houlihan Lokey, Inc.
Price & Indicators
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Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| # of Closed transactions | 127 | Q1 FY2027 | — |
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| # of Closed transactions (Financial Restructuring) | 23 | Q1 FY2027 | — |
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| # of Fee Events | 1,042 | Q1 FY2027 | — |
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| # of Managing Directors | 260 | Q1 FY2027 | — |
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| # of Managing Directors (Financial and Valuation Advisory) | 47 | Q1 FY2027 | — |
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| # of Managing Directors (Financial Restructuring) | 58 | Q1 FY2027 | — |
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| Adjusted compensation ratio non-GAAP | 61.5% | Q1 FY2027 | — |
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| Adjusted effective tax rate non-GAAP | 12.6% | Q1 FY2027 | — |
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| Share repurchases | 348K | Q1 FY2027 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HLI
this stock
Houlihan Lokey, Inc.
|
$9.09B | -25.3% | +9.5% | 21.9 | 3.1% |
|
MS
Morgan Stanley
|
$342.71B | +20.7% | +5.5% | 17.6 | 0.8% |
|
GS
Goldman Sachs Group Inc
|
$297.48B | +16.2% | +8.9% | 15.8 | 2.1% |
|
SCHW
Schwab Charles Corp
|
$192.99B | +11.0% | +22.0% | 20.3 | 1.2% |
|
HOOD
Robinhood Markets, Inc.
|
$86.11B | -15.3% | +51.6% | 42.4 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HLI | +5.4% | -6.7% | -23.1% | +3.7% | -25.3% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +5.8% | -9.6% | -34.6% | +0.7% | -38.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.