Houlihan Lokey, Inc. HLI
Composite 56/100; the shares have moved about 33% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Momentum ranks 26/100 — a moderate mark against it.
Balance-sheet strength ranks 76/100 — a strong point in its favour. Quality ranks 73/100 — a moderate point in its favour. Income ranks 60/100 — a slight point in its favour.
Momentum ranks 26/100 — a moderate mark against it. Valuation ranks 43/100 — a slight mark against it. Growth ranks 47/100 — a slight mark against it.
What the company does Houlihan Lokey, Inc. (HLI) is a global investment banking firm offering M&A advisory, capital markets, financial restructuring, and valuation services across Corporate Finance, Financial Restructuring, and Financial & Valuation Advisory segments.
Key financials HLI reports strong profitability metrics: ROE 18.3%, ROA 10.4%, ROCE 19.7%, and gross/operating/net margins of 94.3%/22.5%/16.3%. Revenue and EPS growth are negative at -4.6% and -16.6%, respectively, with a dividend yield of 1.7% and payout ratio of 38.6%.
Stock health Momentum is weak: -17.32% (3m), -28.29% (6m), -32.04% (12m), and -38.66% below its 52-week high. The Sideravia Score of 52.4 reflects strong quality (73.9) but weak momentum (21.5) and growth (20.2).
Price vs fair value HLI trades at a PREMIUM of 29.70% to our fair-value estimate of 90.16 and a discount of 32.27% to the analyst 12-month target of 169.75. - Missed Q1 earnings and revenue estimates (Zacks, MarketBeat) - Stock drops after Q2 sales below analyst estimates (StockStory) - Goldman Sachs leads M&A by value, Houlihan by volume (Private Banker International)
Looking forward Forward P/E is 18.69 (PEG 0.92), suggesting reasonable valuation relative to growth. Analysts see potential upside to 169.75, but near-term momentum remains weak.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.