HLI · Houlihan Lokey Inc
Price
Snapshot
50 fields · last close| Market Cap | $9.11B |
| P/E | 22.47 |
| Float | 54.09M |
| Beta | 0.94 |
| Volatility | 23.5% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Mid cap |
| Macro sensitivity | Moderate |
| Clavix score | 76.2 |
| Price | 129.16 |
| Change | −0.90% |
| Prev Close | 130.33 |
| Open | 127.56 |
| Day Low | 127.49 |
| Day High | 131.88 |
| Avg Vol | 1 |
| Avg $ Vol | $101.3M |
| 52W High | 204.18 |
| 52W Low | 112.83 |
| 52W Pos | 17.9% |
| From High | −36.74% |
| From Low | +14.47% |
| Max DD 1Y | −38.99% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | +0.89% |
| SMA 50 | −0.75% |
| SMA 200 | −11.87% |
| RSI (14) | 52.1 |
| Vol 30D | 28.4% |
| Vol 90D | 34.7% |
| 1Y Range | 113–204 |
| Daily bars | 538 |
| Perf Week | +0.62% |
| Perf Month | −1.72% |
| Perf Quarter | −6.49% |
| Perf Half Y | −18.98% |
| Perf Year | −31.47% |
| Perf YTD | −26.76% |
| Prev Day | −0.90% |
| Clavix | B |
| Debt / Eq | 0.09 |
| Curr Ratio | 0.97 |
| Int Cover | 1,826.9× |
| FCF Margin | 26.1% |
| Rev Growth | +9.6% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 32 / 69 |
Clavix risk grade
regraded every trading dayHLI grades B, 76.2 of 100. Steadiest on Macro Resilience (67), most exposed on Sector Resilience (54, mixed). 2 of the 4 weighted dimensions sit above the Financial Services median. Ranks 32 of 69 in Financial Services by Clavix score.
How rough the ride is
| HLI | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 0.94 | 1.21 |
| Volatilityannualized | 23.5% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −39.0% | — |
| Typical daily movemedian absolute daily change | 1.02% | — |
| Days beyond ±3%of the last 252 sessions | 23 (9%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| HLI | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.94 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate | Moderate 40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| HLI | |
|---|---|
| 1 week | +0.6% |
| 1 month | −1.7% |
| Year to date | −26.8% |
| 1 year | −31.5% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| HLI | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 19 Aug |
| Average score0 most bearish, 100 most bullish | 61 |
| Bullish · bearisharticles above 60 · below 40 | 21 · 4 |
| Directionarticles whose tone is improving vs worsening | 21 ↑ 4 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| HLI | |
|---|---|
| Revenue growthyear over year | +9.6% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openHoulihan Lokey led M&A financial advisers by number of deals in the first three quarters of 2026, advising on 250 deals and holding on to its top-by-volume spot from the same period in 2025. Goldman Sachs led by total deal value at $687.6 billion, followed by Morgan Stanley ($659.9B) and JPMorgan ($492.5B).
Zacks Research raised its rating on Houlihan Lokey (HLI) from "strong sell" to "hold" in a research note issued on Tuesday. No reason for the change or other detail was given.
Shares of Houlihan Lokey (HLI) rose 4.1% after Citizens upgraded the stock from Market Perform to Outperform with a $175 price target. Citizens cited shares trading below their historical valuation and said the outlook is strengthening in financial restructuring and advisory work, with Q2 backlog and new business hitting records.
Houlihan Lokey hired Jane Ma as Managing Director in its Financial Services Group (focused on alternative asset management) and Chris McMillan as Managing Director in its FinTech Group (focused on digital assets). Board member Todd J. Carter resigned, creating a board vacancy.
Houlihan Lokey appointed Jane Ma as a Managing Director in its Financial Services Group in New York, with her main focus on advising alternative asset managers and coverage spanning wealth management and financial technology.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| VIRT | Virtu Financial Inc | B | $8.82B | 16.08 | 0.70 | Compare |
| EVR | Evercore Inc | B- | $9.70B | 13.04 | 1.50 | Compare |
| SF | Stifel Financial Corp | B+ | $10.09B | 10.55 | 1.03 | Compare |
| JEF | Jefferies Financial Group Inc | B- | $10.34B | 11.02 | 1.54 | Compare |
| JKHY | Jack Henry & Associates Inc | A- | $10.85B | 21.67 | 0.56 | Compare |
| FDS | Factset Research Systems Inc | B- | $11.11B | 20.78 | 0.74 | Compare |
| CHYM | Chime Financial Inc | C- | $11.53B | — | 2.04 | Compare |
| ALLY | Ally Financial Inc | B+ | $11.55B | 7.86 | 1.18 | Compare |
You just read one holding. Clavix reads the whole portfolio.
Every position you own, graded on the same five dimensions, with an alert when a grade moves. 1 month free on iPhone.