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BRBI vs HLI
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
BRBI vs HLI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Financial - Capital Markets |
| Market Cap | $925M | $9.72B |
| Revenue (TTM) | $7.41B | $2.39B |
| Net Income (TTM) | $194M | $448M |
| Gross Margin | 5.9% | 38.5% |
| Operating Margin | 3.2% | 21.0% |
| Forward P/E | 24.2x | 17.8x |
| Total Debt | $9.93B | $438M |
| Cash & Equiv. | $575M | $971M |
BRBI vs HLI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| BRBI BR Partners S.… (BRBI) | 100 | 11600000.0 | +11599900.0% |
| Houlihan Lokey, Inc. (HLI) | 100 | 246.4 | +146.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BRBI vs HLI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BRBI is the clearest fit if your priority is long-term compounding.
- 630.1% 10Y total return vs HLI's 5.4%
- Efficiency ratio 0.0% vs HLI's 0.2% (lower = leaner)
- Efficiency ratio 0.0% vs HLI's 0.2%
HLI carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 11 yrs, beta 0.85, yield 1.7%
- Rev growth 24.8%, EPS growth 41.6%
- Lower volatility, beta 0.85, Low D/E 20.1%, current ratio 1.38x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 24.8% NII/revenue growth vs BRBI's 13.1% | |
| Value | Lower P/E (17.8x vs 24.2x) | |
| Quality / Margins | Efficiency ratio 0.0% vs HLI's 0.2% (lower = leaner) | |
| Stability / Safety | Beta 0.85 vs BRBI's 1.02, lower leverage | |
| Dividends | 1.7% yield; 11-year raise streak; the other pay no meaningful dividend | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs HLI's 0.2% |
BRBI vs HLI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BRBI vs HLI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
HLI leads this category, winning 4 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
BRBI is the larger business by revenue, generating $7.4B annually — 3.1x HLI's $2.4B. HLI is the more profitable business, keeping 16.7% of every revenue dollar as net income compared to BRBI's 2.6%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $7.4B | $2.4B |
| EBITDAEarnings before interest/tax | — | $609M |
| Net IncomeAfter-tax profit | — | $448M |
| Free Cash FlowCash after capex | — | $739M |
| Gross MarginGross profit ÷ Revenue | +5.9% | +38.5% |
| Operating MarginEBIT ÷ Revenue | +3.2% | +21.0% |
| Net MarginNet income ÷ Revenue | +2.6% | +16.7% |
| FCF MarginFCF ÷ Revenue | +1.2% | +33.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +22.3% |
Valuation Metrics
HLI leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 23.9x trailing earnings, HLI trades at a 1% valuation discount to BRBI's 24.2x P/E. On an enterprise value basis, HLI's 16.9x EV/EBITDA is more attractive than BRBI's 56.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $925M | $9.7B |
| Enterprise ValueMkt cap + debt − cash | $2.8B | $9.2B |
| Trailing P/EPrice ÷ TTM EPS | 24.25x | 23.93x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.80x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.52x |
| EV / EBITDAEnterprise value multiple | 56.89x | 16.92x |
| Price / SalesMarket cap ÷ Revenue | 0.63x | 4.07x |
| Price / BookPrice ÷ Book value/share | 5.84x | 4.40x |
| Price / FCFMarket cap ÷ FCF | 53.76x | 12.01x |
Profitability & Efficiency
HLI leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
BRBI delivers a 23.8% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $20 for HLI. HLI carries lower financial leverage with a 0.20x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRBI's 12.34x. On the Piotroski fundamental quality scale (0–9), HLI scores 7/9 vs BRBI's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +23.8% | +20.1% |
| ROA (TTM)Return on assets | +1.5% | +11.9% |
| ROICReturn on invested capital | +2.0% | +15.5% |
| ROCEReturn on capital employed | +2.3% | +20.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 12.34x | 0.20x |
| Net DebtTotal debt minus cash | $9.4B | -$533M |
| Cash & Equiv.Liquid assets | $575M | $971M |
| Total DebtShort + long-term debt | $9.9B | $438M |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (Dividends Reinvested)
BRBI leads this category, winning 2 of 2 comparable metrics.
Total Returns (Dividends Reinvested)
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -14.4% | -20.3% |
| 1-Year ReturnPast 12 months | — | -19.0% |
| 3-Year ReturnCumulative with dividends | — | +63.0% |
| 5-Year ReturnCumulative with dividends | — | +98.2% |
| 10-Year ReturnCumulative with dividends | +63005.7% | +538.1% |
| CAGR (3Y)Annualised 3-year return | — | +17.7% |
Risk & Volatility
HLI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
HLI is the less volatile stock with a 0.85 beta — it tends to amplify market swings less than BRBI's 1.02 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HLI currently trades 65.8% from its 52-week high vs BRBI's 17.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.02x | 0.85x |
| 52-Week HighHighest price in past year | $67.01 | $211.78 |
| 52-Week LowLowest price in past year | $0.00 | $134.41 |
| % of 52W HighCurrent price vs 52-week peak | +17.5% | +65.8% |
| RSI (14)Momentum oscillator 0–100 | 38.1 | 37.3 |
| Avg Volume (50D)Average daily shares traded | 2K | 593K |
Analyst Outlook
HLI leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
HLI is the only dividend payer here at 1.73% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $188.00 |
| # AnalystsCovering analysts | — | 15 |
| Dividend YieldAnnual dividend ÷ price | — | +1.7% |
| Dividend StreakConsecutive years of raises | 1 | 11 |
| Dividend / ShareAnnual DPS | — | $2.41 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.5% |
HLI leads in 5 of 6 categories (Income & Cash Flow, Valuation Metrics). BRBI leads in 1 (Total Returns).
BRBI vs HLI: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BRBI or HLI a better buy right now?
For growth investors, Houlihan Lokey, Inc.
(HLI) is the stronger pick with 24. 8% revenue growth year-over-year, versus 13. 1% for BRBI BR Partners S. A. ADSs (BRBI). Houlihan Lokey, Inc. (HLI) offers the better valuation at 23. 9x trailing P/E (17. 8x forward), making it the more compelling value choice. Analysts rate Houlihan Lokey, Inc. (HLI) a "Buy" — based on 15 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BRBI or HLI?
On trailing P/E, Houlihan Lokey, Inc.
(HLI) is the cheapest at 23. 9x versus BRBI BR Partners S. A. ADSs at 24. 2x.
03Which is the better long-term investment — BRBI or HLI?
Over 10 years, the gap is even starker: BRBI returned +414.
7% versus HLI's +534. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BRBI or HLI?
By beta (market sensitivity over 5 years), Houlihan Lokey, Inc.
(HLI) is the lower-risk stock at 0. 85β versus BRBI BR Partners S. A. ADSs's 1. 02β — meaning BRBI is approximately 20% more volatile than HLI relative to the S&P 500. On balance sheet safety, Houlihan Lokey, Inc. (HLI) carries a lower debt/equity ratio of 20% versus 12% for BRBI BR Partners S. A. ADSs — giving it more financial flexibility in a downturn.
05Which is growing faster — BRBI or HLI?
By revenue growth (latest reported year), Houlihan Lokey, Inc.
(HLI) is pulling ahead at 24. 8% versus 13. 1% for BRBI BR Partners S. A. ADSs (BRBI). On earnings-per-share growth, the picture is similar: Houlihan Lokey, Inc. grew EPS 41. 6% year-over-year, compared to 24. 9% for BRBI BR Partners S. A. ADSs. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BRBI or HLI?
Houlihan Lokey, Inc.
(HLI) is the more profitable company, earning 16. 7% net margin versus 2. 6% for BRBI BR Partners S. A. ADSs — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLI leads at 21. 0% versus 3. 2% for BRBI. At the gross margin level — before operating expenses — HLI leads at 38. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — BRBI or HLI?
In this comparison, HLI (1.
7% yield) pays a dividend. BRBI does not pay a meaningful dividend and should not be held primarily for income.
08Is BRBI or HLI better for a retirement portfolio?
For long-horizon retirement investors, Houlihan Lokey, Inc.
(HLI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 85), 1. 7% yield, +534. 0% 10Y return). Both have compounded well over 10 years (HLI: +534. 0%, BRBI: +414. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BRBI and HLI?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BRBI is a small-cap quality compounder stock; HLI is a small-cap high-growth stock. HLI pays a dividend while BRBI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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