Financial - Capital Markets
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HLI vs EVR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
HLI vs EVR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $10.27B | $13.21B |
| Revenue (TTM) | $2.39B | $3.88B |
| Net Income (TTM) | $448M | $592M |
| Gross Margin | 38.5% | 99.4% |
| Operating Margin | 21.0% | 20.5% |
| Forward P/E | 19.1x | 17.6x |
| Total Debt | $438M | $1.16B |
| Cash & Equiv. | $971M | $1.47B |
HLI vs EVR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Houlihan Lokey, Inc. (HLI) | 100 | 243.4 | +143.4% |
| Evercore Inc. (EVR) | 100 | 605.0 | +505.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HLI vs EVR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HLI carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 7 yrs, beta 0.94, yield 1.6%
- Lower volatility, beta 0.94, Low D/E 20.1%, current ratio 1.38x
- PEG 1.21 vs EVR's 1.56
EVR is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 29.5%, EPS growth 54.7%
- 6.1% 10Y total return vs HLI's 5.8%
- 29.5% NII/revenue growth vs HLI's 24.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 29.5% NII/revenue growth vs HLI's 24.8% | |
| Value | PEG 1.21 vs 1.56 | |
| Quality / Margins | Efficiency ratio 0.2% vs EVR's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.94 vs EVR's 1.90, lower leverage | |
| Dividends | 1.6% yield, 7-year raise streak, vs EVR's 1.0% | |
| Momentum (1Y) | +63.7% vs HLI's -8.2% | |
| Efficiency (ROA) | Efficiency ratio 0.2% vs EVR's 0.8% |
HLI vs EVR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HLI vs EVR — 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 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
EVR is the larger business by revenue, generating $3.9B annually — 1.6x HLI's $2.4B. Profitability is closely matched — net margins range from 16.7% (HLI) to 15.3% (EVR).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.4B | $3.9B |
| EBITDAEarnings before interest/tax | $591M | $804M |
| Net IncomeAfter-tax profit | $448M | $592M |
| Free Cash FlowCash after capex | $739M | $1.2B |
| Gross MarginGross profit ÷ Revenue | +38.5% | +99.4% |
| Operating MarginEBIT ÷ Revenue | +21.0% | +20.5% |
| Net MarginNet income ÷ Revenue | +16.7% | +15.3% |
| FCF MarginFCF ÷ Revenue | +33.9% | +30.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +22.3% | +44.2% |
Valuation Metrics
EVR leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 23.7x trailing earnings, EVR trades at a 6% valuation discount to HLI's 25.3x P/E. Adjusting for growth (PEG ratio), HLI offers better value at 1.61x vs EVR's 2.10x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $10.3B | $13.2B |
| Enterprise ValueMkt cap + debt − cash | $9.7B | $12.9B |
| Trailing P/EPrice ÷ TTM EPS | 25.30x | 23.73x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.12x | 17.63x |
| PEG RatioP/E ÷ EPS growth rate | 1.61x | 2.10x |
| EV / EBITDAEnterprise value multiple | 17.95x | 16.03x |
| Price / SalesMarket cap ÷ Revenue | 4.30x | 3.40x |
| Price / BookPrice ÷ Book value/share | 4.65x | 6.38x |
| Price / FCFMarket cap ÷ FCF | 12.70x | 11.17x |
Profitability & Efficiency
HLI leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
EVR delivers a 29.3% return on equity — every $100 of shareholder capital generates $29 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 EVR's 0.50x. On the Piotroski fundamental quality scale (0–9), HLI scores 7/9 vs EVR's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +20.1% | +29.3% |
| ROA (TTM)Return on assets | +11.9% | +14.1% |
| ROICReturn on invested capital | +15.5% | +18.8% |
| ROCEReturn on capital employed | +20.1% | +17.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.20x | 0.50x |
| Net DebtTotal debt minus cash | -$533M | -$311M |
| Cash & Equiv.Liquid assets | $971M | $1.5B |
| Total DebtShort + long-term debt | $438M | $1.2B |
| Interest CoverageEBIT ÷ Interest expense | — | 32.72x |
Total Returns (Dividends Reinvested)
EVR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in EVR five years ago would be worth $24,206 today (with dividends reinvested), compared to $23,585 for HLI. Over the past 12 months, EVR leads with a +63.7% total return vs HLI's -8.2%. The 3-year compound annual growth rate (CAGR) favors EVR at 47.1% vs HLI's 21.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -16.2% | -4.8% |
| 1-Year ReturnPast 12 months | -8.2% | +63.7% |
| 3-Year ReturnCumulative with dividends | +78.5% | +218.5% |
| 5-Year ReturnCumulative with dividends | +135.9% | +142.1% |
| 10-Year ReturnCumulative with dividends | +580.9% | +614.5% |
| CAGR (3Y)Annualised 3-year return | +21.3% | +47.1% |
Risk & Volatility
Evenly matched — HLI and EVR each lead in 1 of 2 comparable metrics.
Risk & Volatility
HLI is the less volatile stock with a 0.94 beta — it tends to amplify market swings less than EVR's 1.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVR currently trades 85.8% from its 52-week high vs HLI's 69.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.94x | 1.90x |
| 52-Week HighHighest price in past year | $211.78 | $388.71 |
| 52-Week LowLowest price in past year | $134.41 | $205.43 |
| % of 52W HighCurrent price vs 52-week peak | +69.5% | +85.8% |
| RSI (14)Momentum oscillator 0–100 | 41.5 | 48.3 |
| Avg Volume (50D)Average daily shares traded | 577K | 623K |
Analyst Outlook
HLI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates HLI as "Buy" and EVR as "Buy". Consensus price targets imply 35.8% upside for HLI (target: $200) vs 14.8% for EVR (target: $383). For income investors, HLI offers the higher dividend yield at 1.63% vs EVR's 0.98%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $200.00 | $382.67 |
| # AnalystsCovering analysts | 15 | 21 |
| Dividend YieldAnnual dividend ÷ price | +1.6% | +1.0% |
| Dividend StreakConsecutive years of raises | 7 | 0 |
| Dividend / ShareAnnual DPS | $2.41 | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | +5.0% |
HLI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). EVR leads in 2 (Valuation Metrics, Total Returns). 1 tied.
HLI vs EVR: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is HLI or EVR a better buy right now?
For growth investors, Evercore Inc.
(EVR) is the stronger pick with 29. 5% revenue growth year-over-year, versus 24. 8% for Houlihan Lokey, Inc. (HLI). Evercore Inc. (EVR) offers the better valuation at 23. 7x trailing P/E (17. 6x 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 — HLI or EVR?
On trailing P/E, Evercore Inc.
(EVR) is the cheapest at 23. 7x versus Houlihan Lokey, Inc. at 25. 3x. On forward P/E, Evercore Inc. is actually cheaper at 17. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Houlihan Lokey, Inc. wins at 1. 21x versus Evercore Inc. 's 1. 56x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — HLI or EVR?
Over the past 5 years, Evercore Inc.
(EVR) delivered a total return of +142. 1%, compared to +135. 9% for Houlihan Lokey, Inc. (HLI). Over 10 years, the gap is even starker: EVR returned +614. 5% versus HLI's +580. 9%. 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 — HLI or EVR?
By beta (market sensitivity over 5 years), Houlihan Lokey, Inc.
(HLI) is the lower-risk stock at 0. 94β versus Evercore Inc. 's 1. 90β — meaning EVR is approximately 103% 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 50% for Evercore Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — HLI or EVR?
By revenue growth (latest reported year), Evercore Inc.
(EVR) is pulling ahead at 29. 5% versus 24. 8% for Houlihan Lokey, Inc. (HLI). On earnings-per-share growth, the picture is similar: Evercore Inc. grew EPS 54. 7% year-over-year, compared to 41. 6% for Houlihan Lokey, Inc.. 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 — HLI or EVR?
Houlihan Lokey, Inc.
(HLI) is the more profitable company, earning 16. 7% net margin versus 15. 3% for Evercore Inc. — 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 20. 5% for EVR. At the gross margin level — before operating expenses — EVR leads at 99. 4%, 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.
07Is HLI or EVR more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Houlihan Lokey, Inc. (HLI) is the more undervalued stock at a PEG of 1. 21x versus Evercore Inc. 's 1. 56x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Evercore Inc. (EVR) trades at 17. 6x forward P/E versus 19. 1x for Houlihan Lokey, Inc. — 1. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLI: 35. 8% to $200. 00.
08Which pays a better dividend — HLI or EVR?
All stocks in this comparison pay dividends.
Houlihan Lokey, Inc. (HLI) offers the highest yield at 1. 6%, versus 1. 0% for Evercore Inc. (EVR).
09Is HLI or EVR 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. 94), 1. 6% yield, +580. 9% 10Y return). Evercore Inc. (EVR) carries a higher beta of 1. 90 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HLI: +580. 9%, EVR: +614. 5%), 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.
10What are the main differences between HLI and EVR?
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.
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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