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Stock Comparison

EVR vs HLI

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
EVR
Evercore Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$12.92B
5Y Perf.+491.9%
HLI
Houlihan Lokey, Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$10.31B
5Y Perf.+148.3%

EVR vs HLI — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
EVR logoEVR
HLI logoHLI
IndustryFinancial - Capital MarketsFinancial - Capital Markets
Market Cap$12.92B$10.31B
Revenue (TTM)$3.88B$2.39B
Net Income (TTM)$592M$448M
Gross Margin99.4%38.5%
Operating Margin20.5%21.0%
Forward P/E17.2x19.5x
Total Debt$1.16B$438M
Cash & Equiv.$1.47B$971M

EVR vs HLILong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

EVR
HLI
StockMay 20May 26Return
Evercore Inc. (EVR)100591.9+491.9%
Houlihan Lokey, Inc. (HLI)100248.3+148.3%

Price return only. Dividends and distributions are not included.

Quick Verdict: EVR vs HLI

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: HLI leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Evercore Inc. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
EVR
Evercore Inc.
The Banking Pick

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 6.0%
  • 29.5% NII/revenue growth vs HLI's 24.8%
Best for: growth exposure and long-term compounding
HLI
Houlihan Lokey, Inc.
The Banking Pick

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 1.24 vs EVR's 1.52
Best for: income & stability and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthEVR logoEVR29.5% NII/revenue growth vs HLI's 24.8%
ValueEVR logoEVRLower P/E (17.2x vs 19.5x)
Quality / MarginsHLI logoHLIEfficiency ratio 0.2% vs EVR's 0.8% (lower = leaner)
Stability / SafetyHLI logoHLIBeta 0.94 vs EVR's 1.90, lower leverage
DividendsHLI logoHLI1.6% yield, 7-year raise streak, vs EVR's 1.0%
Momentum (1Y)EVR logoEVR+55.5% vs HLI's -7.1%
Efficiency (ROA)HLI logoHLIEfficiency ratio 0.2% vs EVR's 0.8%

EVR vs HLI — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

EVREvercore Inc.
FY 2025
Investment Banking and Equities
97.7%$3.8B
Investment Management
2.3%$88M
HLIHoulihan Lokey, Inc.
FY 2025
Corporate Finance
63.9%$1.5B
Financial Restructuring
22.8%$544M
Financial Advisory Services
13.3%$318M

EVR vs HLI — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLHLILAGGINGEVR

Income & Cash Flow (Last 12 Months)

HLI leads this category, winning 3 of 5 comparable metrics.

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).

MetricEVR logoEVREvercore Inc.HLI logoHLIHoulihan Lokey, I…
RevenueTrailing 12 months$3.9B$2.4B
EBITDAEarnings before interest/tax$804M$591M
Net IncomeAfter-tax profit$592M$448M
Free Cash FlowCash after capex$1.2B$739M
Gross MarginGross profit ÷ Revenue+99.4%+38.5%
Operating MarginEBIT ÷ Revenue+20.5%+21.0%
Net MarginNet income ÷ Revenue+15.3%+16.7%
FCF MarginFCF ÷ Revenue+30.5%+33.9%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+44.2%+22.3%
HLI leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

EVR leads this category, winning 5 of 7 comparable metrics.

At 23.2x trailing earnings, EVR trades at a 10% valuation discount to HLI's 25.8x P/E. Adjusting for growth (PEG ratio), HLI offers better value at 1.64x vs EVR's 2.05x — a lower PEG means you pay less per unit of expected earnings growth.

MetricEVR logoEVREvercore Inc.HLI logoHLIHoulihan Lokey, I…
Market CapShares × price$12.9B$10.3B
Enterprise ValueMkt cap + debt − cash$12.6B$9.8B
Trailing P/EPrice ÷ TTM EPS23.21x25.80x
Forward P/EPrice ÷ next-FY EPS est.17.24x19.50x
PEG RatioP/E ÷ EPS growth rate2.05x1.64x
EV / EBITDAEnterprise value multiple15.67x18.01x
Price / SalesMarket cap ÷ Revenue3.33x4.32x
Price / BookPrice ÷ Book value/share6.24x4.74x
Price / FCFMarket cap ÷ FCF10.92x12.75x
EVR leads this category, winning 5 of 7 comparable metrics.

Profitability & Efficiency

HLI leads this category, winning 5 of 8 comparable metrics.

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.

MetricEVR logoEVREvercore Inc.HLI logoHLIHoulihan Lokey, I…
ROE (TTM)Return on equity+29.3%+19.5%
ROA (TTM)Return on assets+14.1%+11.4%
ROICReturn on invested capital+18.8%+15.5%
ROCEReturn on capital employed+17.6%+20.1%
Piotroski ScoreFundamental quality 0–967
Debt / EquityFinancial leverage0.50x0.20x
Net DebtTotal debt minus cash-$311M-$533M
Cash & Equiv.Liquid assets$1.5B$971M
Total DebtShort + long-term debt$1.2B$438M
Interest CoverageEBIT ÷ Interest expense32.72x
HLI leads this category, winning 5 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

EVR leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in HLI five years ago would be worth $24,223 today (with dividends reinvested), compared to $23,880 for EVR. Over the past 12 months, EVR leads with a +55.5% total return vs HLI's -7.1%. The 3-year compound annual growth rate (CAGR) favors EVR at 45.7% vs HLI's 21.6% — a key indicator of consistent wealth creation.

MetricEVR logoEVREvercore Inc.HLI logoHLIHoulihan Lokey, I…
YTD ReturnYear-to-date-6.9%-14.5%
1-Year ReturnPast 12 months+55.5%-7.1%
3-Year ReturnCumulative with dividends+209.1%+79.9%
5-Year ReturnCumulative with dividends+138.8%+142.2%
10-Year ReturnCumulative with dividends+605.7%+599.6%
CAGR (3Y)Annualised 3-year return+45.7%+21.6%
EVR leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — EVR and HLI each lead in 1 of 2 comparable metrics.

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 83.9% from its 52-week high vs HLI's 70.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricEVR logoEVREvercore Inc.HLI logoHLIHoulihan Lokey, I…
Beta (5Y)Sensitivity to S&P 5001.90x0.94x
52-Week HighHighest price in past year$388.71$211.78
52-Week LowLowest price in past year$205.43$134.41
% of 52W HighCurrent price vs 52-week peak+83.9%+70.9%
RSI (14)Momentum oscillator 0–10043.042.0
Avg Volume (50D)Average daily shares traded628K562K
Evenly matched — EVR and HLI each lead in 1 of 2 comparable metrics.

Analyst Outlook

HLI leads this category, winning 2 of 2 comparable metrics.

Wall Street rates EVR as "Buy" and HLI as "Buy". Consensus price targets imply 33.2% upside for HLI (target: $200) vs 17.3% for EVR (target: $383). For income investors, HLI offers the higher dividend yield at 1.60% vs EVR's 1.00%.

MetricEVR logoEVREvercore Inc.HLI logoHLIHoulihan Lokey, I…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$382.67$200.00
# AnalystsCovering analysts2115
Dividend YieldAnnual dividend ÷ price+1.0%+1.6%
Dividend StreakConsecutive years of raises07
Dividend / ShareAnnual DPS$3.25$2.41
Buyback YieldShare repurchases ÷ mkt cap+5.1%+0.5%
HLI leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

HLI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). EVR leads in 2 (Valuation Metrics, Total Returns). 1 tied.

Best OverallHoulihan Lokey, Inc. (HLI)Leads 3 of 6 categories
Loading custom metrics...

EVR vs HLI: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is EVR or HLI 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. 2x trailing P/E (17. 2x forward), making it the more compelling value choice. Analysts rate Evercore Inc. (EVR) a "Buy" — based on 21 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.

02

Which has the better valuation — EVR or HLI?

On trailing P/E, Evercore Inc.

(EVR) is the cheapest at 23. 2x versus Houlihan Lokey, Inc. at 25. 8x. On forward P/E, Evercore Inc. is actually cheaper at 17. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Houlihan Lokey, Inc. wins at 1. 24x versus Evercore Inc. 's 1. 52x — a reasonable growth-adjusted valuation.

03

Which is the better long-term investment — EVR or HLI?

Over the past 5 years, Houlihan Lokey, Inc.

(HLI) delivered a total return of +142. 2%, compared to +138. 8% for Evercore Inc. (EVR). Over 10 years, the gap is even starker: EVR returned +605. 7% versus HLI's +599. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — EVR or HLI?

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.

05

Which is growing faster — EVR or HLI?

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.

06

Which has better profit margins — EVR or HLI?

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.

07

Is EVR or HLI 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. 24x versus Evercore Inc. 's 1. 52x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Evercore Inc. (EVR) trades at 17. 2x forward P/E versus 19. 5x for Houlihan Lokey, Inc. — 2. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HLI: 33. 2% to $200. 00.

08

Which pays a better dividend — EVR or HLI?

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).

09

Is EVR 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. 94), 1. 6% yield, +599. 6% 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: +599. 6%, EVR: +605. 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.

10

What are the main differences between EVR 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.

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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

EVR

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 14%
  • Net Margin > 9%
Run This Screen
Stocks Like

HLI

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 12%
  • Net Margin > 10%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform EVR and HLI on the metrics below

Revenue Growth>
%
(EVR: 29.5% · HLI: 24.8%)
Net Margin>
%
(EVR: 15.3% · HLI: 16.7%)
P/E Ratio<
x
(EVR: 23.2x · HLI: 25.8x)

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