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HLIHoulihan Lokey, Inc.
$129.94$9.1B
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  1. Home
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  3. HLI
  4. Financial Ratios

Houlihan Lokey, Inc. (HLI) Financial Ratios

Latest Ratios: P/E Ratio 20.9x · EV/EBITDA 12.7x · ROE 18.4%. (2013–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

HLI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$9.1B$9.8B$11.1B$8.7B$5.9B$6.0B$4.6B$3.4B$3.0B$3.0B$2.3B
Enterprise Value$8.4B$9.1B$10.6B$8.4B$5.6B$5.4B$3.9B$3.2B$2.7B$2.8B$2.0B
P/E Ratio →20.8923.0927.7531.1923.2713.7014.6218.6118.9517.1521.13
P/S Ratio3.473.754.644.563.272.642.992.952.783.072.63
P/B Ratio3.634.015.104.763.674.153.303.483.393.473.14
P/FCF13.3214.4213.7133.3869.138.238.0712.8313.8812.1810.68
P/OCF12.9013.9613.0726.6043.398.147.8811.9113.4611.8010.00

P/E links to full P/E history page with 30-year chart

HLI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—3.494.424.403.082.362.552.762.532.872.32
EV / EBITDA12.6813.8119.4521.5413.948.109.2012.9811.7412.4310.62
EV / EBIT13.5516.2418.9721.1314.798.749.5413.9612.5112.8911.13
EV / FCF—13.3913.0532.2165.167.366.8912.0012.6011.389.43

HLI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin98.4%98.4%38.5%38.5%38.5%37.9%36.3%36.4%36.2%33.9%33.2%
Operating Margin23.6%23.6%21.0%19.0%18.9%27.0%26.8%19.8%20.2%22.3%20.9%
Net Profit Margin16.3%16.3%16.7%14.6%14.0%19.3%20.5%15.9%14.7%17.9%12.4%

Return on Capital

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE18.4%18.4%19.9%16.2%16.6%31.0%26.4%19.6%18.2%21.8%15.7%
ROA10.5%10.5%11.4%9.1%8.7%16.5%15.2%11.9%11.2%12.3%8.8%
ROIC16.7%16.7%15.5%12.8%14.1%28.7%22.7%16.9%18.6%19.7%18.3%
ROCE21.4%21.4%20.1%16.7%18.1%36.8%29.3%21.8%22.9%21.6%20.5%

HLI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity0.200.200.200.230.230.140.130.160.010.020.04
Debt / EBITDA0.740.740.811.060.940.300.410.640.040.060.17
Net Debt / Equity—-0.28-0.24-0.17-0.21-0.44-0.49-0.22-0.31-0.23-0.37
Net Debt / EBITDA-1.05-1.05-0.98-0.78-0.85-0.96-1.59-0.90-1.19-0.87-1.40
Debt / FCF—-1.02-0.66-1.17-3.97-0.87-1.19-0.83-1.27-0.80-1.25
Interest Coverage———————————

Net cash position: cash ($1.2B) exceeds total debt ($492M)

HLI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio1.531.531.381.321.130.931.321.220.881.001.61
Quick Ratio1.531.531.381.321.130.931.321.220.881.001.61
Cash Ratio0.980.980.860.830.780.711.040.760.580.480.78
Asset Turnover—0.610.630.600.610.790.630.690.760.680.63
Inventory Turnover———————————
Days Sales Outstanding———————————

HLI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield2.0%1.8%1.5%1.7%2.4%1.9%2.0%2.4%2.2%1.8%2.4%
Payout Ratio40.9%40.9%41.3%53.0%55.2%26.2%29.4%43.9%42.1%30.2%51.0%

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield4.8%4.3%3.6%3.2%4.3%7.3%6.8%5.4%5.3%5.8%4.7%
FCF Yield7.5%6.9%7.3%3.0%1.4%12.1%12.4%7.8%7.2%8.2%9.4%
Buyback Yield1.9%1.8%0.5%0.3%0.8%5.1%2.2%0.9%2.3%0.6%0.0%
Total Shareholder Yield3.9%3.6%2.0%2.0%3.2%7.0%4.3%3.2%4.5%2.4%2.4%
Shares Outstanding—$68M$69M$68M$68M$68M$69M$66M$66M$66M$67M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

Advisory revenue concentration

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2027Q1)

Premium Multiple, Cyclical Earnings

Trading at 3.44x book and 19.84x trailing earnings, HLI's valuation implies sustained high returns on tangible equity, yet its earnings are cyclical and deal-dependent, per reported figures.

The P/B of 3.44x is below peers like Evercore (5.70x) and Moelis (7.42x), suggesting the market applies a discount to HLI's earnings quality or growth prospects. The forward P/E of 16.02x implies the market expects earnings to normalize upward from the depressed trailing level, but this hinges on a rebound in advisory activity. Given the lumpy revenue stream, the multiple may be justified if the firm can maintain its ROE above 20% through the cycle.

ROE Volatility Masks Underlying Strength

ROE ranged from 3.2% to 5.7% over the last ten quarters, with a 0.64 equity-to-assets ratio, indicating a highly capitalized, fee-only model where returns are driven by deal flow, as per financial statements.

The DuPont decomposition shows that with 100% fee income and no NIM, profitability is entirely a function of asset utilization (revenue/assets) and leverage. The equity-to-assets ratio of 0.64 is exceptionally high, limiting leverage-driven ROE, but the firm's ROA of 1.9-3.3% is strong for a non-depository. The efficiency ratio swings (10.6% to 76.2%) reflect variable compensation tied to deal completions, which can distort quarterly profitability but suggests a scalable cost base.

Fee-Only Model, Efficiency Swings

With no net interest income, HLI's efficiency ratio is purely a function of compensation timing, swinging from 10.6% to 76.2% in 2026, based on quarterly disclosures, highlighting operating leverage.

The efficiency ratio's volatility is not a sign of operational inefficiency but rather the lumpy recognition of bonus accruals. In quarters with high deal completions, revenue spikes and the ratio compresses; in quarters with low completions, the ratio expands. This pattern suggests that the firm's cost base is largely variable, which is a positive for margin protection in downturns but makes quarterly comparisons less meaningful.

Fortress Balance Sheet, No Leverage

Equity-to-assets improved from 0.58 to 0.64 over ten quarters, with equity growing 27.8% to $2.3B, indicating a fortress capital position with ample capacity for capital return, per reported balance sheets.

The firm's capital ratios are not disclosed in the traditional CET1 framework, but the equity-to-assets ratio of 0.64 is far above any regulatory minimum, reflecting a conservative, unlevered business model. This capital strength supports the steady dividend growth (from $35.6M to $61M quarterly) and sporadic buybacks. The absence of debt on the balance sheet suggests that capital return is not constrained by leverage, but rather by the need to retain earnings for working capital and potential investments.

Provision Volatility Raises Questions

Loan loss provisions swung from $8M to $441M quarterly, a 55x variation, which appears to be a non-cash accounting artifact but warrants scrutiny, according to reported income statements.

The provision line is unusual for an advisory firm and may relate to contingent consideration or other non-loan items. The volatility does not appear to reflect credit losses, as the loan book is negligible, but it could signal earnings management or one-time charges. Investors should monitor the footnotes to understand the nature of these provisions, as they materially impact reported earnings and ROE.

P/E Misleads on Cyclicality

The P/E ratio is commonly misapplied to HLI because its earnings are highly cyclical and provision-driven, making trailing P/E unreliable; P/B and ROTCE are more stable valuation metrics, as per financial data.

The trailing P/E of 19.84x is distorted by the volatile provision line and deal timing, which can depress or inflate earnings in any given quarter. A more appropriate metric is P/B (3.44x) combined with a normalized ROTCE, which smooths out the cyclicality. Investors should also consider the firm's tangible book value growth, which has risen from $6.65 to $11.33 per share over ten quarters, indicating strong capital accumulation.

Download Financial Ratios Data

Includes 30+ ratios · 14 years · Updated daily

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HLI — Frequently Asked Questions

Quick answers to the most common questions about buying HLI stock.

What is Houlihan Lokey, Inc.'s P/E ratio?

Houlihan Lokey, Inc.'s current P/E ratio is 20.9x. The historical average is 21.1x. This places it at the 45th percentile of its historical range.

What is Houlihan Lokey, Inc.'s EV/EBITDA?

Houlihan Lokey, Inc.'s current EV/EBITDA is 12.7x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.2x.

What is Houlihan Lokey, Inc.'s ROE?

Houlihan Lokey, Inc.'s return on equity (ROE) is 18.4%. The historical average is 17.3%.

Is HLI stock overvalued?

Based on historical data, Houlihan Lokey, Inc. is trading at a P/E of 20.9x. This is at the 45th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Houlihan Lokey, Inc.'s dividend yield?

Houlihan Lokey, Inc.'s current dividend yield is 1.96% with a payout ratio of 40.9%.

What are Houlihan Lokey, Inc.'s profit margins?

Houlihan Lokey, Inc. has 98.4% gross margin and 23.6% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Houlihan Lokey, Inc. have?

Houlihan Lokey, Inc.'s Debt/EBITDA ratio is 0.7x, indicating low leverage. A ratio below 2x is generally considered financially healthy.