Houlihan Lokey Stock Performance
| HLI Stock | USD 123.77 1.39 1.14% |
Houlihan Lokey has a performance score of 2 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 1.25, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Houlihan Lokey will likely underperform. Houlihan Lokey right now retains a risk of 1.32%. Please check out Houlihan Lokey expected short fall, and the relationship between the value at risk and daily balance of power , to decide if Houlihan Lokey will be following its current trending patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Houlihan Lokey are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong essential indicators, Houlihan Lokey is not utilizing all of its potentials. The recent stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return (0.36) | Five Day Return (2.90) | Year To Date Return 2.76 | Ten Year Return 446.34 | All Time Return 446.34 |
Forward Dividend Yield 0.0179 | Payout Ratio 0.5081 | Forward Dividend Rate 2.2 | Dividend Date 2024-03-15 | Ex Dividend Date 2024-02-29 |
1 | Houlihan Lokey, Inc. Q3 2024 Earnings Call Transcript | 02/02/2024 |
2 | Do Helia Groups Earnings Warrant Your Attention | 02/27/2024 |
3 | Houlihan Lokey, Inc. Shares Sold by Glenmede Trust Co. NA - Defense World | 03/13/2024 |
| Houlihan Lokey dividend paid on 15th of March 2024 | 03/15/2024 |
4 | Houlihan Lokey Continues to Strengthen Transaction Advisory Services With Seasoned Hire | 04/01/2024 |
5 | Houlihan Lokey shareholders have earned a 26 percent CAGR over the last five years | 04/05/2024 |
6 | Expert Ratings For Houlihan Lokey - Houlihan Lokey - Benzinga | 04/09/2024 |
7 | 5575 Shares in Houlihan Lokey, Inc. Bought by State of Alaska Department of Revenue - Defense World | 04/12/2024 |
| Begin Period Cash Flow | 834.1 M | |
| Total Cashflows From Investing Activities | -3 M |
Houlihan |
Houlihan Lokey Relative Risk vs. Return Landscape
If you would invest 12,091 in Houlihan Lokey on January 20, 2024 and sell it today you would earn a total of 286.00 from holding Houlihan Lokey or generate 2.37% return on investment over 90 days. Houlihan Lokey is generating 0.0456% of daily returns assuming volatility of 1.3163% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Houlihan, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Houlihan Lokey Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Houlihan Lokey's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Houlihan Lokey, and traders can use it to determine the average amount a Houlihan Lokey's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0346
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HLI |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Houlihan Lokey is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Houlihan Lokey by adding it to a well-diversified portfolio.
Houlihan Lokey Fundamentals Growth
Houlihan Stock prices reflect investors' perceptions of the future prospects and financial health of Houlihan Lokey, and Houlihan Lokey fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Houlihan Stock performance.
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.092 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.19 % | ||||
| Current Valuation | 8.35 B | ||||
| Shares Outstanding | 52.35 M | ||||
| Price To Earning | 23.98 X | ||||
| Price To Book | 4.88 X | ||||
| Price To Sales | 4.70 X | ||||
| Revenue | 1.81 B | ||||
| Gross Profit | 1.7 B | ||||
| EBITDA | 399.96 M | ||||
| Net Income | 254.22 M | ||||
| Cash And Equivalents | 714.44 M | ||||
| Cash Per Share | 7.11 X | ||||
| Total Debt | 374.87 M | ||||
| Debt To Equity | 0.13 % | ||||
| Current Ratio | 0.92 X | ||||
| Book Value Per Share | 25.59 X | ||||
| Cash Flow From Operations | 136.27 M | ||||
| Earnings Per Share | 3.89 X | ||||
| Market Capitalization | 8.46 B | ||||
| Total Asset | 2.97 B | ||||
| Retained Earnings | 1.03 B | ||||
| Working Capital | 109.59 M | ||||
| Current Asset | 508.29 M | ||||
| Current Liabilities | 454.48 M | ||||
About Houlihan Lokey Performance
To evaluate Houlihan Lokey Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Houlihan Lokey generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Houlihan Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Houlihan Lokey market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Houlihan's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 303.01 | 161.10 | |
| Return On Tangible Assets | 0.14 | 0.16 | |
| Return On Capital Employed | 0.15 | 0.17 | |
| Return On Assets | 0.08 | 0.08 | |
| Return On Equity | 0.16 | 0.14 |
Things to note about Houlihan Lokey performance evaluation
Checking the ongoing alerts about Houlihan Lokey for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Houlihan Lokey help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has 374.87 M in debt with debt to equity (D/E) ratio of 0.13, which may show that the company is not taking advantage of profits from borrowing. Houlihan Lokey has a current ratio of 0.9, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Houlihan Lokey until it has trouble settling it off, either with new capital or with free cash flow. So, Houlihan Lokey's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Houlihan Lokey sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Houlihan to invest in growth at high rates of return. When we think about Houlihan Lokey's use of debt, we should always consider it together with cash and equity. | |
| Houlihan Lokey has a strong financial position based on the latest SEC filings | |
| Over 100.0% of Houlihan Lokey shares are owned by institutional investors | |
| On 15th of March 2024 Houlihan Lokey paid $ 0.55 per share dividend to its current shareholders | |
| Latest headline from news.google.com: 5575 Shares in Houlihan Lokey, Inc. Bought by State of Alaska Department of Revenue - Defense World |
- Analyzing Houlihan Lokey's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Houlihan Lokey's stock is overvalued or undervalued compared to its peers.
- Examining Houlihan Lokey's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Houlihan Lokey's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Houlihan Lokey's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Houlihan Lokey's stock. These opinions can provide insight into Houlihan Lokey's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Houlihan Lokey. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. For more detail on how to invest in Houlihan Stock please use our How to Invest in Houlihan Lokey guide.You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Complementary Tools for Houlihan Stock analysis
When running Houlihan Lokey's price analysis, check to measure Houlihan Lokey's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Houlihan Lokey is operating at the current time. Most of Houlihan Lokey's value examination focuses on studying past and present price action to predict the probability of Houlihan Lokey's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Houlihan Lokey's price. Additionally, you may evaluate how the addition of Houlihan Lokey to your portfolios can decrease your overall portfolio volatility.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |
Is Houlihan Lokey's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Houlihan Lokey. If investors know Houlihan will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Houlihan Lokey listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.156 | Dividend Share 2.18 | Earnings Share 3.89 | Revenue Per Share 28.714 | Quarterly Revenue Growth 0.12 |
The market value of Houlihan Lokey is measured differently than its book value, which is the value of Houlihan that is recorded on the company's balance sheet. Investors also form their own opinion of Houlihan Lokey's value that differs from its market value or its book value, called intrinsic value, which is Houlihan Lokey's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Houlihan Lokey's market value can be influenced by many factors that don't directly affect Houlihan Lokey's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Houlihan Lokey's value and its price as these two are different measures arrived at by different means. Investors typically determine if Houlihan Lokey is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Houlihan Lokey's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.