Houlihan Lokey (HLI)
Financials
An independent global investment bank specializing in M&A advisory, financial restructuring, and valuation services for mid-cap and Fortune 500 corporations and financial sponsors.
What Houlihan Lokey does
Houlihan Lokey is a leading independent global investment bank established in 1972, providing advisory services in mergers and acquisitions, capital markets, financial restructurings, and valuation services. The firm operates through three business segments: Corporate Finance (M&A and capital solutions), Financial Restructuring (formal and out-of-court restructurings), and Financial and Valuation Advisory (opinions, valuations, and consulting). With over 1,900 financial professionals across 30+ offices globally, it serves more than 2,000 clients annually, including corporations, financial sponsors, and government agencies, with particular strength in mid-cap transactions.
Themes: ["Mergers and acquisitions advisory"]
Fundamentals
- Price$136.44 as of 2026-07-09 close
- Market cap$9.6B as of 2026-07-10
- 1-year return-27.3% as of 2026-07-09 close
- P/E22.53 as of 2026-07-10
- Net margin+16.3% as of 2026-07-10
- ROE+18.8% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+9.6% as of 2026-07-10
- Revenue CAGR (3y)+13.1% SEC XBRL
- Beta0.97 as of 2026-07-10
Dividend: yield +2.1%; 2-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Revenue exposure to cyclical M&A and capital markets activity, which can be significantly impacted by economic downturns, financial market disruptions, and changes in regulatory environments"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.