HLI vs JPM
HLI: 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. JPM: JPMorgan Chase is a diversified global financial services giant serving millions of consumers and institutional clients through investment banking, commercial banking, wealth management, and transaction processing.
Side-by-side fundamentals
| Metric | HLI | JPM | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $141.25 | $356.20 | |
| Market cap as of 2026-07-30 | $9.8B | $937.3B | |
| P/E as of 2026-07-30 | 23.04 | 14.40 | JPM lower |
| PEG as of 2026-07-30 | 1.50 | 1.67 | HLI lower |
| Net margin as of 2026-07-30 | +16.3% | +33.3% | JPM higher |
| Operating margin as of 2026-07-30 | +20.1% | +41.2% | JPM higher |
| ROE as of 2026-07-30 | +18.8% | +17.8% | HLI higher |
| ROA as of 2026-07-30 | +10.9% | +1.4% | HLI higher |
| Debt / equity as of 2026-07-30 | 0.00 | 3.30 | HLI lower |
| Revenue growth (YoY) as of 2026-07-30 | +9.6% | +109.0% | JPM higher |
| Revenue CAGR (3y) SEC XBRL | +13.1% | +12.3% | HLI higher |
| Dividend yield as of 2026-07-30 | +1.9% | +1.7% | HLI higher |
| Dividend streak (yrs) SEC XBRL | 2 | 5 | JPM higher |
| Beta as of 2026-07-30 | 0.96 | 0.98 | |
| 1-year return as of 2026-07-27 close | -27.9% | +19.3% | JPM higher |
Fundamentals: market data, as of 2026-07-30. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.