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Upturn AI SWOT - About
HLI 
Houlihan Lokey Inc (HLI)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/13/2025: HLI (2-star) is a SELL. SELL since 2 days. Simulated Profits (8.14%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $213.71
1 Year Target Price $213.71
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.3% | Avg. Invested days 62 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.22B USD | Price to earnings Ratio 31.66 | 1Y Target Price 213.71 |
Price to earnings Ratio 31.66 | 1Y Target Price 213.71 | ||
Volume (30-day avg) 9 | Beta 0.88 | 52 Weeks Range 137.10 - 211.78 | Updated Date 10/13/2025 |
52 Weeks Range 137.10 - 211.78 | Updated Date 10/13/2025 | ||
Dividends yield (FY) 1.22% | Basic EPS (TTM) 5.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.46% | Operating Margin (TTM) 21.04% |
Management Effectiveness
Return on Assets (TTM) 12.64% | Return on Equity (TTM) 20.38% |
Valuation
Trailing PE 31.66 | Forward PE 24.81 | Enterprise Value 13759781074 | Price to Sales(TTM) 5.33 |
Enterprise Value 13759781074 | Price to Sales(TTM) 5.33 | ||
Enterprise Value to Revenue 5.55 | Enterprise Value to EBITDA 22.08 | Shares Outstanding 54369453 | Shares Floating 53971847 |
Shares Outstanding 54369453 | Shares Floating 53971847 | ||
Percent Insiders 0.13 | Percent Institutions 102.93 |
Upturn AI SWOT
Houlihan Lokey Inc
Company Overview
History and Background
Houlihan Lokey, Inc. was founded in 1972. Initially focused on real estate valuations, it evolved into a leading global investment bank specializing in corporate finance, financial restructuring, and valuation advisory services. Significant milestones include strategic acquisitions and expansions into international markets.
Core Business Areas
- Corporate Finance: Provides mergers and acquisitions (M&A) advisory, capital markets advisory, and private capital advisory services.
- Financial Restructuring: Offers restructuring advice to companies, creditors, and other parties involved in financially distressed situations.
- Valuation Advisory: Provides valuation services for financial reporting, tax, transaction, and other purposes.
Leadership and Structure
The company is led by Scott L. Beiser, CEO. Houlihan Lokey operates under a partnership structure, with managing directors leading various business lines and geographic regions.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises clients on mergers, acquisitions, divestitures, and other strategic transactions. Houlihan Lokey is a leader in the middle-market M&A space. Market share varies annually. Competitors include Rothschild & Co, Lazard, and Jefferies.
- Financial Restructuring Advisory: Provides expert advice to companies and creditors in distressed situations, including Chapter 11 bankruptcy. Houlihan Lokey holds a significant market share within this segment. Competitors include PJT Partners, Moelis & Company, and Evercore.
- Valuation Advisory Services: Offers valuation opinions for various purposes, including financial reporting, tax compliance, and M&A transactions. Competitors include Duff & Phelps (Kroll), American Appraisal, and Deloitte.
Market Dynamics
Industry Overview
The investment banking industry is influenced by factors such as economic growth, interest rates, and regulatory changes. The market is competitive, with a mix of large global banks and specialized advisory firms.
Positioning
Houlihan Lokey differentiates itself through its focus on the middle market and its expertise in financial restructuring. It is known for its independent advice and strong relationships with private equity firms.
Total Addressable Market (TAM)
The global investment banking market is estimated to be in the hundreds of billions of dollars. Houlihan Lokey is well-positioned to capture a significant share of this market, particularly within its core segments of middle-market M&A and financial restructuring.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Leading position in middle-market M&A and financial restructuring
- Experienced management team
- Independent advisory model
- Global network
Weaknesses
- Dependence on economic cycles
- Potential for reputational damage from failed transactions
- High employee compensation costs
- Smaller scale compared to bulge-bracket banks
Opportunities
- Expansion into new geographies
- Growth in private capital markets
- Increased demand for restructuring services during economic downturns
- Technological advancements in valuation and analytics
Threats
- Increased competition from other investment banks
- Economic downturns and market volatility
- Regulatory changes
- Loss of key personnel
Competitors and Market Share
Key Competitors
- LAZ
- PJT
- EVR
- JEF
Competitive Landscape
Houlihan Lokey's strength lies in middle market M&A and restructuring, differentiating itself from larger bulge-bracket banks. Competitors focus on various sectors and deal sizes.
Major Acquisitions
GCA Savvian Advisors LLC
- Year: 2021
- Acquisition Price (USD millions): 610
- Strategic Rationale: Expanded technology M&A advisory capabilities, increasing reach in growth sectors.
Growth Trajectory and Initiatives
Historical Growth: Houlihan Lokey has demonstrated steady growth through organic expansion and strategic acquisitions.
Future Projections: Analyst estimates project continued growth for Houlihan Lokey, driven by its strong market position and favorable industry trends. Please see financial resources for estimates.
Recent Initiatives: Recent initiatives include investments in technology, expansion into new industry verticals, and strategic acquisitions to broaden its service offerings.
Summary
Houlihan Lokey is a strong advisory firm with a leading position in middle-market M&A and restructuring. Its independence and expertise are key strengths. Potential economic downturns and competition are threats. Continued strategic initiatives should fuel future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Company Website
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change, and past performance is not indicative of future results. Please consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Houlihan Lokey Inc
Exchange NYSE | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2015-08-13 | CEO & Director Mr. Scott Joseph Adelson | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2702 | Website https://hl.com |
Full time employees 2702 | Website https://hl.com | ||
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions, including financial sponsors on buy-side and sell-side M&A transactions, debt and equity financings in both the private and public markets, and other corporate finance transactions. The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. This segment also provides a range of advisory services, such as structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; liability management transactions; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The FVA segment provides valuation services to companies; debt and equity interests comprising illiquid investments; and other assets and liabilities. This segment also offers fairness opinions in connection with M&A and other transactions; solvency opinions in connection with corporate spin-offs and dividend recapitalizations; and other types of financial opinions, as well as provides dispute resolution services. It serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.
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