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Upturn AI SWOT - About
HLI 
Houlihan Lokey Inc (HLI)
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Upturn Advisory Summary
08/14/2025: HLI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $202.8
1 Year Target Price $202.8
| 2 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 45.46% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.65B USD | Price to earnings Ratio 32.69 | 1Y Target Price 202.8 |
Price to earnings Ratio 32.69 | 1Y Target Price 202.8 | ||
Volume (30-day avg) 9 | Beta 0.87 | 52 Weeks Range 137.52 - 198.78 | Updated Date 08/15/2025 |
52 Weeks Range 137.52 - 198.78 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 1.18% | 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 2025-07-28 | When Before Market | Estimate 1.62 | Actual 2.14 |
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 32.69 | Forward PE 23.92 | Enterprise Value 13254241043 | Price to Sales(TTM) 5.5 |
Enterprise Value 13254241043 | Price to Sales(TTM) 5.5 | ||
Enterprise Value to Revenue 5.34 | Enterprise Value to EBITDA 21.27 | Shares Outstanding 54369500 | Shares Floating 53613962 |
Shares Outstanding 54369500 | Shares Floating 53613962 | ||
Percent Insiders 0.13 | Percent Institutions 101.64 |
Upturn AI SWOT
Houlihan Lokey Inc
Company Overview
History and Background
Houlihan Lokey was founded in 1972. Initially focused on real estate valuation, it evolved into a leading global investment bank specializing in M&A, restructuring, and valuation services. It has grown through strategic acquisitions and organic expansion.
Core Business Areas
- Corporate Finance: Provides M&A advisory services, including sell-side and buy-side transactions, fairness opinions, and private placements.
- Financial Restructuring: Offers restructuring advisory services to companies and creditors in distressed situations, including debt restructuring, bankruptcy advisory, and crisis management.
- Valuation Advisory: Delivers valuation services for financial reporting, tax, transaction, and litigation purposes, including fairness opinions and solvency opinions.
Leadership and Structure
Scott Beiser serves as the CEO. The firm operates with a partnership structure, with managing directors overseeing various business segments and client relationships. It has a board of directors that guides strategic decisions.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises companies on mergers, acquisitions, and divestitures. Market share varies by deal size and sector. Competitors include larger investment banks like Goldman Sachs, Morgan Stanley, and boutique firms like Evercore and Lazard. Revenue from this product makes up a substantial portion of overall revenue.
- Restructuring Advisory: Provides financial restructuring services to companies facing financial distress. Houlihan Lokey is a leader in this space. Competitors include Rothschild & Co, PJT Partners, and Ducera Partners. Revenue from this product depends heavily on market cycles and economic conditions.
- Valuation Services: Offers independent valuation opinions for various purposes. Competitors include Duff & Phelps (now Kroll), American Appraisal, and the valuation arms of large accounting firms. Revenue from this product is stable and recurring.
Market Dynamics
Industry Overview
The investment banking industry is cyclical, driven by M&A activity, economic conditions, and interest rates. Increased regulatory scrutiny and technological advancements are also shaping the industry.
Positioning
Houlihan Lokey is a leading independent investment bank, focused on the middle market. Its restructuring expertise provides a competitive advantage during economic downturns. It distinguishes itself through its independent advice and specialized expertise.
Total Addressable Market (TAM)
The TAM for investment banking services is estimated to be in the hundreds of billions of dollars globally. Houlihan Lokey is well-positioned to capture a significant portion of the middle-market segment of this TAM.
Upturn SWOT Analysis
Strengths
- Leading position in restructuring advisory
- Strong middle-market focus
- Independent advisory services
- Experienced management team
- Diversified revenue streams across business segments
Weaknesses
- Cyclical business model
- Dependence on key personnel
- Smaller scale compared to bulge-bracket banks
- Potential conflicts of interest (valuation vs. advisory)
- High compensation costs
Opportunities
- Expansion into new geographies
- Increased M&A activity in specific sectors
- Growth in private equity-backed transactions
- Leveraging technology to improve efficiency
- Acquisition of complementary businesses
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Loss of key personnel
- Geopolitical risks
Competitors and Market Share
Key Competitors
- LAZ
- EVR
- PJT
Competitive Landscape
Houlihan Lokey differentiates itself through its restructuring expertise and focus on the middle market. Evercore and Lazard are also key competitors in M&A advisory, while PJT Partners competes in restructuring.
Major Acquisitions
GCA Savvian Advisors
- Year: 2021
- Acquisition Price (USD millions): 585
- Strategic Rationale: Expanded technology M&A advisory capabilities and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: Experienced substantial growth through both organic means and strategic acquisitions. AUM and revenue continues to increase as they are expanding into new territories.
Future Projections: Analysts anticipate continued growth driven by M&A activity, restructuring needs, and expansion initiatives.
Recent Initiatives: Strategic acquisitions to expand service offerings and geographic reach. Investments in technology to improve efficiency and client service.
Summary
Houlihan Lokey is a strong independent investment bank, particularly well-positioned in the restructuring market. Its diversified service offerings and strategic acquisitions contribute to its robust growth trajectory. However, the company remains susceptible to economic cycles, and fierce competition remains a constant concern. Houlihan Lokey needs to look out for economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Houlihan Lokey Investor Relations
- SEC Filings (10-K, 10-Q)
- Company Press Releases
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Investment decisions should be based on individual due diligence and consultation with a financial professional. Market share data is based on estimates and may not be precise.
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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