HLI vs. EVR, IVZ, HLNE, BEN, JHG, AMG, LAZ, MC, STEP, and AB
Should you be buying Houlihan Lokey stock or one of its competitors? The main competitors of Houlihan Lokey include Evercore (EVR), Invesco (IVZ), Hamilton Lane (HLNE), Franklin Resources (BEN), Janus Henderson Group (JHG), Affiliated Managers Group (AMG), Lazard (LAZ), Moelis & Company (MC), StepStone Group (STEP), and AllianceBernstein (AB). These companies are all part of the "investment advice" industry.
Houlihan Lokey (NYSE:HLI) and Evercore (NYSE:EVR) are both mid-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their valuation, institutional ownership, profitability, community ranking, earnings, media sentiment, dividends, risk and analyst recommendations.
Houlihan Lokey pays an annual dividend of $2.20 per share and has a dividend yield of 1.7%. Evercore pays an annual dividend of $3.04 per share and has a dividend yield of 1.5%. Houlihan Lokey pays out 53.5% of its earnings in the form of a dividend. Evercore pays out 47.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
Houlihan Lokey has higher earnings, but lower revenue than Evercore. Evercore is trading at a lower price-to-earnings ratio than Houlihan Lokey, indicating that it is currently the more affordable of the two stocks.
Houlihan Lokey has a net margin of 14.64% compared to Evercore's net margin of 10.53%. Houlihan Lokey's return on equity of 18.08% beat Evercore's return on equity.
Houlihan Lokey currently has a consensus target price of $124.33, indicating a potential downside of 5.98%. Evercore has a consensus target price of $180.67, indicating a potential downside of 9.22%. Given Houlihan Lokey's stronger consensus rating and higher probable upside, research analysts plainly believe Houlihan Lokey is more favorable than Evercore.
Evercore received 223 more outperform votes than Houlihan Lokey when rated by MarketBeat users. Likewise, 63.88% of users gave Evercore an outperform vote while only 62.20% of users gave Houlihan Lokey an outperform vote.
78.1% of Houlihan Lokey shares are owned by institutional investors. Comparatively, 86.2% of Evercore shares are owned by institutional investors. 26.0% of Houlihan Lokey shares are owned by company insiders. Comparatively, 8.3% of Evercore shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
In the previous week, Houlihan Lokey had 3 more articles in the media than Evercore. MarketBeat recorded 7 mentions for Houlihan Lokey and 4 mentions for Evercore. Houlihan Lokey's average media sentiment score of 1.14 beat Evercore's score of 0.55 indicating that Houlihan Lokey is being referred to more favorably in the media.
Houlihan Lokey has a beta of 0.67, indicating that its stock price is 33% less volatile than the S&P 500. Comparatively, Evercore has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500.
Summary
Houlihan Lokey beats Evercore on 13 of the 20 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding HLI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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