BN vs. HLI: Brookfield vs. Houlihan Lokey Stock Comparison
How do Brookfield (BN) and Houlihan Lokey (HLI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Brookfield (BN) and Houlihan Lokey (HLI) both belong to the Capital Markets industry, though BN is classified under Asset Management & Custody Banks while HLI falls under Investment Banking & Brokerage.
| Profile Item | BN | HLI |
|---|---|---|
| Name | Brookfield Corporation | Houlihan Lokey, Inc. |
| Country/Region | Canada | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 92.37 billion USD | 10.13 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 30, 1983 | August 13, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | HLI |
|---|---|---|
| Total Return (1Y) | -5.98% | -16.23% |
| Total Return (3Y, Annualized) | 26.70% | 15.13% |
| Total Return (5Y, Annualized) | 6.17% | 6.74% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BN | HLI |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 31.00% |
| Beta (5Y) | 1.49 | 0.87 |
| Max Drawdown (5Y) | -41.29% | -40.30% |
| Avg. Volume (3M) | 4.91M | 816.85K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | HLI |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | -0.66 |
| Sortino Ratio (1Y) | -0.50 | -0.91 |
Profitability
ROE (TTM)
Houlihan Lokey (HLI) at 17.29% is around its peer norm for ROE, while Brookfield (BN) at 2.26% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.
BN
Financial Services industry group
2.26%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- BN
- 2.26%
- Min
- -18.71%
HLI
Financial Services industry group
17.29%
- Max
- 44.78%
- Q3
- 21.85%
- HLI
- 17.29%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Houlihan Lokey (HLI) at 15.80% keeps about the industry-typical share of revenue as profit, while Brookfield (BN) at 1.77% retains only a bottom-quartile share.
BN
Financial Services industry group
1.77%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- BN
- 1.77%
- Min
- -28.52%
HLI
Financial Services industry group
15.80%
- Max
- 62.84%
- Q3
- 28.05%
- HLI
- 15.80%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Brookfield (BN) at 25.67% and Houlihan Lokey (HLI) at 24.42% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BN
Financial Services industry group
25.67%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BN
- 25.67%
- Q1
- 14.60%
- Min
- -44.34%
HLI
Financial Services industry group
24.42%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- HLI
- 24.42%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BN | HLI |
|---|---|---|
| ROE (TTM) | 2.26% | 17.29% |
| ROA (TTM) | 2.66% | 10.38% |
| Net Margin (TTM) | 1.77% | 15.80% |
| Operating Margin (TTM) | 25.67% | 24.42% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Houlihan Lokey (HLI) at 9.55% is around its peer norm for revenue growth, while Brookfield (BN) at -12.68% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while Houlihan Lokey (HLI) at 6.87% is closer to the peer norm — faster per-share earnings growth for BN.
Growth Metrics
| Metric | BN | HLI |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | 9.55% |
| Revenue Growth (3Y CAGR) | -6.80% | 13.10% |
| EPS Growth (YoY) | 137.06% | 6.87% |
| EPS Growth (3Y CAGR) | -25.60% | 16.05% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and Houlihan Lokey (HLI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Brookfield (BN) in Financial Services and Houlihan Lokey (HLI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | BN | HLI |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield (BN) at 0.62% and Houlihan Lokey (HLI) at 1.77% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
BN
Financial Services industry group
0.62%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BN
- 0.62%
- Q1
- 0.00%
- Min
- 0.00%
HLI
Financial Services industry group
1.77%
- Max
- 9.77%
- Q3
- 3.92%
- HLI
- 1.77%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Brookfield (BN) at 48.15% and Houlihan Lokey (HLI) at 43.62% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BN
Financial Services industry group
48.15%
- Max
- 241.07%
- Q3
- 97.36%
- BN
- 48.15%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
HLI
Financial Services industry group
43.62%
- Max
- 241.07%
- Q3
- 97.36%
- HLI
- 43.62%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BN | HLI |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 1.77% |
| Dividend Payout Ratio (TTM) | 48.15% | 43.62% |
Valuation
P/E Ratio (TTM)
Houlihan Lokey (HLI) at 24.47 is near its industry’s usual P/E ratio, while Brookfield (BN) at 76.63 sits above its peer range — an unusually expensive price for BN’s trailing earnings.
BN
Financial Services industry group
76.63
- BN
- 76.63
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
HLI
Financial Services industry group
24.47
- Max
- 45.85
- Q3
- 24.64
- HLI
- 24.47
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while Houlihan Lokey (HLI) at 3.96 prices around its industry’s middle — BN costs less per dollar of sales, though read it alongside growth and margins.
BN
Financial Services industry group
1.14
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- BN
- 1.14
- Min
- -0.55
HLI
Financial Services industry group
3.96
- Max
- 9.23
- Q3
- 4.57
- HLI
- 3.96
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Brookfield (BN) at 2.18 is valued about in line with its industry on P/B ratio, while Houlihan Lokey (HLI) at 4.39 carries an above-peer premium to book — HLI is pricier on assets.
BN
Financial Services industry group
2.18
- Max
- 7.79
- Q3
- 3.63
- BN
- 2.18
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
HLI
Financial Services industry group
4.39
- Max
- 7.79
- HLI
- 4.39
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BN | HLI |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 24.47 |
| P/S Ratio (TTM) | 1.14 | 3.96 |
| P/B Ratio (MRQ) | 2.18 | 4.39 |
| Free Cash Flow Yield (TTM) | -- | -- |