HLI vs. IBKR: Houlihan Lokey vs. Interactive Brokers Stock Comparison
How do Houlihan Lokey (HLI) and Interactive Brokers (IBKR) 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
Houlihan Lokey (HLI) and Interactive Brokers (IBKR) are both classified in the Investment Banking & Brokerage sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.
| Profile Item | HLI | IBKR |
|---|---|---|
| Name | Houlihan Lokey, Inc. | Interactive Brokers Group, Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Investment Banking & Brokerage | Investment Banking & Brokerage |
| Market Capitalization | 10.13 billion USD | 129.19 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | August 13, 2015 | May 4, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | HLI | IBKR |
|---|---|---|
| Total Return (1Y) | -16.23% | 11.53% |
| Total Return (3Y, Annualized) | 15.13% | 57.15% |
| Total Return (5Y, Annualized) | 6.74% | 34.54% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | HLI | IBKR |
|---|---|---|
| Volatility (1Y, Annualized) | 31.00% | 40.72% |
| Beta (5Y) | 0.87 | 1.37 |
| Max Drawdown (5Y) | -40.30% | -38.66% |
| Avg. Volume (3M) | 816.85K | 4.24M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | HLI | IBKR |
|---|---|---|
| Sharpe Ratio (1Y) | -0.66 | 0.18 |
| Sortino Ratio (1Y) | -0.91 | 0.26 |
Profitability
ROE (TTM)
Interactive Brokers (IBKR) at 23.67% sits in the top ROE quartile, while Houlihan Lokey (HLI) at 17.29% is closer to the peer norm — stronger capital efficiency for IBKR.
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%
IBKR
Financial Services industry group
23.67%
- Max
- 44.78%
- IBKR
- 23.67%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Houlihan Lokey (HLI) at 15.80% and Interactive Brokers (IBKR) at 16.68% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
IBKR
Financial Services industry group
16.68%
- Max
- 62.84%
- Q3
- 28.05%
- IBKR
- 16.68%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Interactive Brokers (IBKR) at 77.70% operates in the top operating margin quartile, ahead of Houlihan Lokey (HLI) at 24.42%, which runs around its industry’s norm.
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%
IBKR
Financial Services industry group
77.70%
- Max
- 107.33%
- IBKR
- 77.70%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | HLI | IBKR |
|---|---|---|
| ROE (TTM) | 17.29% | 23.67% |
| ROA (TTM) | 10.38% | 2.28% |
| Net Margin (TTM) | 15.80% | 16.68% |
| Operating Margin (TTM) | 24.42% | 77.70% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Houlihan Lokey (HLI) at 9.55% and Interactive Brokers (IBKR) at 9.73% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both Houlihan Lokey (HLI) at 6.87% and Interactive Brokers (IBKR) at 28.14% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | HLI | IBKR |
|---|---|---|
| Revenue Growth (YoY) | 9.55% | 9.73% |
| Revenue Growth (3Y CAGR) | 13.10% | 34.60% |
| EPS Growth (YoY) | 6.87% | 28.14% |
| EPS Growth (3Y CAGR) | 16.05% | 33.29% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Houlihan Lokey (HLI) in Financial Services and Interactive Brokers (IBKR) 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: Houlihan Lokey (HLI) in Financial Services and Interactive Brokers (IBKR) 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 | HLI | IBKR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Houlihan Lokey (HLI) at 1.77% and Interactive Brokers (IBKR) at 0.46% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
IBKR
Financial Services industry group
0.46%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- IBKR
- 0.46%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Houlihan Lokey (HLI) at 43.62% and Interactive Brokers (IBKR) at 12.79% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
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%
IBKR
Financial Services industry group
12.79%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- IBKR
- 12.79%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | HLI | IBKR |
|---|---|---|
| Dividend Yield (TTM) | 1.77% | 0.46% |
| Dividend Payout Ratio (TTM) | 43.62% | 12.79% |
Valuation
P/E Ratio (TTM)
Houlihan Lokey (HLI) at 24.47 is near its industry’s usual P/E ratio, while Interactive Brokers (IBKR) at 28.94 sits in the richer quartile — IBKR needs stronger growth or earnings quality to justify the premium.
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
IBKR
Financial Services industry group
28.94
- Max
- 45.85
- IBKR
- 28.94
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Houlihan Lokey (HLI) at 3.96 prices around its industry’s typical P/S ratio, while Interactive Brokers (IBKR) at 18.30 clears its benchmark range — IBKR looks notably rich on sales.
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
IBKR
Financial Services industry group
18.30
- IBKR
- 18.30
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Both Houlihan Lokey (HLI) at 4.39 and Interactive Brokers (IBKR) at 5.53 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
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
IBKR
Financial Services industry group
5.53
- Max
- 7.79
- IBKR
- 5.53
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | HLI | IBKR |
|---|---|---|
| P/E Ratio (TTM) | 24.47 | 28.94 |
| P/S Ratio (TTM) | 3.96 | 18.30 |
| P/B Ratio (MRQ) | 4.39 | 5.53 |
| Free Cash Flow Yield (TTM) | -- | -- |