HLI vs. IVZ: Houlihan Lokey vs. Invesco Stock Comparison
How do Houlihan Lokey (HLI) and Invesco (IVZ) 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 Invesco (IVZ) both belong to the Capital Markets industry, though HLI is classified under Investment Banking & Brokerage while IVZ falls under Asset Management & Custody Banks.
| Profile Item | HLI | IVZ |
|---|---|---|
| Name | Houlihan Lokey, Inc. | Invesco Ltd. |
| 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 | Asset Management & Custody Banks |
| Market Capitalization | 10.13 billion USD | 11.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 13, 2015 | August 25, 1995 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | HLI | IVZ |
|---|---|---|
| Total Return (1Y) | -16.23% | 27.77% |
| Total Return (3Y, Annualized) | 15.13% | 36.49% |
| Total Return (5Y, Annualized) | 6.74% | 6.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | HLI | IVZ |
|---|---|---|
| Volatility (1Y, Annualized) | 31.00% | 35.98% |
| Beta (5Y) | 0.87 | 1.65 |
| Max Drawdown (5Y) | -40.30% | -48.49% |
| Avg. Volume (3M) | 816.85K | 4.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | HLI | IVZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.66 | 0.65 |
| Sortino Ratio (1Y) | -0.91 | 0.94 |
Profitability
ROE (TTM)
Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Houlihan Lokey (HLI) reports 17.29%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-0.58%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- IVZ
- -0.58%
- Min
- -18.71%
Net Margin (TTM)
Invesco (IVZ) reports a negative net margin of -1.10%, usually indicating a net loss over the period. Meanwhile Houlihan Lokey (HLI) reports 15.80%, ranking against industry peers normally.
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%
IVZ
Financial Services industry group
-1.10%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- IVZ
- -1.10%
- Min
- -28.52%
Operating Margin (TTM)
Both Houlihan Lokey (HLI) at 24.42% and Invesco (IVZ) at 23.30% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
IVZ
Financial Services industry group
23.30%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- IVZ
- 23.30%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | HLI | IVZ |
|---|---|---|
| ROE (TTM) | 17.29% | -0.58% |
| ROA (TTM) | 10.38% | 3.28% |
| Net Margin (TTM) | 15.80% | -1.10% |
| Operating Margin (TTM) | 24.42% | 23.30% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Houlihan Lokey (HLI) at 9.55% and Invesco (IVZ) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Houlihan Lokey (HLI) at 6.87% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | HLI | IVZ |
|---|---|---|
| Revenue Growth (YoY) | 9.55% | 5.11% |
| Revenue Growth (3Y CAGR) | 13.10% | 1.78% |
| EPS Growth (YoY) | 6.87% | -235.59% |
| EPS Growth (3Y CAGR) | 16.05% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Houlihan Lokey (HLI) in Financial Services and Invesco (IVZ) 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 Invesco (IVZ) 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 | IVZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Houlihan Lokey (HLI) at 1.77% and Invesco (IVZ) at 3.16% 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%
IVZ
Financial Services industry group
3.16%
- Max
- 9.77%
- Q3
- 3.92%
- IVZ
- 3.16%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Houlihan Lokey (HLI) at 43.62% and Invesco (IVZ) at 56.46% 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%
IVZ
Financial Services industry group
56.46%
- Max
- 241.07%
- Q3
- 97.36%
- IVZ
- 56.46%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | HLI | IVZ |
|---|---|---|
| Dividend Yield (TTM) | 1.77% | 3.16% |
| Dividend Payout Ratio (TTM) | 43.62% | 56.46% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Houlihan Lokey (HLI) trades at 24.47 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.
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
IVZ
Financial Services industry group
--
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
- IVZ
- --
P/S Ratio (TTM)
On P/S ratio, both Houlihan Lokey (HLI) at 3.96 and Invesco (IVZ) at 1.67 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
IVZ
Financial Services industry group
1.67
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- IVZ
- 1.67
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Invesco (IVZ) at 1.18 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.
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
IVZ
Financial Services industry group
1.18
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- IVZ
- 1.18
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | HLI | IVZ |
|---|---|---|
| P/E Ratio (TTM) | 24.47 | -- |
| P/S Ratio (TTM) | 3.96 | 1.67 |
| P/B Ratio (MRQ) | 4.39 | 1.18 |
| Free Cash Flow Yield (TTM) | -- | -- |