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HLI vs. OWL: Houlihan Lokey vs. Blue Owl Capital Stock Comparison

How do Houlihan Lokey (HLI) and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) both belong to the Capital Markets industry, though HLI is classified under Investment Banking & Brokerage while OWL falls under Asset Management & Custody Banks.

Company profile comparison for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
Profile ItemHLIOWL
NameHoulihan Lokey, Inc.Blue Owl Capital Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization10.13 billion USD15.48 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 13, 2015December 14, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HLI
OWL
GSPC
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Houlihan Lokey (HLI) and Blue Owl Capital (OWL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Houlihan Lokey (HLI) and Blue Owl Capital (OWL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
Total Return (1Y)-16.23%-27.51%
Total Return (3Y, Annualized)15.13%-3.02%
Total Return (5Y, Annualized)6.74%-4.22%

Risk Profile

Drawdown History

HLI
OWL
GSPC
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Houlihan Lokey (HLI) and Blue Owl Capital (OWL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Blue Owl Capital (OWL) is heavily traded at around 19.50M shares per day, whereas Houlihan Lokey (HLI) sees a more moderate 816.85K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk profile metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
Volatility (1Y, Annualized)31.00%46.89%
Beta (5Y)0.871.28
Max Drawdown (5Y)-40.30%-67.10%
Avg. Volume (3M)816.85K19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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HLI and OWL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
Sharpe Ratio (1Y)-0.66-0.68
Sortino Ratio (1Y)-0.91-0.99

Profitability

ROE (TTM)

Both Houlihan Lokey (HLI) at 17.29% and Blue Owl Capital (OWL) at 6.41% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

OWL

Financial Services industry group

6.41%

Max
44.78%
Q3
21.85%
Median
12.91%
OWL
6.41%
Q1
4.48%
Min
-18.71%
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Houlihan Lokey (HLI) at 15.80% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.

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%

OWL

Financial Services industry group

3.08%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
OWL
3.08%
Min
-28.52%
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Houlihan Lokey (HLI) at 24.42% and Blue Owl Capital (OWL) at 31.15% 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%

OWL

Financial Services industry group

31.15%

Max
107.33%
Q3
55.90%
OWL
31.15%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
ROE (TTM)17.29%6.41%
ROA (TTM)10.38%4.69%
Net Margin (TTM)15.80%3.08%
Operating Margin (TTM)24.42%31.15%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Houlihan Lokey (HLI) at 9.55% and Blue Owl Capital (OWL) at 25.04% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Houlihan Lokey (HLI) at 6.87% is around its peer norm for EPS growth, while Blue Owl Capital (OWL) at -50.00% drops into the bottom quartile, signaling weaker earnings momentum.

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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
Revenue Growth (YoY)9.55%25.04%
Revenue Growth (3Y CAGR)13.10%27.97%
EPS Growth (YoY)6.87%-50.00%
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 Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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

Financial strength metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Blue Owl Capital (OWL) at 9.66% delivers top-quartile income for its industry, while Houlihan Lokey (HLI) at 1.77% pays a more typical yield — both are credible income propositions, OWL the richer one.

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%

OWL

Financial Services industry group

9.66%

Max
9.77%
OWL
9.66%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Houlihan Lokey (HLI) reports 43.62%, ranking against industry peers normally.

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%

OWL

Financial Services industry group

650.00%

OWL
650.00%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
Dividend Yield (TTM)1.77%9.66%
Dividend Payout Ratio (TTM)43.62%650.00%

Valuation

P/E Ratio (TTM)

Houlihan Lokey (HLI) at 24.47 is near its industry’s usual P/E ratio, while Blue Owl Capital (OWL) at 70.14 sits above its peer range — an unusually expensive price for OWL’s trailing earnings.

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

OWL

Financial Services industry group

70.14

OWL
70.14
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Houlihan Lokey (HLI) at 3.96 is priced about in line with its industry on P/S ratio, while Blue Owl Capital (OWL) at 5.04 sits in the pricier quartile — OWL costs more per dollar of 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

OWL

Financial Services industry group

5.04

Max
9.23
OWL
5.04
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Blue Owl Capital (OWL) at 3.54 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

OWL

Financial Services industry group

3.54

Max
7.79
Q3
3.63
OWL
3.54
Median
1.57
Q1
0.81
Min
-0.39
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Houlihan Lokey (HLI) vs. Blue Owl Capital (OWL): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Houlihan Lokey (HLI) and Blue Owl Capital (OWL)
MetricHLIOWL
P/E Ratio (TTM)24.4770.14
P/S Ratio (TTM)3.965.04
P/B Ratio (MRQ)4.393.54
Free Cash Flow Yield (TTM)----