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.
| Profile Item | HLI | OWL |
|---|---|---|
| Name | Houlihan Lokey, Inc. | Blue Owl Capital 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 | Asset Management & Custody Banks |
| Market Capitalization | 10.13 billion USD | 15.48 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 13, 2015 | December 14, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | HLI | OWL |
|---|---|---|
| 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
Return Distribution
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.
| Metric | HLI | OWL |
|---|---|---|
| Volatility (1Y, Annualized) | 31.00% | 46.89% |
| Beta (5Y) | 0.87 | 1.28 |
| Max Drawdown (5Y) | -40.30% | -67.10% |
| Avg. Volume (3M) | 816.85K | 19.50M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | HLI | OWL |
|---|---|---|
| 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%
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%
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%
Profitability Metrics
| Metric | HLI | OWL |
|---|---|---|
| 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.
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.
Growth Metrics
| Metric | HLI | OWL |
|---|---|---|
| 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
| Metric | HLI | OWL |
|---|---|---|
| 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%
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%
Dividend Metrics
| Metric | HLI | OWL |
|---|---|---|
| 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
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
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
Valuation Metrics
| Metric | HLI | OWL |
|---|---|---|
| P/E Ratio (TTM) | 24.47 | 70.14 |
| P/S Ratio (TTM) | 3.96 | 5.04 |
| P/B Ratio (MRQ) | 4.39 | 3.54 |
| Free Cash Flow Yield (TTM) | -- | -- |