HLI vs. SCHW: Houlihan Lokey vs. Charles Schwab Stock Comparison
How do Houlihan Lokey (HLI) and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) 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 | SCHW |
|---|---|---|
| Name | Houlihan Lokey, Inc. | The Charles Schwab Corporation |
| 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 | 158.22 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 13, 2015 | September 22, 1987 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | HLI | SCHW |
|---|---|---|
| Total Return (1Y) | -16.23% | -0.80% |
| Total Return (3Y, Annualized) | 15.13% | 21.35% |
| Total Return (5Y, Annualized) | 6.74% | 4.31% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | HLI | SCHW |
|---|---|---|
| Volatility (1Y, Annualized) | 31.00% | 26.01% |
| Beta (5Y) | 0.87 | 0.74 |
| Max Drawdown (5Y) | -40.30% | -49.70% |
| Avg. Volume (3M) | 816.85K | 8.22M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | HLI | SCHW |
|---|---|---|
| Sharpe Ratio (1Y) | -0.66 | -0.20 |
| Sortino Ratio (1Y) | -0.91 | -0.26 |
Profitability
ROE (TTM)
Both Houlihan Lokey (HLI) at 17.29% and Charles Schwab (SCHW) at 21.12% 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%
SCHW
Financial Services industry group
21.12%
- Max
- 44.78%
- Q3
- 21.85%
- SCHW
- 21.12%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Charles Schwab (SCHW) at 39.33% retains a top-quartile share of revenue as profit, ahead of Houlihan Lokey (HLI) at 15.80%, which keeps about the industry-typical 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%
SCHW
Financial Services industry group
39.33%
- Max
- 62.84%
- SCHW
- 39.33%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Houlihan Lokey (HLI) at 24.42% and Charles Schwab (SCHW) at 52.67% 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%
SCHW
Financial Services industry group
52.67%
- Max
- 107.33%
- Q3
- 55.90%
- SCHW
- 52.67%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | HLI | SCHW |
|---|---|---|
| ROE (TTM) | 17.29% | 21.12% |
| ROA (TTM) | 10.38% | 2.16% |
| Net Margin (TTM) | 15.80% | 39.33% |
| Operating Margin (TTM) | 24.42% | 52.67% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Houlihan Lokey (HLI) at 9.55% and Charles Schwab (SCHW) at 22.01% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Charles Schwab (SCHW) at 55.52% 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 SCHW.
Growth Metrics
| Metric | HLI | SCHW |
|---|---|---|
| Revenue Growth (YoY) | 9.55% | 22.01% |
| Revenue Growth (3Y CAGR) | 13.10% | 4.83% |
| EPS Growth (YoY) | 6.87% | 55.52% |
| EPS Growth (3Y CAGR) | 16.05% | 9.93% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Houlihan Lokey (HLI) in Financial Services and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) 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 | SCHW |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Houlihan Lokey (HLI) at 1.77% and Charles Schwab (SCHW) at 1.33% 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%
SCHW
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- SCHW
- 1.33%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Houlihan Lokey (HLI) at 43.62% and Charles Schwab (SCHW) at 21.03% 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%
SCHW
Financial Services industry group
21.03%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SCHW
- 21.03%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | HLI | SCHW |
|---|---|---|
| Dividend Yield (TTM) | 1.77% | 1.33% |
| Dividend Payout Ratio (TTM) | 43.62% | 21.03% |
Valuation
P/E Ratio (TTM)
Both Houlihan Lokey (HLI) at 24.47 and Charles Schwab (SCHW) at 15.64 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
SCHW
Financial Services industry group
15.64
- Max
- 45.85
- Q3
- 24.64
- SCHW
- 15.64
- 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 Charles Schwab (SCHW) at 5.85 sits in the pricier quartile — SCHW 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
SCHW
Financial Services industry group
5.85
- Max
- 9.23
- SCHW
- 5.85
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Charles Schwab (SCHW) at 3.08 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
SCHW
Financial Services industry group
3.08
- Max
- 7.79
- Q3
- 3.63
- SCHW
- 3.08
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | HLI | SCHW |
|---|---|---|
| P/E Ratio (TTM) | 24.47 | 15.64 |
| P/S Ratio (TTM) | 3.96 | 5.85 |
| P/B Ratio (MRQ) | 4.39 | 3.08 |
| Free Cash Flow Yield (TTM) | -- | -- |