Seek Returns

HLI vs. SEIC: Houlihan Lokey vs. SEI Investments Stock Comparison

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

Company profile comparison for Houlihan Lokey (HLI) and SEI Investments (SEIC)
Profile ItemHLISEIC
NameHoulihan Lokey, Inc.SEI Investments Company
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 USD12.49 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateAugust 13, 2015March 25, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HLI
SEIC
GSPC
Loading price history…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC), 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

Loading price history…
Trailing total returns for Houlihan Lokey (HLI) and SEI Investments (SEIC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Houlihan Lokey (HLI) and SEI Investments (SEIC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Houlihan Lokey (HLI) and SEI Investments (SEIC)
MetricHLISEIC
Total Return (1Y)-16.23%32.47%
Total Return (3Y, Annualized)15.13%26.31%
Total Return (5Y, Annualized)6.74%12.52%

Risk Profile

Drawdown History

HLI
SEIC
GSPC
Loading price history…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC), 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

Loading price history…
Distribution of monthly total returns for Houlihan Lokey (HLI) and SEI Investments (SEIC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Houlihan Lokey (HLI) and SEI Investments (SEIC)
MetricHLISEIC
Volatility (1Y, Annualized)31.00%23.86%
Beta (5Y)0.870.94
Max Drawdown (5Y)-40.30%-26.00%
Avg. Volume (3M)816.85K756.15K

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
HLI and SEIC 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 SEI Investments (SEIC)
MetricHLISEIC
Sharpe Ratio (1Y)-0.661.18
Sortino Ratio (1Y)-0.911.85

Profitability

ROE (TTM)

SEI Investments (SEIC) at 27.26% sits in the top ROE quartile, while Houlihan Lokey (HLI) at 17.29% is closer to the peer norm — stronger capital efficiency for SEIC.

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%

SEIC

Financial Services industry group

27.26%

Max
44.78%
SEIC
27.26%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

SEI Investments (SEIC) at 28.06% 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%

SEIC

Financial Services industry group

28.06%

Max
62.84%
SEIC
28.06%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Houlihan Lokey (HLI) at 24.42% and SEI Investments (SEIC) at 29.91% 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%

SEIC

Financial Services industry group

29.91%

Max
107.33%
Q3
55.90%
Median
30.09%
SEIC
29.91%
Q1
14.60%
Min
-44.34%
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Houlihan Lokey (HLI) and SEI Investments (SEIC)
MetricHLISEIC
ROE (TTM)17.29%27.26%
ROA (TTM)10.38%14.74%
Net Margin (TTM)15.80%28.06%
Operating Margin (TTM)24.42%29.91%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Houlihan Lokey (HLI) at 9.55% and SEI Investments (SEIC) at 8.10% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Houlihan Lokey (HLI) at 6.87% and SEI Investments (SEIC) at 27.66% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Houlihan Lokey (HLI) and SEI Investments (SEIC)
MetricHLISEIC
Revenue Growth (YoY)9.55%8.10%
Revenue Growth (3Y CAGR)13.10%4.89%
EPS Growth (YoY)6.87%27.66%
EPS Growth (3Y CAGR)16.05%17.62%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Houlihan Lokey (HLI) in Financial Services and SEI Investments (SEIC) 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 SEI Investments (SEIC) 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 SEI Investments (SEIC)
MetricHLISEIC
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Houlihan Lokey (HLI) at 1.77% and SEI Investments (SEIC) at 0.99% 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%

SEIC

Financial Services industry group

0.99%

Max
9.77%
Q3
3.92%
Median
1.09%
SEIC
0.99%
Q1
0.00%
Min
0.00%
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Houlihan Lokey (HLI) at 43.62% and SEI Investments (SEIC) at 18.09% 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%

SEIC

Financial Services industry group

18.09%

Max
241.07%
Q3
97.36%
Median
25.77%
SEIC
18.09%
Q1
0.00%
Min
0.00%
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Houlihan Lokey (HLI) and SEI Investments (SEIC)
MetricHLISEIC
Dividend Yield (TTM)1.77%0.99%
Dividend Payout Ratio (TTM)43.62%18.09%

Valuation

P/E Ratio (TTM)

Both Houlihan Lokey (HLI) at 24.47 and SEI Investments (SEIC) at 18.31 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

SEIC

Financial Services industry group

18.31

Max
45.85
Q3
24.64
SEIC
18.31
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): 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 SEI Investments (SEIC) at 4.93 sits in the pricier quartile — SEIC 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

SEIC

Financial Services industry group

4.93

Max
9.23
SEIC
4.93
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Both Houlihan Lokey (HLI) at 4.39 and SEI Investments (SEIC) at 4.98 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

SEIC

Financial Services industry group

4.98

Max
7.79
SEIC
4.98
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Houlihan Lokey (HLI) vs. SEI Investments (SEIC): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Houlihan Lokey (HLI) and SEI Investments (SEIC)
MetricHLISEIC
P/E Ratio (TTM)24.4718.31
P/S Ratio (TTM)3.964.93
P/B Ratio (MRQ)4.394.98
Free Cash Flow Yield (TTM)----