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HLI vs. TROW: Houlihan Lokey vs. T. Rowe Price Stock Comparison

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

Company profile comparison for Houlihan Lokey (HLI) and T. Rowe Price (TROW)
Profile ItemHLITROW
NameHoulihan Lokey, Inc.T. Rowe Price Group Inc.
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 USD23.13 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateAugust 13, 2015April 2, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HLI
TROW
GSPC
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW), 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 T. Rowe Price (TROW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Houlihan Lokey (HLI) and T. Rowe Price (TROW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Houlihan Lokey (HLI) and T. Rowe Price (TROW)
MetricHLITROW
Total Return (1Y)-16.23%14.59%
Total Return (3Y, Annualized)15.13%11.26%
Total Return (5Y, Annualized)6.74%-8.60%

Risk Profile

Drawdown History

HLI
TROW
GSPC
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW), 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 T. Rowe Price (TROW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Houlihan Lokey (HLI) and T. Rowe Price (TROW)
MetricHLITROW
Volatility (1Y, Annualized)31.00%24.99%
Beta (5Y)0.871.39
Max Drawdown (5Y)-40.30%-57.57%
Avg. Volume (3M)816.85K1.72M

Risk-Adjusted Performance

Risk-Return Positioning

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HLI and TROW 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 T. Rowe Price (TROW)
MetricHLITROW
Sharpe Ratio (1Y)-0.660.41
Sortino Ratio (1Y)-0.910.58

Profitability

ROE (TTM)

Both Houlihan Lokey (HLI) at 17.29% and T. Rowe Price (TROW) at 18.20% 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%

TROW

Financial Services industry group

18.20%

Max
44.78%
Q3
21.85%
TROW
18.20%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

T. Rowe Price (TROW) at 28.40% 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%

TROW

Financial Services industry group

28.40%

Max
62.84%
TROW
28.40%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Houlihan Lokey (HLI) at 24.42% and T. Rowe Price (TROW) at 38.60% 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%

TROW

Financial Services industry group

38.60%

Max
107.33%
Q3
55.90%
TROW
38.60%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Houlihan Lokey (HLI) and T. Rowe Price (TROW)
MetricHLITROW
ROE (TTM)17.29%18.20%
ROA (TTM)10.38%10.67%
Net Margin (TTM)15.80%28.40%
Operating Margin (TTM)24.42%38.60%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Houlihan Lokey (HLI) at 9.55% and T. Rowe Price (TROW) at 3.12% 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. T. Rowe Price (TROW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Houlihan Lokey (HLI) at 6.87% and T. Rowe Price (TROW) at 0.98% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Houlihan Lokey (HLI) and T. Rowe Price (TROW)
MetricHLITROW
Revenue Growth (YoY)9.55%3.12%
Revenue Growth (3Y CAGR)13.10%4.08%
EPS Growth (YoY)6.87%0.98%
EPS Growth (3Y CAGR)16.05%11.31%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Houlihan Lokey (HLI) in Financial Services and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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 T. Rowe Price (TROW)
MetricHLITROW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

T. Rowe Price (TROW) at 4.76% delivers top-quartile income for its industry, while Houlihan Lokey (HLI) at 1.77% pays a more typical yield — both are credible income propositions, TROW 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%

TROW

Financial Services industry group

4.76%

Max
9.77%
TROW
4.76%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) at 52.33% 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%

TROW

Financial Services industry group

52.33%

Max
241.07%
Q3
97.36%
TROW
52.33%
Median
25.77%
Q1
0.00%
Min
0.00%
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Houlihan Lokey (HLI) and T. Rowe Price (TROW)
MetricHLITROW
Dividend Yield (TTM)1.77%4.76%
Dividend Payout Ratio (TTM)43.62%52.33%

Valuation

P/E Ratio (TTM)

Both Houlihan Lokey (HLI) at 24.47 and T. Rowe Price (TROW) at 10.97 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

TROW

Financial Services industry group

10.97

Max
45.85
Q3
24.64
Median
15.37
TROW
10.97
Q1
9.68
Min
0.16
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Houlihan Lokey (HLI) at 3.96 and T. Rowe Price (TROW) at 3.00 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

TROW

Financial Services industry group

3.00

Max
9.23
Q3
4.57
TROW
3.00
Median
2.72
Q1
1.28
Min
-0.55
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Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

T. Rowe Price (TROW) at 2.03 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

TROW

Financial Services industry group

2.03

Max
7.79
Q3
3.63
TROW
2.03
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Houlihan Lokey (HLI) vs. T. Rowe Price (TROW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Houlihan Lokey (HLI) and T. Rowe Price (TROW)
MetricHLITROW
P/E Ratio (TTM)24.4710.97
P/S Ratio (TTM)3.963.00
P/B Ratio (MRQ)4.392.03
Free Cash Flow Yield (TTM)----