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HLI vs. UBS: Houlihan Lokey vs. UBS Stock Comparison

How do Houlihan Lokey (HLI) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though HLI is classified under Investment Banking & Brokerage while UBS falls under Diversified Capital Markets.

Company profile comparison for Houlihan Lokey (HLI) and UBS (UBS)
Profile ItemHLIUBS
NameHoulihan Lokey, Inc.UBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageDiversified Capital Markets
Market Capitalization10.13 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateAugust 13, 2015May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HLI
UBS
GSPC
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Houlihan Lokey (HLI) vs. UBS (UBS), 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 UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Houlihan Lokey (HLI) and UBS (UBS)
MetricHLIUBS
Total Return (1Y)-16.23%30.78%
Total Return (3Y, Annualized)15.13%29.39%
Total Return (5Y, Annualized)6.74%25.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Houlihan Lokey (HLI) and UBS (UBS)
MetricHLIUBS
Volatility (1Y, Annualized)31.00%27.78%
Beta (5Y)0.871.15
Max Drawdown (5Y)-40.30%-32.48%
Avg. Volume (3M)816.85K1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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HLI and UBS 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 UBS (UBS)
MetricHLIUBS
Sharpe Ratio (1Y)-0.660.95
Sortino Ratio (1Y)-0.911.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Houlihan Lokey (HLI) earns 17.29% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

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%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
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Houlihan Lokey (HLI) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; HLI is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Houlihan Lokey (HLI) at 15.80% and UBS (UBS) at 18.18% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Houlihan Lokey (HLI) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Houlihan Lokey (HLI) at 24.42% and UBS (UBS) at 27.10% 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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Houlihan Lokey (HLI) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Houlihan Lokey (HLI) and UBS (UBS)
MetricHLIUBS
ROE (TTM)17.29%--
ROA (TTM)10.38%--
Net Margin (TTM)15.80%18.18%
Operating Margin (TTM)24.42%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Houlihan Lokey (HLI) at 9.55% and UBS (UBS) at 4.30% 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. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% 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 UBS.

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Houlihan Lokey (HLI) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Houlihan Lokey (HLI) and UBS (UBS)
MetricHLIUBS
Revenue Growth (YoY)9.55%4.30%
Revenue Growth (3Y CAGR)13.10%12.44%
EPS Growth (YoY)6.87%55.26%
EPS Growth (3Y CAGR)16.05%1.60%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Houlihan Lokey (HLI) reports a yield of 1.77%, ranking against industry peers normally.

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%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
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Houlihan Lokey (HLI) vs. UBS (UBS): 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 UBS (UBS) at 36.30% 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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Houlihan Lokey (HLI) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Houlihan Lokey (HLI) and UBS (UBS)
MetricHLIUBS
Dividend Yield (TTM)1.77%0.00%
Dividend Payout Ratio (TTM)43.62%36.30%

Valuation

P/E Ratio (TTM)

Both Houlihan Lokey (HLI) at 24.47 and UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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Houlihan Lokey (HLI) vs. UBS (UBS): 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 UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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Houlihan Lokey (HLI) vs. UBS (UBS): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

UBS (UBS) at 1.64 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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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Houlihan Lokey (HLI) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Houlihan Lokey (HLI) and UBS (UBS)
MetricHLIUBS
P/E Ratio (TTM)24.4715.77
P/S Ratio (TTM)3.962.71
P/B Ratio (MRQ)4.391.64
Free Cash Flow Yield (TTM)----