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Upturn AI SWOT - About
HLI 
Houlihan Lokey Inc (HLI)
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Upturn Advisory Summary
03/27/2025: HLI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 23.9% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.51B USD | Price to earnings Ratio 31.38 | 1Y Target Price 188.71 |
Price to earnings Ratio 31.38 | 1Y Target Price 188.71 | ||
Volume (30-day avg) 395736 | Beta 0.73 | 52 Weeks Range 120.41 - 190.89 | Updated Date 04/2/2025 |
52 Weeks Range 120.41 - 190.89 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.39% | Basic EPS (TTM) 5.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16% | Operating Margin (TTM) 23.46% |
Management Effectiveness
Return on Assets (TTM) 11.15% | Return on Equity (TTM) 18.64% |
Valuation
Trailing PE 31.38 | Forward PE 22.03 | Enterprise Value 10886623852 | Price to Sales(TTM) 5.13 |
Enterprise Value 10886623852 | Price to Sales(TTM) 5.13 | ||
Enterprise Value to Revenue 4.85 | Enterprise Value to EBITDA 21.5 | Shares Outstanding 54026400 | Shares Floating 53850190 |
Shares Outstanding 54026400 | Shares Floating 53850190 | ||
Percent Insiders 0.13 | Percent Institutions 103.05 |
Analyst Ratings
Rating 2.67 | Target Price 181.14 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 4 | Sell - | Strong Sell 3 | |
Strong Sell 3 |
Upturn AI SWOT
Houlihan Lokey Inc
Company Overview
History and Background
Houlihan Lokey, founded in 1972, is a global investment bank specializing in mergers and acquisitions, financial restructuring, valuation, and financial advisory services. Initially focused on real estate valuations, it expanded into broader financial advisory services.
Core Business Areas
- Corporate Finance: Advises public and private middle-market companies on mergers and acquisitions, divestitures, financings, and capital markets transactions.
- Financial Restructuring: Provides advice to debtors and creditors in distressed situations, including bankruptcies, workouts, and liquidations.
- Valuation Advisory: Offers valuation services for financial reporting, tax planning, transaction support, and litigation purposes.
Leadership and Structure
Scott Beiser serves as the Chief Executive Officer. The firm is structured with Managing Directors overseeing various industry and service groups. The company operates globally with offices in North America, Europe, and Asia-Pacific.
Top Products and Market Share
Key Offerings
- Mergers and Acquisitions (M&A) Advisory: Houlihan Lokey provides M&A advisory services to middle-market companies. They are consistently ranked among the top M&A advisors globally. Competitors include Rothschild & Co, Lazard, and other boutique investment banks. Specific market share data is fluctuating and deal dependent.
- Financial Restructuring Advisory: Houlihan Lokey is a leading advisor in financial restructuring, advising companies and creditors in complex distressed situations. Competitors include PJT Partners, Evercore, and Moelis & Company. Specific market share data is fluctuating and deal dependent.
- Valuation Advisory Services: Houlihan Lokey offers a range of valuation services. Competitors include Duff & Phelps, American Appraisal, and large accounting firms. Specific market share data is fluctuating and deal dependent.
Market Dynamics
Industry Overview
The investment banking industry is influenced by economic conditions, interest rates, and regulatory changes. M&A activity, restructuring needs, and demand for valuation services fluctuate with market cycles.
Positioning
Houlihan Lokey positions itself as a leading advisor to middle-market companies, specializing in complex transactions and distressed situations. Their independence and focus on specific niches give them a competitive edge.
Total Addressable Market (TAM)
The global investment banking market is estimated to be in the hundreds of billions of dollars. Houlihan Lokey targets the middle-market segment within this larger TAM. Precise TAM valuation is difficult to obtain due to varying scopes and definitions, but it can be in the tens of billions.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in middle-market M&A and restructuring
- Experienced team of professionals
- Independent advisory model
- Global presence
- Diversified service offerings
Weaknesses
- Dependence on market cycles
- Smaller scale compared to bulge-bracket banks
- Potential for deal-related conflicts of interest
- Reliance on key personnel
Opportunities
- Expansion into new geographies and industries
- Growth in private equity activity
- Increased demand for restructuring services in economic downturns
- Technological innovation in valuation and financial analysis
- Strategic alliances and partnerships
Threats
- Economic downturns and market volatility
- Increased competition from other investment banks
- Regulatory changes and compliance costs
- Loss of key personnel
- Geopolitical risks
Competitors and Market Share
Key Competitors
- LAZ
- EVR
- PJT
- MOEL
- RBC
Competitive Landscape
Houlihan Lokey excels in the middle-market M&A and restructuring space. Their independent advisory model distinguishes them from larger, integrated investment banks. They maintain a competitive advantage through specialized expertise and strong relationships.
Major Acquisitions
GCA Savvian Advisors
- Year: 2021
- Acquisition Price (USD millions): 563
- Strategic Rationale: Expanded Houlihan Lokey's technology M&A advisory capabilities.
Growth Trajectory and Initiatives
Historical Growth: Houlihan Lokey has experienced consistent growth in recent years, driven by increasing demand for its advisory services.
Future Projections: Analyst estimates vary, but generally project continued growth for Houlihan Lokey, driven by market trends and strategic initiatives.
Recent Initiatives: Recent initiatives include expanding into new industry verticals, strengthening their international presence, and investing in technology to improve service delivery.
Summary
Houlihan Lokey is a robust investment bank that excels in middle-market M&A, financial restructuring, and valuation services. Its strong brand reputation and experienced team are working very well. Economic downturns and increased competition remain challenges to look out for. The firm's growth trajectory depends on strategic expansions and sustained market demand.
Similar Companies
EVR
Evercore Partners Inc
EVR
Evercore Partners Inc
LAZ
Lazard Ltd
LAZ
Lazard Ltd
PJT
PJT Partners Inc
PJT
PJT Partners Inc
RBC
RBC Bearings Incorporated
RBC
RBC Bearings Incorporated
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Investor Relations Materials
- Industry Reports
- Market Research
- Analyst Estimates
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance are subject to change. Consult with a qualified professional before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Houlihan Lokey Inc
Exchange NYSE | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2015-08-13 | CEO & Director Mr. Scott Joseph Adelson | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2601 | Website https://hl.com |
Full time employees 2601 | Website https://hl.com | ||
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services in the United States and internationally. It operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA). The CF segment offers general financial advisory services; and advises public and private institutions on buy-side and sell-side transactions, leveraged loans, private mezzanine debt, high-yield debt, initial public offerings, follow-ons, convertibles, equity private placements, private equity, and liability management transactions, as well as financial sponsors on various transactions. The FR segment advises debtors, creditors, and other parties-in-interest related to recapitalization/deleveraging transactions. This segment also provides a range of advisory services, including structuring, negotiation, and confirmation of plans of reorganization; structuring and analysis of exchange offers; corporate viability assessment; dispute resolution and expert testimony; and procuring debtor-in-possession financing. The FVA segment offers valuations of various assets, such as companies, illiquid debt and equity securities, and intellectual property; and dispute resolution services. This segment also provides fairness opinions in connection with M&A and other transactions, solvency opinions in connection with corporate spin-offs and dividend recapitalizations, and other types of financial opinions. The company serves corporations, financial sponsors, and government agencies. Houlihan Lokey, Inc. was incorporated in 1972 and is headquartered in Los Angeles, California.
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