COMP <GO>
EVR vs HLI // DIVIDEND YIELD & FCF PAYOUT SAFETY
Evercore Inc. (NYSE) VS. Houlihan Lokey Inc. (NYSE) • 15-METRIC TALLY: EVR 8
— HLI 3
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: HLI
LAST: $303.26 (+4.39%) • MKT CAP: $11.17B
dividend-safety
1.26%
LAST: $146.44 (+6.12%) • MKT CAP: $9.64B
dividend-safety
1.79%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVR VS. HLI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVR | HLI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.30% | 21.60% | +8.70 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.0x | 17.2x | -4.20 | EVR | /valuation <GO> |
| Free Cash Flow Yield | 9.45% | 7.00% | +2.45 | EVR | /fcf-yield <GO> |
| Operating Margin | 18.60% | 20.10% | -1.50 | HLI | /operating-margins <GO> |
| Net Profit Margin | 15.30% | 16.20% | -0.90 | HLI | /net-margins <GO> |
| Revenue Growth (YoY) | 29.50% | 9.50% | +20.00 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 1.26% | 1.79% | -0.53 | HLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 60.1 | +1.40 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.91 | +0.24 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 21.4x | -5.20 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.17B | $9.64B | $1.53B | EVR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVR REV | HLI REV | EVR GROSS % | HLI GROSS % | EVR FCF | HLI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.88B | $2.62B | — | — | $1.08B | $681.8M |
| FY 2024 | $3.00B | $2.39B | — | 32.3% | $853.3M | $808.9M |
| FY 2023 | $2.44B | $1.91B | — | — | $348.0M | $242.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVR // BETA 1.15
HLI // BETA 0.91