COMP <GO>
HLI vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Houlihan Lokey Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: HLI 7
— BRK-B 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HLI
LAST: $138.00 (-0.96%) • MKT CAP: $9.64B
roic
21.60%
LAST: $542.49 (+0.10%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 21.60% | 11.47% | +10.13 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 9.9x | +7.29 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 7.00% | 2.04% | +4.96 | HLI | /fcf-yield <GO> |
| Operating Margin | 20.10% | 27.80% | -7.70 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 16.20% | 22.30% | -6.10 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 9.50% | 3.93% | +5.57 | HLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 0.00% | +1.79 | HLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.88 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.64% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 63.6 | -3.50 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.61 | +0.30 | HLI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 24.9x | -3.51 | HLI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.64B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | BRK-B REV | HLI GROSS % | BRK-B GROSS % | HLI FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $371.44B | — | — | $681.8M | $25.04B |
| FY 2024 | $2.39B | $371.43B | 32.3% | — | $808.9M | $11.62B |
| FY 2023 | $1.91B | $364.48B | — | — | $242.3M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
BRK-B // BETA 0.61