COMP <GO>
HLI vs IVZ // FORWARD P/E MULTIPLE
Houlihan Lokey Inc. (NYSE) VS. Invesco Ltd (NYSE) • 15-METRIC TALLY: HLI 6
— IVZ 5
▲ FORWARD P/E MULTIPLE LEADER: IVZ
LAST: $138.00 (-0.96%) • MKT CAP: $9.64B
forward-pe
21.4x
LAST: $27.76 (-4.34%) • MKT CAP: $12.26B
forward-pe
18.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. IVZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | IVZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.60% | -3.20% | +24.80 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.00% | 11.25% | -4.25 | IVZ | /fcf-yield <GO> |
| Operating Margin | 20.10% | -10.90% | +31.00 | HLI | /operating-margins <GO> |
| Net Profit Margin | 16.20% | -8.50% | +24.70 | HLI | /net-margins <GO> |
| Revenue Growth (YoY) | 9.50% | 5.10% | +4.40 | HLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 2.94% | -1.15 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 40.2 | +19.90 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.07 | -0.16 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 21.4x | 18.0x | +3.40 | IVZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.64B | $12.26B | -$2.61B | IVZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | IVZ REV | HLI GROSS % | IVZ GROSS % | HLI FCF | IVZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $6.38B | — | — | $681.8M | $1.44B |
| FY 2024 | $2.39B | $6.07B | 32.3% | — | $808.9M | $1.12B |
| FY 2023 | $1.91B | $5.72B | — | — | $242.3M | $1.04B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
IVZ // BETA 1.07