COMP <GO>
HLI vs JPM // REVENUE GROWTH (YOY)
Houlihan Lokey Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: HLI 4
— JPM 8
▲ REVENUE GROWTH (YOY) LEADER: JPM
LAST: $146.44 (+6.12%) • MKT CAP: $10.17B
revenue-growth
9.50%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
revenue-growth
13.23%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.60% | 17.72% | +3.88 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 9.5x | +7.70 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.00% | -9.41% | +16.41 | HLI | /fcf-yield <GO> |
| Operating Margin | 20.10% | 41.98% | -21.88 | JPM | /operating-margins <GO> |
| Net Profit Margin | 16.20% | 32.48% | -16.28 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 9.50% | 13.23% | -3.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 1.95% | -0.16 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 3/9 | +6.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.3 | 53.6 | +16.70 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.00 | -0.09 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 13.3x | +8.13 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.17B | $905.33B | -$895.16B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | JPM REV | HLI GROSS % | JPM GROSS % | HLI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $182.45B | — | — | $681.8M | -$147.78B |
| FY 2024 | $2.39B | $177.56B | 32.3% | — | $808.9M | -$42.01B |
| FY 2023 | $1.91B | $158.10B | — | — | $242.3M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
JPM // BETA 1.00