COMP <GO>
IVZ vs HLI // ALTMAN Z-SCORE & DEBT/EQUITY
Invesco Ltd (NYSE) VS. Houlihan Lokey Inc. (NYSE) • 15-METRIC TALLY: IVZ 5
— HLI 6
■ METRIC PARITY
LAST: $27.77 (+0.04%) • MKT CAP: $12.26B
balance-sheet
—
LAST: $146.44 (+6.12%) • MKT CAP: $9.64B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. HLI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | HLI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 21.60% | -24.80 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 17.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | 7.00% | +4.25 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 20.10% | -31.00 | HLI | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 16.20% | -24.70 | HLI | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 9.50% | -4.40 | HLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 1.79% | +1.15 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.2 | 60.1 | -19.90 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.91 | +0.16 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 21.4x | -3.40 | IVZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.26B | $9.64B | $2.61B | IVZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | HLI REV | IVZ GROSS % | HLI GROSS % | IVZ FCF | HLI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $2.62B | — | — | $1.44B | $681.8M |
| FY 2024 | $6.07B | $2.39B | — | 32.3% | $1.12B | $808.9M |
| FY 2023 | $5.72B | $1.91B | — | — | $1.04B | $242.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
HLI // BETA 0.91