COMP <GO>
AMG vs HLI // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Affiliated Managers Group Inc. (NYSE) VS. Houlihan Lokey Inc. (NYSE) • 15-METRIC TALLY: AMG 7
— HLI 5
■ METRIC PARITY
LAST: $370.39 (-2.93%) • MKT CAP: $9.87B
options-implied-move
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LAST: $146.44 (+6.12%) • MKT CAP: $9.64B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. HLI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | HLI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 21.60% | -6.80 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 17.2x | -3.80 | AMG | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | 7.00% | +2.37 | AMG | /fcf-yield <GO> |
| Operating Margin | 42.10% | 20.10% | +22.00 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 16.20% | +18.30 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 9.50% | -7.90 | HLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 1.79% | -1.78 | HLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.5 | 60.1 | -11.60 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.91 | +0.08 | AMG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 21.4x | -8.00 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.87B | $9.64B | $223.0M | AMG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | HLI REV | AMG GROSS % | HLI GROSS % | AMG FCF | HLI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $2.62B | — | — | $967.1M | $681.8M |
| FY 2024 | $2.04B | $2.39B | — | 32.3% | $928.7M | $808.9M |
| FY 2023 | $2.06B | $1.91B | — | — | $781.7M | $242.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
HLI // BETA 0.91