COMP <GO>
HLI vs AMG // RETURN ON INVESTED CAPITAL (ROIC)
Houlihan Lokey Inc. (NYSE) VS. Affiliated Managers Group Inc. (NYSE) • 15-METRIC TALLY: HLI 5
— AMG 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HLI
LAST: $138.00 (-0.96%) • MKT CAP: $9.64B
roic
21.60%
LAST: $381.57 (-4.37%) • MKT CAP: $9.87B
roic
14.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. AMG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | AMG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 21.60% | 14.80% | +6.80 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 13.4x | +3.80 | AMG | /valuation <GO> |
| Free Cash Flow Yield | 7.00% | 9.37% | -2.37 | AMG | /fcf-yield <GO> |
| Operating Margin | 20.10% | 42.10% | -22.00 | AMG | /operating-margins <GO> |
| Net Profit Margin | 16.20% | 34.50% | -18.30 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 9.50% | 1.60% | +7.90 | HLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 0.01% | +1.78 | HLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 48.5 | +11.60 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.99 | -0.08 | AMG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 13.4x | +8.00 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.64B | $9.87B | -$223.0M | AMG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | AMG REV | HLI GROSS % | AMG GROSS % | HLI FCF | AMG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $2.07B | — | — | $681.8M | $967.1M |
| FY 2024 | $2.39B | $2.04B | 32.3% | — | $808.9M | $928.7M |
| FY 2023 | $1.91B | $2.06B | — | — | $242.3M | $781.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
AMG // BETA 0.99