COMP <GO>
HLI vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Houlihan Lokey Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: HLI 9
— BAC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HLI
LAST: $138.00 (-0.96%) • MKT CAP: $9.74B
roic
21.60%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 21.60% | 2.50% | +19.10 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 30.2x | -13.00 | HLI | /valuation <GO> |
| Free Cash Flow Yield | 7.00% | 2.10% | +4.90 | HLI | /fcf-yield <GO> |
| Operating Margin | 20.10% | 32.90% | -12.80 | BAC | /operating-margins <GO> |
| Net Profit Margin | 16.20% | 27.00% | -10.80 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 9.50% | 6.80% | +2.70 | HLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 0.00% | +1.79 | HLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.51 | 0.45 | +5.06 | HLI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.6 | 27.7 | +33.91 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 0.90 | +0.01 | HLI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 10.9x | +10.50 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.74B | $357.61B | -$347.87B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | BAC REV | HLI GROSS % | BAC GROSS % | HLI FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $113.10B | 44.0% | 44.0% | $681.8M | $7.52B |
| FY 2024 | $2.39B | $105.86B | 32.3% | 44.0% | $808.9M | -$13.57B |
| FY 2023 | $1.91B | $102.77B | 44.0% | 44.0% | $242.3M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
BAC // BETA 0.90