COMP <GO>
HLI vs EVR // RSI-14 & 200D SMA MOMENTUM
Houlihan Lokey Inc. (NYSE) VS. Evercore Inc. (NYSE) • 15-METRIC TALLY: HLI 3
— EVR 8
▲ RSI-14 & 200D SMA MOMENTUM LEADER: EVR
LAST: $146.44 (+6.12%) • MKT CAP: $9.64B
rsi-technicals
60.1
LAST: $303.26 (+4.39%) • MKT CAP: $11.17B
rsi-technicals
61.5
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. EVR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | EVR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.60% | 30.30% | -8.70 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 13.0x | +4.20 | EVR | /valuation <GO> |
| Free Cash Flow Yield | 7.00% | 9.45% | -2.45 | EVR | /fcf-yield <GO> |
| Operating Margin | 20.10% | 18.60% | +1.50 | HLI | /operating-margins <GO> |
| Net Profit Margin | 16.20% | 15.30% | +0.90 | HLI | /net-margins <GO> |
| Revenue Growth (YoY) | 9.50% | 29.50% | -20.00 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 1.26% | +0.53 | HLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 60.1 | 61.5 | -1.40 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.15 | -0.24 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 16.2x | +5.20 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.64B | $11.17B | -$1.53B | EVR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | EVR REV | HLI GROSS % | EVR GROSS % | HLI FCF | EVR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $3.88B | — | — | $681.8M | $1.08B |
| FY 2024 | $2.39B | $3.00B | 32.3% | — | $808.9M | $853.3M |
| FY 2023 | $1.91B | $2.44B | — | — | $242.3M | $348.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
EVR // BETA 1.15