COMP <GO>
HLI vs JPM // FREE CASH FLOW YIELD
Houlihan Lokey Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: HLI 5
— JPM 9
▲ FREE CASH FLOW YIELD LEADER: HLI
LAST: $138.00 (-0.96%) • MKT CAP: $9.74B
fcf-yield
7.00%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.60% | 17.37% | +4.23 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 9.7x | +7.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 7.00% | -18.14% | +25.14 | HLI | /fcf-yield <GO> |
| Operating Margin | 20.10% | 42.07% | -21.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 16.20% | 32.63% | -16.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 9.50% | 13.53% | -4.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 1.96% | -0.17 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.51 | 0.37 | +5.14 | HLI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 4.84% | +1.76 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.6 | 49.0 | +12.53 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.00 | -0.09 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 13.6x | +7.83 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.74B | $895.92B | -$886.18B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | JPM REV | HLI GROSS % | JPM GROSS % | HLI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $182.45B | 44.0% | — | $681.8M | -$147.78B |
| FY 2024 | $2.39B | $177.56B | 32.3% | — | $808.9M | -$42.01B |
| FY 2023 | $1.91B | $158.10B | 44.0% | — | $242.3M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
JPM // BETA 1.00