COMP <GO>
HLI vs MS // REVENUE GROWTH (YOY)
Houlihan Lokey Inc. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: HLI 8
— MS 6
▲ REVENUE GROWTH (YOY) LEADER: HLI
LAST: $138.00 (-0.96%) • MKT CAP: $9.74B
revenue-growth
9.50%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
revenue-growth
5.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLI VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLI | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.60% | 3.00% | +18.60 | HLI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 31.0x | -13.80 | HLI | /valuation <GO> |
| Free Cash Flow Yield | 7.00% | -7.25% | +14.25 | HLI | /fcf-yield <GO> |
| Operating Margin | 20.10% | 24.60% | -4.50 | MS | /operating-margins <GO> |
| Net Profit Margin | 16.20% | 20.20% | -4.00 | MS | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 9.50% | 5.50% | +4.00 | HLI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 2.21% | -0.42 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.51 | 0.46 | +5.05 | HLI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | HLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.00% | -0.40 | HLI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.6 | 43.3 | +18.29 | HLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.04 | -0.13 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 16.5x | +4.90 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.74B | $298.41B | -$288.67B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLI REV | MS REV | HLI GROSS % | MS GROSS % | HLI FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.62B | $0 | 44.0% | — | $681.8M | -$17.89B |
| FY 2024 | $2.39B | $0 | 32.3% | — | $808.9M | $1.36B |
| FY 2023 | $1.91B | $0 | 44.0% | — | $242.3M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLI // BETA 0.91
MS // BETA 1.04