HLI vs IVZ: stock comparison and AI forecast
Houlihan Lokey, Inc. (HLI) and Invesco Ltd. (IVZ) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
HLI Houlihan Lokey, Inc.
- Price
- $146.44 -2.7% · 6M
- Market Cap
- $10.19B
- P/E Ratio
- 24.6x
- Size
- large-cap
- AI Forecast
IVZ Invesco Ltd.
- Market Cap
- $12.26B
- P/E Ratio
- –
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- IVZ is 1.2 times larger than HLI by market capitalization ($12.26B against $10.19B).
- IVZ carries 1.12 times debt per unit of equity, against 0.67 times for HLI.
- IVZ yields 3.11% in dividends and HLI 1.83%.
- Both companies share the SEC industry classification Investment Advice.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | HLI | IVZ |
|---|---|---|
| Market Cap | $10.19B | $12.26B |
| P/E Ratio | 24.62x | – |
| P/B Ratio | 4.42x | 0.98x |
| Dividend Yield | 1.83% | 3.11% |
| EPS | $5.96 | $-0.81 |
| Book Value/Share | $33.23 | $28.25 |
| Revenue/Share | $36.82 | $15.63 |
| FCF/Share | $5.79 | $4.35 |
Profitability & Margins
| Metric | HLI | IVZ |
|---|---|---|
| ROE | 17.5% | – |
| ROA | 10.2% | – |
| Gross Margin | 33.1% | – |
| Operating Margin | 20.3% | -7.1% |
| Net Margin | 15.8% | – |
| EBT Margin | 21.5% | -3.5% |
| Tax Rate | 26.7% | 66.5% |
Financial Health
| Metric | HLI | IVZ |
|---|---|---|
| D/E Ratio | 0.67x | 1.12x |
| Financial Leverage | 1.72x | 2.20x |
| Interest Coverage | 390.4x | -18.9x |
Cash Flow
| Metric | HLI | IVZ |
|---|---|---|
| Operating Cash Flow | $427M | $2.01B |
| Free Cash Flow | $402M | $1.92B |
| Capital Spending | -$25M | -$88M |
| OCF Growth YoY | -47.8% | 64.8% |
| FCF Growth YoY | -48.7% | 66.1% |
| FCF/Sales | 15.7% | 27.8% |
| CapEx/Sales | 1.0% | 1.3% |
Operational Efficiency
| Metric | HLI | IVZ |
|---|---|---|
| Asset Turnover | 0.64x | 0.25x |
| Receivables Turnover | 9.0x | 8.6x |
| Fixed Assets Turnover | 17.3x | 18.6x |
| Days Sales Outstanding | 41 days | 43 days |
Income Statement
| Metric | HLI | IVZ |
|---|---|---|
| Total Revenue | $2.56B | $6.90B |
| Operating Income | $518M | -$490M |
| Net Income | $403M | – |
Dividend & Shareholder Information
| Metric | HLI | IVZ |
|---|---|---|
| Dividends Per Share | $2.69 | $0.86 |
| Payout Ratio | 45.1% | – |
| Shares Outstanding | 69M | 442M |
| Net Income Growth | -5.4% | – |
| EPS Growth | -3.9% | -194.2% |
HLI vs IVZ: stock comparison and AI forecast
Which is bigger, HLI or IVZ?
IVZ is 1.2 times larger than HLI by market capitalization ($12.26B against $10.19B).
Which one does Intratio's AI model rank higher, HLI or IVZ?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.