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HLI vs. AVGO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HLI and AVGO is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

HLI vs. AVGO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Houlihan Lokey, Inc. (HLI) and Broadcom Inc. (AVGO). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%50.00%AugustSeptemberOctoberNovemberDecember2025
14.19%
33.46%
HLI
AVGO

Key characteristics

Sharpe Ratio

HLI:

2.09

AVGO:

1.99

Sortino Ratio

HLI:

3.09

AVGO:

2.85

Omega Ratio

HLI:

1.36

AVGO:

1.36

Calmar Ratio

HLI:

3.77

AVGO:

4.24

Martin Ratio

HLI:

13.30

AVGO:

12.17

Ulcer Index

HLI:

3.72%

AVGO:

8.80%

Daily Std Dev

HLI:

23.71%

AVGO:

53.98%

Max Drawdown

HLI:

-36.57%

AVGO:

-48.30%

Current Drawdown

HLI:

-11.43%

AVGO:

-9.88%

Fundamentals

Market Cap

HLI:

$11.80B

AVGO:

$1.05T

EPS

HLI:

$4.89

AVGO:

$1.28

PE Ratio

HLI:

34.40

AVGO:

175.55

PEG Ratio

HLI:

6.54

AVGO:

0.64

Total Revenue (TTM)

HLI:

$1.61B

AVGO:

$51.57B

Gross Profit (TTM)

HLI:

$456.47M

AVGO:

$31.04B

EBITDA (TTM)

HLI:

$368.36M

AVGO:

$23.83B

Returns By Period

The year-to-date returns for both investments are quite close, with HLI having a -3.14% return and AVGO slightly higher at -3.08%.


HLI

YTD

-3.14%

1M

-5.25%

6M

14.19%

1Y

49.21%

5Y*

29.18%

10Y*

N/A

AVGO

YTD

-3.08%

1M

0.22%

6M

33.46%

1Y

105.59%

5Y*

53.43%

10Y*

39.68%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

HLI vs. AVGO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HLI
The Risk-Adjusted Performance Rank of HLI is 9494
Overall Rank
The Sharpe Ratio Rank of HLI is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of HLI is 9393
Sortino Ratio Rank
The Omega Ratio Rank of HLI is 9090
Omega Ratio Rank
The Calmar Ratio Rank of HLI is 9797
Calmar Ratio Rank
The Martin Ratio Rank of HLI is 9595
Martin Ratio Rank

AVGO
The Risk-Adjusted Performance Rank of AVGO is 9393
Overall Rank
The Sharpe Ratio Rank of AVGO is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of AVGO is 9292
Sortino Ratio Rank
The Omega Ratio Rank of AVGO is 9090
Omega Ratio Rank
The Calmar Ratio Rank of AVGO is 9797
Calmar Ratio Rank
The Martin Ratio Rank of AVGO is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HLI vs. AVGO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Houlihan Lokey, Inc. (HLI) and Broadcom Inc. (AVGO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for HLI, currently valued at 2.09, compared to the broader market-2.000.002.002.091.99
The chart of Sortino ratio for HLI, currently valued at 3.09, compared to the broader market-4.00-2.000.002.004.003.092.85
The chart of Omega ratio for HLI, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.36
The chart of Calmar ratio for HLI, currently valued at 3.77, compared to the broader market0.002.004.006.003.774.24
The chart of Martin ratio for HLI, currently valued at 13.30, compared to the broader market0.0010.0020.0013.3012.17
HLI
AVGO

The current HLI Sharpe Ratio is 2.09, which is comparable to the AVGO Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of HLI and AVGO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
2.09
1.99
HLI
AVGO

Dividends

HLI vs. AVGO - Dividend Comparison

HLI's dividend yield for the trailing twelve months is around 1.34%, more than AVGO's 0.97% yield.


TTM20242023202220212020201920182017201620152014
HLI
Houlihan Lokey, Inc.
1.34%1.30%1.82%2.32%1.56%1.90%2.46%2.74%1.76%2.12%0.57%0.00%
AVGO
Broadcom Inc.
0.97%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%

Drawdowns

HLI vs. AVGO - Drawdown Comparison

The maximum HLI drawdown since its inception was -36.57%, smaller than the maximum AVGO drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for HLI and AVGO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-11.43%
-9.88%
HLI
AVGO

Volatility

HLI vs. AVGO - Volatility Comparison

The current volatility for Houlihan Lokey, Inc. (HLI) is 7.02%, while Broadcom Inc. (AVGO) has a volatility of 27.52%. This indicates that HLI experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%30.00%AugustSeptemberOctoberNovemberDecember2025
7.02%
27.52%
HLI
AVGO

Financials

HLI vs. AVGO - Financials Comparison

This section allows you to compare key financial metrics between Houlihan Lokey, Inc. and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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