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

Correlation

The correlation between HLI and BAH is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

HLI vs. BAH - Performance Comparison

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

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Key characteristics

Sharpe Ratio

HLI:

1.13

BAH:

-0.56

Sortino Ratio

HLI:

1.86

BAH:

-0.46

Omega Ratio

HLI:

1.23

BAH:

0.94

Calmar Ratio

HLI:

1.42

BAH:

-0.37

Martin Ratio

HLI:

4.40

BAH:

-0.69

Ulcer Index

HLI:

8.13%

BAH:

23.43%

Daily Std Dev

HLI:

29.82%

BAH:

34.05%

Max Drawdown

HLI:

-36.57%

BAH:

-44.33%

Current Drawdown

HLI:

-6.04%

BAH:

-32.44%

Fundamentals

Market Cap

HLI:

$12.21B

BAH:

$15.36B

EPS

HLI:

$5.22

BAH:

$6.70

PE Ratio

HLI:

33.33

BAH:

18.48

PEG Ratio

HLI:

6.54

BAH:

2.29

PS Ratio

HLI:

5.44

BAH:

1.30

PB Ratio

HLI:

5.59

BAH:

12.63

Total Revenue (TTM)

HLI:

$1.72B

BAH:

$9.01B

Gross Profit (TTM)

HLI:

$535.76M

BAH:

$4.97B

EBITDA (TTM)

HLI:

$402.64M

BAH:

$1.24B

Returns By Period

In the year-to-date period, HLI achieves a 2.75% return, which is significantly higher than BAH's -2.68% return.


HLI

YTD

2.75%

1M

17.63%

6M

-5.76%

1Y

33.28%

5Y*

26.47%

10Y*

N/A

BAH

YTD

-2.68%

1M

14.61%

6M

-31.48%

1Y

-18.92%

5Y*

14.05%

10Y*

18.06%

*Annualized

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Risk-Adjusted Performance

HLI vs. BAH — 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 8585
Overall Rank
The Sharpe Ratio Rank of HLI is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of HLI is 8484
Sortino Ratio Rank
The Omega Ratio Rank of HLI is 8181
Omega Ratio Rank
The Calmar Ratio Rank of HLI is 8989
Calmar Ratio Rank
The Martin Ratio Rank of HLI is 8484
Martin Ratio Rank

BAH
The Risk-Adjusted Performance Rank of BAH is 2525
Overall Rank
The Sharpe Ratio Rank of BAH is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of BAH is 2323
Sortino Ratio Rank
The Omega Ratio Rank of BAH is 2222
Omega Ratio Rank
The Calmar Ratio Rank of BAH is 2525
Calmar Ratio Rank
The Martin Ratio Rank of BAH is 3333
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. BAH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Houlihan Lokey, Inc. (HLI) and Booz Allen Hamilton Holding Corporation (BAH). 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.


The current HLI Sharpe Ratio is 1.13, which is higher than the BAH Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of HLI and BAH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

HLI vs. BAH - Dividend Comparison

HLI has not paid dividends to shareholders, while BAH's dividend yield for the trailing twelve months is around 1.67%.


TTM20242023202220212020201920182017201620152014
HLI
Houlihan Lokey, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BAH
Booz Allen Hamilton Holding Corporation
1.67%1.59%1.47%1.65%1.75%1.42%1.35%1.69%1.78%1.66%1.69%9.16%

Drawdowns

HLI vs. BAH - Drawdown Comparison

The maximum HLI drawdown since its inception was -36.57%, smaller than the maximum BAH drawdown of -44.33%. Use the drawdown chart below to compare losses from any high point for HLI and BAH. For additional features, visit the drawdowns tool.


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Volatility

HLI vs. BAH - Volatility Comparison

Houlihan Lokey, Inc. (HLI) has a higher volatility of 8.72% compared to Booz Allen Hamilton Holding Corporation (BAH) at 6.42%. This indicates that HLI's price experiences larger fluctuations and is considered to be riskier than BAH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

HLI vs. BAH - Financials Comparison

This section allows you to compare key financial metrics between Houlihan Lokey, Inc. and Booz Allen Hamilton Holding Corporation. 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


500.00M1.00B1.50B2.00B2.50B3.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
634.43M
2.92B
(HLI) Total Revenue
(BAH) Total Revenue
Values in USD except per share items

HLI vs. BAH - Profitability Comparison

The chart below illustrates the profitability comparison between Houlihan Lokey, Inc. and Booz Allen Hamilton Holding Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
32.2%
55.2%
(HLI) Gross Margin
(BAH) Gross Margin
HLI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Houlihan Lokey, Inc. reported a gross profit of 204.05M and revenue of 634.43M. Therefore, the gross margin over that period was 32.2%.

BAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Booz Allen Hamilton Holding Corporation reported a gross profit of 1.61B and revenue of 2.92B. Therefore, the gross margin over that period was 55.2%.

HLI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Houlihan Lokey, Inc. reported an operating income of 136.10M and revenue of 634.43M, resulting in an operating margin of 21.5%.

BAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Booz Allen Hamilton Holding Corporation reported an operating income of 291.26M and revenue of 2.92B, resulting in an operating margin of 10.0%.

HLI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Houlihan Lokey, Inc. reported a net income of 95.30M and revenue of 634.43M, resulting in a net margin of 15.0%.

BAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Booz Allen Hamilton Holding Corporation reported a net income of 186.95M and revenue of 2.92B, resulting in a net margin of 6.4%.