HLI vs. COST
Compare and contrast key facts about Houlihan Lokey, Inc. (HLI) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLI or COST.
Correlation
The correlation between HLI and COST is 0.56, 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. COST - Performance Comparison
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Key characteristics
HLI:
1.13
COST:
1.37
HLI:
1.86
COST:
2.08
HLI:
1.23
COST:
1.28
HLI:
1.42
COST:
1.95
HLI:
4.40
COST:
5.72
HLI:
8.13%
COST:
5.90%
HLI:
29.82%
COST:
21.86%
HLI:
-36.57%
COST:
-53.39%
HLI:
-6.04%
COST:
-5.51%
Fundamentals
HLI:
$12.21B
COST:
$447.27B
HLI:
$5.22
COST:
$17.14
HLI:
33.33
COST:
58.82
HLI:
6.54
COST:
5.34
HLI:
5.44
COST:
1.69
HLI:
5.59
COST:
17.49
HLI:
$1.72B
COST:
$264.09B
HLI:
$535.76M
COST:
$35.11B
HLI:
$402.64M
COST:
$11.25B
Returns By Period
In the year-to-date period, HLI achieves a 2.75% return, which is significantly lower than COST's 11.17% return.
HLI
2.75%
17.63%
-5.76%
33.28%
26.47%
N/A
COST
11.17%
5.61%
9.19%
29.75%
29.71%
23.74%
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Risk-Adjusted Performance
HLI vs. COST — Risk-Adjusted Performance Rank
HLI
COST
HLI vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Houlihan Lokey, Inc. (HLI) and Costco Wholesale Corporation (COST). 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.
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Dividends
HLI vs. COST - Dividend Comparison
HLI has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
HLI vs. COST - Drawdown Comparison
The maximum HLI drawdown since its inception was -36.57%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for HLI and COST. For additional features, visit the drawdowns tool.
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Volatility
HLI vs. COST - Volatility Comparison
Houlihan Lokey, Inc. (HLI) has a higher volatility of 8.72% compared to Costco Wholesale Corporation (COST) at 5.93%. This indicates that HLI's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
HLI vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Houlihan Lokey, Inc. and Costco Wholesale 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.
Total Revenue: Total amount of money received from sales and other business activities
HLI vs. COST - Profitability Comparison
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%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
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%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
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%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.