HLI vs. IBKR
Compare and contrast key facts about Houlihan Lokey, Inc. (HLI) and Interactive Brokers Group, Inc. (IBKR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLI or IBKR.
Correlation
The correlation between HLI and IBKR is 0.53, 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. IBKR - Performance Comparison
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Key characteristics
HLI:
1.13
IBKR:
1.53
HLI:
1.86
IBKR:
2.07
HLI:
1.23
IBKR:
1.31
HLI:
1.42
IBKR:
1.70
HLI:
4.40
IBKR:
5.11
HLI:
8.13%
IBKR:
12.88%
HLI:
29.82%
IBKR:
43.11%
HLI:
-36.57%
IBKR:
-63.66%
HLI:
-6.04%
IBKR:
-16.15%
Fundamentals
HLI:
$12.21B
IBKR:
$78.43B
HLI:
$5.22
IBKR:
$7.26
HLI:
33.33
IBKR:
25.56
HLI:
6.54
IBKR:
3.72
HLI:
5.44
IBKR:
14.52
HLI:
5.59
IBKR:
4.35
HLI:
$1.72B
IBKR:
$6.39B
HLI:
$535.76M
IBKR:
$6.22B
HLI:
$402.64M
IBKR:
$5.36B
Returns By Period
In the year-to-date period, HLI achieves a 2.75% return, which is significantly lower than IBKR's 11.78% return.
HLI
2.75%
17.63%
-5.76%
33.28%
26.47%
N/A
IBKR
11.78%
15.11%
10.17%
65.28%
40.69%
19.85%
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Risk-Adjusted Performance
HLI vs. IBKR — Risk-Adjusted Performance Rank
HLI
IBKR
HLI vs. IBKR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Houlihan Lokey, Inc. (HLI) and Interactive Brokers Group, Inc. (IBKR). 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. IBKR - Dividend Comparison
HLI has not paid dividends to shareholders, while IBKR's dividend yield for the trailing twelve months is around 0.51%.
| 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% |
IBKR Interactive Brokers Group, Inc. | 0.51% | 0.48% | 0.48% | 0.55% | 0.50% | 0.66% | 0.86% | 0.73% | 0.68% | 1.10% | 0.92% | 1.37% |
Drawdowns
HLI vs. IBKR - Drawdown Comparison
The maximum HLI drawdown since its inception was -36.57%, smaller than the maximum IBKR drawdown of -63.66%. Use the drawdown chart below to compare losses from any high point for HLI and IBKR. For additional features, visit the drawdowns tool.
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Volatility
HLI vs. IBKR - Volatility Comparison
The current volatility for Houlihan Lokey, Inc. (HLI) is 8.72%, while Interactive Brokers Group, Inc. (IBKR) has a volatility of 14.73%. This indicates that HLI experiences smaller price fluctuations and is considered to be less risky than IBKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
HLI vs. IBKR - Financials Comparison
This section allows you to compare key financial metrics between Houlihan Lokey, Inc. and Interactive Brokers Group, 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.
Total Revenue: Total amount of money received from sales and other business activities
HLI vs. IBKR - 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%.
IBKR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a gross profit of 1.43B and revenue of 2.37B. Therefore, the gross margin over that period was 60.3%.
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%.
IBKR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported an operating income of 1.06B and revenue of 2.37B, resulting in an operating margin of 44.6%.
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%.
IBKR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Interactive Brokers Group, Inc. reported a net income of 213.00M and revenue of 2.37B, resulting in a net margin of 9.0%.