AMG vs HLI

Comparison between Affiliated Managers Group Inc (AMG, Company) and Houlihan Lokey Inc - Class A (HLI, Company).

Both AMG and HLI are from the Financial Services sector.

5-Year PerformanceAMG has outperformed HLI, delivering a return of +15.9% compared to +11.9%

AMG vs HLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMG(COMPANY)	HLI(COMPANY)
Market Cap	$9.29B	$9.27B
Max Drawdown	85.92%	37.23%
Sharpe Ratio	1.64	-1.23
5Y Beta	1.11	0.95
Industry	Asset Management	Capital Markets
P/E Ratio	20.34	21.80
Forward P/E	9.75	18.66
PEG Ratio	0.87	1.10
Dividend Yield	0.01%	1.72%
5Y Dividends CAGR	103.28%	12.37%
5Y EPS CAGR	111.50%	19.92%
Debt to Equity	94.46%	0.00%
Free Cash Flow Yield	11.36%	7.35%
P/S Ratio	4.31	3.68
P/B Ratio	2.91	4.12

Market Cap

Winner

AMG

$9.29B

HLI

$9.27B

Max Drawdown

AMG

85.92%

Winner

HLI

37.23%

Sharpe Ratio

Winner

AMG

1.64

HLI

-1.23

5Y Beta

AMG

1.11

Winner

HLI

0.95

Industry

AMG

Asset Management

HLI

Capital Markets

P/E Ratio

Winner

AMG

20.34

HLI

21.80

Forward P/E

Winner

AMG

9.75

HLI

18.66

PEG Ratio

Winner

AMG

0.87

HLI

1.10

Dividend Yield

AMG

0.01%

Winner

HLI

1.72%

5Y Dividends CAGR

Winner

AMG

103.28%

HLI

12.37%

5Y EPS CAGR

Winner

AMG

111.50%

HLI

19.92%

Debt to Equity

AMG

94.46%

Winner

HLI

0.00%

Free Cash Flow Yield

Winner

AMG

11.36%

HLI

7.35%

P/S Ratio

AMG

4.31

Winner

HLI

3.68

P/B Ratio

Winner

AMG

2.91

HLI

4.12

AMG vs HLI - Historical Returns

Returns include dividend reinvestment.

Period	AMG	HLI
1 month	-0.33%	-1.98%
3 months	+22.74%	-12.49%
6 months	+9.15%	-25.36%
1 year	+66.07%	-28.68%
5 years(CAGR)	+15.89%	+11.88%
10 years(CAGR)	+9.48%	+21.95%
Max(CAGR)	+11.83%	+20.51%

Winner

AMG

-0.33%

HLI

-1.98%

Winner

AMG

+22.74%

HLI

-12.49%

Winner

AMG

+9.15%

HLI

-25.36%

Winner

AMG

+66.07%

HLI

-28.68%

5Y(CAGR)

Winner

AMG

+15.89%

HLI

+11.88%

10Y(CAGR)

AMG

+9.48%

Winner

HLI

+21.95%

Max(CAGR)

AMG

+11.83%

Winner

HLI

+20.51%

AMG vs HLI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AMG	HLI
2026	+20.85%	-21.17%
2025	+54.27%	+2.88%
2024	+23.44%	+48.07%
2023	-5.67%	+39.48%
2022	-2.40%	-14.68%
2021	+66.03%	+57.82%
2020	+21.60%	+39.03%
2019	-12.49%	+34.99%
2018	-51.63%	-17.84%
2017	+41.45%	+46.86%
2016	-6.85%	+26.08%
2015	-24.08%	+17.72%
2014	-0.53%	N/A
2013	+60.83%	N/A
2012	+33.47%	N/A
2011	-4.70%	N/A
2010	+44.05%	N/A
2009	+55.04%	N/A
2008	-62.68%	N/A
2007	+10.94%	N/A
2006	+27.54%	N/A
2005	+20.03%	N/A
2004	+45.66%	N/A
2003	+32.55%	N/A
2002	-28.55%	N/A
2001	+40.43%	N/A
2000	+49.33%	N/A
1999	+48.40%	N/A

AMG vs HLI Drawdown Comparison

The maximum drawdown for AMG was -85.92%, occurring on Nov 21, 2008. Recovery took 1316 trading sessions.

The maximum drawdown for HLI was -36.56%, occurring on Jul 14, 2022. Recovery took 475 trading sessions.

The current AMG drawdown is -8.40%. The current HLI drawdown is -33.32%.

Rank	AMG	HLI
#1	-85.92% Oct 12, 2007 - Jan 4, 2013	-36.56% Jan 12, 2022 - Dec 4, 2023
#2	-79.58% Apr 28, 2015 - Aug 13, 2025	-35.88% Sep 23, 2025 - Jul 13, 2026
#3	-49.76% Mar 5, 2002 - Jan 7, 2004	-33.48% Jul 23, 2018 - Jan 16, 2020
#4	-37.24% Mar 23, 2000 - Aug 4, 2000	-25.19% Nov 25, 2024 - Jul 9, 2025
#5	-37.14% Mar 4, 2004 - Nov 5, 2004	-20.34% Feb 19, 2020 - Apr 3, 2020
#6	-32.14% Sep 14, 2000 - Jul 27, 2001	-17.84% Dec 31, 2015 - Aug 15, 2016
#7	-23.49% Aug 30, 2001 - Dec 6, 2001	-16.62% May 18, 2020 - Oct 12, 2020
#8	-22.50% Apr 5, 2006 - Jan 10, 2007	-16.05% Nov 11, 2021 - Jan 12, 2022
#9	-22.37% Jul 6, 2007 - Oct 12, 2007	-15.11% Jan 24, 2018 - Jun 18, 2018
#10	-19.72% Feb 18, 2026 - Jun 4, 2026	-12.02% Jan 13, 2021 - May 13, 2021
#11	-18.55% Dec 31, 1999 - Mar 3, 2000	-9.69% Jul 26, 2017 - Sep 27, 2017
#12	-17.33% Dec 31, 2013 - Feb 17, 2015	-9.34% Feb 3, 2017 - Mar 10, 2017
#13	-15.74% Dec 31, 2004 - Jun 28, 2005	-8.92% Aug 15, 2016 - Nov 16, 2016
#14	-12.08% Feb 14, 2007 - Apr 25, 2007	-8.12% Oct 7, 2015 - Nov 24, 2015
#15	-10.62% Dec 7, 2001 - Mar 5, 2002	-8.00% Aug 14, 2015 - Oct 7, 2015

Correlation

Correlation between AMG and HLI is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (2015 - 2026)

AMG vs HLI dividend yield comparison.

Year	AMG	HLI
2026	0.39%	0.94%
2025	0.01%	1.36%
2024	0.02%	1.30%
2023	0.03%	1.82%
2022	0.03%	2.32%
2021	0.02%	1.56%
2020	0.34%	1.90%
2019	1.51%	2.46%
2018	1.23%	2.74%
2017	0.39%	1.76%
2016	0.00%	2.12%
2015	0.00%	0.57%