DDS vs HLI

Comparison between Dillard`s Inc - Class A (DDS, Company) and Houlihan Lokey Inc - Class A (HLI, Company).

DDS is from the Consumer Cyclical sector, while HLI is from the Financial Services sector.

5-Year PerformanceDDS has outperformed HLI, delivering a return of +35.9% compared to +13.6%

DDS vs HLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DDS(COMPANY)	HLI(COMPANY)
Market Cap	$9.10B	$9.05B
Max Drawdown	93.03%	37.23%
Sharpe Ratio	1.28	-0.91
5Y Beta	0.92	0.96
Industry	Department Stores	Capital Markets
P/E Ratio	14.78	21.27
Forward P/E	31.15	14.18
PEG Ratio	0.75	1.08
Dividend Yield	0.20%	1.70%
5Y Dividends CAGR	120.68%	12.37%
5Y EPS CAGR	40.22%	19.92%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.56%	7.54%
P/S Ratio	1.44	3.73
P/B Ratio	4.70	4.16

Market Cap

Winner

DDS

$9.10B

HLI

$9.05B

Max Drawdown

DDS

93.03%

Winner

HLI

37.23%

Sharpe Ratio

Winner

DDS

1.28

HLI

-0.91

5Y Beta

Winner

DDS

0.92

HLI

0.96

Industry

DDS

Department Stores

HLI

Capital Markets

P/E Ratio

Winner

DDS

14.78

HLI

21.27

Forward P/E

DDS

31.15

Winner

HLI

14.18

PEG Ratio

Winner

DDS

0.75

HLI

1.08

Dividend Yield

DDS

0.20%

Winner

HLI

1.70%

5Y Dividends CAGR

Winner

DDS

120.68%

HLI

12.37%

5Y EPS CAGR

Winner

DDS

40.22%

HLI

19.92%

Debt to Equity

DDS

0.00%

HLI

0.00%

Free Cash Flow Yield

Winner

DDS

8.56%

HLI

7.54%

P/S Ratio

Winner

DDS

1.44

HLI

3.73

P/B Ratio

DDS

4.70

Winner

HLI

4.16

DDS vs HLI - Historical Returns

Returns include dividend reinvestment.

Period	DDS	HLI
1 month	+13.78%	-7.32%
3 months	+6.16%	-0.92%
6 months	-10.62%	-22.50%
1 year	+58.28%	-20.20%
5 years(CAGR)	+35.93%	+13.64%
10 years(CAGR)	+30.43%	+21.51%
Max(CAGR)	+16.20%	+20.75%

Winner

DDS

+13.78%

HLI

-7.32%

Winner

DDS

+6.16%

HLI

-0.92%

Winner

DDS

-10.62%

HLI

-22.50%

Winner

DDS

+58.28%

HLI

-20.20%

5Y(CAGR)

Winner

DDS

+35.93%

HLI

+13.64%

10Y(CAGR)

Winner

DDS

+30.43%

HLI

+21.51%

Max(CAGR)

DDS

+16.20%

Winner

HLI

+20.75%

DDS vs HLI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DDS	HLI
2026	-4.37%	-21.12%
2025	+40.77%	+2.88%
2024	+12.99%	+48.07%
2023	+33.80%	+39.48%
2022	+35.50%	-14.68%
2021	+342.92%	+57.82%
2020	-8.53%	+39.03%
2019	+17.02%	+34.99%
2018	+0.01%	-17.84%
2017	-2.12%	+46.86%
2016	-4.53%	+26.08%
2015	-45.89%	+17.72%
2014	+29.54%	N/A
2013	+19.54%	N/A
2012	+102.10%	N/A
2011	+16.06%	N/A
2010	+104.25%	N/A
2009	+338.82%	N/A
2008	-77.74%	N/A
2007	-45.03%	N/A
2006	+38.49%	N/A
2005	-7.01%	N/A
2004	+65.46%	N/A
2003	+1.14%	N/A
2002	+0.26%	N/A
2001	+28.68%	N/A
2000	-37.32%	N/A
1999	+6.82%	N/A

DDS vs HLI Drawdown Comparison

The maximum drawdown for DDS was -92.93%, occurring on Nov 21, 2008. Recovery took 905 trading sessions.

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

The current DDS drawdown is -13.01%. The current HLI drawdown is -33.28%.

Rank	DDS	HLI
#1	-92.93% May 21, 2007 - Dec 21, 2010	-36.56% Jan 12, 2022 - Dec 4, 2023
#2	-83.71% Apr 10, 2015 - May 17, 2021	-34.38% Sep 23, 2025 - Jun 11, 2026
#3	-58.77% Jun 3, 2002 - Jun 15, 2006	-33.48% Jul 23, 2018 - Jan 16, 2020
#4	-53.35% Jan 19, 2000 - Mar 22, 2001	-25.19% Nov 25, 2024 - Jul 9, 2025
#5	-49.58% Nov 23, 2021 - Jan 13, 2023	-20.34% Feb 19, 2020 - Apr 3, 2020
#6	-42.44% Apr 2, 2001 - Mar 6, 2002	-17.84% Dec 31, 2015 - Aug 15, 2016
#7	-42.02% Feb 19, 2025 - Jul 28, 2025	-16.62% May 18, 2020 - Oct 12, 2020
#8	-34.75% Jul 19, 2011 - Feb 28, 2012	-16.05% Nov 11, 2021 - Jan 12, 2022
#9	-33.67% Feb 7, 2023 - Dec 15, 2023	-15.11% Jan 24, 2018 - Jun 18, 2018
#10	-30.10% Apr 1, 2024 - Dec 24, 2024	-12.02% Jan 13, 2021 - May 13, 2021
#11	-24.26% Jan 13, 2026 - May 18, 2026	-9.69% Jul 26, 2017 - Sep 27, 2017
#12	-19.08% May 21, 2013 - Dec 20, 2013	-9.34% Feb 3, 2017 - Mar 10, 2017
#13	-18.69% Aug 8, 2014 - Dec 29, 2014	-8.92% Aug 15, 2016 - Nov 16, 2016
#14	-17.79% Sep 23, 2021 - Oct 18, 2021	-8.12% Oct 7, 2015 - Nov 24, 2015
#15	-14.54% Oct 4, 2006 - Nov 14, 2006	-8.00% Aug 14, 2015 - Oct 7, 2015

Correlation

Correlation between DDS and HLI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

DDS vs HLI dividend yield comparison.

Year	DDS	HLI
2026	0.05%	0.94%
2025	5.13%	1.36%
2024	6.02%	1.30%
2023	5.18%	1.82%
2022	4.89%	2.32%
2021	6.41%	1.56%
2020	0.95%	1.90%
2019	0.68%	2.46%
2018	0.66%	2.74%
2017	0.57%	1.76%
2016	0.45%	2.12%
2015	0.40%	0.57%
2014	0.19%	0.00%
2013	0.23%	0.00%
2012	6.21%	0.00%
2011	0.42%	0.00%
2010	0.42%	0.00%
2009	0.87%	0.00%
2008	4.03%	0.00%
2007	0.85%	0.00%
2006	0.46%	0.00%
2005	0.64%	0.00%
2004	0.60%	0.00%
2003	0.97%	0.00%
2002	1.01%	0.00%
2001	1.00%	0.00%
2000	5.32%	0.00%
1999	0.20%	0.00%