HLI vs ADC

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Agree Realty Corp (ADC, Company).

HLI is from the Financial Services sector, while ADC is from the Real Estate sector.

5-Year PerformanceHLI has outperformed ADC, delivering a return of +13.6% compared to +5.6%

HLI vs ADC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	ADC(COMPANY)
Market Cap	$9.05B	$9.07B
Max Drawdown	37.23%	74.32%
Sharpe Ratio	-0.91	0.12
5Y Beta	0.96	0.03
Industry	Capital Markets	Reit - Retail
P/E Ratio	21.27	40.08
Forward P/E	14.18	39.84
PEG Ratio	1.08	11.54
Dividend Yield	1.70%	4.24%
5Y Dividends CAGR	12.37%	3.33%
5Y EPS CAGR	19.92%	1.89%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.54%	5.76%
P/S Ratio	3.73	11.97
P/B Ratio	4.16	1.48

Market Cap

HLI

$9.05B

Winner

ADC

$9.07B

Max Drawdown

Winner

HLI

37.23%

ADC

74.32%

Sharpe Ratio

HLI

-0.91

Winner

ADC

0.12

5Y Beta

HLI

0.96

Winner

ADC

0.03

Industry

HLI

Capital Markets

ADC

Reit - Retail

P/E Ratio

Winner

HLI

21.27

ADC

40.08

Forward P/E

Winner

HLI

14.18

ADC

39.84

PEG Ratio

Winner

HLI

1.08

ADC

11.54

Dividend Yield

HLI

1.70%

Winner

ADC

4.24%

5Y Dividends CAGR

Winner

HLI

12.37%

ADC

3.33%

5Y EPS CAGR

Winner

HLI

19.92%

ADC

1.89%

Debt to Equity

HLI

0.00%

ADC

0.00%

Free Cash Flow Yield

Winner

HLI

7.54%

ADC

5.76%

P/S Ratio

Winner

HLI

3.73

ADC

11.97

P/B Ratio

HLI

4.16

Winner

ADC

1.48

HLI vs ADC - Historical Returns

Returns include dividend reinvestment.

Period	HLI	ADC
1 month	-7.32%	-0.54%
3 months	-0.92%	-3.78%
6 months	-22.50%	+7.96%
1 year	-20.20%	+5.78%
5 years(CAGR)	+13.64%	+5.57%
10 years(CAGR)	+21.51%	+9.97%
Max(CAGR)	+20.75%	+13.22%

HLI

-7.32%

Winner

ADC

-0.54%

Winner

HLI

-0.92%

ADC

-3.78%

HLI

-22.50%

Winner

ADC

+7.96%

HLI

-20.20%

Winner

ADC

+5.78%

5Y(CAGR)

Winner

HLI

+13.64%

ADC

+5.57%

10Y(CAGR)

Winner

HLI

+21.51%

ADC

+9.97%

Max(CAGR)

Winner

HLI

+20.75%

ADC

+13.22%

HLI vs ADC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLI	ADC
2026	-21.12%	+7.02%
2025	+2.88%	+7.68%
2024	+48.07%	+16.15%
2023	+39.48%	-6.63%
2022	-14.68%	+4.34%
2021	+57.82%	+14.07%
2020	+39.03%	+2.16%
2019	+34.99%	+25.89%
2018	-17.84%	+19.74%
2017	+46.86%	+16.00%
2016	+26.08%	+44.17%
2015	+17.72%	+14.62%
2014	N/A	+14.30%
2013	N/A	+13.75%
2012	N/A	+14.48%
2011	N/A	+0.30%
2010	N/A	+19.76%
2009	N/A	+48.70%
2008	N/A	-32.07%
2007	N/A	-7.08%
2006	N/A	+21.68%
2005	N/A	-1.16%
2004	N/A	+20.12%
2003	N/A	+79.81%
2002	N/A	+5.48%
2001	N/A	+44.67%
2000	N/A	+11.50%
1999	N/A	-3.44%

HLI vs ADC Drawdown Comparison

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

The maximum drawdown for ADC was -70.27%, occurring on Nov 20, 2008. Recovery took 920 trading sessions.

The current HLI drawdown is -33.28%. The current ADC drawdown is -6.43%.

Rank	HLI	ADC
#1	-36.56% Jan 12, 2022 - Dec 4, 2023	-70.27% Jan 31, 2007 - Sep 24, 2010
#2	-34.38% Sep 23, 2025 - Jun 11, 2026	-39.00% Feb 21, 2020 - Jul 27, 2021
#3	-33.48% Jul 23, 2018 - Jan 16, 2020	-30.13% Mar 22, 2004 - Dec 17, 2004
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-29.52% Aug 15, 2022 - Aug 28, 2024
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-26.00% Dec 6, 2010 - Sep 11, 2012
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-25.96% Aug 15, 2001 - Jun 6, 2002
#7	-16.62% May 18, 2020 - Oct 12, 2020	-19.69% May 21, 2013 - Nov 3, 2014
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-19.24% Jan 23, 2015 - Dec 16, 2015
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-16.75% Jul 8, 2002 - Aug 20, 2002
#10	-12.02% Jan 13, 2021 - May 13, 2021	-16.59% Jul 12, 2000 - Jan 30, 2001
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-16.00% Dec 22, 2004 - Jul 28, 2005
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-15.78% Aug 22, 2002 - Mar 17, 2003
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-15.66% Aug 1, 2016 - Feb 24, 2017
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-15.64% Aug 5, 2021 - Jun 24, 2022
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-15.14% Dec 18, 2017 - May 25, 2018

Correlation

Correlation between HLI and ADC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (1999 - 2026)

HLI vs ADC dividend yield comparison.

Year	HLI	ADC
2026	0.94%	1.74%
2025	1.36%	4.28%
2024	1.30%	4.26%
2023	1.82%	4.64%
2022	2.32%	3.95%
2021	1.56%	3.65%
2020	1.90%	3.61%
2019	2.46%	3.25%
2018	2.74%	3.65%
2017	1.76%	3.94%
2016	2.12%	4.17%
2015	0.57%	5.43%
2014	0.00%	5.60%
2013	0.00%	5.65%
2012	0.00%	5.97%
2011	0.00%	6.56%
2010	0.00%	7.79%
2009	0.00%	8.67%
2008	0.00%	11.03%
2007	0.00%	6.54%
2006	0.00%	5.70%
2005	0.00%	6.78%
2004	0.00%	6.15%
2003	0.00%	6.84%
2002	0.00%	10.89%
2001	0.00%	9.95%
2000	0.00%	13.38%
1999	0.00%	3.23%