HLI vs AMG

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

Both HLI and AMG are from the Financial Services sector.

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

HLI vs AMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

HLI

$9.27B

Winner

AMG

$9.29B

Max Drawdown

Winner

HLI

37.23%

AMG

85.92%

Sharpe Ratio

HLI

-1.23

Winner

AMG

1.64

5Y Beta

Winner

HLI

0.95

AMG

1.11

Industry

HLI

Capital Markets

AMG

Asset Management

P/E Ratio

HLI

21.80

Winner

AMG

20.34

Forward P/E

HLI

18.66

Winner

AMG

9.75

PEG Ratio

HLI

1.10

Winner

AMG

0.87

Dividend Yield

Winner

HLI

1.72%

AMG

0.01%

5Y Dividends CAGR

HLI

12.37%

Winner

AMG

103.28%

5Y EPS CAGR

HLI

19.92%

Winner

AMG

111.50%

Debt to Equity

Winner

HLI

0.00%

AMG

94.46%

Free Cash Flow Yield

HLI

7.35%

Winner

AMG

11.36%

P/S Ratio

Winner

HLI

3.68

AMG

4.31

P/B Ratio

HLI

4.12

Winner

AMG

2.91

HLI vs AMG - Historical Returns

Returns include dividend reinvestment.

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

HLI

-1.98%

Winner

AMG

-0.33%

HLI

-12.49%

Winner

AMG

+22.74%

HLI

-25.36%

Winner

AMG

+9.15%

HLI

-28.68%

Winner

AMG

+66.07%

5Y(CAGR)

HLI

+11.88%

Winner

AMG

+15.89%

10Y(CAGR)

Winner

HLI

+21.95%

AMG

+9.48%

Max(CAGR)

Winner

HLI

+20.51%

AMG

+11.83%

HLI vs AMG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

HLI vs AMG Drawdown Comparison

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

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

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

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

Correlation

Correlation between HLI and AMG 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)

HLI vs AMG dividend yield comparison.

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