HLI vs ARE

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Alexandria Real Estate Equities Inc (ARE, Company).

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

5-Year PerformanceHLI has outperformed ARE, delivering a return of +10.2% compared to -21.7%

HLI vs ARE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	ARE(COMPANY)
Market Cap	$8.21B	$8.20B
Max Drawdown	41.02%	81.93%
Sharpe Ratio	-1.41	-0.60
5Y Beta	0.94	0.75
Industry	Capital Markets	Reit - Office
P/E Ratio	20.33	-158.60
Forward P/E	14.27	16.69
PEG Ratio	1.47	N/A
Dividend Yield	2.03%	7.20%
5Y Dividends CAGR	12.37%	1.94%
5Y EPS CAGR	18.69%	N/A
Debt to Equity	0.00%	82.38%
Free Cash Flow Yield	5.90%	15.59%

Market Cap

Winner

HLI

$8.21B

ARE

$8.20B

Max Drawdown

Winner

HLI

41.02%

ARE

81.93%

Sharpe Ratio

HLI

-1.41

Winner

ARE

-0.60

5Y Beta

HLI

0.94

Winner

ARE

0.75

Industry

HLI

Capital Markets

ARE

Reit - Office

P/E Ratio

HLI

20.33

Winner

ARE

-158.60

Forward P/E

Winner

HLI

14.27

ARE

16.69

PEG Ratio

HLI

1.47

ARE

N/A

Dividend Yield

HLI

2.03%

Winner

ARE

7.20%

5Y Dividends CAGR

Winner

HLI

12.37%

ARE

1.94%

5Y EPS CAGR

HLI

18.69%

ARE

N/A

Debt to Equity

Winner

HLI

0.00%

ARE

82.38%

Free Cash Flow Yield

HLI

5.90%

Winner

ARE

15.59%

HLI vs ARE - Historical Returns

Returns include dividend reinvestment.

Period	HLI	ARE
1 month	-0.23%	+0.75%
3 months	-11.74%	+3.87%
6 months	-19.59%	-5.01%
1 year	-31.72%	-31.45%
5 years(CAGR)	+10.24%	-21.72%
10 years(CAGR)	+20.41%	-4.70%
Max(CAGR)	+19.94%	+5.74%

HLI

-0.23%

Winner

ARE

+0.75%

HLI

-11.74%

Winner

ARE

+3.87%

HLI

-19.59%

Winner

ARE

-5.01%

HLI

-31.72%

Winner

ARE

-31.45%

5Y(CAGR)

Winner

HLI

+10.24%

ARE

-21.72%

10Y(CAGR)

Winner

HLI

+20.41%

ARE

-4.70%

Max(CAGR)

Winner

HLI

+19.94%

ARE

+5.74%

HLI vs ARE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLI	ARE
2026	-24.38%	+1.82%
2025	+2.88%	-46.57%
2024	+48.07%	-21.07%
2023	+39.48%	-8.19%
2022	-14.68%	-31.68%
2021	+57.82%	+33.67%
2020	+39.03%	+14.57%
2019	+34.99%	+49.03%
2018	-17.84%	-8.55%
2017	+46.86%	+21.55%
2016	+26.08%	+28.69%
2015	+17.72%	+4.07%
2014	N/A	+44.49%
2013	N/A	-6.29%
2012	N/A	+3.73%
2011	N/A	-4.94%
2010	N/A	+17.81%
2009	N/A	+14.72%
2008	N/A	-39.21%
2007	N/A	+3.95%
2006	N/A	+25.64%
2005	N/A	+14.37%
2004	N/A	+33.99%
2003	N/A	+43.62%
2002	N/A	+9.02%
2001	N/A	+16.49%
2000	N/A	+23.77%
1999	N/A	+10.68%

HLI vs ARE Drawdown Comparison

The maximum drawdown for HLI was -40.30%, occurring on Aug 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for ARE was -77.96%, occurring on Apr 28, 2026. This drawdown has not yet recovered.

The current HLI drawdown is -36.03%. The current ARE drawdown is -73.22%.

Rank	HLI	ARE
#1	-40.30% Sep 23, 2025 - Aug 10, 2026	-77.96% Dec 30, 2021 - Apr 28, 2026
#2	-36.56% Jan 12, 2022 - Dec 4, 2023	-71.87% Sep 19, 2008 - Jan 7, 2015
#3	-33.48% Jul 23, 2018 - Jan 16, 2020	-34.31% Feb 14, 2020 - Jul 28, 2020
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-27.66% Mar 20, 2015 - May 25, 2016
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-22.89% Feb 8, 2007 - Aug 11, 2008
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-20.94% Jun 28, 2002 - Jul 8, 2003
#7	-16.62% May 18, 2020 - Oct 12, 2020	-19.97% Feb 11, 2004 - Aug 24, 2004
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-15.30% Dec 18, 2017 - Jan 30, 2019
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-14.65% Dec 31, 2004 - Jun 15, 2005
#10	-12.02% Jan 13, 2021 - May 13, 2021	-14.21% Aug 11, 2000 - Nov 30, 2000
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-14.10% Jul 31, 2020 - Dec 16, 2020
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-13.56% Mar 17, 2006 - Aug 4, 2006
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-11.35% Dec 31, 2020 - Apr 20, 2021
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-10.90% Aug 21, 2001 - Nov 23, 2001
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-10.37% Sep 7, 2016 - Jan 4, 2017

Correlation

Correlation between HLI and ARE is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.11

-101

Dividend Comparison (1999 - 2026)

HLI vs ARE dividend yield comparison.

Year	HLI	ARE
2026	0.98%	2.97%
2025	1.36%	9.56%
2024	1.30%	5.32%
2023	1.82%	3.91%
2022	2.32%	3.24%
2021	1.56%	2.01%
2020	1.90%	2.38%
2019	2.46%	2.48%
2018	2.74%	3.24%
2017	1.76%	2.64%
2016	2.12%	2.91%
2015	0.57%	3.38%
2014	0.00%	3.25%
2013	0.00%	4.10%
2012	0.00%	3.02%
2011	0.00%	2.70%
2010	0.00%	2.05%
2009	0.00%	2.88%
2008	0.00%	5.27%
2007	0.00%	2.99%
2006	0.00%	2.85%
2005	0.00%	3.38%
2004	0.00%	3.39%
2003	0.00%	3.80%
2002	0.00%	5.77%
2001	0.00%	4.40%
2000	0.00%	3.47%
1999	0.00%	1.35%