HLI vs EDU

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and New Oriental Education & Technology Group Inc (EDU, Company).

HLI is from the Financial Services sector, while EDU is from the Consumer Defensive sector.

5-Year PerformanceEDU has outperformed HLI, delivering a return of +21.9% compared to +9.5%

HLI vs EDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	EDU(COMPANY)
Market Cap	$9.26B	$9.25B
Max Drawdown	38.80%	95.61%
Sharpe Ratio	-1.34	0.65
5Y Beta	0.93	0.47
Industry	Capital Markets	Education & Training Services
P/E Ratio	21.77	24.88
Forward P/E	18.83	12.18
PEG Ratio	1.10	0.99
Dividend Yield	1.70%	2.40%
5Y Dividends CAGR	12.37%	N/A
5Y EPS CAGR	19.92%	-2.04%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.36%	7.08%
P/S Ratio	3.88	1.50
P/B Ratio	4.21	1.94

Market Cap

Winner

HLI

$9.26B

EDU

$9.25B

Max Drawdown

Winner

HLI

38.80%

EDU

95.61%

Sharpe Ratio

HLI

-1.34

Winner

EDU

0.65

5Y Beta

HLI

0.93

Winner

EDU

0.47

Industry

HLI

Capital Markets

EDU

Education & Training Services

P/E Ratio

Winner

HLI

21.77

EDU

24.88

Forward P/E

HLI

18.83

Winner

EDU

12.18

PEG Ratio

HLI

1.10

Winner

EDU

0.99

Dividend Yield

HLI

1.70%

Winner

EDU

2.40%

5Y Dividends CAGR

HLI

12.37%

EDU

N/A

5Y EPS CAGR

Winner

HLI

19.92%

EDU

-2.04%

Debt to Equity

HLI

0.00%

EDU

0.00%

Free Cash Flow Yield

Winner

HLI

7.36%

EDU

7.08%

P/S Ratio

HLI

3.88

Winner

EDU

1.50

P/B Ratio

HLI

4.21

Winner

EDU

1.94

HLI vs EDU - Historical Returns

Returns include dividend reinvestment.

Period	HLI	EDU
1 month	-4.55%	+23.26%
3 months	-16.85%	+4.69%
6 months	-23.28%	-5.17%
1 year	-32.08%	+30.49%
5 years(CAGR)	+9.49%	+21.93%
10 years(CAGR)	+21.24%	+2.92%
Max(CAGR)	+19.67%	+13.40%

HLI

-4.55%

Winner

EDU

+23.26%

HLI

-16.85%

Winner

EDU

+4.69%

HLI

-23.28%

Winner

EDU

-5.17%

HLI

-32.08%

Winner

EDU

+30.49%

5Y(CAGR)

HLI

+9.49%

Winner

EDU

+21.93%

10Y(CAGR)

Winner

HLI

+21.24%

EDU

+2.92%

Max(CAGR)

Winner

HLI

+19.67%

EDU

+13.40%

HLI vs EDU - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	HLI	EDU
2026	-26.77%	-0.99%
2025	+2.88%	-9.60%
2024	+48.07%	-8.96%
2023	+39.48%	+111.49%
2022	-14.68%	+71.53%
2021	+57.82%	-87.93%
2020	+39.03%	+46.02%
2019	+34.99%	+119.22%
2018	-17.84%	-43.95%
2017	+46.86%	+118.00%
2016	+26.08%	+42.95%
2015	+17.72%	+56.68%
2014	N/A	-33.34%
2013	N/A	+60.11%
2012	N/A	-14.53%
2011	N/A	-8.81%
2010	N/A	+39.84%
2009	N/A	+34.32%
2008	N/A	-28.41%
2007	N/A	+129.01%
2006	N/A	+60.63%

HLI vs EDU Drawdown Comparison

The maximum drawdown for HLI was -38.05%, occurring on Jul 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for EDU was -95.61%, occurring on Mar 14, 2022. This drawdown has not yet recovered.

The current HLI drawdown is -38.05%. The current EDU drawdown is -70.29%.

Rank	HLI	EDU
#1	-38.05% Sep 23, 2025 - Jul 30, 2026	-95.61% Feb 16, 2021 - Mar 14, 2022
#2	-36.56% Jan 12, 2022 - Dec 4, 2023	-71.81% Sep 14, 2011 - Jan 8, 2014
#3	-33.48% Jul 23, 2018 - Jan 16, 2020	-56.20% Oct 29, 2007 - Apr 14, 2010
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-52.49% Jun 12, 2018 - Jul 23, 2019
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-45.69% Jan 17, 2014 - Mar 14, 2016
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-26.74% Feb 19, 2020 - Jul 6, 2020
#7	-16.62% May 18, 2020 - Oct 12, 2020	-22.43% Apr 27, 2011 - Sep 8, 2011
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-21.77% Oct 25, 2016 - Mar 15, 2017
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-21.49% Feb 20, 2007 - Apr 16, 2007
#10	-12.02% Jan 13, 2021 - May 13, 2021	-21.42% Sep 23, 2010 - Apr 6, 2011
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-21.11% Jan 12, 2018 - Jun 8, 2018
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-20.17% Jul 23, 2007 - Sep 25, 2007
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-20.14% Sep 18, 2006 - Nov 8, 2006
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-14.81% Jun 7, 2017 - Jul 26, 2017
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-13.71% Nov 16, 2006 - Dec 5, 2006

Correlation

Correlation between HLI and EDU is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2012 - 2026)

HLI vs EDU dividend yield comparison.

Year	HLI	EDU
2026	1.02%	1.06%
2025	1.36%	1.09%
2024	1.30%	0.93%
2023	1.82%	0.00%
2022	2.32%	0.00%
2021	1.56%	0.00%
2020	1.90%	0.00%
2019	2.46%	0.00%
2018	2.74%	0.00%
2017	1.76%	0.46%
2016	2.12%	0.00%
2015	0.57%	1.28%
2013	0.00%	1.11%
2012	0.00%	3.09%