HLI vs IAG

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Iamgold Corp (IAG, Company).

HLI is from the Financial Services sector, while IAG is from the Basic Materials sector.

5-Year PerformanceIAG has outperformed HLI, delivering a return of +39.1% compared to +12.9%

HLI vs IAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	IAG(COMPANY)
Market Cap	$8.94B	$8.93B
Max Drawdown	37.23%	95.80%
Sharpe Ratio	-1.20	1.52
5Y Beta	0.94	1.05
Industry	Capital Markets	Gold
P/E Ratio	21.01	8.71
Forward P/E	13.50	6.42
PEG Ratio	1.06	0.37
Dividend Yield	1.79%	N/A
5Y Dividends CAGR	12.37%	33.03%
5Y EPS CAGR	19.92%	53.73%
Debt to Equity	0.00%	15.02%
Free Cash Flow Yield	7.63%	14.29%
P/S Ratio	3.54	2.55
P/B Ratio	4.13	2.21

Market Cap

Winner

HLI

$8.94B

IAG

$8.93B

Max Drawdown

Winner

HLI

37.23%

IAG

95.80%

Sharpe Ratio

HLI

-1.20

Winner

IAG

1.52

5Y Beta

Winner

HLI

0.94

IAG

1.05

Industry

HLI

Capital Markets

IAG

Gold

P/E Ratio

HLI

21.01

Winner

IAG

8.71

Forward P/E

HLI

13.50

Winner

IAG

6.42

PEG Ratio

HLI

1.06

Winner

IAG

0.37

Dividend Yield

HLI

1.79%

IAG

N/A

5Y Dividends CAGR

HLI

12.37%

Winner

IAG

33.03%

5Y EPS CAGR

HLI

19.92%

Winner

IAG

53.73%

Debt to Equity

Winner

HLI

0.00%

IAG

15.02%

Free Cash Flow Yield

HLI

7.63%

Winner

IAG

14.29%

P/S Ratio

HLI

3.54

Winner

IAG

2.55

P/B Ratio

HLI

4.13

Winner

IAG

2.21

HLI vs IAG - Historical Returns

Returns include dividend reinvestment.

Period	HLI	IAG
1 month	-0.50%	+3.27%
3 months	-10.28%	-23.45%
6 months	-24.93%	-10.95%
1 year	-28.00%	+120.50%
5 years(CAGR)	+12.90%	+39.11%
10 years(CAGR)	+22.50%	+12.18%
Max(CAGR)	+20.38%	+5.85%

HLI

-0.50%

Winner

IAG

+3.27%

Winner

HLI

-10.28%

IAG

-23.45%

HLI

-24.93%

Winner

IAG

-10.95%

HLI

-28.00%

Winner

IAG

+120.50%

5Y(CAGR)

HLI

+12.90%

Winner

IAG

+39.11%

10Y(CAGR)

Winner

HLI

+22.50%

IAG

+12.18%

Max(CAGR)

Winner

HLI

+20.38%

IAG

+5.85%

HLI vs IAG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	HLI	IAG
2026	-22.62%	-5.52%
2025	+2.88%	+195.52%
2024	+48.07%	+111.48%
2023	+39.48%	+0.40%
2022	-14.68%	-14.85%
2021	+57.82%	-20.36%
2020	+39.03%	-1.61%
2019	+34.99%	+1.08%
2018	-17.84%	-39.87%
2017	+46.86%	+40.82%
2016	+26.08%	+148.39%
2015	+17.72%	-49.47%
2014	N/A	-23.51%
2013	N/A	-70.93%
2012	N/A	-29.02%
2011	N/A	-10.55%
2010	N/A	+10.92%
2009	N/A	+156.99%
2008	N/A	-28.35%
2007	N/A	-4.21%
2006	N/A	+6.49%
2005	N/A	+24.64%
2004	N/A	-4.85%
2003	N/A	+49.37%

HLI vs IAG Drawdown Comparison

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

The maximum drawdown for IAG was -95.56%, occurring on Sep 27, 2022. Recovery took 3609 trading sessions.

The current HLI drawdown is -34.55%. The current IAG drawdown is -37.63%.

Rank	HLI	IAG
#1	-36.56% Jan 12, 2022 - Dec 4, 2023	-95.56% Sep 20, 2011 - Jan 28, 2026
#2	-35.69% Sep 23, 2025 - Jun 29, 2026	-78.22% Sep 5, 2006 - May 29, 2009
#3	-33.48% Jul 23, 2018 - Jan 16, 2020	-45.72% Nov 28, 2003 - Oct 5, 2004
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-39.60% Feb 27, 2026 - Jun 10, 2026
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-35.66% Oct 8, 2004 - Jan 3, 2006
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-34.80% Dec 1, 2009 - Feb 3, 2011
#7	-16.62% May 18, 2020 - Oct 12, 2020	-22.34% Apr 8, 2011 - Sep 20, 2011
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-21.92% Sep 16, 2009 - Nov 5, 2009
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-19.90% May 11, 2006 - Aug 8, 2006
#10	-12.02% Jan 13, 2021 - May 13, 2021	-19.79% May 29, 2009 - Aug 6, 2009
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-18.38% Jan 28, 2026 - Feb 11, 2026
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-16.61% Feb 1, 2006 - Apr 19, 2006
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-10.54% Mar 3, 2011 - Mar 23, 2011
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-10.36% Feb 11, 2026 - Feb 23, 2026
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-9.68% Sep 3, 2009 - Sep 15, 2009

Correlation

Correlation between HLI and IAG is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2003 - 2026)

HLI vs IAG dividend yield comparison.

Year	HLI	IAG
2026	0.96%	0.00%
2025	1.36%	0.00%
2024	1.30%	0.00%
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%	0.00%
2016	2.12%	0.00%
2015	0.57%	0.00%
2013	0.00%	3.75%
2012	0.00%	2.18%
2011	0.00%	1.42%
2010	0.00%	0.45%
2009	0.00%	0.38%
2008	0.00%	0.98%
2007	0.00%	0.74%
2006	0.00%	0.79%
2005	0.00%	0.90%
2004	0.00%	0.75%
2003	0.00%	0.72%