HLI vs JKHY

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Jack Henry & Associates Inc (JKHY, Company).

HLI is from the Financial Services sector, while JKHY is from the Technology sector.

5-Year PerformanceHLI has outperformed JKHY, delivering a return of +16.3% compared to -1.3%

HLI vs JKHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	JKHY(COMPANY)
Market Cap	$9.80B	$9.78B
Max Drawdown	37.23%	73.63%
Sharpe Ratio	-0.59	-1.17
5Y Beta	0.97	0.27
Industry	Capital Markets	Information Technology Services
P/E Ratio	23.03	19.63
Forward P/E	15.15	19.01
PEG Ratio	1.16	0.71
Dividend Yield	1.59%	1.68%
5Y Dividends CAGR	13.03%	10.86%
5Y EPS CAGR	19.92%	12.26%
Debt to Equity	0.00%	4.22%
Free Cash Flow Yield	6.96%	7.44%

Market Cap

Winner

HLI

$9.80B

JKHY

$9.78B

Max Drawdown

Winner

HLI

37.23%

JKHY

73.63%

Sharpe Ratio

Winner

HLI

-0.59

JKHY

-1.17

5Y Beta

HLI

0.97

Winner

JKHY

0.27

Industry

HLI

Capital Markets

JKHY

Information Technology Services

P/E Ratio

HLI

23.03

Winner

JKHY

19.63

Forward P/E

Winner

HLI

15.15

JKHY

19.01

PEG Ratio

HLI

1.16

Winner

JKHY

0.71

Dividend Yield

HLI

1.59%

Winner

JKHY

1.68%

5Y Dividends CAGR

Winner

HLI

13.03%

JKHY

10.86%

5Y EPS CAGR

Winner

HLI

19.92%

JKHY

12.26%

Debt to Equity

Winner

HLI

0.00%

JKHY

4.22%

Free Cash Flow Yield

HLI

6.96%

Winner

JKHY

7.44%

HLI vs JKHY - Historical Returns

Returns include dividend reinvestment.

Period	HLI	JKHY
1 month	-8.68%	-10.85%
3 months	-10.73%	-15.85%
6 months	-16.36%	-21.38%
1 year	-15.20%	-24.16%
5 years(CAGR)	+16.35%	-1.28%
10 years(CAGR)	+22.06%	+6.14%
Max(CAGR)	+21.40%	+12.24%

Winner

HLI

-8.68%

JKHY

-10.85%

Winner

HLI

-10.73%

JKHY

-15.85%

Winner

HLI

-16.36%

JKHY

-21.38%

Winner

HLI

-15.20%

JKHY

-24.16%

5Y(CAGR)

Winner

HLI

+16.35%

JKHY

-1.28%

10Y(CAGR)

Winner

HLI

+22.06%

JKHY

+6.14%

Max(CAGR)

Winner

HLI

+21.40%

JKHY

+12.24%

HLI vs JKHY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLI	JKHY
2026	-17.09%	-23.34%
2025	+2.88%	+6.91%
2024	+48.07%	+7.83%
2023	+39.48%	-5.96%
2022	-14.68%	+3.43%
2021	+57.82%	+6.48%
2020	+39.03%	+12.22%
2019	+34.99%	+18.63%
2018	-17.84%	+10.11%
2017	+46.86%	+33.18%
2016	+26.08%	+17.54%
2015	+17.72%	+27.32%
2014	N/A	+8.46%
2013	N/A	+47.08%
2012	N/A	+17.52%
2011	N/A	+14.70%
2010	N/A	+24.11%
2009	N/A	+20.39%
2008	N/A	-17.56%
2007	N/A	+15.07%
2006	N/A	+11.78%
2005	N/A	-7.71%
2004	N/A	-2.68%
2003	N/A	+63.41%
2002	N/A	-44.93%
2001	N/A	-27.83%
2000	N/A	+132.36%
1999	N/A	+55.96%

HLI vs JKHY Drawdown Comparison

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

The maximum drawdown for JKHY was -73.43%, occurring on Oct 9, 2002. Recovery took 2361 trading sessions.

The current HLI drawdown is -29.87%. The current JKHY drawdown is -32.28%.

Rank	HLI	JKHY
#1	-36.56% Jan 12, 2022 - Dec 4, 2023	-73.43% Jul 13, 2001 - Dec 2, 2010
#2	-33.48% Jul 23, 2018 - Jan 16, 2020	-39.93% Dec 27, 2000 - Jul 13, 2001
#3	-33.13% Sep 23, 2025 - Mar 18, 2026	-33.57% Aug 5, 2022 - Oct 27, 2023
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-27.26% Apr 6, 2011 - Dec 9, 2011
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-26.90% Aug 17, 2020 - Mar 29, 2022
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-26.04% Jul 20, 2000 - Oct 25, 2000
#7	-16.62% May 18, 2020 - Oct 12, 2020	-25.50% Feb 20, 2020 - May 5, 2020
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-25.46% Sep 14, 2018 - Feb 5, 2020
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-18.37% Mar 10, 2000 - Apr 19, 2000
#10	-12.02% Jan 13, 2021 - May 13, 2021	-15.61% Oct 26, 2000 - Dec 5, 2000
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-15.57% Apr 5, 2022 - Jul 28, 2022
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-13.03% Dec 11, 2000 - Dec 27, 2000
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-12.13% Jul 24, 2014 - Nov 4, 2014
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-11.55% Jun 16, 2000 - Jul 20, 2000
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-10.92% Jul 27, 2016 - Dec 7, 2016

Correlation

Correlation between HLI and JKHY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (1999 - 2026)

HLI vs JKHY dividend yield comparison.

Year	HLI	JKHY
2026	0.41%	0.45%
2025	1.36%	1.27%
2024	1.30%	1.25%
2023	1.82%	1.27%
2022	2.32%	1.12%
2021	1.56%	1.10%
2020	1.90%	1.06%
2019	2.46%	1.10%
2018	2.74%	1.17%
2017	1.76%	1.06%
2016	2.12%	1.26%
2015	0.57%	1.28%
2014	0.00%	1.42%
2013	0.00%	1.23%
2012	0.00%	1.17%
2011	0.00%	1.25%
2010	0.00%	1.30%
2009	0.00%	1.47%
2008	0.00%	1.55%
2007	0.00%	1.07%
2006	0.00%	1.03%
2005	0.00%	0.94%
2004	0.00%	0.80%
2003	0.00%	0.68%
2002	0.00%	1.16%
2001	0.00%	0.55%
2000	0.00%	0.32%
1999	0.00%	0.15%