HLI vs NCLH

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Norwegian Cruise Line Holdings Ltd (NCLH, Company).

HLI is from the Financial Services sector, while NCLH is from the Consumer Cyclical sector.

5-Year PerformanceHLI has outperformed NCLH, delivering a return of +15.1% compared to -7.6%

HLI vs NCLH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	NCLH(COMPANY)
Market Cap	$9.37B	$9.38B
Max Drawdown	37.23%	87.81%
Sharpe Ratio	-0.71	0.42
5Y Beta	0.96	1.85
Industry	Capital Markets	Travel Services
P/E Ratio	22.03	16.39
Forward P/E	14.20	11.39
PEG Ratio	1.11	N/A
Dividend Yield	1.70%	N/A
5Y Dividends CAGR	12.37%	N/A
5Y EPS CAGR	19.92%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.28%	-10.11%

Market Cap

HLI

$9.37B

Winner

NCLH

$9.38B

Max Drawdown

Winner

HLI

37.23%

NCLH

87.81%

Sharpe Ratio

HLI

-0.71

Winner

NCLH

0.42

5Y Beta

Winner

HLI

0.96

NCLH

1.85

Industry

HLI

Capital Markets

NCLH

Travel Services

P/E Ratio

HLI

22.03

Winner

NCLH

16.39

Forward P/E

HLI

14.20

Winner

NCLH

11.39

PEG Ratio

HLI

1.11

NCLH

N/A

Dividend Yield

HLI

1.70%

NCLH

N/A

5Y Dividends CAGR

HLI

12.37%

NCLH

N/A

5Y EPS CAGR

HLI

19.92%

NCLH

N/A

Debt to Equity

HLI

0.00%

NCLH

0.00%

Free Cash Flow Yield

Winner

HLI

7.28%

NCLH

-10.11%

HLI vs NCLH - Historical Returns

Returns include dividend reinvestment.

Period	HLI	NCLH
1 month	-6.97%	+33.94%
3 months	+1.86%	+3.23%
6 months	-19.47%	-5.50%
1 year	-17.44%	+11.15%
5 years(CAGR)	+15.13%	-7.57%
10 years(CAGR)	+22.00%	-7.25%
Max(CAGR)	+20.95%	-1.43%

HLI

-6.97%

Winner

NCLH

+33.94%

HLI

+1.86%

Winner

NCLH

+3.23%

HLI

-19.47%

Winner

NCLH

-5.50%

HLI

-17.44%

Winner

NCLH

+11.15%

5Y(CAGR)

Winner

HLI

+15.13%

NCLH

-7.57%

10Y(CAGR)

Winner

HLI

+22.00%

NCLH

-7.25%

Max(CAGR)

Winner

HLI

+20.95%

NCLH

-1.43%

HLI vs NCLH - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HLI	NCLH
2026	-19.48%	-10.27%
2025	+2.88%	-13.89%
2024	+48.07%	+40.45%
2023	+39.48%	+68.97%
2022	-14.68%	-44.82%
2021	+57.82%	-12.60%
2020	+39.03%	-56.77%
2019	+34.99%	+37.82%
2018	-17.84%	-22.87%
2017	+46.86%	+24.44%
2016	+26.08%	-26.66%
2015	+17.72%	+25.48%
2014	N/A	+34.99%
2013	N/A	+43.08%

HLI vs NCLH Drawdown Comparison

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

The maximum drawdown for NCLH was -87.81%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current HLI drawdown is -31.89%. The current NCLH drawdown is -67.94%.

Rank	HLI	NCLH
#1	-36.56% Jan 12, 2022 - Dec 4, 2023	-87.81% Nov 2, 2015 - Mar 18, 2020
#2	-34.38% Sep 23, 2025 - Jun 11, 2026	-19.67% Jan 16, 2014 - Sep 2, 2014
#3	-33.48% Jul 23, 2018 - Jan 16, 2020	-16.00% Sep 2, 2014 - Oct 30, 2014
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-12.22% Jul 31, 2015 - Oct 26, 2015
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-12.07% May 24, 2013 - Aug 13, 2013
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-11.75% Apr 9, 2015 - May 15, 2015
#7	-16.62% May 18, 2020 - Oct 12, 2020	-10.62% Dec 29, 2014 - Feb 19, 2015
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-10.18% Sep 19, 2013 - Nov 21, 2013
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-7.89% Nov 27, 2013 - Dec 20, 2013
#10	-12.02% Jan 13, 2021 - May 13, 2021	-7.34% Feb 19, 2013 - May 2, 2013
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-5.30% Jan 28, 2013 - Feb 4, 2013
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-5.18% Aug 15, 2013 - Sep 17, 2013
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-5.11% May 19, 2015 - Jul 10, 2015
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-4.73% Mar 20, 2015 - Mar 27, 2015
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-4.51% May 8, 2013 - May 20, 2013

Correlation

Correlation between HLI and NCLH is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101