HLI vs PRI

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Primerica Inc (PRI, Company).

Both HLI and PRI are from the Financial Services sector.

5-Year PerformancePRI has outperformed HLI, delivering a return of +16.2% compared to +13.3%

HLI vs PRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	PRI(COMPANY)
Market Cap	$9.19B	$9.14B
Max Drawdown	37.23%	54.60%
Sharpe Ratio	-0.92	0.32
5Y Beta	0.94	0.74
Industry	Capital Markets	Insurance - Life
P/E Ratio	21.60	12.06
Forward P/E	13.87	14.04
PEG Ratio	1.09	0.20
Dividend Yield	1.79%	1.58%
5Y Dividends CAGR	12.37%	20.87%
5Y EPS CAGR	19.92%	18.31%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.42%	9.41%
P/S Ratio	3.64	2.66
P/B Ratio	4.07	3.61

Market Cap

Winner

HLI

$9.19B

PRI

$9.14B

Max Drawdown

Winner

HLI

37.23%

PRI

54.60%

Sharpe Ratio

HLI

-0.92

Winner

PRI

0.32

5Y Beta

HLI

0.94

Winner

PRI

0.74

Industry

HLI

Capital Markets

PRI

Insurance - Life

P/E Ratio

HLI

21.60

Winner

PRI

12.06

Forward P/E

Winner

HLI

13.87

PRI

14.04

PEG Ratio

HLI

1.09

Winner

PRI

0.20

Dividend Yield

Winner

HLI

1.79%

PRI

1.58%

5Y Dividends CAGR

HLI

12.37%

Winner

PRI

20.87%

5Y EPS CAGR

Winner

HLI

19.92%

PRI

18.31%

Debt to Equity

HLI

0.00%

PRI

0.00%

Free Cash Flow Yield

HLI

7.42%

Winner

PRI

9.41%

P/S Ratio

HLI

3.64

Winner

PRI

2.66

P/B Ratio

HLI

4.07

Winner

PRI

3.61

HLI vs PRI - Historical Returns

Returns include dividend reinvestment.

Period	HLI	PRI
1 month	+0.52%	+14.25%
3 months	-0.33%	+17.52%
6 months	-19.83%	+15.85%
1 year	-22.44%	+9.98%
5 years(CAGR)	+13.31%	+16.20%
10 years(CAGR)	+22.88%	+19.45%
Max(CAGR)	+20.82%	+19.54%

HLI

+0.52%

Winner

PRI

+14.25%

HLI

-0.33%

Winner

PRI

+17.52%

HLI

-19.83%

Winner

PRI

+15.85%

HLI

-22.44%

Winner

PRI

+9.98%

5Y(CAGR)

HLI

+13.31%

Winner

PRI

+16.20%

10Y(CAGR)

Winner

HLI

+22.88%

PRI

+19.45%

Max(CAGR)

Winner

HLI

+20.82%

PRI

+19.54%

HLI vs PRI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	HLI	PRI
2026	-19.83%	+15.85%
2025	+2.88%	-3.45%
2024	+48.07%	+32.21%
2023	+39.48%	+46.97%
2022	-14.68%	-6.97%
2021	+57.82%	+19.48%
2020	+39.03%	+2.91%
2019	+34.99%	+36.13%
2018	-17.84%	-3.36%
2017	+46.86%	+46.54%
2016	+26.08%	+51.38%
2015	+17.72%	-11.13%
2014	N/A	+29.29%
2013	N/A	+41.25%
2012	N/A	+28.84%
2011	N/A	-3.95%
2010	N/A	+23.52%

HLI vs PRI Drawdown Comparison

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

The maximum drawdown for PRI was -54.46%, occurring on Mar 20, 2020. Recovery took 238 trading sessions.

The current HLI drawdown is -32.18%. The current PRI drawdown is -0.17%.

Rank	HLI	PRI
#1	-36.56% Jan 12, 2022 - Dec 4, 2023	-54.46% Dec 16, 2019 - Nov 24, 2020
#2	-35.69% Sep 23, 2025 - Jun 29, 2026	-36.64% Nov 3, 2021 - Feb 24, 2023
#3	-33.48% Jul 23, 2018 - Jan 16, 2020	-28.29% Sep 14, 2018 - Mar 18, 2019
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-27.23% Dec 30, 2014 - May 25, 2016
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-25.54% Feb 8, 2011 - Mar 19, 2012
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-20.49% May 13, 2010 - Feb 7, 2011
#7	-16.62% May 18, 2020 - Oct 12, 2020	-19.55% Nov 26, 2024 - Apr 8, 2025
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-17.99% Mar 27, 2024 - Aug 14, 2024
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-17.63% Feb 28, 2023 - Jun 7, 2023
#10	-12.02% Jan 13, 2021 - May 13, 2021	-16.46% May 6, 2019 - Nov 18, 2019
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-16.38% May 8, 2017 - Oct 9, 2017
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-15.11% Jul 12, 2016 - Nov 9, 2016
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-13.96% Jun 8, 2021 - Oct 14, 2021
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-12.70% Jan 23, 2018 - Jul 18, 2018
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-12.63% Apr 27, 2012 - Jun 29, 2012

Correlation

Correlation between HLI and PRI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2010 - 2026)

HLI vs PRI dividend yield comparison.

Year	HLI	PRI
2026	0.93%	0.81%
2025	1.36%	1.61%
2024	1.30%	1.22%
2023	1.82%	1.26%
2022	2.32%	1.55%
2021	1.56%	1.23%
2020	1.90%	1.19%
2019	2.46%	1.04%
2018	2.74%	1.02%
2017	1.76%	0.77%
2016	2.12%	1.01%
2015	0.57%	1.36%
2014	0.00%	0.88%
2013	0.00%	1.03%
2012	0.00%	0.80%
2011	0.00%	0.43%
2010	0.00%	0.08%