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HLI vs PSO

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Pearson plc (PSO, Company).

HLI is from the Financial Services sector, while PSO is from the Communication Services sector.

5-Year PerformanceHLI has outperformed PSO, delivering a return of +14.1% compared to +7.0%

HLI vs PSO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HLI
$9.05B
Winner
PSO
$9.98B
Max Drawdown
Winner
HLI
37.23%
PSO
87.64%
Sharpe Ratio
HLI
-0.86
Winner
PSO
0.23
5Y Beta
HLI
0.96
Winner
PSO
0.42
Industry
HLI
Capital Markets
PSO
Publishing
P/E Ratio
HLI
21.27
Winner
PSO
10.34
Forward P/E
Winner
HLI
13.85
PSO
19.88
PEG Ratio
HLI
1.08
Winner
PSO
0.20
Dividend Yield
HLI
1.77%
Winner
PSO
2.22%
5Y Dividends CAGR
HLI
12.37%
Winner
PSO
16.18%
5Y EPS CAGR
HLI
19.92%
PSO
N/A
Debt to Equity
Winner
HLI
0.00%
PSO
52.00%
Free Cash Flow Yield
HLI
7.54%
Winner
PSO
14.98%
P/S Ratio
HLI
3.73
Winner
PSO
2.60
P/B Ratio
HLI
4.16
Winner
PSO
1.91

HLI vs PSO - Historical Returns

Returns include dividend reinvestment.

1M
HLI
-6.53%
Winner
PSO
+4.67%
3M
HLI
+0.73%
Winner
PSO
+17.48%
6M
HLI
-20.35%
Winner
PSO
+11.01%
1Y
HLI
-17.79%
Winner
PSO
+6.67%
5Y(CAGR)
Winner
HLI
+14.07%
PSO
+7.00%
10Y(CAGR)
Winner
HLI
+21.92%
PSO
+6.04%
Max(CAGR)
Winner
HLI
+20.89%
PSO
+1.97%

HLI vs PSO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHLIPSO
2026-20.02%+13.36%
2025+2.88%-10.46%
2024+48.07%+35.22%
2023+39.48%+12.17%
2022-14.68%+37.33%
2021+57.82%-6.26%
2020+39.03%+12.25%
2019+34.99%-27.39%
2018-17.84%+23.14%
2017+46.86%+4.59%
2016+26.08%-0.43%
2015+17.72%-37.99%
2014N/A-12.35%
2013N/A+18.22%
2012N/A+5.22%
2011N/A+22.51%
2010N/A+14.46%
2009N/A+54.81%
2008N/A-30.71%
2007N/A-0.04%
2006N/A+29.31%
2005N/A+2.59%
2004N/A+12.20%
2003N/A+24.35%
2002N/A-20.05%
2001N/A-47.52%
2000N/A-28.44%
1999N/A+43.81%

HLI vs PSO Drawdown Comparison

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

The maximum drawdown for PSO was -81.60%, occurring on Feb 26, 2003. Recovery took 6283 trading sessions.

The current HLI drawdown is -32.34%. The current PSO drawdown is -10.77%.

RankHLIPSO
#1-36.56%
Jan 12, 2022 - Dec 4, 2023
-81.60%
Mar 7, 2000 - Feb 28, 2025
#2-34.38%
Sep 23, 2025 - Jun 11, 2026
-30.71%
Mar 4, 2025 - Feb 5, 2026
#3-33.48%
Jul 23, 2018 - Jan 16, 2020
-22.62%
Feb 9, 2000 - Mar 7, 2000
#4-25.19%
Nov 25, 2024 - Jul 9, 2025
-14.29%
Dec 31, 1999 - Jan 11, 2000
#5-20.34%
Feb 19, 2020 - Apr 3, 2020
-13.03%
Jan 25, 2000 - Feb 9, 2000
#6-17.84%
Dec 31, 2015 - Aug 15, 2016
-9.80%
Dec 13, 1999 - Dec 22, 1999
#7-16.62%
May 18, 2020 - Oct 12, 2020
-6.03%
Nov 3, 1999 - Nov 17, 1999
#8-16.05%
Nov 11, 2021 - Jan 12, 2022
-5.72%
Jan 18, 2000 - Jan 24, 2000
#9-15.11%
Jan 24, 2018 - Jun 18, 2018
-4.48%
Nov 17, 1999 - Dec 7, 1999
#10-12.02%
Jan 13, 2021 - May 13, 2021
-2.70%
Jan 13, 2000 - Jan 18, 2000
#11-9.69%
Jul 26, 2017 - Sep 27, 2017
-0.76%
Dec 27, 1999 - Dec 30, 1999
#12-9.34%
Feb 3, 2017 - Mar 10, 2017
-0.29%
Feb 28, 2025 - Mar 4, 2025
#13-8.92%
Aug 15, 2016 - Nov 16, 2016
N/A
#14-8.12%
Oct 7, 2015 - Nov 24, 2015
N/A
#15-8.00%
Aug 14, 2015 - Oct 7, 2015
N/A

Correlation

Correlation between HLI and PSO is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2000 - 2026)

HLI vs PSO dividend yield comparison.

YearHLIPSO
20260.93%1.54%
20251.36%2.12%
20241.30%1.82%
20231.82%2.21%
20222.32%2.40%
20211.56%3.27%
20201.90%2.74%
20192.46%2.90%
20182.74%1.96%
20171.76%5.14%
20162.12%7.28%
20150.57%7.48%
20140.00%4.46%
20130.00%3.13%
20120.00%3.49%
20110.00%3.43%
20100.00%3.49%
20090.00%3.62%
20080.00%6.75%
20070.00%4.06%
20060.00%3.30%
20050.00%4.00%
20040.00%3.64%
20030.00%3.63%
20020.00%3.98%
20010.00%2.87%
20000.00%1.37%

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