HLI vs SUN

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Sunoco LP (SUN, Company).

HLI is from the Financial Services sector, while SUN is from the Energy sector.

5-Year PerformanceSUN has outperformed HLI, delivering a return of +19.3% compared to +13.6%

HLI vs SUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	SUN(COMPANY)
Market Cap	$9.05B	$9.05B
Max Drawdown	37.23%	79.87%
Sharpe Ratio	-0.91	1.06
5Y Beta	0.96	0.37
Industry	Capital Markets	Oil & Gas Refining & Marketing
P/E Ratio	21.27	10.35
Forward P/E	14.18	13.19
PEG Ratio	1.08	0.78
Dividend Yield	1.70%	5.73%
5Y Dividends CAGR	12.37%	13.42%
5Y EPS CAGR	19.92%	0.77%
Debt to Equity	0.00%	57.77%
Free Cash Flow Yield	7.54%	9.23%
P/S Ratio	3.73	0.39
P/B Ratio	4.16	1.45

Market Cap

HLI

$9.05B

Winner

SUN

$9.05B

Max Drawdown

Winner

HLI

37.23%

SUN

79.87%

Sharpe Ratio

HLI

-0.91

Winner

SUN

1.06

5Y Beta

HLI

0.96

Winner

SUN

0.37

Industry

HLI

Capital Markets

SUN

Oil & Gas Refining & Marketing

P/E Ratio

HLI

21.27

Winner

SUN

10.35

Forward P/E

HLI

14.18

Winner

SUN

13.19

PEG Ratio

HLI

1.08

Winner

SUN

0.78

Dividend Yield

HLI

1.70%

Winner

SUN

5.73%

5Y Dividends CAGR

HLI

12.37%

Winner

SUN

13.42%

5Y EPS CAGR

Winner

HLI

19.92%

SUN

0.77%

Debt to Equity

Winner

HLI

0.00%

SUN

57.77%

Free Cash Flow Yield

HLI

7.54%

Winner

SUN

9.23%

P/S Ratio

HLI

3.73

Winner

SUN

0.39

P/B Ratio

HLI

4.16

Winner

SUN

1.45

HLI vs SUN - Historical Returns

Returns include dividend reinvestment.

Period	HLI	SUN
1 month	-7.32%	-5.74%
3 months	-0.92%	+5.47%
6 months	-22.50%	+25.20%
1 year	-20.20%	+28.96%
5 years(CAGR)	+13.64%	+19.35%
10 years(CAGR)	+21.51%	+18.68%
Max(CAGR)	+20.75%	+17.20%

HLI

-7.32%

Winner

SUN

-5.74%

HLI

-0.92%

Winner

SUN

+5.47%

HLI

-22.50%

Winner

SUN

+25.20%

HLI

-20.20%

Winner

SUN

+28.96%

5Y(CAGR)

HLI

+13.64%

Winner

SUN

+19.35%

10Y(CAGR)

Winner

HLI

+21.51%

SUN

+18.68%

Max(CAGR)

Winner

HLI

+20.75%

SUN

+17.20%

HLI vs SUN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HLI	SUN
2026	-21.12%	+27.74%
2025	+2.88%	+8.16%
2024	+48.07%	-3.70%
2023	+39.48%	+49.92%
2022	-14.68%	+13.29%
2021	+57.82%	+56.21%
2020	+39.03%	+5.58%
2019	+34.99%	+25.24%
2018	-17.84%	+6.01%
2017	+46.86%	+17.21%
2016	+26.08%	-24.42%
2015	+17.72%	-14.02%
2014	N/A	+58.77%
2013	N/A	+35.09%
2012	N/A	+9.95%

HLI vs SUN Drawdown Comparison

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

The maximum drawdown for SUN was -65.45%, occurring on Mar 18, 2020. Recovery took 1621 trading sessions.

The current HLI drawdown is -33.28%. The current SUN drawdown is -9.53%.

Rank	HLI	SUN
#1	-36.56% Jan 12, 2022 - Dec 4, 2023	-65.45% Aug 22, 2014 - Feb 1, 2021
#2	-34.38% Sep 23, 2025 - Jun 11, 2026	-21.29% Mar 6, 2024 - Jan 12, 2026
#3	-33.48% Jul 23, 2018 - Jan 16, 2020	-20.82% Feb 1, 2022 - Nov 1, 2022
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-14.64% Mar 26, 2013 - Nov 6, 2013
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-12.50% Feb 6, 2023 - Aug 30, 2023
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-12.17% Dec 28, 2023 - Feb 15, 2024
#7	-16.62% May 18, 2020 - Oct 12, 2020	-12.06% Mar 4, 2014 - Apr 28, 2014
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-11.05% May 19, 2026 - Jun 9, 2026
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-9.10% Oct 19, 2021 - Jan 4, 2022
#10	-12.02% Jan 13, 2021 - May 13, 2021	-8.43% Jun 11, 2021 - Aug 3, 2021
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-8.18% Sep 28, 2023 - Oct 18, 2023
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-7.27% Apr 28, 2014 - May 19, 2014
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-7.02% Nov 12, 2012 - Jan 2, 2013
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-6.86% Feb 8, 2013 - Feb 26, 2013
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-6.57% Feb 8, 2021 - Apr 6, 2021

Correlation

Correlation between HLI and SUN is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

HLI vs SUN dividend yield comparison.

Year	HLI	SUN
2026	0.94%	2.94%
2025	1.36%	6.89%
2024	1.30%	6.74%
2023	1.82%	5.59%
2022	2.32%	7.66%
2021	1.56%	8.09%
2020	1.90%	11.47%
2019	2.46%	10.79%
2018	2.74%	12.14%
2017	1.76%	11.63%
2016	2.12%	12.16%
2015	0.57%	6.78%
2014	0.00%	4.12%
2013	0.00%	5.43%
2012	0.00%	0.11%