HLI vs WTS

Comparison between Houlihan Lokey Inc - Class A (HLI, Company) and Watts Water Technologies Inc - Class A (WTS, Company).

HLI is from the Financial Services sector, while WTS is from the Industrials sector.

5-Year PerformanceHLI has outperformed WTS, delivering a return of +18.0% compared to +17.6%

HLI vs WTS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HLI(COMPANY)	WTS(COMPANY)
Market Cap	$10B	$10B
Max Drawdown	37.23%	64.92%
Sharpe Ratio	-0.62	0.87
5Y Beta	0.97	0.88
Industry	Capital Markets	Specialty Industrial Machinery
P/E Ratio	23.75	28.17
Forward P/E	17.89	25.38
PEG Ratio	0.83	1.22
Dividend Yield	1.57%	0.70%
5Y Dividends CAGR	13.03%	16.89%
5Y EPS CAGR	20.27%	22.01%
Debt to Equity	0.00%	9.44%
Free Cash Flow Yield	7.37%	3.16%

Market Cap

HLI

$10B

Winner

WTS

$10B

Max Drawdown

Winner

HLI

37.23%

WTS

64.92%

Sharpe Ratio

HLI

-0.62

Winner

WTS

0.87

5Y Beta

HLI

0.97

Winner

WTS

0.88

Industry

HLI

Capital Markets

WTS

Specialty Industrial Machinery

P/E Ratio

Winner

HLI

23.75

WTS

28.17

Forward P/E

Winner

HLI

17.89

WTS

25.38

PEG Ratio

Winner

HLI

0.83

WTS

1.22

Dividend Yield

Winner

HLI

1.57%

WTS

0.70%

5Y Dividends CAGR

HLI

13.03%

Winner

WTS

16.89%

5Y EPS CAGR

HLI

20.27%

Winner

WTS

22.01%

Debt to Equity

Winner

HLI

0.00%

WTS

9.44%

Free Cash Flow Yield

Winner

HLI

7.37%

WTS

3.16%

HLI vs WTS - Historical Returns

Returns include dividend reinvestment.

Period	HLI	WTS
1 month	-3.51%	-3.07%
3 months	-8.88%	-8.54%
6 months	-15.91%	+10.69%
1 year	-14.49%	+24.19%
5 years(CAGR)	+17.96%	+17.60%
10 years(CAGR)	+23.05%	+19.47%
Max(CAGR)	+21.87%	+13.63%

HLI

-3.51%

Winner

WTS

-3.07%

HLI

-8.88%

Winner

WTS

-8.54%

HLI

-15.91%

Winner

WTS

+10.69%

HLI

-14.49%

Winner

WTS

+24.19%

5Y(CAGR)

Winner

HLI

+17.96%

WTS

+17.60%

10Y(CAGR)

Winner

HLI

+23.05%

WTS

+19.47%

Max(CAGR)

Winner

HLI

+21.87%

WTS

+13.63%

HLI vs WTS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HLI	WTS
2026	-14.30%	+7.86%
2025	+2.88%	+38.71%
2024	+48.07%	+0.24%
2023	+39.48%	+44.18%
2022	-14.68%	-23.13%
2021	+57.82%	+63.20%
2020	+39.03%	+22.75%
2019	+34.99%	+55.95%
2018	-17.84%	-14.18%
2017	+46.86%	+16.76%
2016	+26.08%	+36.37%
2015	+17.72%	-20.11%
2014	N/A	+5.93%
2013	N/A	+38.56%
2012	N/A	+23.27%
2011	N/A	-6.48%
2010	N/A	+16.50%
2009	N/A	+21.42%
2008	N/A	-13.56%
2007	N/A	-24.58%
2006	N/A	+34.12%
2005	N/A	-0.48%
2004	N/A	+48.09%
2003	N/A	+37.29%
2002	N/A	+4.14%
2001	N/A	+16.20%
2000	N/A	-0.77%
1999	N/A	+6.93%

HLI vs WTS Drawdown Comparison

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

The maximum drawdown for WTS was -63.65%, occurring on Mar 9, 2009. Recovery took 1295 trading sessions.

The current HLI drawdown is -27.51%. The current WTS drawdown is -10.62%.

Rank	HLI	WTS
#1	-36.56% Jan 12, 2022 - Dec 4, 2023	-63.65% Feb 6, 2007 - Mar 27, 2012
#2	-33.48% Jul 23, 2018 - Jan 16, 2020	-44.08% Nov 10, 2021 - Dec 19, 2023
#3	-33.13% Sep 23, 2025 - Mar 18, 2026	-37.28% Jan 20, 2000 - Jan 24, 2001
#4	-25.19% Nov 25, 2024 - Jul 9, 2025	-35.10% Jun 13, 2001 - Apr 30, 2002
#5	-20.34% Feb 19, 2020 - Apr 3, 2020	-32.92% Feb 12, 2020 - Oct 9, 2020
#6	-17.84% Dec 31, 2015 - Aug 15, 2016	-32.27% Jul 5, 2002 - Nov 13, 2003
#7	-16.62% May 18, 2020 - Oct 12, 2020	-30.72% Sep 4, 2014 - Aug 11, 2016
#8	-16.05% Nov 11, 2021 - Jan 12, 2022	-30.59% Jul 28, 2005 - May 5, 2006
#9	-15.11% Jan 24, 2018 - Jun 18, 2018	-28.37% Aug 3, 2018 - Apr 24, 2019
#10	-12.02% Jan 13, 2021 - May 13, 2021	-27.51% May 9, 2006 - Nov 2, 2006
#11	-9.69% Jul 26, 2017 - Sep 27, 2017	-25.50% Mar 28, 2012 - Dec 18, 2012
#12	-9.34% Feb 3, 2017 - Mar 10, 2017	-19.54% Feb 11, 2025 - May 8, 2025
#13	-8.92% Aug 15, 2016 - Nov 16, 2016	-19.18% May 15, 2024 - Nov 25, 2024
#14	-8.12% Oct 7, 2015 - Nov 24, 2015	-17.73% Mar 29, 2001 - Jun 4, 2001
#15	-8.00% Aug 14, 2015 - Oct 7, 2015	-17.10% Feb 15, 2001 - Mar 29, 2001

Correlation

Correlation between HLI and WTS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

HLI vs WTS dividend yield comparison.

Year	HLI	WTS
2026	0.40%	0.17%
2025	1.36%	0.72%
2024	1.30%	0.81%
2023	1.82%	0.66%
2022	2.32%	0.79%
2021	1.56%	0.52%
2020	1.90%	0.76%
2019	2.46%	0.90%
2018	2.74%	1.27%
2017	1.76%	0.99%
2016	2.12%	1.09%
2015	0.57%	1.33%
2014	0.00%	0.91%
2013	0.00%	0.81%
2012	0.00%	1.02%
2011	0.00%	1.29%
2010	0.00%	1.20%
2009	0.00%	1.42%
2008	0.00%	1.76%
2007	0.00%	1.34%
2006	0.00%	0.88%
2005	0.00%	1.06%
2004	0.00%	0.87%
2003	0.00%	1.13%
2002	0.00%	1.52%
2001	0.00%	1.60%
2000	0.00%	1.95%
1999	0.00%	0.61%