PRI vs HLI

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

Both PRI and HLI are from the Financial Services sector.

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

PRI vs HLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

PRI

$9.14B

Winner

HLI

$9.19B

Max Drawdown

PRI

54.60%

Winner

HLI

37.23%

Sharpe Ratio

Winner

PRI

0.32

HLI

-0.92

5Y Beta

Winner

PRI

0.74

HLI

0.94

Industry

PRI

Insurance - Life

HLI

Capital Markets

P/E Ratio

Winner

PRI

12.06

HLI

21.60

Forward P/E

PRI

14.04

Winner

HLI

13.87

PEG Ratio

Winner

PRI

0.20

HLI

1.09

Dividend Yield

PRI

1.58%

Winner

HLI

1.79%

5Y Dividends CAGR

Winner

PRI

20.87%

HLI

12.37%

5Y EPS CAGR

PRI

18.31%

Winner

HLI

19.92%

Debt to Equity

PRI

0.00%

HLI

0.00%

Free Cash Flow Yield

Winner

PRI

9.41%

HLI

7.42%

P/S Ratio

Winner

PRI

2.66

HLI

3.64

P/B Ratio

Winner

PRI

3.61

HLI

4.07

PRI vs HLI - Historical Returns

Returns include dividend reinvestment.

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

Winner

PRI

+14.25%

HLI

+0.52%

Winner

PRI

+17.52%

HLI

-0.33%

Winner

PRI

+15.85%

HLI

-19.83%

Winner

PRI

+9.98%

HLI

-22.44%

5Y(CAGR)

Winner

PRI

+16.20%

HLI

+13.31%

10Y(CAGR)

PRI

+19.45%

Winner

HLI

+22.88%

Max(CAGR)

PRI

+19.54%

Winner

HLI

+20.82%

PRI vs HLI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

PRI vs HLI Drawdown Comparison

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

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

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

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

Correlation

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

0.96

-101

Dividend Comparison (2010 - 2026)

PRI vs HLI dividend yield comparison.

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