PSO vs HLI

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

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

5-Year PerformanceHLI has outperformed PSO, delivering a return of +16.3% compared to +7.7%

PSO vs HLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSO(COMPANY)	HLI(COMPANY)
Market Cap	$9.83B	$9.80B
Max Drawdown	87.64%	37.23%
Sharpe Ratio	-0.32	-0.59
5Y Beta	0.43	0.97
Industry	Publishing	Capital Markets
P/E Ratio	10.19	23.03
Forward P/E	18.18	15.15
PEG Ratio	0.20	1.16
Dividend Yield	2.25%	1.59%
5Y Dividends CAGR	16.18%	13.03%
5Y EPS CAGR	N/A	19.92%
Debt to Equity	52.00%	0.00%
Free Cash Flow Yield	15.21%	6.96%

Market Cap

Winner

PSO

$9.83B

HLI

$9.80B

Max Drawdown

PSO

87.64%

Winner

HLI

37.23%

Sharpe Ratio

Winner

PSO

-0.32

HLI

-0.59

5Y Beta

Winner

PSO

0.43

HLI

0.97

Industry

PSO

Publishing

HLI

Capital Markets

P/E Ratio

Winner

PSO

10.19

HLI

23.03

Forward P/E

PSO

18.18

Winner

HLI

15.15

PEG Ratio

Winner

PSO

0.20

HLI

1.16

Dividend Yield

Winner

PSO

2.25%

HLI

1.59%

5Y Dividends CAGR

Winner

PSO

16.18%

HLI

13.03%

5Y EPS CAGR

PSO

N/A

HLI

19.92%

Debt to Equity

PSO

52.00%

Winner

HLI

0.00%

Free Cash Flow Yield

Winner

PSO

15.21%

HLI

6.96%

PSO vs HLI - Historical Returns

Returns include dividend reinvestment.

Period	PSO	HLI
1 month	+3.95%	-8.68%
3 months	+18.50%	-10.73%
6 months	+16.07%	-16.36%
1 year	-5.52%	-15.20%
5 years(CAGR)	+7.70%	+16.35%
10 years(CAGR)	+5.32%	+22.06%
Max(CAGR)	+1.91%	+21.40%

Winner

PSO

+3.95%

HLI

-8.68%

Winner

PSO

+18.50%

HLI

-10.73%

Winner

PSO

+16.07%

HLI

-16.36%

Winner

PSO

-5.52%

HLI

-15.20%

5Y(CAGR)

PSO

+7.70%

Winner

HLI

+16.35%

10Y(CAGR)

PSO

+5.32%

Winner

HLI

+22.06%

Max(CAGR)

PSO

+1.91%

Winner

HLI

+21.40%

PSO vs HLI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PSO	HLI
2026	+11.58%	-17.09%
2025	-10.46%	+2.88%
2024	+35.22%	+48.07%
2023	+12.17%	+39.48%
2022	+37.33%	-14.68%
2021	-6.26%	+57.82%
2020	+12.25%	+39.03%
2019	-27.39%	+34.99%
2018	+23.14%	-17.84%
2017	+4.59%	+46.86%
2016	-0.43%	+26.08%
2015	-37.99%	+17.72%
2014	-12.35%	N/A
2013	+18.22%	N/A
2012	+5.22%	N/A
2011	+22.51%	N/A
2010	+14.46%	N/A
2009	+54.81%	N/A
2008	-30.71%	N/A
2007	-0.04%	N/A
2006	+29.31%	N/A
2005	+2.59%	N/A
2004	+12.20%	N/A
2003	+24.35%	N/A
2002	-20.05%	N/A
2001	-47.52%	N/A
2000	-28.44%	N/A
1999	+43.81%	N/A

PSO vs HLI Drawdown Comparison

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

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

The current PSO drawdown is -12.18%. The current HLI drawdown is -29.87%.

Rank	PSO	HLI
#1	-81.60% Mar 7, 2000 - Feb 28, 2025	-36.56% Jan 12, 2022 - Dec 4, 2023
#2	-30.71% Mar 4, 2025 - Feb 5, 2026	-33.48% Jul 23, 2018 - Jan 16, 2020
#3	-22.62% Feb 9, 2000 - Mar 7, 2000	-33.13% Sep 23, 2025 - Mar 18, 2026
#4	-14.29% Dec 31, 1999 - Jan 11, 2000	-25.19% Nov 25, 2024 - Jul 9, 2025
#5	-13.03% Jan 25, 2000 - Feb 9, 2000	-20.34% Feb 19, 2020 - Apr 3, 2020
#6	-9.80% Dec 13, 1999 - Dec 22, 1999	-17.84% Dec 31, 2015 - Aug 15, 2016
#7	-6.03% Nov 3, 1999 - Nov 17, 1999	-16.62% May 18, 2020 - Oct 12, 2020
#8	-5.72% Jan 18, 2000 - Jan 24, 2000	-16.05% Nov 11, 2021 - Jan 12, 2022
#9	-4.48% Nov 17, 1999 - Dec 7, 1999	-15.11% Jan 24, 2018 - Jun 18, 2018
#10	-2.70% Jan 13, 2000 - Jan 18, 2000	-12.02% Jan 13, 2021 - May 13, 2021
#11	-0.76% Dec 27, 1999 - Dec 30, 1999	-9.69% Jul 26, 2017 - Sep 27, 2017
#12	-0.29% Feb 28, 2025 - Mar 4, 2025	-9.34% Feb 3, 2017 - Mar 10, 2017
#13	N/A	-8.92% Aug 15, 2016 - Nov 16, 2016
#14	N/A	-8.12% Oct 7, 2015 - Nov 24, 2015
#15	N/A	-8.00% Aug 14, 2015 - Oct 7, 2015

Correlation

Correlation between PSO and HLI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

PSO vs HLI dividend yield comparison.

Year	PSO	HLI
2026	1.56%	0.41%
2025	2.12%	1.36%
2024	1.82%	1.30%
2023	2.21%	1.82%
2022	2.40%	2.32%
2021	3.27%	1.56%
2020	2.74%	1.90%
2019	2.90%	2.46%
2018	1.96%	2.74%
2017	5.14%	1.76%
2016	7.28%	2.12%
2015	7.48%	0.57%
2014	4.46%	0.00%
2013	3.13%	0.00%
2012	3.49%	0.00%
2011	3.43%	0.00%
2010	3.49%	0.00%
2009	3.62%	0.00%
2008	6.75%	0.00%
2007	4.06%	0.00%
2006	3.30%	0.00%
2005	4.00%	0.00%
2004	3.64%	0.00%
2003	3.63%	0.00%
2002	3.98%	0.00%
2001	2.87%	0.00%
2000	1.37%	0.00%