VLY vs HLI

Comparison between Valley National Bancorp (VLY, Company) and Houlihan Lokey Inc - Class A (HLI, Company).

Both VLY and HLI are from the Financial Services sector.

5-Year PerformanceHLI has outperformed VLY, delivering a return of +10.2% compared to +7.1%

VLY vs HLI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLY(COMPANY)	HLI(COMPANY)
Market Cap	$8.27B	$8.21B
Max Drawdown	71.87%	41.02%
Sharpe Ratio	1.85	-1.41
5Y Beta	1.07	0.94
Industry	Banks - Regional	Capital Markets
P/E Ratio	13.18	20.33
Forward P/E	11.53	14.27
PEG Ratio	0.20	1.47
Dividend Yield	3.00%	2.03%
5Y Dividends CAGR	0.00%	12.37%
5Y EPS CAGR	2.93%	18.69%
Debt to Equity	5.48%	0.00%
Free Cash Flow Yield	6.75%	5.90%

Market Cap

Winner

VLY

$8.27B

HLI

$8.21B

Max Drawdown

VLY

71.87%

Winner

HLI

41.02%

Sharpe Ratio

Winner

VLY

1.85

HLI

-1.41

5Y Beta

VLY

1.07

Winner

HLI

0.94

Industry

VLY

Banks - Regional

HLI

Capital Markets

P/E Ratio

Winner

VLY

13.18

HLI

20.33

Forward P/E

Winner

VLY

11.53

HLI

14.27

PEG Ratio

Winner

VLY

0.20

HLI

1.47

Dividend Yield

Winner

VLY

3.00%

HLI

2.03%

5Y Dividends CAGR

VLY

0.00%

Winner

HLI

12.37%

5Y EPS CAGR

VLY

2.93%

Winner

HLI

18.69%

Debt to Equity

VLY

5.48%

Winner

HLI

0.00%

Free Cash Flow Yield

Winner

VLY

6.75%

HLI

5.90%

VLY vs HLI - Historical Returns

Returns include dividend reinvestment.

Period	VLY	HLI
1 month	+3.23%	-0.23%
3 months	+16.43%	-11.74%
6 months	+13.25%	-19.59%
1 year	+55.78%	-31.72%
5 years(CAGR)	+7.14%	+10.24%
10 years(CAGR)	+9.62%	+20.41%
Max(CAGR)	+7.02%	+19.94%

Winner

VLY

+3.23%

HLI

-0.23%

Winner

VLY

+16.43%

HLI

-11.74%

Winner

VLY

+13.25%

HLI

-19.59%

Winner

VLY

+55.78%

HLI

-31.72%

5Y(CAGR)

VLY

+7.14%

Winner

HLI

+10.24%

10Y(CAGR)

VLY

+9.62%

Winner

HLI

+20.41%

Max(CAGR)

VLY

+7.02%

Winner

HLI

+19.94%

VLY vs HLI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VLY	HLI
2026	+30.69%	-24.38%
2025	+36.77%	+2.88%
2024	-11.39%	+48.07%
2023	+0.87%	+39.48%
2022	-15.77%	-14.68%
2021	+45.93%	+57.82%
2020	-9.35%	+39.03%
2019	+31.74%	+34.99%
2018	-18.01%	-17.84%
2017	-0.26%	+46.86%
2016	+27.30%	+26.08%
2015	+7.00%	+17.72%
2014	+1.81%	N/A
2013	+11.08%	N/A
2012	-10.45%	N/A
2011	+1.74%	N/A
2010	+18.96%	N/A
2009	-15.04%	N/A
2008	+23.18%	N/A
2007	-22.11%	N/A
2006	+17.03%	N/A
2005	-1.74%	N/A
2004	+3.41%	N/A
2003	+21.96%	N/A
2002	+3.63%	N/A
2001	+15.65%	N/A
2000	+32.74%	N/A
1999	+5.73%	N/A

VLY vs HLI Drawdown Comparison

The maximum drawdown for VLY was -62.18%, occurring on Mar 9, 2009. Recovery took 1700 trading sessions.

The maximum drawdown for HLI was -40.30%, occurring on Aug 10, 2026. This drawdown has not yet recovered.

The current VLY drawdown is -1.12%. The current HLI drawdown is -36.03%.

Rank	VLY	HLI
#1	-62.18% Sep 19, 2008 - Jun 23, 2015	-40.30% Sep 23, 2025 - Aug 10, 2026
#2	-53.93% Jan 14, 2022 - Jan 29, 2026	-36.56% Jan 12, 2022 - Dec 4, 2023
#3	-48.36% Jun 8, 2018 - Feb 10, 2021	-33.48% Jul 23, 2018 - Jan 16, 2020
#4	-33.56% Dec 28, 2006 - Aug 11, 2008	-25.19% Nov 25, 2024 - Jul 9, 2025
#5	-24.57% Nov 30, 2015 - Nov 10, 2016	-20.34% Feb 19, 2020 - Apr 3, 2020
#6	-22.77% Dec 27, 2000 - Sep 28, 2001	-17.84% Dec 31, 2015 - Aug 15, 2016
#7	-22.27% Dec 31, 1999 - Apr 11, 2000	-16.62% May 18, 2020 - Oct 12, 2020
#8	-17.94% May 17, 2021 - Nov 5, 2021	-16.05% Nov 11, 2021 - Jan 12, 2022
#9	-14.54% Mar 1, 2017 - Jan 19, 2018	-15.11% Jan 24, 2018 - Jun 18, 2018
#10	-14.30% May 3, 2002 - Apr 30, 2003	-12.02% Jan 13, 2021 - May 13, 2021
#11	-14.22% Dec 1, 2003 - Oct 26, 2004	-9.69% Jul 26, 2017 - Sep 27, 2017
#12	-13.65% Jul 1, 2015 - Oct 28, 2015	-9.34% Feb 3, 2017 - Mar 10, 2017
#13	-13.64% Feb 6, 2026 - Apr 20, 2026	-8.92% Aug 15, 2016 - Nov 16, 2016
#14	-13.18% Aug 11, 2008 - Sep 18, 2008	-8.12% Oct 7, 2015 - Nov 24, 2015
#15	-12.73% Nov 4, 2004 - Dec 1, 2005	-8.00% Aug 14, 2015 - Oct 7, 2015

Correlation

Correlation between VLY and HLI is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (1999 - 2026)

VLY vs HLI dividend yield comparison.

Year	VLY	HLI
2026	1.46%	0.98%
2025	3.77%	1.36%
2024	4.86%	1.30%
2023	4.05%	1.82%
2022	3.89%	2.32%
2021	3.20%	1.56%
2020	4.51%	1.90%
2019	3.84%	2.46%
2018	4.95%	2.74%
2017	3.92%	1.76%
2016	3.78%	2.12%
2015	4.47%	0.57%
2014	4.53%	0.00%
2013	5.90%	0.00%
2012	17.76%	0.00%
2011	13.65%	0.00%
2010	12.04%	0.00%
2009	12.25%	0.00%
2008	8.89%	0.00%
2007	9.68%	0.00%
2006	7.04%	0.00%
2005	7.78%	0.00%
2004	6.87%	0.00%
2003	6.47%	0.00%
2002	3.36%	0.00%
2001	6.96%	0.00%
2000	5.52%	0.00%
1999	0.50%	0.00%