HLI vs EVR Comparison: AI Score, Valuation, Performance and Upside
Compare Houlihan Lokey and Evercore by restructuring vs M&A and equity advisory revenue, deal cycle sensitivity, managing director productivity, and which independent investment bank offers better resilience across financial market cycles.
Use this Houlihan Lokey vs Evercore comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
EVR holds the edge across 3 of 5 key metrics in this comparison. EVR leads on both 1-year return (+14.19%) and forward P/E quality (14.60x vs 14.89x for HLI), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for HLI (+21.05%) than for EVR (+12.95%).
| Metric | HLI | EVR |
|---|---|---|
| AI score | 45.3 | 60.9 |
| AI rank | #759 | #185 |
| Latest close | $140.23 | $339.63 |
| 1M return | +1.62% | -3.84% |
| 6M return | -26.36% | -8.23% |
| 1Y return | -27.87% | +14.19% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | HLI | EVR |
|---|---|---|
| 1Y ago | $7.32K (-26.8%) started 2025-07-24 | $11.54K (+15.4%) started 2025-07-24 |
| 5Y ago | $19.55K (+95.5%) started 2021-07-26 | $30.17K (+201.7%) started 2021-07-26 |
| 10Y ago | $93.84K (+838.4%) started 2016-07-25 | $105.99K (+959.9%) started 2016-07-25 |
Hypothetical — past performance does not guarantee future results.
| Metric | HLI | EVR |
|---|---|---|
| Market cap | $9.68B | $13.14B |
| Trailing P/E | 22.55 | 19.10 |
| Forward P/E | 14.89 | 14.60 |
| Price/Sales | 3.70 | 3.39 |
| EV/Revenue | 3.41 | 2.94 |
| Analyst target | $169.75 | $383.60 |
| Target upside | +21.05% | +12.95% |
| Metric | HLI | EVR |
|---|---|---|
| Revenue growth | -4.60% | 100.30% |
| Earnings growth | -16.60% | 106.90% |
| EPS growth | -16.60% | +106.90% |
| FCF margin | N/A | N/A |
| Operating margin | N/A | N/A |
| Profit margin | 16.26% | 16.40% |
| ROIC proxy | 18.33% | 42.17% |
| Return on equity | 18.33% | 42.17% |
| Dividend yield | 2.03% | 1.06% |
| Beta | 0.96 | 1.49 |
| Debt/equity | 20.06 | 52.59 |
| Current ratio | 1.35 | 2.22 |
| Quick ratio | 1.35 | 1.78 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | HLI | EVR |
|---|---|---|---|
| 1Y | Growth | -27.87% | +14.19% |
| CAGR | -27.89% | +14.20% | |
| Sharpe ratio | -1.23 | 0.43 | |
| Max drawdown | 35.88% | 30.08% | |
| Max daily drop | 10.14% | 9.09% | |
| Max wkly drop | 12.11% | 11.75% | |
| 5Y | Growth | +77.78% | +174.67% |
| CAGR | +12.21% | +22.43% | |
| Sharpe ratio | 0.39 | 0.62 | |
| Max drawdown | 36.57% | 49.61% | |
| Max daily drop | 10.14% | 15.48% | |
| Max wkly drop | 13.72% | 18.44% | |
| 10Y | Growth | +646.85% | +739.27% |
| CAGR | +22.28% | +23.72% | |
| Sharpe ratio | 0.72 | 0.64 | |
| Max drawdown | 36.57% | 67.42% | |
| Max daily drop | 10.14% | 15.48% | |
| Max wkly drop | 13.72% | 30.86% |
| Category | HLI | EVR |
|---|---|---|
| Company | HLI | EVR |
| Sector | N/A | N/A |
| Industry | N/A | N/A |
| Core business | N/A | N/A |
| Investor focus | N/A | N/A |
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