Profitability
Weight: 25%
A-
80
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 8.3%
- Operating Margin Trend -0.46 pp/yr
HLI
Houlihan Lokey, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A
89
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 48.4%
- 5yr Share-Count CAGR 0.1%
Growth Quality
Weight: 10%
B
72
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 46.1%
- 5yr EPS CAGR -0.7%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
98
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.43x
Balance Sheet
Weight: 30%
A+
100
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 54.4%
- Interest Coverage (EBIT/Int) 30.00x
Stability
Weight: 10%
C-
51
- EPS Volatility (σ/μ) 0.49
- Piotroski F-Score 5
- Negative-Revenue Years (5) 1/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 3 gurus held; 1 added; 2 trimmed.
- Holders
- 3
- Avg Δ position
- +126.8%
- New buys
- 0
- Full exits
- 0