Houlihan Lokey (HLI) vs Invesco (IVZ)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Invesco (IVZ) has outperformed Houlihan Lokey (HLI) over the past year, gaining 25.4% versus a loss of 34.4%. Over five years, HLI leads with a +23.9% price change compared with +20.0% for IVZ. Invesco is the larger company by market cap ($13.03 billion vs $9.10 billion), about 1.4 times the size, while Houlihan Lokey is growing revenue faster (+9.5% vs +5.1%).
On valuation, Invesco trades at a lower forward P/E (9.0x vs 15.1x for Houlihan Lokey). Invesco offers the higher dividend yield (2.88% vs 1.92%). Houlihan Lokey converts more of its revenue into profit, with a net margin of 16.3% versus -2.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | HLI | IVZ |
|---|---|---|
| Share price | $130.16 | $29.51 |
| Market cap | $9.10B | $13.03B |
| 1-day change | +3.69% | -1.93% |
| YTD return | -27.94% | +14.54% |
| 1-year return | -34.38% | +25.37% |
| 5-year return | +23.92% | +19.98% |
| P/E ratio (TTM) | 21.84 | — |
| Forward P/E | 15.07 | 9.01 |
| EPS (TTM) | $5.96 | $-0.68 |
| Dividend yield | 1.92% | 2.88% |
| Annual dividend | $2.50 | $0.85 |
| Revenue (latest FY) | $2.62B | $6.38B |
| Revenue growth (YoY) | +9.55% | +5.11% |
| Net income (latest FY) | $425.70M | $-174.80M |
| Operating margin | 20.13% | -10.91% |
| Net margin | 16.26% | -2.74% |
| 52-week high | $204.18 | $33.66 |
| 52-week low | $112.83 | $20.67 |
| Distance from 52-week high | -36.25% | -12.33% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +18.70% | +17.99% |
| Average volume | 873.23K | 4.48M |
| Shares outstanding | 54.20M | 441.50M |
| Employees | 2,800 | 7,405 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- IVZ has outperformed HLI by 59.8 percentage points over the past year.
- Houlihan Lokey is more profitable, keeping 16.3 cents of every revenue dollar as net income versus -2.7 cents for Invesco.
About Houlihan Lokey
HLI stock →Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructurings and liability management, and financial and valuation advisory services worldwide. The company operates in three segments: Corporate Finance (CF), Financial Restructuring (FR), and Financial and Valuation Advisory (FVA).
Finance · Investment Managers · 2,800 employees
About Invesco
IVZ stock →Invesco Ltd. is a publicly owned investment manager.
Finance · Investment Managers · 7,405 employees
HLI vs IVZ FAQ
Which is bigger, Houlihan Lokey or Invesco?
Invesco (IVZ) is larger, with a market capitalization of $13.03B compared with $9.10B for Houlihan Lokey (HLI).
Which stock has performed better over the past year, HLI or IVZ?
IVZ returned +25.37% over the past 12 months, compared with -34.38% for HLI (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Houlihan Lokey or Invesco?
Invesco has the higher yield at 2.88%, compared with 1.92% for Houlihan Lokey.
Are Houlihan Lokey and Invesco in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.