Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/934eae0a-1175-4ae4-90fd-435bd63ba1fa/
HLI
Houlihan Lokey IncSnapshot 2026-08-02 · 0.1w · Fresh
Strategy Eligibility
3 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
Yes
🌱
GARP
✗
🔄
Shareholder Yield
4.0%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.58
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
21.0%ile
P/E
21.6×
P/S
3.5×
P/B
3.9×
E/P
0.0649
FCF Yield
0.060
EBITDA/EV
0.069
SH Yield
0.040
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
82.00000000
/100 — 1=cheapest
VC2 (Trending Value)
77.00000000
/100
VC3 (Buyback)
79.00000000
/100
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
73.0%ile
ROE
0.180
ROA
0.109
Net Margin
0.161
Op Margin
0.222
GPA
0.345
D/E
0.60
Current
0.84
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.017
Earn Growth
-0.005
Stability
0.140
lower=better
Accruals
-0.025
lower=better
5yr Consist
Yes
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
3.0%ile
6M Return
-24.8%
12M Return
-32.9%
12-1 Mom
-25.0%
Risk-Adj
-0.87
Vol 252d
28.9%
Vol 60d
63.3%
↑ Expanding
Max DD 12M
-39.1%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -25% signals a downtrend — price is moving against you. Near-term vol (63%) is expanding vs long-term (29%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.12
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services
· 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
53.7%
P/E z-score
0.13
P/B z-score
-0.02
Sector Avg OS
85.3%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Quality at a Premium
High quality (73th) but expensive (21th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (63%) significantly exceeds 252-day (29%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
55.2% avg (7 factors)
Quality
B
61.5% avg (8 factors)
Momentum
F
2.5% avg (4 factors)
Risk
B
68.6% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends9 snapshots
Factor Persistence9 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.120 | —5 | — | |
| Value %ile | 0.210 | —9 | — | |
| Quality %ile | 0.730 | —9 | — | |
| Momentum %ile | 0.030 | —9 | — | |
| F-Score | 6.000 | —0 | — | |
| Confidence | 1.000 | —9 | — | |
| Volatility | 0.289 | —0 | — |
Value Lens2021-08-03 → 2026-08-02
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
21.59
Earnings Yield (E/P)
0.0649
Price / Sales
3.48
Price / Book
3.89
Price / Cash Flow
17.55
FCF Yield
6.0%
EBITDA / EV
6.9%
Sales Yield (1/P·S)
0.2924
Shareholder Yield
Div + net buyback / mktcap
4.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
18.0%
Return on Assets
10.9%
Net Margin
16.1%
Operating Margin
22.2%
Gross Profit / Assets
Novy-Marx GPA
34.5%
Debt / Equity
0.60
Current Ratio
0.84
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.025
MomentumPrice trend strength over different horizons
6M Return
-24.8%
12M Return
-32.9%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-25.0%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.87
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
1.7%
Earnings Growth (YoY)
-0.5%
Earnings Stability (CV)
Lower = more stable
0.140
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
6
Dividend Yield
2.0%
Buyback Yield
2.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
82
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
77
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
79
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity