Houlihan Lokey (HLI) Invested Capital (2015 - 2023)
Houlihan Lokey (HLI) posted Invested Capital of $1.6 billion for Q1 2023, up 4.69% on a QoQ basis from $1.5 billion in Q4 2022, and up 11.71% year-over-year from $1.4 billion in Q1 2022.
Analysis
Houlihan Lokey (HLI) Invested Capital (2015 - 2023) Analysis & Trends
Houlihan Lokey has reported Invested Capital for 9 years, with the latest figure at $1.6 billion in Q1 2023.
- On a quarterly basis, Invested Capital rose 11.71% year-over-year to $1.6 billion in Q1 2023; TTM through Mar 2023 was $1.6 billion, a 11.71% increase from a year earlier, with the FY2023 full-year figure at $1.6 billion, up 11.71% from the prior year.
- Invested Capital was $1.6 billion for Q1 2023 at Houlihan Lokey, up from $1.5 billion in the prior quarter.
- The five-year high for Invested Capital was $1.6 billion in Q1 2023, with the low at $897.9 million in Q1 2019.
- Average Invested Capital over 5 years is $1.3 billion, with a median of $1.4 billion recorded in 2020.
- The sharpest annual moves came in 2020 and 2022: Invested Capital jumped 42.55% in 2020, then advanced 0.72% in 2022.
- Over 5 years, Invested Capital stood at $950.0 million in 2019, then soared by 42.55% to $1.4 billion in 2020, then gained by 12.97% to $1.5 billion in 2021, then climbed by 0.72% to $1.5 billion in 2022, then advanced by 4.69% to $1.6 billion in 2023.
- The last three Invested Capital figures came in at $1.6 billion (Q1 2023), $1.5 billion (Q4 2022), and $1.4 billion (Q3 2022), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 11.52 Bn | 9.43 Bn | 975.67 Mn | 2.72 Bn |
| 2 | Jefferies Financial | 11.24 Bn | -4.17 Bn | 3.09 Bn | 33.36 Bn |
| 3 | Houlihan Lokey | 9.53 Bn | 8.45 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 6.94 Bn | 6.99 Bn | 481.98 Mn | - |
| 6 | Moelis | 6.06 Bn | 5.99 Bn | - | - |
| 7 | Piper Sandler Companies | 5.20 Bn | 5.09 Bn | - | 1.60 Bn |
| 8 | Lazard | 4.97 Bn | 3.99 Bn | - | 2.60 Bn |
| 9 | BRBI BR Partners | 3.49 Bn | 3.38 Bn | 16.77 Mn | 2.49 Bn |
| 10 | Perella Weinberg Partners | 1.81 Bn | 2.01 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2023 | 1.61 Bn |
| Dec 31, 2022 | 1.54 Bn |
| Sep 30, 2022 | 1.45 Bn |
| Jun 30, 2022 | 1.42 Bn |
| Mar 31, 2022 | 1.44 Bn |
| Dec 31, 2021 | 1.53 Bn |
| Mar 31, 2021 | 1.38 Bn |
| Dec 31, 2020 | 1.35 Bn |
| Sep 30, 2020 | 1.25 Bn |
| Jun 30, 2020 | 1.21 Bn |
| Mar 31, 2020 | 987.67 Mn |
| Dec 31, 2019 | 950.04 Mn |
| Sep 30, 2019 | 898.32 Mn |
| Jun 30, 2019 | 908.77 Mn |
| Mar 31, 2019 | 897.94 Mn |
| Dec 31, 2018 | 857.38 Mn |
| Sep 30, 2018 | 837.21 Mn |
| Jun 30, 2018 | 828.22 Mn |
| Mar 31, 2018 | 861.64 Mn |
| Dec 31, 2017 | 832.68 Mn |