Houlihan Lokey (HLI) Return on Invested Capital [ROIC] (2016 - 2023)
Houlihan Lokey (HLI) recorded Return on Invested Capital [ROIC] of 17.00% in fiscal Q4 2023 (quarter ended Mar 31, 2023), down 12.91 percentage points from 29.91% a year earlier and down 1.18 percentage points from the prior quarter.
Powered by 
Analysis
Houlihan Lokey (HLI) Return on Invested Capital [ROIC] (2016 - 2023) Analysis & Trends
For FY2023 (ended Mar 31, 2023), Houlihan Lokey reported Return on Invested Capital [ROIC] of 17.54%, down 13.91 percentage points from FY2022.
- Annual Return on Invested Capital [ROIC] has a five-year change of -3.65 percentage points (FY2018 to FY2023).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 31.45% in FY2022 (+5.15 pp), 26.30% in FY2021 (+7.31 pp), 18.99% in FY2020 (+1.33 pp) and 17.66% in FY2019 (-3.53 pp).
- The fiscal Q4 2023 figure is the lowest quarterly Return on Invested Capital [ROIC] since fiscal Q2 2021.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 7.13 percentage points in fiscal Q4 2022, against a drop of 12.91 percentage points in fiscal Q4 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 18.18% (Q3 2023), 26.67% (Q2 2023) and 30.12% (Q1 2023).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 11.69% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 27.12% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 8.46% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | - |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 10.50% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | - |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 41.23% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 18.08% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 27.43% |
| 10 | Houlihan Lokey | 9.13 Bn | 5.28 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2023 | 17.00% |
| Dec 31, 2022 | 18.18% |
| Sep 30, 2022 | 26.67% |
| Jun 30, 2022 | 30.12% |
| Mar 31, 2022 | 29.91% |
| Mar 31, 2021 | 22.78% |
| Dec 31, 2020 | 20.65% |
| Sep 30, 2020 | 16.13% |
| Jun 30, 2020 | 16.59% |
| Mar 31, 2020 | 18.48% |
| Dec 31, 2019 | 19.75% |
| Sep 30, 2019 | 19.69% |
| Jun 30, 2019 | 20.48% |
| Mar 31, 2019 | 19.61% |
| Dec 31, 2018 | 17.67% |
| Sep 30, 2018 | 20.80% |
| Jun 30, 2018 | 20.02% |
| Mar 31, 2018 | 20.49% |
| Dec 31, 2017 | 21.10% |
| Sep 30, 2017 | 17.60% |
API Access
Houlihan Lokey Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=HLI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "HLI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=HLI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();