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11.61%Return on Assets
VS
Market
Sector
Industry
History
$ 194.31Close
$ 141.59 - $ 209.19 52-Week Range
Ticker Information
Ticker
HLICompany Name
HOULIHAN LOKEY INCSector
Financial ServicesIndustry
Capital MarketsExchange
NYSEHOULIHAN LOKEY INC - Return on Assets Chart Analysis (TTM)
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HLI - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 3.52B | $ 408.3M | 11.61% |
| 3/31/2025 | $ 3.82B | $ 399.71M | 10.46% |
| 12/31/2024 | $ 3.48B | $ 358.87M | 10.32% |
| 9/30/2024 | $ 3.21B | $ 334.37M | 10.41% |
| 6/30/2024 | $ 2.94B | $ 307.85M | 10.46% |
| 3/31/2024 | $ 3.17B | $ 280.3M | 8.84% |
| 12/31/2023 | $ 2.96B | $ 258.88M | 8.75% |
| 9/30/2023 | $ 2.78B | $ 251.13M | 9.03% |
| 6/30/2023 | $ 2.71B | $ 244.83M | 9.04% |
| 3/31/2023 | $ 2.97B | $ 254.22M | 8.56% |
Key Performance Insights, Last 5 Years
- HOULIHAN LOKEY INC's latest trailing twelve months (TTM) ROA stands at 11.05%.
- Over the past 5 years, HOULIHAN LOKEY INC's average ROA has been 12.04%.
- The median ROA for HOULIHAN LOKEY INC during this period was 10.76%
- HOULIHAN LOKEY INC reached its highest ROA over the past 5 years at 17.68%.
- The lowest ROA recorded by HOULIHAN LOKEY INC in the same timeframe 8.56%
HOULIHAN LOKEY INC's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for HOULIHAN LOKEY INC is calculated as follows: Net Inc. Cmn. [ $ 202.8M ] / Assets [ $ 1.84B ]
(=) ROA [ 11.05% ] HLI - Return on Assets, Last 5 years
8.56%
Minimum
Mar 31, 2023
17.68%
Maximum
Sep 30, 2021
12.04%
Average
10.76%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.15% with a standard deviation of 10.55%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.29% |
| max | 33.98% |
| average | 0.15% |
| median | 1.53% |
| std | 10.55% |