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HLI vs RJF
Which Stock Would AI Choose? Houlihan Lokey (HLI) vs. Raymond James Financial (RJF) Stock Comparison
Key Takeaways
- HLI and RJF both operate in financial services but with distinct focuses: advisory and investment banking versus diversified wealth management and capital markets.
- Recent market activity shows RJF reporting an earnings per share (EPS) beat in its most recent quarter, with expectations for continued growth ahead of its upcoming earnings release.
- HLI maintains a position in advisory services, where deal flow and market conditions influence performance amid broader industry trends.
- Relative performance reflects sector exposure differences, with RJF benefiting from wealth management stability and HLI tied more closely to transaction activity.
- Market sentiment for both remains tied to economic indicators, interest rates, and merger and acquisition (M&A) volumes in recent weeks.
- Investors comparing the two may weigh RJF's scale and dividend profile against HLI's specialized advisory positioning.
Introduction
This comparison examines HLI (Houlihan Lokey) and RJF (Raymond James Financial), two financial services companies with overlapping yet differentiated business models. Traders and investors focused on relative performance, sector positioning, and market dynamics may find this analysis relevant when evaluating exposure within financials. The review draws on recent market activity and observable trends to highlight contrasts in business drivers and positioning without forward-looking projections.
HLI Overview and Recent Performance
Houlihan Lokey provides investment banking, financial restructuring, and valuation advisory services to corporations, institutions, and governments. In recent weeks, its stock has reflected broader market conditions affecting advisory revenues, which often correlate with M&A volumes and corporate activity. Sentiment has been influenced by macroeconomic factors, including interest rate expectations and deal pipelines. Performance in recent market activity aligns with peers in the advisory space, where transaction-dependent revenues introduce variability compared to more recurring revenue models.
RJF Overview and Recent Performance
Raymond James Financial operates a diversified platform including wealth management, capital markets, and asset management. Recent market activity includes an earnings per share (EPS) beat in its latest reported quarter, supported by revenue growth. The company declared a quarterly dividend payable in mid-July 2026. Stock behavior has shown resilience amid sector movements, with upcoming earnings scheduled for late July 2026 drawing attention to margin trends and client asset growth. Sentiment remains linked to wealth management inflows and capital markets activity in the current environment.
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Head-to-Head Comparison
HLI centers on advisory and restructuring services, making its performance more sensitive to M&A cycles and corporate event-driven revenues. In contrast, RJF derives substantial recurring income from wealth management and asset fees, offering greater stability across market regimes. Recent momentum favors RJF following its earnings beat, while HLI tracks advisory deal flow more closely. Risk factors differ: HLI faces higher cyclicality, whereas RJF contends with regulatory and interest-rate sensitivities in its banking and brokerage operations. Sector exposure places both in financials, yet RJF offers broader diversification. Market sentiment for each reflects these structural differences amid ongoing economic developments.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, revenue stability, and positioning relative to current market conditions, Tickeron’s AI models indicate a probabilistic preference toward RJF at present. Its demonstrated earnings beat and diversified revenue streams provide a more consistent trend profile compared to transaction-dependent models. This assessment relies on recent performance data and sector dynamics rather than guarantees of future outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HLI is a StrongBuy and RJF is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
HLI’s FA Score shows that 1 FA rating(s) are green whileRJF’s FA Score has 3 green FA rating(s).
- HLI’s FA Score: 1 green, 4 red.
- RJF’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
HLI’s TA Score shows that 2 TA indicator(s) are bullish while RJF’s TA Score has 6 bullish TA indicator(s).
- HLI’s TA Score: 2 bullish, 7 bearish.
- RJF’s TA Score: 6 bullish, 4 bearish.
Price Growth
HLI (@Investment Banks/Brokers) experienced а -10.51% price change this week, while RJF (@Investment Managers) price change was +3.95% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.01%. For the same industry, the average monthly price growth was -6.73%, and the average quarterly price growth was -16.94%.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.71%. For the same industry, the average monthly price growth was -2.05%, and the average quarterly price growth was -9.92%.
Reported Earning Dates
HLI is expected to report earnings on Oct 22, 2026.
RJF is expected to report earnings on Oct 28, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+0.01% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
@Investment Managers (+0.71% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| HLI | RJF | HLI / RJF | |
| Capitalization | 8.77B | 33.8B | 26% |
| EBITDA | 616M | N/A | - |
| Gain YTD | -27.334 | 10.758 | -254% |
| P/E Ratio | 21.09 | 15.34 | 137% |
| Revenue | 2.52B | 14.5B | 17% |
| Total Cash | 756M | 2.61B | 29% |
| Total Debt | 493M | 4.22B | 12% |
HLI | RJF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 83 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 64 | 23 | |
SMR RATING 1..100 | 49 | 16 | |
PRICE GROWTH RATING 1..100 | 76 | 26 | |
P/E GROWTH RATING 1..100 | 86 | 58 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
HLI's Valuation (12) in the Investment Banks Or Brokers industry is somewhat better than the same rating for RJF (71). This means that HLI’s stock grew somewhat faster than RJF’s over the last 12 months.
RJF's Profit vs Risk Rating (23) in the Investment Banks Or Brokers industry is somewhat better than the same rating for HLI (64). This means that RJF’s stock grew somewhat faster than HLI’s over the last 12 months.
RJF's SMR Rating (16) in the Investment Banks Or Brokers industry is somewhat better than the same rating for HLI (49). This means that RJF’s stock grew somewhat faster than HLI’s over the last 12 months.
RJF's Price Growth Rating (26) in the Investment Banks Or Brokers industry is somewhat better than the same rating for HLI (76). This means that RJF’s stock grew somewhat faster than HLI’s over the last 12 months.
RJF's P/E Growth Rating (58) in the Investment Banks Or Brokers industry is in the same range as HLI (86). This means that RJF’s stock grew similarly to HLI’s over the last 12 months.
| HLI | RJF | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 50% |
| Stochastic ODDS (%) | 3 days ago 57% | 3 days ago 56% |
| Momentum ODDS (%) | 3 days ago 54% | 3 days ago 63% |
| MACD ODDS (%) | 3 days ago 56% | 3 days ago 65% |
| TrendWeek ODDS (%) | 3 days ago 60% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 62% | 3 days ago 60% |
| Advances ODDS (%) | 6 days ago 59% | 3 days ago 60% |
| Declines ODDS (%) | 3 days ago 59% | 13 days ago 58% |
| BollingerBands ODDS (%) | 3 days ago 61% | 3 days ago 48% |
| Aroon ODDS (%) | 3 days ago 61% | 3 days ago 53% |
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