HOULIHAN LOKEY, INC.

HLIdata completeness 88%13 fiscal years on file

Data notes: no data for concept 'interestExpense'

The thesis, from the filings

HOULIHAN LOKEY, INC. earns about 39% on invested capital, far above its ~9% cost of capital, with a roughly flat share count — a real edge showing up in the numbers. The estimate methods put fair value between $60.53 and $231 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2022FY 2023FY 2024FY 2025FY 2026
Revenue$2.27B1$1.81B2$1.91B3$2.39B3$2.62B3
Net income$437.8M4$254.2M5$280.3M6$399.7M6$425.7M6
Operating cash flow$736.6M7$136.3M8$328.5M9$848.6M9$704.1M9
Capital expenditure$8.68M10$50.7M11$66.7M12$39.7M12$22.3M12
Free cash flow (derived)$727.9M7$85.5M8$261.7M9$808.9M9$681.8M9
Total debt
Cash & equivalents$833.7M13$714.4M14$721.2M15$971M16$1.19B16
Diluted shares68.3M67.6M68.2M68.7M68.4M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$342.28
your share of equity
Profit it earned you last year
$62.2
Free cash flow it threw off
$99.63
Debt you’d be carrying

10 shares is a claim on $342.28 of net worth that earned you $62.2 and generated $99.63 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
39% avg · 5y
FY22 72%FY23 28%FY24 25%FY25 33%FY26 37%

It earned about 39% on invested capital, year after year, against a ~9% cost of capital — the footprint of real pricing power. Competition usually drags returns like this back down; here it hasn't.

seeing a moat in the numbers →
Management signal · capital allocation
+0% shares · 5y

Share count is roughly flat over 5 years — little dilution, little buyback.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $60.53 and $231 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$231
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth6.4%
  • fcfBase$681.8M
DCF · Growth Exit 5Y
$205.18
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth6.4%
  • fcfBase$681.8M
Earnings Power Value
$60.53
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$399.7M
  • growthAssumed0.0%
Graham Number
$69.21
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years6.4%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $205.18
The three cases
Bear0.0%$159.73
Base6.4%$205.18
Bull11.4%$248.51

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 6.4%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K · period ending 2022-03-31 · accession 0001302215-24-000028 (RevenueFromContractWithCustomerExcludingAssessedTax)
  2. 10-K · period ending 2023-03-31 · accession 0001302215-25-000024 (RevenueFromContractWithCustomerExcludingAssessedTax)
  3. 10-K · period ending 2024-03-31 · accession 0001302215-26-000053 (RevenueFromContractWithCustomerExcludingAssessedTax)
  4. 10-K · period ending 2022-03-31 · accession 0001302215-24-000028 (NetIncomeLoss)
  5. 10-K · period ending 2023-03-31 · accession 0001302215-25-000024 (NetIncomeLoss)
  6. 10-K · period ending 2024-03-31 · accession 0001302215-26-000053 (NetIncomeLoss)
  7. 10-K · period ending 2022-03-31 · accession 0001302215-24-000028 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2023-03-31 · accession 0001302215-25-000024 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2024-03-31 · accession 0001302215-26-000053 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2022-03-31 · accession 0001302215-24-000028 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2023-03-31 · accession 0001302215-25-000024 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2024-03-31 · accession 0001302215-26-000053 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2022-03-31 · accession 0001302215-23-000031 (CashAndCashEquivalentsAtCarryingValue)
  14. 10-K · period ending 2023-03-31 · accession 0001302215-24-000028 (CashAndCashEquivalentsAtCarryingValue)
  15. 10-K · period ending 2024-03-31 · accession 0001302215-25-000024 (CashAndCashEquivalentsAtCarryingValue)
  16. 10-K · period ending 2025-03-31 · accession 0001302215-26-000053 (CashAndCashEquivalentsAtCarryingValue)