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Lazard, Inc. vs Houlihan Lokey, Inc. vs Evercore Inc. vs Morningstar, Inc.

Latest annual figures from SEC filings. Each company is shown for its own most recent fiscal year, so period ends can differ. Select a figure to see its full history.

Latest fiscal yearLazard, Inc.
LAZ
Houlihan Lokey, Inc.
HLI
Evercore Inc.
EVR
Morningstar, Inc.
MORN
Year ended2025-12-312026-03-312025-12-312025-12-31
Revenue$3.10B$2.62B$3.86B$2.45B
Revenue growth (YoY)+1.5%+9.5%+29.4%+7.5%
Gross marginn/an/an/a61.0% (computed)
Operating margin10.6%20.1%n/a21.5%
Net margin7.6%16.2%15.4%15.3%
Net income$236.83M$424.17M$591.92M$374.20M
EPS (Diluted)$2.17$6.22$14.05$8.87
Operating cash flow$519.33M$704.13M$1.26B$589.70M
Free cash flow$487.38M$681.82M$1.18B$442.60M
Cash & equivalents$1.47B$1.19B$1.43B$474.50M
Total assets$4.94B$4.31B$5.36B$3.59B
Total liabilities$3.95B$1.86B$3.04B$2.37B
Shareholders' equity$910.75M$2.34B$2.32B$1.22B
Return on year-end equity26.0%18.1%25.5%30.6%
Shares outstandingn/an/an/a39.74M

n/a means the company did not report that line under the concept TickerFacts maps, not that it is zero.

Revenue, most recent five fiscal years

Fiscal yearLazard, Inc.Houlihan Lokey, Inc.Evercore Inc.Morningstar, Inc.
Latest$3.10B
Ended 2025-12-31
$2.62B
Ended 2026-03-31
$3.86B
Ended 2025-12-31
$2.45B
Ended 2025-12-31
1 year earlier$3.05B
Ended 2024-12-31
$2.39B
Ended 2025-03-31
$2.98B
Ended 2024-12-31
$2.28B
Ended 2024-12-31
2 years earlier$2.52B
Ended 2023-12-31
$1.91B
Ended 2024-03-31
$2.43B
Ended 2023-12-31
$2.04B
Ended 2023-12-31
3 years earlier$2.77B
Ended 2022-12-31
$1.81B
Ended 2023-03-31
$2.76B
Ended 2022-12-31
$1.87B
Ended 2022-12-31
4 years earlier$3.19B
Ended 2021-12-31
$2.27B
Ended 2022-03-31
$3.29B
Ended 2021-12-31
$1.70B
Ended 2021-12-31