Aegon vs Houlihan Lokey

Aegon (Aegon NV) and Houlihan Lokey (Houlihan Lokey Inc) are examined in this page as a comparison of business models, financial performance, and market context. It presents neutral, accessible information on how each company operates, how they generate value, and the environments in which they function. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

AEG

Metric

HLI

$11.83B

Market Cap

$13.28B

15.03%

Potential Profit

9.09%

Strong Buy

Analyst Rating

Hold

Investment Analysis

Aegon

AEG

Pros

Aegon operates as a large multinational insurer with significant listings on Euronext Amsterdam and the New York Stock Exchange, offering diversified insurance and asset management services.
Strong presence in multiple international markets, helping spread regulatory and economic risks across geographies.
Sizable market capitalization providing a stable base and access to capital markets for growth and capital management.

Considerations

Aegon faces macroeconomic and interest rate sensitivity typical of the insurance sector, which can impact profitability and investment income.
The insurance industry is highly competitive with increasing regulatory requirements, pressuring margins and operational flexibility.
Exposure to long-tail insurance risks and potential reserve adequacy issues could increase volatility in reported earnings.

Houlihan Lokey

HLI

Pros

Houlihan Lokey reported record fiscal 2025 revenues of $2.39 billion, a significant increase over the previous year, demonstrating strong growth momentum.
Consistently ranked as the No. 1 global M&A advisor for the past 10 years and top global restructuring advisor for 11 years, reflecting leadership and market dominance.
Strong profitability with fiscal year 2025 diluted EPS of $5.82 and adjusted EPS of $6.29, coupled with a recent 5% increase in quarterly dividends.

Considerations

Revenue and earnings growth are closely tied to the cyclical M&A and restructuring markets, which may cause volatility in performance during economic downturns.
Increasing competition from both boutique and large global investment banks might put pressure on advisory fee margins and deal flow.
Dependence on maintaining high advisory standards and client relationships presents execution risks in retaining market leadership.

About The Companies

Aegon (AEG)

Aegon NV is a Dutch-based international financial services holding company with a history stretching back over 175 years. The company operates across numerous countries, offering a broad range of products in insurance, pensions, long-term savings, and asset management. In the United States, it is widely known through its Transamerica brand, providing life insurance and retirement solutions. In its home market, the Netherlands, it focuses heavily on pensions, life insurance, and mortgages. The company also has a significant presence in the United Kingdom as an investment platform for advisers and employers. Aegon's global reach extends into Asia through a joint venture in China and into Southern Europe via a partnership with Banco Santander in Spain and Portugal. This diversified model allows it to serve a wide variety of customers, from individuals to large corporations, with their long-term financial planning needs, although all investments carry risk and past performance is no guarantee of future returns.

Houlihan Lokey (HLI)

Houlihan Lokey Inc (HLI) is a specialist global investment bank known for advisory work in mergers and acquisitions, restructuring, valuation and capital markets. With a market-cap of around $13.6bn, it focuses on fee-based services rather than lending, so revenue depends heavily on deal flow and market activity. The firm often benefits from complex, distressed and cross-border assignments where expertise and sector knowledge command premium fees. Investors should know results can be cyclical: restructuring and distressed-advisory work may rise in downturns while M&A fees track broader economic confidence. The company’s balance sheet is generally light compared with banks, giving different risk dynamics, but competition and regulatory change are continual considerations. This summary is educational only and not personal investment advice — potential investors should assess their risk tolerance, review up-to-date financials and consider professional guidance before deciding.

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Aegon vs Houlihan Lokey

Comparison Snapshot

Investment Analysis

Aegon

Pros

Considerations

Houlihan Lokey

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy AEG or HLI in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What is the difference between a diversified insurer like Aegon and an advisory-focused firm like Houlihan Lokey?

How do business models influence risk exposure for these two stocks?

What do the pros and cons say about potential earnings volatility for each stock?

Why is market presence important when comparing these two stocks?

How should one interpret a high dividend in relation to these firms?

What does it mean that Houlihan Lokey is a leading advisor in M&A and restructuring?

How do macroeconomic conditions affect Aegon differently from Houlihan Lokey?

What role do international markets play for these stocks?

What should a beginner look at on a simple comparison page like this?

Is this page a substitute for personalised financial advice?

Comparison Snapshot

About The Companies