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Upturn AI SWOT - About
DHIL 
Diamond Hill Investment Group Inc (DHIL)
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Upturn Advisory Summary
03/27/2025: DHIL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -39.15% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 403.52M USD | Price to earnings Ratio 9.25 | 1Y Target Price - |
Price to earnings Ratio 9.25 | 1Y Target Price - | ||
Volume (30-day avg) 19329 | Beta 0.97 | 52 Weeks Range 131.69 - 171.14 | Updated Date 04/1/2025 |
52 Weeks Range 131.69 - 171.14 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.18% | Basic EPS (TTM) 15.65 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 28.58% | Operating Margin (TTM) 33.84% |
Management Effectiveness
Return on Assets (TTM) 11.5% | Return on Equity (TTM) 26.75% |
Valuation
Trailing PE 9.25 | Forward PE - | Enterprise Value 368228227 | Price to Sales(TTM) 2.67 |
Enterprise Value 368228227 | Price to Sales(TTM) 2.67 | ||
Enterprise Value to Revenue 2.44 | Enterprise Value to EBITDA 8.16 | Shares Outstanding 2787490 | Shares Floating 2659016 |
Shares Outstanding 2787490 | Shares Floating 2659016 | ||
Percent Insiders 4.61 | Percent Institutions 66.89 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Diamond Hill Investment Group Inc
Company Overview
History and Background
Diamond Hill Investment Group, Inc. was founded in 2000. Initially a subsidiary of Banc One Corporation, it became an independent, publicly traded company in 2001. The firm emphasizes a value-oriented investment philosophy.
Core Business Areas
- Investment Management: Provides investment advisory services to institutions and individuals through separately managed accounts and mutual funds, focusing on a value-oriented approach.
Leadership and Structure
The leadership team includes Heather Brilliant (CEO). The organizational structure is designed around investment teams focused on specific asset classes and strategies.
Top Products and Market Share
Key Offerings
- Mutual Funds (Diamond Hill Funds): Offers a range of equity, fixed income, and alternative mutual funds. Market share data varies by fund and is not readily available publicly. Competitors include Vanguard, Fidelity, T. Rowe Price, and other large asset managers. Revenue is derived from management fees based on assets under management (AUM).
- Separately Managed Accounts (SMA): Provides customized investment solutions for institutions and high-net-worth individuals. Market share data is not readily available publicly. Competitors include various asset managers and wealth management firms. Revenue is derived from management fees based on AUM.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing pressure on fees and a growing focus on passive investment strategies. Technological innovation and regulatory changes are also shaping the landscape.
Positioning
Diamond Hill positions itself as a value-oriented investment manager, emphasizing fundamental research and a long-term investment horizon. Its competitive advantages include its independent structure and experienced investment team.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Diamond Hill, while smaller than industry giants, aims to capture a portion of this market through its specialized investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Value-oriented investment philosophy
- Independent ownership structure
- Strong fundamental research capabilities
Weaknesses
- Relatively smaller AUM compared to larger competitors
- Concentration in value investing, which can underperform in growth-oriented markets
- Dependence on key personnel
Opportunities
- Expansion into new asset classes or investment strategies
- Growth in demand for value-oriented investing
- Strategic partnerships or acquisitions
- Increased demand for ESG-focused investments
Threats
- Market volatility and economic downturns
- Increased competition and fee pressure
- Regulatory changes
- Outperformance of growth-oriented investment styles
Competitors and Market Share
Key Competitors
- TROW
- BLK
- JPM
- MS
Competitive Landscape
Diamond Hill's advantages include its value-oriented approach and independent structure. Disadvantages include its smaller size and limited geographic reach compared to larger competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Discussion of Diamond Hill's historical growth trends, including AUM growth and revenue growth. Requires access to historical financial data.
Future Projections: Projections for Diamond Hill's future growth based on analyst estimates. This requires access to analyst reports.
Recent Initiatives: Recent strategic initiatives undertaken by Diamond Hill, such as new product launches or acquisitions.
Summary
Diamond Hill is a value-oriented asset manager with a solid reputation and independent structure. Its smaller size and focus on value investing can be both strengths and weaknesses. The company needs to navigate increasing competition and adapt to changing market dynamics.
Similar Companies
AMG
Affiliated Managers Group Inc
AMG
Affiliated Managers Group Inc
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- MarketWatch
- Yahoo Finance
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Market share data may be estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Diamond Hill Investment Group Inc
Exchange NASDAQ | Headquaters Columbus, OH, United States | ||
IPO Launch date 1995-10-10 | President, CEO & Director Ms. Heather Elizabeth Brilliant C.F.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees 127 | Website https://www.diamond-hill.com |
Full time employees 127 | Website https://www.diamond-hill.com | ||
Diamond Hill Investment Group, Inc., through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States. It offers separately managed accounts; collective investment trusts; and other pooled vehicles, including sub-advised funds and model delivery programs. The company also provides fund administration services comprising portfolio and regulatory compliance, treasury and financial oversight, and general business management and governance of the proprietary funds, as well as oversight of back-office service providers, which include the custodian, fund accountant, and transfer agent. Diamond Hill Investment Group, Inc. was incorporated in 1990 and is based in Columbus, Ohio.
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