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Upturn AI SWOT - About
DHIL 
Diamond Hill Investment Group Inc (DHIL)
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Upturn Advisory Summary
09/17/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -16.14% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 391.86M USD | Price to earnings Ratio 9.7 | 1Y Target Price - |
Price to earnings Ratio 9.7 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 121.02 - 169.33 | Updated Date 06/29/2025 |
52 Weeks Range 121.02 - 169.33 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.18% | Basic EPS (TTM) 14.81 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.67% | Operating Margin (TTM) 35.2% |
Management Effectiveness
Return on Assets (TTM) 14.03% | Return on Equity (TTM) 24.77% |
Valuation
Trailing PE 9.7 | Forward PE - | Enterprise Value 373001233 | Price to Sales(TTM) 2.58 |
Enterprise Value 373001233 | Price to Sales(TTM) 2.58 | ||
Enterprise Value to Revenue 2.44 | Enterprise Value to EBITDA 7.49 | Shares Outstanding 2727690 | Shares Floating 2518586 |
Shares Outstanding 2727690 | Shares Floating 2518586 | ||
Percent Insiders 7.67 | Percent Institutions 67.92 |
Upturn AI SWOT
Diamond Hill Investment Group Inc
Company Overview
History and Background
Diamond Hill Investment Group, Inc. was founded in 2000. It has grown through organic growth and strategic acquisitions, focusing on a value-oriented investment philosophy.
Core Business Areas
- Investment Management: Provides investment advisory services to institutions and individuals through separately managed accounts, mutual funds, and collective investment trusts. Primarily utilizes a long-term, value-oriented investment approach.
- Alternatives: Offers alternative investment strategies, including private credit and real estate, providing diversification opportunities for clients.
Leadership and Structure
Diamond Hill is led by its CEO and has a team of portfolio managers and analysts. The organizational structure is designed to support its investment-centric culture.
Top Products and Market Share
Key Offerings
- Diamond Hill Funds: A suite of mutual funds offering various investment strategies, including large-cap, small-cap, and international equity funds. Competitors include Vanguard, Fidelity, and T. Rowe Price. Market share is fragmented but they compete in respective fund categories. Revenue information is embedded in overall assets under management.
- Separately Managed Accounts (SMAs): Customized investment portfolios managed directly for institutional and high-net-worth clients. Competitors include large asset managers like BlackRock and State Street. Revenue information is embedded in overall assets under management.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, influenced by market performance, regulatory changes, and investor preferences. Growth is driven by increased savings, retirement planning, and demand for sophisticated investment strategies.
Positioning
Diamond Hill differentiates itself through its value investing approach, experienced investment team, and commitment to client service. Its competitive advantage lies in its disciplined investment process and long-term perspective.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Diamond Hill is positioned to capture a portion of this TAM through its various investment strategies, competing with larger and smaller asset managers. The growth in assets under management (AUM) will correlate to the capture rate for this TAM.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Disciplined value investment process
- Strong client relationships
- Solid financial position
- Stable leadership
Weaknesses
- Smaller scale compared to larger competitors
- Dependence on key personnel
- Limited brand awareness outside specific niches
- Performance relative to benchmarks
Opportunities
- Expansion into new investment strategies
- Growth in alternative investments
- Acquisitions of smaller asset managers
- Increased demand for value investing in certain market environments
- Expansion into new geographies.
Threats
- Market volatility
- Increased competition from passive investment strategies
- Regulatory changes
- Economic downturns
- Loss of key personnel.
Competitors and Market Share
Key Competitors
- BLK
- V
- TROW
- JPM
- GS
Competitive Landscape
Diamond Hill's advantages include its value focus and smaller size, allowing for nimbleness. Disadvantages include limited brand recognition compared to larger players.
Major Acquisitions
Ranger Investment Management, L.P.
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: The Ranger acquisition broadened Diamond Hillu2019s investment capabilities, particularly in small-cap growth equity.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by AUM growth and market appreciation. Historical figures are reported in their annual reports.
Future Projections: Analyst projections for future growth depend on market conditions, AUM growth, and the success of new investment strategies.
Recent Initiatives: Recent initiatives likely involve new product launches, strategic partnerships, and efforts to enhance operational efficiency.
Summary
Diamond Hill Investment Group maintains a strong value-oriented investment approach. Its size can offer agility, but it faces challenges from larger competitors. AUM growth and market performance are key to its future success. Keeping its key personnel will be very important.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Industry Reports
- Analyst Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Financial data should be verified through official company filings.
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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