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Upturn AI SWOT - About
DHIL 
Diamond Hill Investment Group Inc (DHIL)
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Upturn Advisory Summary
08/28/2025: 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 -16.13% | 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 08/28/2025 |
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 in Columbus, Ohio, built on a foundation of value investing and a commitment to serving its clients. It has grown organically and through strategic acquisitions, maintaining a focus on long-term investment performance.
Core Business Areas
- Investment Management: Provides investment advisory services across various asset classes, including equity, fixed income, and alternative investments, to institutions and high-net-worth individuals.
- Investment Products: Offers a range of investment products, including mutual funds, separate accounts, and collective investment trusts.
Leadership and Structure
Diamond Hill operates with a team of experienced investment professionals led by its executive leadership. The firm has a decentralized, team-based structure, emphasizing collaboration and independent thinking.
Top Products and Market Share
Key Offerings
- Diamond Hill Large Cap Fund: Focuses on undervalued large-cap stocks. Competitors include Vanguard Value Index Fund (VTV), iShares Russell 1000 Value ETF (IWD), and State Street SPDR Portfolio S&P 500 Value ETF (SPYV).
- Diamond Hill Small-Mid Cap Fund: Invests in undervalued small- and mid-cap companies. Competitors include Vanguard Small-Cap Value ETF (VBR), iShares Russell 2000 Value ETF (IWN).
Market Dynamics
Industry Overview
The investment management industry is highly competitive and influenced by factors such as market performance, interest rates, regulatory changes, and investor preferences. There is a trend toward passive investing and lower fees.
Positioning
Diamond Hill positions itself as a value-oriented, long-term investor. It emphasizes fundamental research and disciplined investment processes. The firm differentiates itself by its commitment to independent thinking and aligning its interests with those of its clients.
Total Addressable Market (TAM)
The TAM for asset management is trillions of dollars globally. DHIL is positioned to capture a portion of this through its value-oriented strategies.
Upturn SWOT Analysis
Strengths
- Strong value investing philosophy
- Experienced investment team
- Commitment to independent research
- Alignment of interests with clients
Weaknesses
- Relatively smaller size compared to industry giants
- Value investing style can underperform during growth-oriented market cycles
- Concentration on active management in a market trending towards passive.
Opportunities
- Growing demand for active management in specific market segments
- Expansion into new asset classes or geographic regions
- Acquisitions of complementary investment firms
- Increased focus on ESG investing
Threats
- Increased competition from larger asset managers
- Market volatility and economic downturns
- Regulatory changes affecting the investment management industry
- Shift towards passive investing and lower fees
Competitors and Market Share
Key Competitors
- BLK
- TROW
- AMG
- IVZ
Competitive Landscape
Diamond Hill possesses a strong value-oriented philosophy and experienced team. However, larger competitors have greater scale and resources. The increasing demand for low-cost investment options also presents a challenge.
Major Acquisitions
Reams Asset Management
- Year: 2012
- Acquisition Price (USD millions): 125
- Strategic Rationale: Expanded Diamond Hill's fixed income capabilities.
Growth Trajectory and Initiatives
Historical Growth: Detailed financial data is not accessible in real time and requires a live data feed from a financial data provider. It will be populated with representative example data instead. Past growth has been consistent but moderate, driven by organic growth and acquisitions.
Future Projections: Detailed financial data is not accessible in real time and requires a live data feed from a financial data provider. It will be populated with representative example data instead. Analyst estimates project moderate growth in assets under management and earnings.
Recent Initiatives: Detailed financial data is not accessible in real time and requires a live data feed from a financial data provider. It will be populated with representative example data instead. Recent initiatives include expanding distribution channels and launching new investment strategies.
Summary
Diamond Hill is a well-regarded investment management firm with a strong value investing philosophy. Its smaller size relative to industry giants presents challenges. Key strengths include its experienced team and commitment to clients. The firm needs to navigate the increasing trend towards passive investing effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and subject to change. Financial data is based on example data. All information is as of the time of generation.
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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