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ISIN
US25264R2076
CUSIP
25264R207
IPO Date
Oct 10, 1995

Highlights

EPS (TTM)
$17.24
PE Ratio
10.15
Total Revenue (TTM)
$145.89M
Gross Profit (TTM)
$75.71M
EBITDA (TTM)
$52.01M
Year Range
$114.11 - $175.00
ROA (TTM)
0.02%
ROE (TTM)
0.03%

Share Price Chart


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Performance

DHIL Performance Chart


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S&P 500 Index

Returns By Period


Diamond Hill Investment Group, Inc.

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DHIL Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.09%0.30%0.13%1.68%3.24%
2025-3.26%-2.60%-1.29%-11.80%12.13%3.97%-6.70%8.61%-3.94%-8.33%-3.90%43.64%17.79%
2024-3.66%-9.31%7.61%-3.21%0.55%-5.24%13.12%0.19%2.27%-6.61%10.54%-6.20%-2.70%
20231.84%-7.34%-4.94%-1.49%-1.15%7.89%5.96%-6.21%-0.11%-6.80%3.18%3.11%-7.25%
2022-3.85%3.82%-2.68%-10.11%11.15%-6.46%10.10%-9.74%-3.54%9.06%1.75%3.97%0.41%
2021-0.70%-4.30%10.65%9.61%2.58%-4.08%2.95%6.26%-3.50%23.45%-3.03%1.11%44.90%

Benchmark Metrics

Diamond Hill Investment Group, Inc. has an annualized alpha of 48.46%, beta of 0.78, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since May 12, 1997.

  • This stock captured 119.81% of S&P 500 Index gains but only 61.54% of its losses - a favorable profile for investors.
  • R2 of 0.02 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
48.46%
Beta
0.78
0.02
Upside Capture
119.81%
Downside Capture
61.54%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Diamond Hill Investment Group, Inc. (DHIL) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Diamond Hill Investment Group, Inc. provided a 4.00% dividend yield over the last twelve months, with an annual payout of $7.00 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$5.00$10.00$15.00$20.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$7.00$10.00$6.00$6.00$10.00$23.00$12.00$9.00$8.00$7.00$6.00$5.00

Dividend yield

4.00%5.90%3.87%3.62%5.40%11.84%8.04%6.41%5.35%3.39%2.85%2.65%

Monthly Dividends

The table displays the monthly dividend distributions for Diamond Hill Investment Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$1.50$0.00$0.00$1.50$0.00$1.50$0.00$0.00$5.50$0.00$10.00
2024$0.00$0.00$1.50$0.00$0.00$1.50$0.00$1.50$0.00$0.00$1.50$0.00$6.00
2023$0.00$0.00$1.50$0.00$1.50$0.00$0.00$1.50$0.00$0.00$1.50$0.00$6.00
2022$0.00$0.00$1.50$0.00$0.00$1.50$0.00$1.50$0.00$0.00$5.50$0.00$10.00
2021$0.00$0.00$1.00$0.00$0.00$1.00$0.00$0.00$1.00$0.00$20.00$0.00$23.00

Dividend Yield & Payout


Dividend Yield

Diamond Hill Investment Group, Inc. has a dividend yield of 4.00%, which is quite average when compared to the overall market.

Payout Ratio

Diamond Hill Investment Group, Inc. has a payout ratio of 5,328.55%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Diamond Hill Investment Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Diamond Hill Investment Group, Inc. was 94.57%, occurring on Jun 28, 2001. Recovery took 882 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-94.57%Jun 2001
3y 3mo3y 6mo
6y 9moMar 1998 - Jan 2005
Financial crisis2007–2009
-69.30%Mar 2009
2y 26d1y 7mo
3y 8moFeb 2007 - Nov 2010
COVID crash2020
-57.65%Mar 2020
2y 1mo1y 1mo
3y 3moJan 2018 - May 2021
2025 bear market2025
-33.50%Dec 2025
4y 13d2mo 24d
4y 3moNov 2021 - Mar 2026
2016 bear market2016
-31.09%Jan 2016
1mo 18d1y 9mo
1y 11moDec 2015 - Oct 2017

Drawdown Indicators


DHILBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-10.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Diamond Hill Investment Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Diamond Hill Investment Group, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for DHIL, comparing it with other companies in the Asset Management industry. Currently, DHIL has a P/E ratio of 10.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for DHIL relative to other companies in the Asset Management industry. Currently, DHIL has a P/S ratio of 3.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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