DHIL vs. MO

Last updated Aug 1, 2026

DHIL (Diamond Hill Investment Group, Inc.) and MO (Altria Group, Inc.) are both stocks. DHIL operates in Asset Management (Financial Services), while MO operates in Tobacco (Consumer Defensive). Their 0.13 correlation means their historical movements had little consistent relationship.

Performance

DHIL vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Diamond Hill Investment Group, Inc. (DHIL) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DHIL

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

MO

• 1D: 0.57%
• 1M: -6.02%
• 6M: 13.75%
• YTD: 22.29%
• 1Y: 18.10%
• 3Y*: 23.87%
• 5Y*: 15.92%
• 10Y*: 7.21%
• ALL TIME*: 17.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
MO Altria Group, Inc.	$637.73M	$559.86M	$594.92M

DHIL vs. MO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DHIL Diamond Hill Investment Group, Inc.	3.24%	17.79%	-2.70%	-7.25%	0.41%	44.90%	14.89%	0.17%	-24.22%	1.54%
MO Altria Group, Inc.	22.29%	18.17%	40.76%	-3.70%	4.37%	24.18%	-10.21%	7.87%	-27.14%	9.45%

Correlation

The correlation between DHIL and MO is -0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.09
Correlation (3Y) Balances recent behavior with more history.	0.10
Correlation (5Y) Shows whether the relationship held over a longer period.	0.16
Correlation (10Y) Provides a long-term view across more market conditions.	0.19
Correlation (All Time) Calculated using the full available price history since May 9, 1997	0.13

The correlation between DHIL and MO shifts across timeframes, from -0.09 (1 year) to 0.19 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap DHIL : $473.29M MO : $114.07B
EPS DHIL : $17.25 MO : $4.76
PE Ratio DHIL : 10.15 MO : 14.37
PS Ratio DHIL : 3.26 MO : 5.24
Total Revenue (TTM) DHIL : $145.89M MO : $21.87B
Gross Profit (TTM) DHIL : $75.71M MO : $15.52B
EBITDA (TTM) DHIL : $52.01M MO : $11.75B

Return for Risk

DHIL vs. MO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DHIL

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

MO

MO Risk / Return Rank: 66
MO Sharpe Ratio Rank: 68
MO Sortino Ratio Rank: 61
MO Omega Ratio Rank: 64
MO Calmar Ratio Rank: 68
MO Martin Ratio Rank: 69

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DHIL vs. MO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Investment Group, Inc. (DHIL) and Altria Group, Inc. (MO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DHIL	MO	Difference
Sharpe ratio: Return per unit of total volatility	—	0.72	—
Sortino ratio: Return per unit of downside risk	—	1.06	—
Omega ratio: Gain probability vs. loss probability	—	1.15	—
Calmar ratio: Return relative to maximum drawdown	—	1.09	—
Martin ratio: Return relative to average drawdown	—	2.71	—

Drawdowns

Drawdown Indicators

	DHIL	MO	Difference
Max Drawdown Largest peak-to-trough decline	—	-65.43%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-16.40%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.40%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.83%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-53.69%	—
Current Drawdown Current decline from peak	—	-8.80%	—
Average Drawdown Average peak-to-trough decline	—	-11.90%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.59%	—

Volatility

Volatility by Period

	DHIL	MO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.13%	—
Volatility (6M) Calculated over the trailing 6-month period	—	20.12%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	24.97%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	21.27%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	23.29%	—

Dividends

DHIL vs. MO - Dividend Comparison

DHIL's dividend yield for the trailing twelve months is around 4.00%, less than MO's 6.21% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DHIL Diamond Hill Investment Group, Inc.	4.00%	5.90%	3.87%	3.62%	5.40%	11.84%	8.04%	6.41%	5.35%	3.39%	2.85%	2.65%
MO Altria Group, Inc.	6.21%	7.21%	7.65%	9.52%	8.05%	7.43%	8.29%	6.57%	6.07%	3.56%	3.48%	3.73%

Financials

DHIL vs. MO - Profitability Comparison

The chart below illustrates the profitability comparison between Diamond Hill Investment Group, Inc. and Altria Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

DHIL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Diamond Hill Investment Group, Inc. reported a gross profit of 23.09M and revenue of 41.42M. Therefore, the gross margin over that period was 55.7%.

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported a gross profit of 4.58B and revenue of 6.11B. Therefore, the gross margin over that period was 74.9%.

DHIL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Diamond Hill Investment Group, Inc. reported an operating income of 16.83M and revenue of 41.42M, resulting in an operating margin of 40.6%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported an operating income of 3.14B and revenue of 6.11B, resulting in an operating margin of 51.3%.

DHIL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Diamond Hill Investment Group, Inc. reported a net income of 13.55M and revenue of 41.42M, resulting in a net margin of 32.7%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported a net income of 2.30B and revenue of 6.11B, resulting in a net margin of 37.6%.

Frequently Asked Questions

Can I hold both DHIL and MO in my portfolio?

DHIL and MO have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.