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WHG vs DHIL
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
WHG vs DHIL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Asset Management |
| Market Cap | $155M | $473M |
| Revenue (TTM) | $98M | $158M |
| Net Income (TTM) | $7M | $49M |
| Gross Margin | 86.5% | 96.0% |
| Operating Margin | 7.1% | 38.4% |
| Forward P/E | 2.0x | 9.5x |
| Total Debt | $10M | $6.40B |
| Cash & Equiv. | $26M | $42M |
WHG vs DHIL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Westwood Holdings G… (WHG) | 100 | 92.4 | -7.6% |
| Diamond Hill Invest… (DHIL) | 100 | 164.0 | +64.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHG vs DHIL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WHG is the clearest fit if your priority is bank quality.
- NIM 1.0% vs DHIL's 0.7%
- Lower P/E (2.0x vs 9.5x)
DHIL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.57, yield 5.7%
- Rev growth 4.5%, EPS growth 14.4%
- 55.4% 10Y total return vs WHG's -43.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.5% NII/revenue growth vs WHG's 3.2% | |
| Value | Lower P/E (2.0x vs 9.5x) | |
| Quality / Margins | Efficiency ratio 0.6% vs WHG's 0.8% (lower = leaner) | |
| Stability / Safety | Beta 0.57 vs WHG's 0.60 | |
| Dividends | 5.7% yield, 1-year raise streak, vs WHG's 3.7% | |
| Momentum (1Y) | +33.8% vs WHG's +8.7% | |
| Efficiency (ROA) | Efficiency ratio 0.6% vs WHG's 0.8% |
WHG vs DHIL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WHG vs DHIL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DHIL leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
DHIL is the larger business by revenue, generating $158M annually — 1.6x WHG's $98M. DHIL is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to WHG's 7.2%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $98M | $158M |
| EBITDAEarnings before interest/tax | $12M | $62M |
| Net IncomeAfter-tax profit | $7M | $49M |
| Free Cash FlowCash after capex | $20M | $44.5B |
| Gross MarginGross profit ÷ Revenue | +86.5% | +96.0% |
| Operating MarginEBIT ÷ Revenue | +7.1% | +38.4% |
| Net MarginNet income ÷ Revenue | +7.2% | +30.9% |
| FCF MarginFCF ÷ Revenue | +18.3% | -57.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +65.4% | +25.3% |
Valuation Metrics
WHG leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 9.8x trailing earnings, DHIL trades at a 53% valuation discount to WHG's 20.7x P/E. On an enterprise value basis, WHG's 12.3x EV/EBITDA is more attractive than DHIL's 110.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $155M | $473M |
| Enterprise ValueMkt cap + debt − cash | $139M | $6.8B |
| Trailing P/EPrice ÷ TTM EPS | 20.73x | 9.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.02x | 9.48x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.18x |
| EV / EBITDAEnterprise value multiple | 12.27x | 110.39x |
| Price / SalesMarket cap ÷ Revenue | 1.59x | 3.00x |
| Price / BookPrice ÷ Book value/share | 1.15x | 2.70x |
| Price / FCFMarket cap ÷ FCF | 8.69x | — |
Profitability & Efficiency
Evenly matched — WHG and DHIL each lead in 4 of 8 comparable metrics.
Profitability & Efficiency
DHIL delivers a 27.0% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $6 for WHG. WHG carries lower financial leverage with a 0.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to DHIL's 36.26x. On the Piotroski fundamental quality scale (0–9), DHIL scores 6/9 vs WHG's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.9% | +27.0% |
| ROA (TTM)Return on assets | +4.8% | +19.5% |
| ROICReturn on invested capital | +3.9% | +1.3% |
| ROCEReturn on capital employed | +5.4% | +26.0% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.08x | 36.26x |
| Net DebtTotal debt minus cash | -$16M | $6.4B |
| Cash & Equiv.Liquid assets | $26M | $42M |
| Total DebtShort + long-term debt | $10M | $6.4B |
| Interest CoverageEBIT ÷ Interest expense | — | — |
Total Returns (Dividends Reinvested)
DHIL leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DHIL five years ago would be worth $12,834 today (with dividends reinvested), compared to $10,994 for WHG. Over the past 12 months, DHIL leads with a +33.8% total return vs WHG's +8.7%. The 3-year compound annual growth rate (CAGR) favors WHG at 13.6% vs DHIL's 7.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -6.2% | +2.8% |
| 1-Year ReturnPast 12 months | +8.7% | +33.8% |
| 3-Year ReturnCumulative with dividends | +46.7% | +22.4% |
| 5-Year ReturnCumulative with dividends | +9.9% | +28.3% |
| 10-Year ReturnCumulative with dividends | -43.9% | +55.4% |
| CAGR (3Y)Annualised 3-year return | +13.6% | +7.0% |
Risk & Volatility
DHIL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DHIL is the less volatile stock with a 0.57 beta — it tends to amplify market swings less than WHG's 0.60 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DHIL currently trades 100.0% from its 52-week high vs WHG's 86.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.60x | 0.57x |
| 52-Week HighHighest price in past year | $18.99 | $175.03 |
| 52-Week LowLowest price in past year | $14.51 | $114.11 |
| % of 52W HighCurrent price vs 52-week peak | +86.3% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 46.3 | 70.5 |
| Avg Volume (50D)Average daily shares traded | 12K | 23K |
Analyst Outlook
DHIL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, DHIL offers the higher dividend yield at 5.71% vs WHG's 3.69%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | — |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | — | — |
| Dividend YieldAnnual dividend ÷ price | +3.7% | +5.7% |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.60 | $9.98 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.9% | +3.6% |
DHIL leads in 4 of 6 categories (Income & Cash Flow, Total Returns). WHG leads in 1 (Valuation Metrics). 1 tied.
WHG vs DHIL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is WHG or DHIL a better buy right now?
For growth investors, Diamond Hill Investment Group, Inc.
(DHIL) is the stronger pick with 4. 5% revenue growth year-over-year, versus 3. 2% for Westwood Holdings Group, Inc. (WHG). Diamond Hill Investment Group, Inc. (DHIL) offers the better valuation at 9. 8x trailing P/E (9. 5x forward), making it the more compelling value choice. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — WHG or DHIL?
On trailing P/E, Diamond Hill Investment Group, Inc.
(DHIL) is the cheapest at 9. 8x versus Westwood Holdings Group, Inc. at 20. 7x. On forward P/E, Westwood Holdings Group, Inc. is actually cheaper at 2. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — WHG or DHIL?
Over the past 5 years, Diamond Hill Investment Group, Inc.
(DHIL) delivered a total return of +28. 3%, compared to +9. 9% for Westwood Holdings Group, Inc. (WHG). Over 10 years, the gap is even starker: DHIL returned +55. 4% versus WHG's -43. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WHG or DHIL?
By beta (market sensitivity over 5 years), Diamond Hill Investment Group, Inc.
(DHIL) is the lower-risk stock at 0. 57β versus Westwood Holdings Group, Inc. 's 0. 60β — meaning WHG is approximately 4% more volatile than DHIL relative to the S&P 500. On balance sheet safety, Westwood Holdings Group, Inc. (WHG) carries a lower debt/equity ratio of 8% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WHG or DHIL?
By revenue growth (latest reported year), Diamond Hill Investment Group, Inc.
(DHIL) is pulling ahead at 4. 5% versus 3. 2% for Westwood Holdings Group, Inc. (WHG). On earnings-per-share growth, the picture is similar: Westwood Holdings Group, Inc. grew EPS 203. 8% year-over-year, compared to 14. 4% for Diamond Hill Investment Group, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — WHG or DHIL?
Diamond Hill Investment Group, Inc.
(DHIL) is the more profitable company, earning 30. 9% net margin versus 7. 2% for Westwood Holdings Group, Inc. — meaning it keeps 30. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DHIL leads at 38. 4% versus 7. 1% for WHG. At the gross margin level — before operating expenses — DHIL leads at 96. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is WHG or DHIL more undervalued right now?
On forward earnings alone, Westwood Holdings Group, Inc.
(WHG) trades at 2. 0x forward P/E versus 9. 5x for Diamond Hill Investment Group, Inc. — 7. 5x cheaper on a one-year earnings basis.
08Which pays a better dividend — WHG or DHIL?
All stocks in this comparison pay dividends.
Diamond Hill Investment Group, Inc. (DHIL) offers the highest yield at 5. 7%, versus 3. 7% for Westwood Holdings Group, Inc. (WHG).
09Is WHG or DHIL better for a retirement portfolio?
For long-horizon retirement investors, Diamond Hill Investment Group, Inc.
(DHIL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 57), 5. 7% yield). Both have compounded well over 10 years (DHIL: +55. 4%, WHG: -43. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between WHG and DHIL?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: WHG is a small-cap income-oriented stock; DHIL is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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