Asset Management
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Side-by-side financial analysisStock Comparison
AAMI vs DHIL vs JPM vs STT vs BLK
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Banks - Diversified
Asset Management
Asset Management
AAMI vs DHIL vs JPM vs STT vs BLK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Banks - Diversified | Asset Management | Asset Management |
| Market Cap | $2.81B | $473M | $896.00B | $48.45B | $170.69B |
| Revenue (TTM) | $594M | $158M | $280.33B | $22.63B | $24.22B |
| Net Income (TTM) | $80M | $49M | $57.05B | $2.94B | $5.55B |
| Gross Margin | 92.9% | 96.0% | 60.0% | 61.4% | 50.5% |
| Operating Margin | 27.4% | 38.4% | 25.9% | 16.5% | 29.1% |
| Forward P/E | 16.4x | 9.5x | 14.4x | 13.5x | 19.4x |
| Total Debt | $323M | $6.40B | $942.38B | $29.80B | $15.00B |
| Cash & Equiv. | $101M | $42M | $343.34B | $131.36B | $11.47B |
AAMI vs DHIL vs JPM vs STT vs BLK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Acadian Asset Manag… (AAMI) | 100 | 630.3 | +530.3% |
| Diamond Hill Invest… (DHIL) | 100 | 151.4 | +51.4% |
| JPMorgan Chase & Co. (JPM) | 100 | 341.0 | +241.0% |
| State Street Corpor… (STT) | 100 | 263.8 | +163.8% |
| BlackRock, Inc. (BLK) | 100 | 189.7 | +89.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AAMI vs DHIL vs JPM vs STT vs BLK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AAMI ranks third and is worth considering specifically for long-term compounding.
- 471.7% 10Y total return vs JPM's 465.8%
- +148.2% vs BLK's +6.6%
DHIL is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 0 yrs, beta 0.53, yield 5.7%
- Lower volatility, beta 0.53, current ratio 75115.85x
- Beta 0.53, yield 5.7%, current ratio 75115.85x
- Beta 0.53 vs AAMI's 1.52
JPM is the clearest fit if your priority is valuation efficiency and bank quality.
- PEG 0.81 vs BLK's 9.03
- NIM 2.2% vs DHIL's 0.7%
- Lower P/E (14.4x vs 19.4x), PEG 0.81 vs 9.03
Among these 5 stocks, STT doesn't own a clear edge in any measured category.
BLK carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 18.7%, EPS growth -15.7%
- 18.7% NII/revenue growth vs STT's 3.0%
- Efficiency ratio 0.3% vs AAMI's 0.7% (lower = leaner)
- Efficiency ratio 0.3% vs AAMI's 0.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 18.7% NII/revenue growth vs STT's 3.0% | |
| Value | Lower P/E (14.4x vs 19.4x), PEG 0.81 vs 9.03 | |
| Quality / Margins | Efficiency ratio 0.3% vs AAMI's 0.7% (lower = leaner) | |
| Stability / Safety | Beta 0.53 vs AAMI's 1.52 | |
| Dividends | 5.7% yield, vs BLK's 2.0% | |
| Momentum (1Y) | +148.2% vs BLK's +6.6% | |
| Efficiency (ROA) | Efficiency ratio 0.3% vs AAMI's 0.7% |
AAMI vs DHIL vs JPM vs STT vs BLK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
AAMI vs DHIL vs JPM vs STT vs BLK — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
DHIL leads in 2 of 6 categories
AAMI leads 2 • STT leads 1 • JPM leads 0 • BLK leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
DHIL leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
JPM is the larger business by revenue, generating $280.3B annually — 1775.8x DHIL's $158M. DHIL is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to STT's 13.0%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $594M | $158M | $280.3B | $22.6B | $24.2B |
| EBITDAEarnings before interest/tax | $179M | $62M | $81.4B | $4.3B | $8.1B |
| Net IncomeAfter-tax profit | $80M | $49M | $57.0B | $2.9B | $5.6B |
| Free Cash FlowCash after capex | -$14M | $44.5B | $100.9B | $2.7B | $3.6B |
| Gross MarginGross profit ÷ Revenue | +92.9% | +96.0% | +60.0% | +61.4% | +50.5% |
| Operating MarginEBIT ÷ Revenue | +27.4% | +38.4% | +25.9% | +16.5% | +29.1% |
| Net MarginNet income ÷ Revenue | +13.5% | +30.9% | +20.4% | +13.0% | +22.9% |
| FCF MarginFCF ÷ Revenue | -2.3% | +281.7% | +36.0% | +12.1% | +14.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -14.2% | +25.3% | +16.0% | +23.0% | -22.7% |
Valuation Metrics
STT leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 9.8x trailing earnings, DHIL trades at a 73% valuation discount to AAMI's 35.5x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.90x vs BLK's 13.57x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $2.8B | $473M | $896.0B | $48.4B | $170.7B |
| Enterprise ValueMkt cap + debt − cash | $3.0B | $6.8B | $1.50T | -$53.1B | $174.2B |
| Trailing P/EPrice ÷ TTM EPS | 35.54x | 9.77x | 16.00x | 17.83x | 29.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.38x | 9.48x | 14.40x | 13.49x | 19.40x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.18x | 0.90x | 2.16x | 13.57x |
| EV / EBITDAEnterprise value multiple | 16.88x | 110.39x | 18.36x | -12.39x | 22.60x |
| Price / SalesMarket cap ÷ Revenue | 4.72x | 3.00x | 3.20x | 2.14x | 7.05x |
| Price / BookPrice ÷ Book value/share | 33.85x | 2.70x | 2.47x | 1.74x | 2.77x |
| Price / FCFMarket cap ÷ FCF | 15.53x | — | 8.88x | 11.29x | 45.53x |
Profitability & Efficiency
AAMI leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
AAMI delivers a 85.4% return on equity — every $100 of shareholder capital generates $85 in annual profit, vs $10 for BLK. BLK carries lower financial leverage with a 0.24x debt-to-equity ratio, signaling a more conservative balance sheet compared to DHIL's 36.26x. On the Piotroski fundamental quality scale (0–9), AAMI scores 8/9 vs BLK's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +85.4% | +27.0% | +15.9% | +10.8% | +9.9% |
| ROA (TTM)Return on assets | +11.5% | +19.5% | +1.3% | +0.8% | +3.6% |
| ROICReturn on invested capital | +29.2% | +1.3% | +4.5% | +4.7% | +7.5% |
| ROCEReturn on capital employed | +31.9% | +26.0% | +8.9% | +4.5% | +4.6% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 | 5 | 7 | 5 |
| Debt / EquityFinancial leverage | 3.84x | 36.26x | 2.60x | 1.07x | 0.24x |
| Net DebtTotal debt minus cash | $222M | $6.4B | $599.0B | -$101.6B | $3.5B |
| Cash & Equiv.Liquid assets | $101M | $42M | $343.3B | $131.4B | $11.5B |
| Total DebtShort + long-term debt | $323M | $6.4B | $942.4B | $29.8B | $15.0B |
| Interest CoverageEBIT ÷ Interest expense | 7.60x | — | 0.74x | 0.43x | 10.70x |
Total Returns (Dividends Reinvested)
AAMI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AAMI five years ago would be worth $35,390 today (with dividends reinvested), compared to $12,908 for DHIL. Over the past 12 months, AAMI leads with a +148.2% total return vs BLK's +6.6%. The 3-year compound annual growth rate (CAGR) favors AAMI at 52.2% vs DHIL's 4.2% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +66.2% | +2.8% | -0.5% | +31.2% | -3.8% |
| 1-Year ReturnPast 12 months | +148.2% | +25.6% | +21.8% | +75.1% | +6.6% |
| 3-Year ReturnCumulative with dividends | +252.6% | +13.2% | +138.2% | +141.7% | +60.4% |
| 5-Year ReturnCumulative with dividends | +253.9% | +29.1% | +118.2% | +113.8% | +29.2% |
| 10-Year ReturnCumulative with dividends | +471.7% | +41.6% | +465.8% | +222.0% | +246.8% |
| CAGR (3Y)Annualised 3-year return | +52.2% | +4.2% | +33.6% | +34.2% | +17.1% |
Risk & Volatility
DHIL leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
DHIL is the less volatile stock with a 0.53 beta — it tends to amplify market swings less than AAMI's 1.52 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 BLK's 84.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.52x | 0.53x | 0.94x | 1.20x | 1.29x |
| 52-Week HighHighest price in past year | $79.15 | $175.03 | $337.25 | $168.28 | $1219.94 |
| 52-Week LowLowest price in past year | $30.98 | $114.11 | $262.71 | $95.67 | $917.39 |
| % of 52W HighCurrent price vs 52-week peak | +99.2% | +100.0% | +95.1% | +99.6% | +84.6% |
| RSI (14)Momentum oscillator 0–100 | 64.4 | 70.5 | 59.1 | 68.3 | 44.9 |
| Avg Volume (50D)Average daily shares traded | 327K | 17K | 7.0M | 1.8M | 602K |
Analyst Outlook
Evenly matched — DHIL and BLK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AAMI as "Hold", JPM as "Buy", STT as "Buy", BLK as "Buy". Consensus price targets imply 26.1% upside for BLK (target: $1302) vs -12.6% for AAMI (target: $69). For income investors, DHIL offers the higher dividend yield at 5.71% vs STT's 1.85%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $68.67 | — | $339.75 | $161.50 | $1301.63 |
| # AnalystsCovering analysts | 3 | — | 61 | 37 | 33 |
| Dividend YieldAnnual dividend ÷ price | +0.1% | +5.7% | +1.9% | +1.8% | +2.0% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 15 | 15 | 16 |
| Dividend / ShareAnnual DPS | $0.04 | $9.98 | $5.95 | $3.09 | $20.24 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.7% | +3.6% | +3.9% | +2.7% | +1.1% |
DHIL leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). AAMI leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
AAMI vs DHIL vs JPM vs STT vs BLK: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AAMI or DHIL or JPM or STT or BLK a better buy right now?
For growth investors, BlackRock, Inc.
(BLK) is the stronger pick with 18. 7% revenue growth year-over-year, versus 3. 0% for State Street Corporation (STT). 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. Analysts rate JPMorgan Chase & Co. (JPM) a "Buy" — based on 61 analyst ratings — the highest consensus in this comparison. 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 — AAMI or DHIL or JPM or STT or BLK?
On trailing P/E, Diamond Hill Investment Group, Inc.
(DHIL) is the cheapest at 9. 8x versus Acadian Asset Management at 35. 5x. On forward P/E, Diamond Hill Investment Group, Inc. is actually cheaper at 9. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 81x versus BlackRock, Inc. 's 9. 03x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — AAMI or DHIL or JPM or STT or BLK?
Over the past 5 years, Acadian Asset Management (AAMI) delivered a total return of +253.
9%, compared to +29. 1% for Diamond Hill Investment Group, Inc. (DHIL). Over 10 years, the gap is even starker: AAMI returned +471. 7% versus DHIL's +41. 6%. 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 — AAMI or DHIL or JPM or STT or BLK?
By beta (market sensitivity over 5 years), Diamond Hill Investment Group, Inc.
(DHIL) is the lower-risk stock at 0. 53β versus Acadian Asset Management's 1. 52β — meaning AAMI is approximately 184% more volatile than DHIL relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 24% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AAMI or DHIL or JPM or STT or BLK?
By revenue growth (latest reported year), BlackRock, Inc.
(BLK) is pulling ahead at 18. 7% versus 3. 0% for State Street Corporation (STT). On earnings-per-share growth, the picture is similar: State Street Corporation grew EPS 14. 5% year-over-year, compared to -15. 7% for BlackRock, 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 — AAMI or DHIL or JPM or STT or BLK?
Diamond Hill Investment Group, Inc.
(DHIL) is the more profitable company, earning 30. 9% net margin versus 13. 0% for State Street Corporation — 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 16. 5% for STT. 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 AAMI or DHIL or JPM or STT or BLK more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 81x versus BlackRock, Inc. 's 9. 03x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Diamond Hill Investment Group, Inc. (DHIL) trades at 9. 5x forward P/E versus 19. 4x for BlackRock, Inc. — 9. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 26. 1% to $1301. 63.
08Which pays a better dividend — AAMI or DHIL or JPM or STT or BLK?
In this comparison, DHIL (5.
7% yield), BLK (2. 0% yield), JPM (1. 9% yield), STT (1. 8% yield) pay a dividend. AAMI does not pay a meaningful dividend and should not be held primarily for income.
09Is AAMI or DHIL or JPM or STT or BLK 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. 53), 5. 7% yield). Acadian Asset Management (AAMI) carries a higher beta of 1. 52 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DHIL: +41. 6%, AAMI: +471. 7%), 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 AAMI and DHIL and JPM and STT and BLK?
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: AAMI is a small-cap high-growth stock; DHIL is a small-cap deep-value stock; JPM is a large-cap deep-value stock; STT is a mid-cap deep-value stock; BLK is a mid-cap high-growth stock. DHIL, JPM, STT, BLK pay a dividend while AAMI does not, making them suitable for different income and tax situations. 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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