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5 / 10Stock Comparison
ASST vs COHN vs GROW vs DHIL vs BLK
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Asset Management - Global
Asset Management
Asset Management
ASST vs COHN vs GROW vs DHIL vs BLK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Financial - Capital Markets | Asset Management - Global | Asset Management | Asset Management |
| Market Cap | $26M | $87M | $35M | $473M | $165.65B |
| Revenue (TTM) | $3M | $278M | $8M | $158M | $20.41B |
| Net Income (TTM) | $-217M | $14M | $98K | $49M | $6.10B |
| Gross Margin | 89.2% | 93.8% | 41.7% | 96.0% | 49.4% |
| Operating Margin | -11.7% | 22.3% | -35.3% | 38.4% | 37.1% |
| Forward P/E | — | 3.3x | — | 9.5x | 20.1x |
| Total Debt | $4M | $450M | $83K | $6.40B | $14.22B |
| Cash & Equiv. | $67M | $57M | $25M | $42M | $12.76B |
ASST vs COHN vs GROW vs DHIL vs BLK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Feb 23 | May 26 | Return |
|---|---|---|---|
| Strive, Inc. (ASST) | 100 | 9.3 | -90.7% |
| Cohen & Company Inc. (COHN) | 100 | 159.5 | +59.5% |
| U.S. Global Investo… (GROW) | 100 | 92.3 | -7.7% |
| Diamond Hill Invest… (DHIL) | 100 | 98.6 | -1.4% |
| BlackRock, Inc. (BLK) | 100 | 154.9 | +54.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ASST vs COHN vs GROW vs DHIL vs BLK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ASST ranks third and is worth considering specifically for growth exposure.
- Rev growth 476.2%, EPS growth 98.6%, 3Y rev CAGR 119.9%
- 476.2% revenue growth vs GROW's -23.1%
COHN carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 1 yrs, beta 0.48, yield 2.5%
- Lower P/E (3.3x vs 20.1x)
- Beta 0.48 vs ASST's 2.47
- +106.3% vs ASST's -77.2%
GROW is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.71, Low D/E 0.2%, current ratio 20.87x
DHIL is the #2 pick in this set and the best alternative if valuation efficiency and defensive is your priority.
- PEG 1.14 vs BLK's 2.47
- Beta 0.57, yield 5.7%, current ratio 75115.85x
- NIM 0.7% vs BLK's 0.2%
- 5.7% yield, 1-year raise streak, vs BLK's 1.9%, (1 stock pays no dividend)
BLK is the clearest fit if your priority is long-term compounding.
- 245.8% 10Y total return vs COHN's 156.3%
- 31.2% margin vs ASST's -74.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 476.2% revenue growth vs GROW's -23.1% | |
| Value | Lower P/E (3.3x vs 20.1x) | |
| Quality / Margins | 31.2% margin vs ASST's -74.6% | |
| Stability / Safety | Beta 0.48 vs ASST's 2.47 | |
| Dividends | 5.7% yield, 1-year raise streak, vs BLK's 1.9%, (1 stock pays no dividend) | |
| Momentum (1Y) | +106.3% vs ASST's -77.2% | |
| Efficiency (ROA) | 19.5% ROA vs ASST's -108.1%, ROIC 1.3% vs -40.0% |
ASST vs COHN vs GROW vs DHIL vs BLK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
ASST vs COHN vs GROW vs DHIL vs BLK — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
COHN leads in 2 of 6 categories
DHIL leads 1 • ASST leads 0 • GROW leads 0 • BLK leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — DHIL and BLK each lead in 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BLK is the larger business by revenue, generating $20.4B annually — 7011.5x ASST's $3M. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to ASST's -74.6%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $3M | $278M | $8M | $158M | $20.4B |
| EBITDAEarnings before interest/tax | -$34M | $63M | -$2M | $62M | $8.3B |
| Net IncomeAfter-tax profit | -$217M | $14M | $98,000 | $49M | $6.1B |
| Free Cash FlowCash after capex | -$45M | $26M | -$235,000 | $44.5B | $3.9B |
| Gross MarginGross profit ÷ Revenue | +89.2% | +93.8% | +41.7% | +96.0% | +49.4% |
| Operating MarginEBIT ÷ Revenue | -11.7% | +22.3% | -35.3% | +38.4% | +37.1% |
| Net MarginNet income ÷ Revenue | -74.6% | +5.2% | -4.0% | +30.9% | +31.2% |
| FCF MarginFCF ÷ Revenue | -15.6% | +9.4% | -9.8% | -57.4% | +23.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +56.8% | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +89.9% | +5.4% | — | +25.3% | -22.7% |
Valuation Metrics
COHN leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 3.3x trailing earnings, COHN trades at a 87% valuation discount to BLK's 25.4x P/E. Adjusting for growth (PEG ratio), DHIL offers better value at 1.18x vs BLK's 3.13x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $26M | $87M | $35M | $473M | $165.7B |
| Enterprise ValueMkt cap + debt − cash | -$38M | $481M | $10M | $6.8B | $167.1B |
| Trailing P/EPrice ÷ TTM EPS | -1.59x | 3.27x | -104.80x | 9.77x | 25.42x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — | — | 9.48x | 20.10x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 1.18x | 3.13x |
| EV / EBITDAEnterprise value multiple | — | 7.65x | — | 110.39x | 20.62x |
| Price / SalesMarket cap ÷ Revenue | 7.06x | 0.31x | 4.14x | 3.00x | 8.12x |
| Price / BookPrice ÷ Book value/share | 0.23x | 0.82x | 0.77x | 2.70x | 3.28x |
| Price / FCFMarket cap ÷ FCF | — | 3.34x | — | — | 35.24x |
Profitability & Efficiency
DHIL leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
DHIL delivers a 27.0% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $-110 for ASST. GROW carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to DHIL's 36.26x. On the Piotroski fundamental quality scale (0–9), COHN scores 6/9 vs GROW's 2/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -110.0% | +15.1% | +0.2% | +27.0% | +9.9% |
| ROA (TTM)Return on assets | -108.1% | +1.6% | +0.2% | +19.5% | +3.7% |
| ROICReturn on invested capital | -40.0% | +12.2% | -4.7% | +1.3% | +9.9% |
| ROCEReturn on capital employed | -6.1% | +7.6% | -6.2% | +26.0% | +5.8% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 6 | 2 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.02x | 4.37x | 0.00x | 36.26x | 0.29x |
| Net DebtTotal debt minus cash | -$64M | $393M | -$24M | $6.4B | $1.5B |
| Cash & Equiv.Liquid assets | $67M | $57M | $25M | $42M | $12.8B |
| Total DebtShort + long-term debt | $4M | $450M | $83,000 | $6.4B | $14.2B |
| Interest CoverageEBIT ÷ Interest expense | -186463.21x | 8.32x | 600.00x | — | 9.27x |
Total Returns (Dividends Reinvested)
COHN leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BLK five years ago would be worth $13,352 today (with dividends reinvested), compared to $435 for ASST. Over the past 12 months, COHN leads with a +106.3% total return vs ASST's -77.2%. The 3-year compound annual growth rate (CAGR) favors COHN at 45.3% vs ASST's -45.6% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -10.6% | -31.3% | +7.7% | +2.8% | -1.1% |
| 1-Year ReturnPast 12 months | -77.2% | +106.3% | +27.8% | +33.8% | +18.3% |
| 3-Year ReturnCumulative with dividends | -83.9% | +206.8% | +3.3% | +22.4% | +75.7% |
| 5-Year ReturnCumulative with dividends | -95.6% | -35.6% | -58.6% | +28.3% | +33.5% |
| 10-Year ReturnCumulative with dividends | -95.6% | +156.3% | +67.4% | +55.4% | +245.8% |
| CAGR (3Y)Annualised 3-year return | -45.6% | +45.3% | +1.1% | +7.0% | +20.7% |
Risk & Volatility
Evenly matched — COHN and DHIL each lead in 1 of 2 comparable metrics.
Risk & Volatility
COHN is the less volatile stock with a 0.48 beta — it tends to amplify market swings less than ASST's 2.47 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 ASST's 5.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.47x | 0.48x | 0.71x | 0.57x | 1.28x |
| 52-Week HighHighest price in past year | $268.40 | $32.60 | $3.65 | $175.03 | $1219.94 |
| 52-Week LowLowest price in past year | $0.84 | $7.78 | $2.10 | $114.11 | $914.84 |
| % of 52W HighCurrent price vs 52-week peak | +5.8% | +43.6% | +71.8% | +100.0% | +87.5% |
| RSI (14)Momentum oscillator 0–100 | 64.8 | 31.0 | 46.5 | 70.5 | 61.3 |
| Avg Volume (50D)Average daily shares traded | 3.6M | 28K | 25K | 23K | 790K |
Analyst Outlook
Evenly matched — DHIL and BLK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Consensus price targets imply 22.8% upside for BLK (target: $1312) vs -90.3% for ASST (target: $2). For income investors, DHIL offers the higher dividend yield at 5.71% vs BLK's 1.92%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | — | — | — | Buy |
| Price TargetConsensus 12-month target | $1.50 | — | — | — | $1311.78 |
| # AnalystsCovering analysts | — | — | — | — | 33 |
| Dividend YieldAnnual dividend ÷ price | — | +2.5% | +3.5% | +5.7% | +1.9% |
| Dividend StreakConsecutive years of raises | — | 1 | 1 | 1 | 15 |
| Dividend / ShareAnnual DPS | — | $0.36 | $0.09 | $9.98 | $20.46 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | +5.6% | +3.6% | +1.2% |
COHN leads in 2 of 6 categories (Valuation Metrics, Total Returns). DHIL leads in 1 (Profitability & Efficiency). 3 tied.
ASST vs COHN vs GROW vs DHIL vs BLK: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ASST or COHN or GROW or DHIL or BLK a better buy right now?
For growth investors, Strive, Inc.
(ASST) is the stronger pick with 476. 2% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). Cohen & Company Inc. (COHN) offers the better valuation at 3. 3x trailing P/E, making it the more compelling value choice. Analysts rate BlackRock, Inc. (BLK) a "Buy" — based on 33 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 — ASST or COHN or GROW or DHIL or BLK?
On trailing P/E, Cohen & Company Inc.
(COHN) is the cheapest at 3. 3x versus BlackRock, Inc. at 25. 4x. On forward P/E, Diamond Hill Investment Group, Inc. is actually cheaper at 9. 5x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Diamond Hill Investment Group, Inc. wins at 1. 14x versus BlackRock, Inc. 's 2. 47x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — ASST or COHN or GROW or DHIL or BLK?
Over the past 5 years, BlackRock, Inc.
(BLK) delivered a total return of +33. 5%, compared to -95. 6% for Strive, Inc. (ASST). Over 10 years, the gap is even starker: BLK returned +245. 8% versus ASST's -95. 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 — ASST or COHN or GROW or DHIL or BLK?
By beta (market sensitivity over 5 years), Cohen & Company Inc.
(COHN) is the lower-risk stock at 0. 48β versus Strive, Inc. 's 2. 47β — meaning ASST is approximately 418% more volatile than COHN relative to the S&P 500. On balance sheet safety, U. S. Global Investors, Inc. (GROW) carries a lower debt/equity ratio of 0% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ASST or COHN or GROW or DHIL or BLK?
By revenue growth (latest reported year), Strive, Inc.
(ASST) is pulling ahead at 476. 2% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: Cohen & Company Inc. grew EPS 55. 4% year-over-year, compared to -126. 6% for U. S. Global Investors, 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 — ASST or COHN or GROW or DHIL or BLK?
BlackRock, Inc.
(BLK) is the more profitable company, earning 31. 2% net margin versus -591. 2% for Strive, Inc. — meaning it keeps 31. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DHIL leads at 38. 4% versus -620. 7% for ASST. 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 ASST or COHN or GROW or DHIL 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, Diamond Hill Investment Group, Inc. (DHIL) is the more undervalued stock at a PEG of 1. 14x versus BlackRock, Inc. 's 2. 47x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Diamond Hill Investment Group, Inc. (DHIL) trades at 9. 5x forward P/E versus 20. 1x for BlackRock, Inc. — 10. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 22. 8% to $1311. 78.
08Which pays a better dividend — ASST or COHN or GROW or DHIL or BLK?
In this comparison, DHIL (5.
7% yield), GROW (3. 5% yield), COHN (2. 5% yield), BLK (1. 9% yield) pay a dividend. ASST does not pay a meaningful dividend and should not be held primarily for income.
09Is ASST or COHN or GROW or DHIL or BLK better for a retirement portfolio?
For long-horizon retirement investors, Cohen & Company Inc.
(COHN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 48), 2. 5% yield, +156. 3% 10Y return). Strive, Inc. (ASST) carries a higher beta of 2. 47 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (COHN: +156. 3%, ASST: -95. 6%), 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 ASST and COHN and GROW and DHIL and BLK?
These companies operate in different sectors (ASST (Communication Services) and COHN (Financial Services) and GROW (Financial Services) and DHIL (Financial Services) and BLK (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ASST is a small-cap high-growth stock; COHN is a small-cap high-growth stock; GROW is a small-cap income-oriented stock; DHIL is a small-cap deep-value stock; BLK is a mid-cap quality compounder stock. COHN, GROW, DHIL, BLK pay a dividend while ASST 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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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 28%
- Gross Margin > 53%
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