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DHIL vs BLK
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
DHIL vs BLK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $473M | $166.54B |
| Revenue (TTM) | $158M | $20.41B |
| Net Income (TTM) | $49M | $6.10B |
| Gross Margin | 96.0% | 49.4% |
| Operating Margin | 38.4% | 37.1% |
| Forward P/E | 9.5x | 20.2x |
| Total Debt | $6.40B | $14.22B |
| Cash & Equiv. | $42M | $12.76B |
DHIL vs BLK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Apr 26 | Return |
|---|---|---|---|
| Diamond Hill Invest… (DHIL) | 100 | 166.7 | +66.7% |
| BlackRock, Inc. (BLK) | 100 | 181.9 | +81.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DHIL vs BLK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DHIL carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.57, yield 5.7%
- Lower volatility, beta 0.57, current ratio 75115.85x
- PEG 1.14 vs BLK's 2.49
BLK is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 14.3%, EPS growth 15.1%
- 246.4% 10Y total return vs DHIL's 52.8%
- 14.3% NII/revenue growth vs DHIL's 4.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.3% NII/revenue growth vs DHIL's 4.5% | |
| Value | Lower P/E (9.5x vs 20.2x), PEG 1.14 vs 2.49 | |
| Quality / Margins | Efficiency ratio 0.1% vs DHIL's 0.6% (lower = leaner) | |
| Stability / Safety | Beta 0.57 vs BLK's 1.28 | |
| Dividends | 5.7% yield, 1-year raise streak, vs BLK's 1.9% | |
| Momentum (1Y) | +35.2% vs BLK's +19.7% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs DHIL's 0.6% |
DHIL vs BLK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
DHIL vs BLK — 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)
BLK is the larger business by revenue, generating $20.4B annually — 129.3x DHIL's $158M. Profitability is closely matched — net margins range from 31.2% (BLK) to 30.9% (DHIL).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $158M | $20.4B |
| EBITDAEarnings before interest/tax | $62M | $8.3B |
| Net IncomeAfter-tax profit | $49M | $6.1B |
| Free Cash FlowCash after capex | $44.5B | $3.9B |
| Gross MarginGross profit ÷ Revenue | +96.0% | +49.4% |
| Operating MarginEBIT ÷ Revenue | +38.4% | +37.1% |
| Net MarginNet income ÷ Revenue | +30.9% | +31.2% |
| FCF MarginFCF ÷ Revenue | -57.4% | +23.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +25.3% | -22.7% |
Valuation Metrics
DHIL leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 9.8x trailing earnings, DHIL trades at a 62% valuation discount to BLK's 25.6x P/E. Adjusting for growth (PEG ratio), DHIL offers better value at 1.18x vs BLK's 3.15x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $473M | $166.5B |
| Enterprise ValueMkt cap + debt − cash | $6.8B | $168.0B |
| Trailing P/EPrice ÷ TTM EPS | 9.77x | 25.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.48x | 20.21x |
| PEG RatioP/E ÷ EPS growth rate | 1.18x | 3.15x |
| EV / EBITDAEnterprise value multiple | 110.39x | 20.73x |
| Price / SalesMarket cap ÷ Revenue | 3.00x | 8.16x |
| Price / BookPrice ÷ Book value/share | 2.70x | 3.30x |
| Price / FCFMarket cap ÷ FCF | — | 35.43x |
Profitability & Efficiency
DHIL leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
DHIL delivers a 27.0% return on equity — every $100 of shareholder capital generates $27 in annual profit, vs $10 for BLK. BLK carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to DHIL's 36.26x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +27.0% | +9.9% |
| ROA (TTM)Return on assets | +19.5% | +3.7% |
| ROICReturn on invested capital | +1.3% | +9.9% |
| ROCEReturn on capital employed | +26.0% | +5.8% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 36.26x | 0.29x |
| Net DebtTotal debt minus cash | $6.4B | $1.5B |
| Cash & Equiv.Liquid assets | $42M | $12.8B |
| Total DebtShort + long-term debt | $6.4B | $14.2B |
| Interest CoverageEBIT ÷ Interest expense | — | 9.27x |
Total Returns (Dividends Reinvested)
BLK leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BLK five years ago would be worth $13,522 today (with dividends reinvested), compared to $12,868 for DHIL. Over the past 12 months, DHIL leads with a +35.2% total return vs BLK's +19.7%. The 3-year compound annual growth rate (CAGR) favors BLK at 20.9% vs DHIL's 7.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +2.8% | -0.5% |
| 1-Year ReturnPast 12 months | +35.2% | +19.7% |
| 3-Year ReturnCumulative with dividends | +22.4% | +76.6% |
| 5-Year ReturnCumulative with dividends | +28.7% | +35.2% |
| 10-Year ReturnCumulative with dividends | +52.8% | +246.4% |
| CAGR (3Y)Annualised 3-year return | +7.0% | +20.9% |
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 BLK's 1.28 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 88.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.57x | 1.28x |
| 52-Week HighHighest price in past year | $175.03 | $1219.94 |
| 52-Week LowLowest price in past year | $114.11 | $906.57 |
| % of 52W HighCurrent price vs 52-week peak | +100.0% | +88.0% |
| RSI (14)Momentum oscillator 0–100 | 70.5 | 55.3 |
| Avg Volume (50D)Average daily shares traded | 23K | 798K |
Analyst Outlook
Evenly matched — DHIL and BLK each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, DHIL offers the higher dividend yield at 5.71% vs BLK's 1.91%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $1311.78 |
| # AnalystsCovering analysts | — | 33 |
| Dividend YieldAnnual dividend ÷ price | +5.7% | +1.9% |
| Dividend StreakConsecutive years of raises | 1 | 15 |
| Dividend / ShareAnnual DPS | $9.98 | $20.46 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.6% | +1.2% |
DHIL leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). BLK leads in 1 (Total Returns). 1 tied.
DHIL vs BLK: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is DHIL or BLK a better buy right now?
For growth investors, BlackRock, Inc.
(BLK) is the stronger pick with 14. 3% revenue growth year-over-year, versus 4. 5% for Diamond Hill Investment Group, Inc. (DHIL). 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 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 — DHIL or BLK?
On trailing P/E, Diamond Hill Investment Group, Inc.
(DHIL) is the cheapest at 9. 8x versus BlackRock, Inc. at 25. 6x. 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: Diamond Hill Investment Group, Inc. wins at 1. 14x versus BlackRock, Inc. 's 2. 49x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — DHIL or BLK?
Over the past 5 years, BlackRock, Inc.
(BLK) delivered a total return of +35. 2%, compared to +28. 7% for Diamond Hill Investment Group, Inc. (DHIL). Over 10 years, the gap is even starker: BLK returned +246. 4% versus DHIL's +52. 8%. 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 — DHIL or BLK?
By beta (market sensitivity over 5 years), Diamond Hill Investment Group, Inc.
(DHIL) is the lower-risk stock at 0. 57β versus BlackRock, Inc. 's 1. 28β — meaning BLK is approximately 124% more volatile than DHIL relative to the S&P 500. On balance sheet safety, BlackRock, Inc. (BLK) carries a lower debt/equity ratio of 29% versus 36% for Diamond Hill Investment Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — DHIL or BLK?
By revenue growth (latest reported year), BlackRock, Inc.
(BLK) is pulling ahead at 14. 3% versus 4. 5% for Diamond Hill Investment Group, Inc. (DHIL). On earnings-per-share growth, the picture is similar: BlackRock, Inc. grew EPS 15. 1% 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 — DHIL or BLK?
BlackRock, Inc.
(BLK) is the more profitable company, earning 31. 2% net margin versus 30. 9% for Diamond Hill Investment Group, 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 37. 1% for BLK. 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 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. 49x. 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. 2x for BlackRock, Inc. — 10. 7x cheaper on a one-year earnings basis.
08Which pays a better dividend — DHIL or BLK?
All stocks in this comparison pay dividends.
Diamond Hill Investment Group, Inc. (DHIL) offers the highest yield at 5. 7%, versus 1. 9% for BlackRock, Inc. (BLK).
09Is DHIL 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. 57), 5. 7% yield). Both have compounded well over 10 years (DHIL: +52. 8%, BLK: +246. 4%), 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 DHIL 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: DHIL is a small-cap deep-value stock; BLK is a mid-cap quality compounder 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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