FHI vs DHIL vs JPM vs BLK vs STT

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.

On trailing P/E, Diamond Hill Investment Group, Inc.

(DHIL) is the cheapest at 9. 8x versus BlackRock, Inc. at 29. 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: JPMorgan Chase & Co. wins at 0. 83x versus BlackRock, Inc. 's 9. 19x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, JPMorgan Chase & Co.

(JPM) delivered a total return of +135. 5%, compared to +34. 3% for Diamond Hill Investment Group, Inc. (DHIL). Over 10 years, the gap is even starker: JPM returned +481. 2% versus DHIL's +37. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Diamond Hill Investment Group, Inc.

(DHIL) is the lower-risk stock at 0. 51β versus BlackRock, Inc. 's 1. 25β — meaning BLK is approximately 144% 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.

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: Federated Hermes, Inc. grew EPS 58. 8% 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.

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.

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. 83x versus BlackRock, Inc. 's 9. 19x. 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. 7x for BlackRock, Inc. — 10. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BLK: 24. 0% to $1301. 63.

All stocks in this comparison pay dividends.

Diamond Hill Investment Group, Inc. (DHIL) offers the highest yield at 5. 7%, versus 1. 8% for JPMorgan Chase & Co. (JPM).

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. 51), 5. 7% yield). Both have compounded well over 10 years (DHIL: +37. 9%, BLK: +248. 2%), 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.

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: FHI is a small-cap deep-value stock; DHIL is a small-cap deep-value stock; JPM is a large-cap deep-value stock; BLK is a mid-cap high-growth stock; STT is a mid-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.