FHI vs DHIL vs JPM vs BLK vs STT vs KO

For growth investors, BlackRock, Inc.

(BLK) is the stronger pick with 18. 7% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). 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), The Coca-Cola Company (KO) is the lower-risk stock at -0.

24β versus BlackRock, Inc. 's 1. 25β — meaning BLK is approximately -627% more volatile than KO 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 1. 9% for The Coca-Cola Company (KO). 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 24. 3x for The Coca-Cola Company — 14. 8x 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, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.

24), 2. 6% yield, +115. 0% 10Y return). Both have compounded well over 10 years (KO: +115. 0%, 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.

These companies operate in different sectors (FHI (Financial Services) and DHIL (Financial Services) and JPM (Financial Services) and BLK (Financial Services) and STT (Financial Services) and KO (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

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; KO is a large-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.