WT
WisdomTree, Inc.
Asset Management
Market Cap$2.70B
5Y Perf.+526.4%
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Stock Comparison
WT vs GROW vs DHIL
Revenue, margins, valuation, and 5-year total return — side by side.
GROW
U.S. Global Investors, Inc.
Asset Management - Global
Market Cap$35M
5Y Perf.+25.4%
DHIL
Diamond Hill Investment Group, Inc.
Asset Management
Market Cap$473M
5Y Perf.+64.0%
WT vs GROW vs DHIL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WT | GROW | DHIL |
|---|---|---|---|
| Industry | Asset Management | Asset Management - Global | Asset Management |
| Market Cap | $2.70B | $35M | $473M |
| Revenue (TTM) | $494M | $8M | $158M |
| Net Income (TTM) | $109M | $98K | $49M |
| Gross Margin | 72.1% | 41.7% | 96.0% |
| Operating Margin | 35.3% | -35.3% | 38.4% |
| Forward P/E | 17.3x | — | 9.5x |
| Total Debt | $957M | $83K | $6.40B |
| Cash & Equiv. | $312M | $25M | $42M |
WT vs GROW vs DHIL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WT
GROW
DHIL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| WisdomTree, Inc. (WT) | 100 | 626.4 | +526.4% |
| U.S. Global Investo… (GROW) | 100 | 125.4 | +25.4% |
| Diamond Hill Invest… (DHIL) | 100 | 164.0 | +64.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WT vs GROW vs DHIL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: WT leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Diamond Hill Investment Group, Inc. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
WT
WisdomTree, Inc.
The Banking Pick
WT carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 15.4%, EPS growth 127.3%
- 96.5% 10Y total return vs GROW's 64.9%
- 15.4% NII/revenue growth vs GROW's -23.1%
Best for: growth exposure and long-term compounding
GROW
U.S. Global Investors, Inc.
The Financial Play
GROW plays a supporting role in this comparison — it may shine differently against other peers.
Best for: financial services exposure
DHIL
Diamond Hill Investment Group, Inc.
The Banking Pick
DHIL is the clearest fit if your priority is 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
- Beta 0.57, yield 5.7%, current ratio 75115.85x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WT | 15.4% NII/revenue growth vs GROW's -23.1% |
| Value | DHIL | Lower P/E (9.5x vs 17.3x) |
| Quality / Margins | WT | Efficiency ratio 0.4% vs GROW's 0.8% (lower = leaner) |
| Stability / Safety | DHIL | Beta 0.57 vs WT's 1.44 |
| Dividends | DHIL | 5.7% yield, 1-year raise streak, vs GROW's 3.5% |
| Momentum (1Y) | WT | +111.7% vs GROW's +29.0% |
| Efficiency (ROA) | WT | Efficiency ratio 0.4% vs GROW's 0.8% |
WT vs GROW vs DHIL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
FY 2025
WT vs GROW vs DHIL — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLDHILLAGGINGGROW
GROWU.S. Global Investors…
0leads
WTWisdomTree, Inc.
1leads
DHILDiamond Hill Investme…
3leads
6 Total Categories
CATEGORYLEADERvs WTvs GROWMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
DHIL3/5
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
Tied
—
Total Returns1Y, 3Y, 5Y total returns with dividends
WT6/6
Risk & VolatilityBeta, volatility, and downside exposure
DHIL2/2
Analyst OutlookRatings, price targets, and dividends
DHIL2/2
Income & Cash Flow (Last 12 Months)
DHIL leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
WT is the larger business by revenue, generating $494M annually — 58.4x GROW's $8M. DHIL is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to GROW's -4.0%.
| Metric | WTWisdomTree, Inc. | GROWU.S. Global Inves… | DHILDiamond Hill Inve… |
|---|---|---|---|
| RevenueTrailing 12 months | $494M | $8M | $158M |
| EBITDAEarnings before interest/tax | $179M | -$2M | $62M |
| Net IncomeAfter-tax profit | $109M | $98,000 | $49M |
| Free Cash FlowCash after capex | $149M | -$235,000 | $44.5B |
| Gross MarginGross profit ÷ Revenue | +72.1% | +41.7% | +96.0% |
| Operating MarginEBIT ÷ Revenue | +35.3% | -35.3% | +38.4% |
| Net MarginNet income ÷ Revenue | +22.1% | -4.0% | +30.9% |
| FCF MarginFCF ÷ Revenue | +30.2% | -9.8% | -57.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +55.6% | — | +25.3% |
DHIL leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
Evenly matched — GROW and DHIL each lead in 2 of 5 comparable metrics.
Valuation Metrics
At 9.8x trailing earnings, DHIL trades at a 62% valuation discount to WT's 25.4x P/E. On an enterprise value basis, WT's 18.8x EV/EBITDA is more attractive than DHIL's 110.4x.
| Metric | WTWisdomTree, Inc. | GROWU.S. Global Inves… | DHILDiamond Hill Inve… |
|---|---|---|---|
| Market CapShares × price | $2.7B | $35M | $473M |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $10M | $6.8B |
| Trailing P/EPrice ÷ TTM EPS | 25.41x | -104.80x | 9.77x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.30x | — | 9.48x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.18x |
| EV / EBITDAEnterprise value multiple | 18.79x | — | 110.39x |
| Price / SalesMarket cap ÷ Revenue | 5.47x | 4.14x | 3.00x |
| Price / BookPrice ÷ Book value/share | 6.68x | 0.77x | 2.70x |
| Price / FCFMarket cap ÷ FCF | 18.09x | — | — |
Evenly matched — GROW and DHIL each lead in 2 of 5 comparable metrics.
Profitability & Efficiency
Evenly matched — GROW and DHIL each lead in 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 $0 for GROW. 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), WT scores 6/9 vs GROW's 2/9, reflecting solid financial health.
| Metric | WTWisdomTree, Inc. | GROWU.S. Global Inves… | DHILDiamond Hill Inve… |
|---|---|---|---|
| ROE (TTM)Return on equity | +26.5% | +0.2% | +27.0% |
| ROA (TTM)Return on assets | +8.6% | +0.2% | +19.5% |
| ROICReturn on invested capital | +11.4% | -4.7% | +1.3% |
| ROCEReturn on capital employed | +16.2% | -6.2% | +26.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 2 | 6 |
| Debt / EquityFinancial leverage | 2.31x | 0.00x | 36.26x |
| Net DebtTotal debt minus cash | $645M | -$24M | $6.4B |
| Cash & Equiv.Liquid assets | $312M | $25M | $42M |
| Total DebtShort + long-term debt | $957M | $83,000 | $6.4B |
| Interest CoverageEBIT ÷ Interest expense | 5.54x | 600.00x | — |
Evenly matched — GROW and DHIL each lead in 4 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WT five years ago would be worth $28,369 today (with dividends reinvested), compared to $4,258 for GROW. Over the past 12 months, WT leads with a +111.7% total return vs GROW's +29.0%. The 3-year compound annual growth rate (CAGR) favors WT at 43.8% vs GROW's 1.1% — a key indicator of consistent wealth creation.
| Metric | WTWisdomTree, Inc. | GROWU.S. Global Inves… | DHILDiamond Hill Inve… |
|---|---|---|---|
| YTD ReturnYear-to-date | +52.6% | +7.7% | +2.8% |
| 1-Year ReturnPast 12 months | +111.7% | +29.0% | +35.2% |
| 3-Year ReturnCumulative with dividends | +197.4% | +3.3% | +22.4% |
| 5-Year ReturnCumulative with dividends | +183.7% | -57.4% | +28.7% |
| 10-Year ReturnCumulative with dividends | +96.5% | +64.9% | +52.8% |
| CAGR (3Y)Annualised 3-year return | +43.8% | +1.1% | +7.0% |
WT leads this category, winning 6 of 6 comparable metrics.
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 WT's 1.44 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 GROW's 71.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WTWisdomTree, Inc. | GROWU.S. Global Inves… | DHILDiamond Hill Inve… |
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.44x | 0.71x | 0.57x |
| 52-Week HighHighest price in past year | $19.14 | $3.65 | $175.03 |
| 52-Week LowLowest price in past year | $9.03 | $2.10 | $114.11 |
| % of 52W HighCurrent price vs 52-week peak | +99.6% | +71.8% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 63.2 | 45.3 | 70.5 |
| Avg Volume (50D)Average daily shares traded | 3.0M | 25K | 23K |
DHIL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
DHIL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, DHIL offers the higher dividend yield at 5.71% vs WT's 0.63%.
| Metric | WTWisdomTree, Inc. | GROWU.S. Global Inves… | DHILDiamond Hill Inve… |
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | — | — |
| Price TargetConsensus 12-month target | $18.70 | — | — |
| # AnalystsCovering analysts | 17 | — | — |
| Dividend YieldAnnual dividend ÷ price | +0.6% | +3.5% | +5.7% |
| Dividend StreakConsecutive years of raises | 0 | 1 | 1 |
| Dividend / ShareAnnual DPS | $0.12 | $0.09 | $9.98 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.8% | +5.6% | +3.6% |
DHIL leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
DHIL leads in 3 of 6 categories (Income & Cash Flow, Risk & Volatility). WT leads in 1 (Total Returns). 2 tied.
Best OverallDiamond Hill Investment Gro… (DHIL)Leads 3 of 6 categories
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WT vs GROW vs DHIL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WT or GROW or DHIL a better buy right now?
For growth investors, WisdomTree, Inc.
(WT) is the stronger pick with 15. 4% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). 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 WisdomTree, Inc. (WT) a "Buy" — based on 17 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 — WT or GROW or DHIL?
On trailing P/E, Diamond Hill Investment Group, Inc.
(DHIL) is the cheapest at 9. 8x versus WisdomTree, Inc. at 25. 4x. On forward P/E, Diamond Hill Investment Group, Inc. is actually cheaper at 9. 5x.
03Which is the better long-term investment — WT or GROW or DHIL?
Over the past 5 years, WisdomTree, Inc.
(WT) delivered a total return of +183. 7%, compared to -57. 4% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: WT returned +92. 6% versus DHIL's +55. 4%. 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 — WT or GROW or DHIL?
By beta (market sensitivity over 5 years), Diamond Hill Investment Group, Inc.
(DHIL) is the lower-risk stock at 0. 57β versus WisdomTree, Inc. 's 1. 44β — meaning WT is approximately 152% more volatile than DHIL 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 — WT or GROW or DHIL?
By revenue growth (latest reported year), WisdomTree, Inc.
(WT) is pulling ahead at 15. 4% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: WisdomTree, Inc. grew EPS 127. 3% 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 — WT or GROW or DHIL?
Diamond Hill Investment Group, Inc.
(DHIL) is the more profitable company, earning 30. 9% net margin versus -4. 0% for U. S. Global Investors, Inc. — 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 -35. 3% for GROW. 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 WT or GROW or DHIL more undervalued right now?
On forward earnings alone, Diamond Hill Investment Group, Inc.
(DHIL) trades at 9. 5x forward P/E versus 17. 3x for WisdomTree, Inc. — 7. 8x cheaper on a one-year earnings basis.
08Which pays a better dividend — WT or GROW or DHIL?
All stocks in this comparison pay dividends.
Diamond Hill Investment Group, Inc. (DHIL) offers the highest yield at 5. 7%, versus 0. 6% for WisdomTree, Inc. (WT).
09Is WT or GROW or DHIL 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: +55. 4%, WT: +92. 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 WT and GROW and DHIL?
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: WT is a small-cap high-growth stock; GROW is a small-cap income-oriented stock; DHIL is a small-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.
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