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DHIL

๐Ÿฆ Financial Services

Diamond Hill Investment Group, Inc.

Conservative #865Aggressive #1138Moderate Risk
$171.87+0.30%
Day High$172.25
Day Low$171.30
Volume0.0M
Mkt Cap$465M
52W Low $11452W High $172
Market Cap
$463M
P/E Ratio
9.9
Sector avg: 26.8
Rev Growth
10.5%
Sector avg: 13.4%
Earnings Growth
2.3%
Profit Margin
32.1%
Sector avg: -2.8%
Debt/Equity
0.04

Why This Score

DHIL scores 40.6 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 27.4% exceeds the 15% quality threshold.
  • High net margin of 32.1%, indicating pricing power and operational efficiency.
  • Attractively valued at 9.9x earnings, below the market average.
  • Minimal leverage (D/E 0.04) provides financial flexibility and downside protection.
  • Positive but moderate momentum (26%) โ€” steady appreciation without overheating.
  • High conviction (80/100) โ€” fundamental and ML signals agree on this stock.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 25-point penalty for execution risk.
  • Above-average volatility (15.6%) may not suit conservative risk tolerance.

Net penalties of -25.4 points significantly impact the ranking. Without these adjustments, DHIL would rank considerably higher.

Score Breakdown

Overall Score40.6
Fundamental Score65.4
ML Score48.0

Score by Horizon

3 Month
53.5
6 Month
59.8
Primary
1 Year
62.9

Quality Assessment

A
Quality Grade
Excellent quality โ€” strong profitability, low leverage, no flags

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
49
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
0
Grade Fvery low volume, very low float
Base
37.0
SHAP
+2.5
Factors
+0.4
Conviction
+1.0
Divergence
-0.4
Final
40.6
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

66AVG
Value81
Quality86
Growth52
Stability75
Investment37

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)79.0
Technical (Momentum, Weinstein, Volatility)76.0
External (Sentiment, Analyst, Macro)62.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-3.5% to +0.7%
Medium-term
-5.1% to +1.3%
Long-term
-6.6% to +1.8%

ML Model Core Features100 trained inputs โ†’ ML Score: 48

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score48.5/100
News Volume0 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+0.3%
6M Momentum+0.2%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+2.3%
Momentum ConsistencyStrong (0.91)
Relative Strength vs Sector+17.1%
Trend Strength (ADX Proxy)Moderate (1.7)
Momentum Quality+0.212
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
3%
Low risk
Sector RevGr Rank
P68
Revenue growth vs Financial Services peers
Sector PE Rank
P84
Valuation vs Financial Services peers
Sector FCF Rank
P10
Free cash flow vs Financial Services peers
Growth Deviation
+0.1ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 65 relative to sector peers65/100
Machine learning ensemble ranks this stock at the 48th percentileP48
Blended score: 80% fundamental (65) + 20% ML (48) = 61.961.9
Risk assessment: low. Low vol 0.2%; Drawdown 18% โ†’ 0.0ptLow
Earnings quality grade A: strong earnings quality and financial health. Score adjusted by 0 pointsGrade A
SHAP feature alignment: +2.5pt (features align with model priorities)SHAP
Conviction adj: +1.0pt (conviction=N/A)Conviction
Divergence penalty: -0.4pt (ML 17pt lower)Divergence
Risk Factors
Liquidity penalty: -25.0pt (grade F)Liquidity

Sector Peer Comparison(Financial Services โ€” Rank #244 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
DHIL40.69.910.5%32.1%$463M
CME86.427.29.9%57.5%$114.0B
FHB84.911.83.2%24.2%$3.1B
ACT84.58.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.4B
SEIC82.214.010.7%27.3%$9.9B
TROW79.910.13.1%28.5%$20.5B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.2B
HWC77.812.2-1.5%24.1%$5.6B
FFIN77.518.811.7%30.7%$4.7B
TRMK77.111.934.8%19.3%$2.6B
NMIH77.17.78.4%55.1%$3.0B
EWBC76.712.74.6%28.3%$15.3B
WSFS76.312.8-3.1%21.1%$3.5B
MCHB76.1N/A123.7%23.2%$3.1B
Sector Average47.526.813.4%-2.8%โ€”

Company Overviewvia FMP

Diamond Hill Investment Group, Inc., through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States. It sponsors, distributes, and offers investment advisory and related services to its clients through pooled investment vehicles, including the Diamond Hill Funds, separately managed accounts, and model delivery programs. The company also provides fund administration services, including portfolio and regulatory compliance, treasury and financial oversight, and general business management and governance of the mutual fund complex, as well as oversight of back-office service providers, such as the custodian, fund accountant, and transfer agent. The company was founded in 1990 and is based in Columbus, Ohio.

CEO
Heather Elizabeth Brilliant
Employees
127
Beta
0.79
Industry
Asset Management
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
67.2
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-0.3%
High: $172.45
From 52W Low
+50.6%
Low: $114.11
Moving Averages
10-Day
$171.20
Above
20-Day
$171.10
Above
50-Day
$170.50
Above
200-Day
$147.60
Above
60-Day Support
$114.11
60-Day Resistance
$172.45
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 74/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+16.4%
200 SMA Slope (60d)
+5.16%
Rising
Volume Ratio
1.26x
10d avg vs 50d avg
Days in Stage
53
Confidence: 90%

Entry & Exit Zones

In Entry Zone
$140.31
Stop Entry Now Target
$216.40
Entry Zone
$168.80 โ€“ $175.62
SMA50 pullback zone ($168.8โ€“$175.62)
Exit Target
$210.10
52-week high / +22% target ($210.1)
Stop Level
$144.65
Below SMA200 ($144.65)
Risk / Reward:1 : 1.37Tight

Stage 2 uptrend โ€” institutional accumulation phase. SMA50 pullbacks are the highest-probability entry points. Stop below SMA200 preserves capital if trend breaks.

Technical zones only โ€” derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$147.0B$41M$41M$37M
Gross Profit$-56M$23M$14M$19M
Operating Income$36.7B$17M$8M$13M
Net Income$48.7B$14M$16M$10M
EPS (Diluted)$3.42$4.99$5.73$3.77
Gross Margin-0.0%55.7%35.2%51.0%
Operating Margin25.0%40.6%19.1%35.2%
Net Margin33.1%32.7%38.2%27.9%

Why This Stock

Financial ServicesP/E ratio of 9.9Revenue growth 10.5%Profit margin 32.1%Valuation below sector median (P/E 9.9)

Tradability FilterGrade F โ€” 0/100Score impact: -18.7pt

Low Tradability Warning

This stock has limited trading volume and/or float. Institutional investors may face difficulty entering or exiting positions without significant price impact. A post-hoc penalty has been applied to the composite score (this is not a backtested model factor โ€” it is a practical tradability overlay).

Volume
0
34K avg/day
Dollar Vol
0
$6M/day
Float
0
2M shares
Mkt Cap
0
$463M
Range
0
51% spread
Composite Liquidity Score0/100
FDCBA
very low volumevery low floatsmall cap

Multi-Year Range Analysis

Sideways: 28/100
YearLowHighRangeStatus
2021$138.69$234.8451.5%Wide
2022$160.00$213.5028.6%Moderate
2023$145.86$193.2027.9%Moderate
2024$135.44$173.2524.5%Narrow
2025$114.11$171.4340.1%Wide
3-Year Range
51.5%
Narrow Years
3 / 5
Sideways Penalty
None
Free Float
89.9%
Outstanding Shares
3M
Bid-Ask Spread
51.0%
Institutional Tradable
No

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.