ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Diamond Hill Investment Group, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 28.24%
2
Poor long term growth as Net Sales has grown by an annual rate of 3.68% and Operating profit at 5.38%
3
Flat results in Jun 25
4
With ROE of 24.04%, it has a fair valuation with a 2.28 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -31.06%, its profits have fallen by -4.7%
5
High Institutional Holdings at 79.53%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
6
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -31.06% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Diamond Hill Investment Group, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Diamond Hill Investment Group, Inc. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Diamond Hill Investment Group, Inc.
-29.79%
-0.86
25.00%
S&P 500
13.22%
0.61
20.17%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
3.68%
EBIT Growth (5y)
5.38%
EBIT to Interest (avg)
67.68
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
27.00%
Dividend Payout Ratio
38.32%
Pledged Shares
0
Institutional Holding
79.53%
ROCE (avg)
52.95%
ROE (avg)
28.24%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
2.28
EV to EBIT
7.13
EV to EBITDA
6.97
EV to Capital Employed
2.50
EV to Sales
2.36
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
35.11%
ROE (Latest)
24.04%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 52.84 MM
RAW MATERIAL COST(Y)
Fallen by -0.2% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 7.95 times
NET SALES(Q)
Highest at USD 39.85 MM
PRE-TAX PROFIT(Q)
Highest at USD 22.32 MM
NET PROFIT(Q)
Highest at USD 15.57 MM
EPS(Q)
Highest at USD 5.73
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Diamond Hill Investment Group, Inc.
Operating Cash Flow
Highest at USD 52.84 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
Highest at USD 39.85 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 22.32 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Pre-Tax Profit
At USD 22.32 MM has Grown at 94.46%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 15.57 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Net Profit
At USD 15.57 MM has Grown at 91.62%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 5.73
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Debtors Turnover Ratio
Highest at 7.95 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -0.2% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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