APAM
Price
$39.63
Change
+$0.02 (+0.05%)
Updated
Apr 2, 11:40 AM (EDT)
Capitalization
3.16B
27 days until earnings call
DHIL
Price
$144.76
Change
+$1.92 (+1.34%)
Updated
Apr 1 closing price
Capitalization
434.69M
Ad is loading...

APAM vs DHIL

Header iconAPAM vs DHIL Comparison
Open Charts APAM vs DHILBanner chart's image
Artisan Partners Asset Management
Price$39.63
Change+$0.02 (+0.05%)
Volume$200
Capitalization3.16B
Diamond Hill Investment Group
Price$144.76
Change+$1.92 (+1.34%)
Volume$12.09K
Capitalization434.69M
APAM vs DHIL Comparison Chart
Loading...
APAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
DHIL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
APAM vs. DHIL commentary
Apr 02, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APAM is a StrongBuy and DHIL is a Buy.

Ad is loading...
COMPARISON
Comparison
Apr 02, 2025
Stock price -- (APAM: $39.61 vs. DHIL: $144.76)
Brand notoriety: APAM and DHIL are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 66% vs. DHIL: 73%
Market capitalization -- APAM: $3.16B vs. DHIL: $434.69M
APAM [@Investment Managers] is valued at $3.16B. DHIL’s [@Investment Managers] market capitalization is $434.69M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

APAM’s FA Score shows that 3 FA rating(s) are green whileDHIL’s FA Score has 2 green FA rating(s).

  • APAM’s FA Score: 3 green, 2 red.
  • DHIL’s FA Score: 2 green, 3 red.
According to our system of comparison, DHIL is a better buy in the long-term than APAM.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

APAM’s TA Score shows that 3 TA indicator(s) are bullish while DHIL’s TA Score has 4 bullish TA indicator(s).

  • APAM’s TA Score: 3 bullish, 6 bearish.
  • DHIL’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, DHIL is a better buy in the short-term than APAM.

Price Growth

APAM (@Investment Managers) experienced а -4.14% price change this week, while DHIL (@Investment Managers) price change was -0.28% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.53%. For the same industry, the average monthly price growth was -2.65%, and the average quarterly price growth was +0.10%.

Reported Earning Dates

APAM is expected to report earnings on Apr 29, 2025.

DHIL is expected to report earnings on Feb 26, 2025.

Industries' Descriptions

@Investment Managers (-1.53% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
APAM($3.16B) has a higher market cap than DHIL($435M). APAM has higher P/E ratio than DHIL: APAM (14.26) vs DHIL (10.52). APAM YTD gains are higher at: -5.121 vs. DHIL (-5.740). APAM has higher annual earnings (EBITDA): 402M vs. DHIL (36.8M). APAM has more cash in the bank: 178M vs. DHIL (47M). DHIL has less debt than APAM: DHIL (48.7K) vs APAM (313M). APAM has higher revenues than DHIL: APAM (975M) vs DHIL (137M).
APAMDHILAPAM / DHIL
Capitalization3.16B435M726%
EBITDA402M36.8M1,092%
Gain YTD-5.121-5.74089%
P/E Ratio14.2610.52136%
Revenue975M137M712%
Total Cash178M47M379%
Total Debt313M48.7K642,710%
FUNDAMENTALS RATINGS
APAM vs DHIL: Fundamental Ratings
APAM
DHIL
OUTLOOK RATING
1..100
5770
VALUATION
overvalued / fair valued / undervalued
1..100
11
Undervalued
21
Undervalued
PROFIT vs RISK RATING
1..100
3030
SMR RATING
1..100
1637
PRICE GROWTH RATING
1..100
7371
P/E GROWTH RATING
1..100
7661
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

APAM's Valuation (11) in the Investment Managers industry is in the same range as DHIL (21). This means that APAM’s stock grew similarly to DHIL’s over the last 12 months.

APAM's Profit vs Risk Rating (30) in the Investment Managers industry is in the same range as DHIL (30). This means that APAM’s stock grew similarly to DHIL’s over the last 12 months.

APAM's SMR Rating (16) in the Investment Managers industry is in the same range as DHIL (37). This means that APAM’s stock grew similarly to DHIL’s over the last 12 months.

DHIL's Price Growth Rating (71) in the Investment Managers industry is in the same range as APAM (73). This means that DHIL’s stock grew similarly to APAM’s over the last 12 months.

DHIL's P/E Growth Rating (61) in the Investment Managers industry is in the same range as APAM (76). This means that DHIL’s stock grew similarly to APAM’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APAMDHIL
RSI
ODDS (%)
N/A
Bearish Trend 1 day ago
48%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
73%
Bullish Trend 1 day ago
58%
Momentum
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
47%
MACD
ODDS (%)
Bearish Trend 1 day ago
59%
Bearish Trend 1 day ago
52%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 1 day ago
51%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
62%
Bullish Trend 1 day ago
55%
Advances
ODDS (%)
Bullish Trend 17 days ago
67%
Bullish Trend 7 days ago
52%
Declines
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
55%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
61%
Aroon
ODDS (%)
Bearish Trend 1 day ago
57%
Bullish Trend 1 day ago
63%
View a ticker or compare two or three
Ad is loading...
APAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
DHIL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BRWRX21.430.20
+0.94%
MFS Blended Research Growth Eq R1
CICEX55.560.24
+0.43%
American Funds Invmt Co of Amer 529E
AVPAX21.090.03
+0.14%
American Beacon Small Cp Val Inv
VYCFX24.06N/A
N/A
Voya Corporate Leaders 100 R
PZVNX11.12N/A
N/A
Pzena International Value Investor

DHIL and

Correlation & Price change

A.I.dvisor indicates that over the last year, DHIL has been loosely correlated with VRTS. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if DHIL jumps, then VRTS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DHIL
1D Price
Change %
DHIL100%
+1.34%
VRTS - DHIL
62%
Loosely correlated
+0.96%
APAM - DHIL
62%
Loosely correlated
+1.30%
SEIC - DHIL
56%
Loosely correlated
-0.45%
IVZ - DHIL
55%
Loosely correlated
+0.13%
AAMI - DHIL
54%
Loosely correlated
+1.86%
More