DHIL
Price
$144.76
Change
+$1.92 (+1.34%)
Updated
Apr 1 closing price
Capitalization
434.69M
VRTS
Price
$174.02
Change
+$1.66 (+0.96%)
Updated
Apr 1 closing price
Capitalization
1.71B
23 days until earnings call
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DHIL vs VRTS

Header iconDHIL vs VRTS Comparison
Open Charts DHIL vs VRTSBanner chart's image
Diamond Hill Investment Group
Price$144.76
Change+$1.92 (+1.34%)
Volume$12.09K
Capitalization434.69M
Virtus Investment Partners
Price$174.02
Change+$1.66 (+0.96%)
Volume$53.88K
Capitalization1.71B
DHIL vs VRTS Comparison Chart
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DHIL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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DHIL vs. VRTS 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 DHIL is a Buy and VRTS is a Hold.

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COMPARISON
Comparison
Apr 02, 2025
Stock price -- (DHIL: $144.76 vs. VRTS: $174.02)
Brand notoriety: DHIL and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: DHIL: 73% vs. VRTS: 121%
Market capitalization -- DHIL: $434.69M vs. VRTS: $1.71B
DHIL [@Investment Managers] is valued at $434.69M. VRTS’s [@Investment Managers] market capitalization is $1.71B. 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).

DHIL’s FA Score shows that 2 FA rating(s) are green whileVRTS’s FA Score has 1 green FA rating(s).

  • DHIL’s FA Score: 2 green, 3 red.
  • VRTS’s FA Score: 1 green, 4 red.
According to our system of comparison, DHIL is a better buy in the long-term than VRTS.

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.

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

  • DHIL’s TA Score: 4 bullish, 5 bearish.
  • VRTS’s TA Score: 4 bullish, 4 bearish.
According to our system of comparison, both DHIL and VRTS are a good buy in the short-term.

Price Growth

DHIL (@Investment Managers) experienced а -0.28% price change this week, while VRTS (@Investment Managers) price change was -1.56% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.98%. For the same industry, the average monthly price growth was -3.10%, and the average quarterly price growth was +0.62%.

Reported Earning Dates

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

VRTS is expected to report earnings on Apr 25, 2025.

Industries' Descriptions

@Investment Managers (-1.98% 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
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FUNDAMENTALS
Fundamentals
VRTS($1.72B) has a higher market cap than DHIL($435M). VRTS has higher P/E ratio than DHIL: VRTS (13.66) vs DHIL (10.52). DHIL YTD gains are higher at: -5.740 vs. VRTS (-20.259). VRTS has higher annual earnings (EBITDA): 434M vs. DHIL (36.8M). VRTS has more cash in the bank: 340M vs. DHIL (47M). DHIL has less debt than VRTS: DHIL (48.7K) vs VRTS (2.18B). VRTS has higher revenues than DHIL: VRTS (841M) vs DHIL (137M).
DHILVRTSDHIL / VRTS
Capitalization435M1.72B25%
EBITDA36.8M434M8%
Gain YTD-5.740-20.25928%
P/E Ratio10.5213.6677%
Revenue137M841M16%
Total Cash47M340M14%
Total Debt48.7K2.18B0%
FUNDAMENTALS RATINGS
DHIL vs VRTS: Fundamental Ratings
DHIL
VRTS
OUTLOOK RATING
1..100
707
VALUATION
overvalued / fair valued / undervalued
1..100
21
Undervalued
17
Undervalued
PROFIT vs RISK RATING
1..100
3055
SMR RATING
1..100
3757
PRICE GROWTH RATING
1..100
7180
P/E GROWTH RATING
1..100
6176
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.

VRTS's Valuation (17) in the Investment Managers industry is in the same range as DHIL (21). This means that VRTS’s stock grew similarly to DHIL’s over the last 12 months.

DHIL's Profit vs Risk Rating (30) in the Investment Managers industry is in the same range as VRTS (55). This means that DHIL’s stock grew similarly to VRTS’s over the last 12 months.

DHIL's SMR Rating (37) in the Investment Managers industry is in the same range as VRTS (57). This means that DHIL’s stock grew similarly to VRTS’s over the last 12 months.

DHIL's Price Growth Rating (71) in the Investment Managers industry is in the same range as VRTS (80). This means that DHIL’s stock grew similarly to VRTS’s over the last 12 months.

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

TECHNICAL ANALYSIS
Technical Analysis
DHILVRTS
RSI
ODDS (%)
Bearish Trend 1 day ago
48%
Bullish Trend 1 day ago
70%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
58%
Bearish Trend 1 day ago
68%
Momentum
ODDS (%)
Bearish Trend 1 day ago
47%
Bearish Trend 1 day ago
65%
MACD
ODDS (%)
Bearish Trend 1 day ago
52%
Bullish Trend 1 day ago
59%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
51%
Bearish Trend 1 day ago
66%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
55%
Bearish Trend 1 day ago
66%
Advances
ODDS (%)
Bullish Trend 7 days ago
52%
Bullish Trend 14 days ago
71%
Declines
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
61%
Bullish Trend 1 day ago
81%
Aroon
ODDS (%)
Bullish Trend 1 day ago
63%
Bearish Trend 1 day ago
67%
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DHIL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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

VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been closely correlated with APAM. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTS jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
+0.96%
APAM - VRTS
68%
Closely correlated
+1.30%
IVZ - VRTS
66%
Closely correlated
+0.13%
JHG - VRTS
65%
Loosely correlated
+0.44%
AMG - VRTS
65%
Loosely correlated
+0.83%
SEIC - VRTS
64%
Loosely correlated
-0.45%
More