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Strong institutional accumulation: ownership increased +4.34% quarter-over-quarter.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
2/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $27M dividends + $17M buybacks = $44M returned on -$9M FCF.
1 consecutive years of dividend increases · 6%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 28%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
No current price collected.
Where each multiple sits in its own 14-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 6.2× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 8.0 | 9.7 | 8.7 | 7.7 | 8.8 | 10.9 | 11.1 | 13.4 |
| Operating Income | 48.9 | 35.1 | 36.0 | 41.9 | 41.6 | 26.0 | 29.0 | 25.0 |
| Income Tax | 12.8 | 13.7 | 11.0 | 14.3 | 9.1 | 11.3 | 10.5 | 12.2 |
| Net Income | 32.5 | 40.2 | 30.6 | 41.5 | 23.9 | 31.5 | 28.6 | 33.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on DHIL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $147.1M 100.0% | $151.1M 100.0% | $136.7M 100.0% | $154.5M 100.0% | $182.2M 100.0% | $126.4M 100.0% | $136.6M 100.0% | $145.6M 100.0% | $145.2M 100.0% | $136.1M 100.0% |
| Selling, General & Admin | $19.7M 13.4% | $16.8M 11.1% | $14.9M 10.9% | $13.6M 8.8% | $14.0M 7.7% | $11.0M 8.7% | $13.3M 9.7% | $11.6M 8.0% | $14.0M 9.7% | $12.6M 9.3% |
| Total Operating Expenses | $110.4M 75.0% | $107.2M 71.0% | $101.2M 74.0% | $90.2M 58.4% | $105.9M 58.1% | $80.8M 64.0% | $88.7M 64.9% | $74.4M 51.1% | $78.2M 53.9% | $73.0M 53.7% |
| Operating Income | $36.7M 25.0% | $43.9M 29.0% | $35.5M 26.0% | $64.3M 41.6% | $76.3M 41.9% | $45.5M 36.0% | $47.9M 35.1% | $71.3M 48.9% | $67.0M 46.1% | $63.1M 46.3% |
| Interest & Investment Income | $1.8M 1.2% | $298K 0.2% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $987K 0.7% | $4.9M 3.3% | $1.2M 0.8% | — |
| Other Income (Expense), net | $30.5M 20.8% | $15.1M 10.0% | $23.1M 16.9% | — | — | — | — | — | — | — |
| Pretax Income | $67.3M 45.7% | $59.0M 39.1% | $58.6M 42.8% | $51.0M 33.0% | $101.6M 55.8% | $52.1M 41.2% | $78.4M 57.4% | $65.0M 44.6% | $81.0M 55.8% | $73.3M 53.8% |
| Income Tax Expense | $17.9M 12.2% | $15.8M 10.5% | $15.5M 11.3% | $14.1M 9.1% | $26.0M 14.3% | $14.0M 11.0% | $18.7M 13.7% | $18.7M 12.8% | $29.4M 20.3% | $26.7M 19.6% |
| Net Income | $49.4M 33.6% | $43.2M 28.6% | $43.1M 31.5% | $36.9M 23.9% | $75.6M 41.5% | $38.7M 30.6% | $55.0M 40.2% | $47.4M 32.5% | $50.0M 34.4% | $46.1M 33.8% |
| Per Share | ||||||||||
| EPS (Basic) | $17.91 | $15.66 | $14.32 | $13.01 | $23.34 | $12.03 | $15.99 | $13.49 | $14.49 | $13.52 |
| EPS (Diluted) | $17.91 | $15.66 | $14.32 | $13.01 | $23.34 | $12.03 | $15.99 | $13.48 | $14.48 | $13.49 |
| Weighted Avg Shares (Basic) | 2.7M | 2.8M | 2.9M | 3.1M | 3.2M | 3.2M | 3.4M | 3.5M | 3.4M | 3.4M |
| Weighted Avg Shares (Diluted) | 2.7M | 2.8M | 2.9M | 3.1M | 3.2M | 3.2M | 3.4M | 3.5M | 3.5M | 3.4M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Ranked against 838 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $941.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $694.5B | — | — | 17.4× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $512.0B | 34.3× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $419.6B | 15.3× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $282.1B | 18.5× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $268.7B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.5B | 20.2× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $188.8B | 22.5× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $173.4B | 21.8× | — | 6.8× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.2B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $163.4B | 29.9× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $134.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.7B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $126.8B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $120.7B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $97.6B | 53.6× | — | 21.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $97.5B | 24.3× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.4B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.9B | 32.4× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.9B | 14.0× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.8B | — | — | — | — | — | — | — | — | — | 7 |
| KKR | $87.5B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| ICE | $86.9B | 26.6× | 20.6× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| MRSH | $84.7B | 20.7× | 15.4× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| DHIL | — | — | — | — | -2.6% | — | 33.1% | 27.6% | 27.6% | — | 154 |
Peers = companies sharing DHIL's sector (Financial Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.