DHIL vs BWFG

Comparison between Diamond Hill Investment Group Inc - Class A (DHIL, Company) and Bankwell Financial Group Inc (BWFG, Company).

Both DHIL and BWFG are from the Financial Services sector.

5-Year PerformanceBWFG has outperformed DHIL, delivering a return of +20.0% compared to +8.4%

DHIL vs BWFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHIL(COMPANY)	BWFG(COMPANY)
Market Cap	$473M	$474M
Max Drawdown	75.89%	66.06%
Sharpe Ratio	0.94	1.83
5Y Beta	N/A	0.92
Industry	Asset Management	Banks - Regional
P/E Ratio	9.81	11.89
Forward P/E	21.83	8.14
PEG Ratio	0.73	0.06
Dividend Yield	3.43%	1.33%
5Y Dividends CAGR	5.02%	12.30%
5Y EPS CAGR	8.01%	31.06%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-1.91%	6.44%
P/S Ratio	N/A	4.11
P/B Ratio	N/A	1.53

Market Cap

DHIL

$473M

Winner

BWFG

$474M

Max Drawdown

DHIL

75.89%

Winner

BWFG

66.06%

Sharpe Ratio

DHIL

0.94

Winner

BWFG

1.83

5Y Beta

DHIL

N/A

BWFG

0.92

Industry

DHIL

Asset Management

BWFG

Banks - Regional

P/E Ratio

Winner

DHIL

9.81

BWFG

11.89

Forward P/E

DHIL

21.83

Winner

BWFG

8.14

PEG Ratio

DHIL

0.73

Winner

BWFG

0.06

Dividend Yield

Winner

DHIL

3.43%

BWFG

1.33%

5Y Dividends CAGR

DHIL

5.02%

Winner

BWFG

12.30%

5Y EPS CAGR

DHIL

8.01%

Winner

BWFG

31.06%

Debt to Equity

DHIL

0.00%

BWFG

0.00%

Free Cash Flow Yield

DHIL

-1.91%

Winner

BWFG

6.44%

P/S Ratio

DHIL

N/A

BWFG

4.11

P/B Ratio

DHIL

N/A

BWFG

1.53

DHIL vs BWFG - Historical Returns

Returns include dividend reinvestment.

Period	DHIL	BWFG
1 month	+1.37%	+5.30%
3 months	+2.57%	+20.71%
6 months	+33.50%	+28.87%
1 year	+45.59%	+63.90%
5 years(CAGR)	+8.37%	+20.00%
10 years(CAGR)	+5.47%	+12.79%
Max(CAGR)	+22.33%	+9.64%

DHIL

+1.37%

Winner

BWFG

+5.30%

DHIL

+2.57%

Winner

BWFG

+20.71%

Winner

DHIL

+33.50%

BWFG

+28.87%

DHIL

+45.59%

Winner

BWFG

+63.90%

5Y(CAGR)

DHIL

+8.37%

Winner

BWFG

+20.00%

10Y(CAGR)

DHIL

+5.47%

Winner

BWFG

+12.79%

Max(CAGR)

Winner

DHIL

+22.33%

BWFG

+9.64%

DHIL vs BWFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DHIL	BWFG
2026	+2.80%	+35.48%
2025	+18.58%	+54.53%
2024	-2.18%	+10.41%
2023	-5.69%	+9.40%
2022	+0.65%	-6.83%
2021	+47.27%	+77.17%
2020	+12.33%	-30.46%
2019	-1.01%	+2.26%
2018	-23.84%	-13.51%
2017	+1.46%	+8.05%
2016	+21.58%	+65.75%
2015	+42.23%	-4.46%
2014	+21.46%	+0.10%
2013	+74.13%	+54.81%
2012	+0.60%	+3.85%
2011	+7.02%	-13.33%
2010	+31.92%	-11.76%
2009	+13.78%	N/A
2008	+1.83%	N/A
2007	-12.97%	N/A
2006	+165.30%	N/A
2005	+82.61%	N/A
2004	+146.32%	N/A
2003	+61.40%	N/A
2002	+0.26%	N/A
2001	+94.17%	N/A
2000	-41.86%	N/A
1999	+0.00%	N/A

DHIL vs BWFG Drawdown Comparison

The maximum drawdown for DHIL was -75.89%, occurring on Jun 28, 2001. Recovery took 470 trading sessions.

The maximum drawdown for BWFG was -64.65%, occurring on Apr 3, 2020. Recovery took 1084 trading sessions.

The current BWFG drawdown is -1.05%.

Rank	DHIL	BWFG
#1	-75.89% Nov 10, 1999 - Sep 27, 2001	-64.65% Oct 19, 2017 - Feb 9, 2022
#2	-69.71% Feb 13, 2007 - Nov 4, 2010	-43.18% May 19, 2010 - May 15, 2013
#3	-59.77% Jun 5, 2002 - Jan 27, 2004	-38.80% Jun 1, 2022 - Nov 25, 2024
#4	-57.66% Jan 23, 2018 - May 5, 2021	-30.17% May 15, 2013 - Jul 6, 2016
#5	-33.01% Nov 24, 2021 - Jan 29, 2026	-19.26% Nov 25, 2024 - May 2, 2025
#6	-31.08% Dec 1, 2015 - Oct 27, 2017	-16.58% May 12, 2017 - Sep 28, 2017
#7	-28.70% Sep 27, 2001 - May 13, 2002	-14.32% Dec 27, 2016 - Mar 17, 2017
#8	-25.88% Mar 2, 2005 - Aug 12, 2005	-12.40% Dec 18, 2025 - Apr 8, 2026
#9	-23.33% Dec 6, 2005 - Feb 6, 2006	-12.35% Mar 17, 2017 - Apr 20, 2017
#10	-22.32% Jul 19, 2011 - Feb 3, 2012	-11.55% Sep 24, 2025 - Nov 26, 2025
#11	-18.42% Feb 6, 2012 - Oct 16, 2012	-7.97% May 4, 2022 - Jun 1, 2022
#12	-16.67% Nov 1, 1999 - Nov 8, 1999	-7.45% Apr 9, 2026 - Jun 4, 2026
#13	-16.39% Mar 9, 2006 - Jun 29, 2006	-6.41% Jul 1, 2026 - Jul 16, 2026
#14	-15.02% Oct 16, 2012 - Dec 11, 2012	-6.33% May 15, 2025 - Jun 12, 2025
#15	-14.26% Sep 8, 2014 - Oct 31, 2014	-5.87% Feb 16, 2022 - May 2, 2022

Correlation

Correlation between DHIL and BWFG is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2008 - 2026)

DHIL vs BWFG dividend yield comparison.

Year	DHIL	BWFG
2026	0.00%	0.66%
2025	5.90%	1.75%
2024	3.87%	3.21%
2023	3.62%	2.65%
2022	5.40%	2.72%
2021	11.84%	1.95%
2020	8.04%	2.86%
2019	6.41%	1.80%
2018	5.35%	1.67%
2017	3.39%	0.82%
2016	2.85%	0.68%
2015	2.65%	0.25%
2014	2.90%	0.00%
2013	2.54%	0.00%
2012	11.79%	0.00%
2011	6.76%	0.00%
2010	17.97%	0.00%
2009	15.57%	0.00%
2008	15.38%	0.00%