DHIL vs CABA

Comparison between Diamond Hill Investment Group Inc - Class A (DHIL, Company) and Cabaletta Bio Inc (CABA, Company).

DHIL is from the Financial Services sector, while CABA is from the Healthcare sector.

5-Year PerformanceDHIL has outperformed CABA, delivering a return of +8.4% compared to -17.7%

DHIL vs CABA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHIL(COMPANY)	CABA(COMPANY)
Market Cap	$473M	$475M
Max Drawdown	75.89%	96.63%
Sharpe Ratio	0.94	0.81
5Y Beta	N/A	1.69
Industry	Asset Management	Biotechnology
P/E Ratio	9.81	-2.06
Forward P/E	21.83	N/A
PEG Ratio	0.73	N/A
Dividend Yield	3.43%	N/A
5Y Dividends CAGR	5.02%	N/A
5Y EPS CAGR	8.01%	8.20%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-1.91%	-30.17%

Market Cap

DHIL

$473M

Winner

CABA

$475M

Max Drawdown

Winner

DHIL

75.89%

CABA

96.63%

Sharpe Ratio

Winner

DHIL

0.94

CABA

0.81

5Y Beta

DHIL

N/A

CABA

1.69

Industry

DHIL

Asset Management

CABA

Biotechnology

P/E Ratio

DHIL

9.81

Winner

CABA

-2.06

Forward P/E

DHIL

21.83

CABA

N/A

PEG Ratio

DHIL

0.73

CABA

N/A

Dividend Yield

DHIL

3.43%

CABA

N/A

5Y Dividends CAGR

DHIL

5.02%

CABA

N/A

5Y EPS CAGR

DHIL

8.01%

Winner

CABA

8.20%

Debt to Equity

DHIL

0.00%

CABA

0.00%

Free Cash Flow Yield

Winner

DHIL

-1.91%

CABA

-30.17%

DHIL vs CABA - Historical Returns

Returns include dividend reinvestment.

Period	DHIL	CABA
1 month	+1.37%	-13.68%
3 months	+2.57%	-8.39%
6 months	+33.50%	+21.89%
1 year	+45.59%	+52.28%
5 years(CAGR)	+8.37%	-17.74%
10 years(CAGR)	+5.47%	N/A
Max(CAGR)	+22.33%	-17.26%

Winner

DHIL

+1.37%

CABA

-13.68%

Winner

DHIL

+2.57%

CABA

-8.39%

Winner

DHIL

+33.50%

CABA

+21.89%

DHIL

+45.59%

Winner

CABA

+52.28%

5Y(CAGR)

Winner

DHIL

+8.37%

CABA

-17.74%

10Y(CAGR)

DHIL

+5.47%

CABA

N/A

Max(CAGR)

Winner

DHIL

+22.33%

CABA

-17.26%

DHIL vs CABA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DHIL	CABA
2026	+2.80%	+28.51%
2025	+18.58%	-6.01%
2024	-2.18%	-89.76%
2023	-5.69%	+141.49%
2022	+0.65%	+137.18%
2021	+47.27%	-70.57%
2020	+12.33%	-10.22%
2019	-1.01%	+39.70%
2018	-23.84%	N/A
2017	+1.46%	N/A
2016	+21.58%	N/A
2015	+42.23%	N/A
2014	+21.46%	N/A
2013	+74.13%	N/A
2012	+0.60%	N/A
2011	+7.02%	N/A
2010	+31.92%	N/A
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 CABA Drawdown Comparison

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

The maximum drawdown for CABA was -96.63%, occurring on Sep 23, 2022. Recovery took 964 trading sessions.

The current CABA drawdown is -88.81%.

Rank	DHIL	CABA
#1	-75.89% Nov 10, 1999 - Sep 27, 2001	-96.63% Jan 29, 2020 - Nov 27, 2023
#2	-69.71% Feb 13, 2007 - Nov 4, 2010	-95.90% Feb 8, 2024 - Apr 8, 2025
#3	-59.77% Jun 5, 2002 - Jan 27, 2004	-55.51% Nov 19, 2019 - Jan 29, 2020
#4	-57.66% Jan 23, 2018 - May 5, 2021	-26.79% Nov 27, 2023 - Dec 13, 2023
#5	-33.01% Nov 24, 2021 - Jan 29, 2026	-19.64% Jan 8, 2024 - Feb 8, 2024
#6	-31.08% Dec 1, 2015 - Oct 27, 2017	-15.45% Nov 11, 2019 - Nov 15, 2019
#7	-28.70% Sep 27, 2001 - May 13, 2002	-6.59% Dec 27, 2023 - Jan 8, 2024
#8	-25.88% Mar 2, 2005 - Aug 12, 2005	-4.83% Dec 19, 2023 - Dec 26, 2023
#9	-23.33% Dec 6, 2005 - Feb 6, 2006	-1.50% Nov 15, 2019 - Nov 19, 2019
#10	-22.32% Jul 19, 2011 - Feb 3, 2012	-1.41% Oct 30, 2019 - Nov 1, 2019
#11	-18.42% Feb 6, 2012 - Oct 16, 2012	N/A
#12	-16.67% Nov 1, 1999 - Nov 8, 1999	N/A
#13	-16.39% Mar 9, 2006 - Jun 29, 2006	N/A
#14	-15.02% Oct 16, 2012 - Dec 11, 2012	N/A
#15	-14.26% Sep 8, 2014 - Oct 31, 2014	N/A

Correlation

Correlation between DHIL and CABA is -0.30 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.30

-101