WESTWOOD HOLDINGS GROUP, INC. (WHG) Stock Price

WHGStock

$18.63+14.22%52W

Market Cap$177.79M

P/E22.68x

PEG Ratio—

Div yield3.85%

Beta0.59

WHG Share Price Chart

Favorite Metrics

Price vs S&P 500 (26W)2.46%

Price vs S&P 500 (4W)0.95%

VGM Score53.51

P/E Ratio (Annual)22.68x

Indicated Dividend Yield (Annual)3.85%

P/CF (Annual)8.46x

Book Value / Share (Quarterly)$13.24

P/TBV (Annual)1.51x

Indicated Dividend (Annual)$0.60

Revenue Growth (3Y)12.49%

Cash Flow / Share (Quarterly)$1.85

Payout Ratio (TTM)69.40%

Price vs S&P 500 (YTD)-3.68%

Net Profit Margin (TTM)7.58%

EPS (TTM)$0.87

10-Day Avg Trading Volume0.01M

EPS Excl Extra (TTM)$0.87

Revenue Growth (5Y)8.47%

EPS (Annual)$0.79

Dividend / Share (Annual)$0.58

ROI (Annual)5.62%

Net Profit Margin (5Y Avg)5.36%

Cash / Share (Quarterly)$2.37

P/E Basic Excl Extra (TTM)20.36x

Revenue Growth QoQ (YoY)9.62%

EPS Growth (5Y)-17.82%

P/E Normalized (Annual)22.68x

ROA (Last FY)4.35%

Revenue Growth TTM (YoY)8.44%

EBITD / Share (TTM)$1.11

ROE (5Y Avg)3.89%

Operating Margin (TTM)6.54%

Cash Flow / Share (Annual)$2.01

P/B Ratio1.27x

P/B Ratio (Quarterly)1.44x

Net Income / Employee (Annual)$47,700

EV / Revenue (TTM)1.32x

Net Interest Coverage (TTM)-3.23x

ROA (TTM)5.06%

EPS Growth QoQ (YoY)44.72%

EV / EBITDA (TTM)13.70x

EPS Incl Extra (Annual)$0.79

Current Ratio (Annual)1.21x

Quick Ratio (Quarterly)1.39x

3-Month Avg Trading Volume0.02M

52-Week Price Return14.22%

EV / Free Cash Flow (Annual)7.30x

P/E Incl Extra (TTM)20.36x

Revenue / Employee (TTM)$701,000

Tangible BV / Share (Quarterly)$11.48

P/S Ratio (Annual)1.64x

Asset Turnover (Annual)0.60x

52-Week High$20.97

Operating Margin (5Y Avg)2.25%

EPS Excl Extra (Annual)$0.79

CapEx CAGR (5Y)-0.91%

Tangible BV CAGR (5Y)-1.75%

26-Week Price Return12.36%

Quick Ratio (Annual)1.21x

13-Week Price Return-5.91%

Total Debt / Equity (Annual)0.00x

Current Ratio (Quarterly)1.39x

Enterprise Value$137.45M

Revenue / Share Growth (5Y)6.22%

Asset Turnover (TTM)0.67x

Book Value / Share Growth (5Y)-3.23%

Revenue / Employee (Annual)$660,600

Pretax Margin (Annual)9.90%

Cash / Share (Annual)$2.79

3-Month Return Std Dev22.37%

Net Income / Employee (TTM)$53,100

EBITDA CAGR (5Y)-6.72%

EBITDA Interim CAGR (5Y)18.09%

ROE (Last FY)5.62%

Net Interest Coverage (Annual)-3.63x

EPS Basic Excl Extra (Annual)$0.79

P/FCF (TTM)7.83x

Receivables Turnover (TTM)6.59x

EV / Free Cash Flow (TTM)7.79x

Total Debt / Equity (Quarterly)0.00x

EPS Incl Extra (TTM)$0.87

Receivables Turnover (Annual)6.27x

ROI (TTM)6.28%

Dividend Growth Rate (5Y)-14.81%

P/S Ratio (TTM)1.54x

Pretax Margin (5Y Avg)8.14%

Revenue / Share (Annual)$11.00

Tangible BV / Share (Annual)$11.43

Free OCF CAGR (5Y)-7.48%

Price vs S&P 500 (52W)-1.31%

P/E Ratio (TTM)20.36x

EPS Growth TTM (YoY)108.96%

Year-to-Date Return8.25%

5-Day Price Return-0.53%

EPS Normalized (Annual)$0.79

ROA (5Y Avg)3.16%

Net Profit Margin (Annual)7.22%

Month-to-Date Return0.00%

Cash Flow / Share (TTM)$1.17

EBITD / Share (Annual)$1.00

EPS Growth (3Y)-40.45%

Operating Margin (Annual)5.09%

P/CF (TTM)8.19x

ROI (5Y Avg)3.89%

P/E Excl Extra (TTM)20.36x

EPS Basic Excl Extra (TTM)$0.87

P/TBV (Quarterly)1.66x

Payout Ratio (Annual)76.01%

P/B Ratio (Annual)1.29x

Dividend / Share (TTM)$0.58

Pretax Margin (TTM)10.31%

Book Value / Share (Annual)$13.37

Price vs S&P 500 (13W)-8.59%

Net Margin Growth (5Y)-19.73%

Dividend Yield (TTM)3.41%

Beta0.59x

P/FCF (Annual)8.50x

Revenue / Share (TTM)$11.43

ROE (TTM)6.28%

52-Week Low$14.70

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WHG Earnings Surprise History

Quarter	Report date	EPS estimate	EPS actual	Surprise
Q3 2018	Oct 24, 2018	—	$0.62	—

Industry Peers — Investment Advice(128)

Symbol	Value Score	Growth Score	Momentum Score	P/E Ratio (Annual)	ROE (TTM)	Operating Margin (TTM)	Revenue Growth TTM (YoY)	Price
WHGWESTWOOD HOLDINGS GROUP, INC.	B	D	C	22.7x	6.3%	6.5%	8.4%	$18.63
BXBlackstone Inc.	D	B	F	43.8x	40.9%	47.2%	17.2%	$106.61
KKRKKR & Co. Inc.	D	C	F	32.6x	10.3%	8.8%	30.5%	$86.21
BAMBrookfield Asset Management Ltd.	D	B	D	29.9x	33.6%	61.6%	132.7%	$45.32
APOApollo Global Management, Inc.	C	B	D	14.3x	8.6%	25.5%	40.7%	$110.78
AMPAmeriprise Financial, Inc.	C	C	C	12.4x	61.7%	30.5%	9.1%	$500.80
ARESAres Management Corporation Class A Common Stock	D	C	D	47.7x	15.2%	18.7%	24.0%	$112.27
TROWT Rowe Price Group Inc	B	D	C	10.3x	20.4%	30.8%	7.0%	$100.97
PSPershing Square Inc.	F	A	C	71.2x	5.6%	8.7%	—	$44.48
TPGTPG Inc. Class A Common Stock	D	B	D	88.6x	20.1%	12.8%	30.2%	$42.52
BENFranklin Templeton, Inc.	C	C	B	30.0x	6.8%	9.7%	7.9%	$30.98
OWLBlue Owl Capital Inc.	D	C	D	175.0x	3.8%	16.9%	14.2%	$8.85
CGThe Carlyle Group Inc. Common Stock	D	D	F	16.0x	6.6%	17.1%	-41.9%	$36.38
IVZInvesco LTD	B	C	C	—	-0.5%	-14.5%	-14.5%	$28.20
AMGAffiliated Managers Group	D	C	A	13.8x	26.9%	21.5%	11.8%	$383.76
EVREvercore Inc.	B	C	F	16.5x	39.8%	21.2%	45.7%	$254.08
HLIHoulihan Lokey, Inc.	C	D	D	21.3x	17.8%	20.4%	1.7%	$129.55
MORNMorningstar, Inc.	C	C	B	20.8x	35.3%	23.5%	9.3%	$207.37
VCTRVictory Capital Holdings, Inc. Class A Common Stock	C	B	B	20.2x	19.3%	41.2%	51.5%	$108.60
PJTPJT Partners Inc.	C	B	D	19.5x	71.2%	22.0%	22.9%	$137.21
HLNEHamilton Lane Incorporated Class A Common Stock	C	B	D	18.1x	31.0%	43.6%	24.0%	$81.84
STEPStepStone Group Inc. Class A Common Stock	D	C	D	—	-98.4%	-57.0%	49.6%	$41.64
MAASMaase Inc. Class A Ordinary Shares	F	D	B	—	-111.7%	-309.7%	-96.4%	$12.02
FHIFederated Hermes, Inc.	C	C	C	10.4x	34.0%	27.5%	15.3%	$55.93
MCMOELIS & COMPANY	C	C	D	19.0x	43.5%	18.4%	13.7%	$54.55
CNSCohen & Steers Inc.	D	C	C	23.4x	29.7%	30.9%	5.2%	$69.63
LAZLazard, Inc.	B	F	D	14.9x	25.9%	9.3%	6.4%	$36.09
AAMIAcadian Asset Management Inc.	F	C	A	40.9x	161.8%	23.5%	24.2%	$92.16
ABAllianceBernstein Holding, L.P.	C	D	D	10.7x	25.4%	100.0%	-17.2%	$34.86
DBRGDigitalBridge Group, Inc.	C	B	B	21.1x	16.0%	42.0%	242.8%	$16.00
LCLNLincoln International, Inc.	B	D	B	8.3x	—	17.6%	—	$24.04
APAMARTISAN PARTNERS ASSET MANAGEMENT INC.	B	D	D	9.0x	72.8%	33.0%	9.8%	$32.29
BVCBitVentures Limited Ordinary Shares	F	D	B	—	13.9%	-232.9%	7.7%	$12.97
PAXPatria Investments Limited Class A Common Shares	C	C	C	22.4x	12.4%	24.1%	7.7%	$11.70
RPCRidgepost Capital, Inc.	D	C	C	46.8x	7.7%	23.6%	4.4%	$8.27
VRTSVirtus Investment Partners, Inc.	B	D	F	5.9x	12.9%	15.7%	-7.2%	$122.93
GCMGGCM Grosvenor Inc. Class A Common Stock	D	C	C	56.1x	-4.2%	27.1%	17.8%	$12.56
ABXAbacus Global Management, Inc.	C	C	C	20.9x	6.5%	31.8%	65.3%	$7.80
VINPVinci Compass Investments Ltd. Class A Common Shares	C	C	C	16.7x	12.3%	28.1%	26.3%	$10.93
NOAHNoah Holdings Limited American Depositary Shares (each representing five (5) Ordinary shares)	C	D	F	6.4x	6.0%	33.6%	-21.1%	$7.22
VALUValue Line Inc	D	F	B	18.7x	18.4%	10.8%	-5.5%	$43.06
ALTIAlTi Global, Inc. Class A Common Stock	C	B	D	—	-18.5%	-34.9%	27.0%	$2.58
RILYBRC Group Holdings, Inc. Common Stock	A	D	F	0.6x	213.1%	38.7%	81.4%	$4.61
SAMGSilvercrest Asset Management Group Inc.	B	F	C	25.7x	1.8%	2.1%	0.8%	$10.62
HNNAHennessy Advisors, Inc.	B	D	C	8.1x	8.3%	33.4%	-6.9%	$10.25
MLCIMount Logan Capital Inc. Common Stock	D	A	D	—	6.3%	-1565.0%	—	$3.28
GROWUS Global Investors Inc	C	D	C	10.9x	6.7%	-5.3%	16.2%	$2.72
ILLRTriller Group Inc. Common Stock	B	C	F	—	-734.3%	-542.2%	43.5%	$0.07
ABXLAbacus Global Management, Inc. 9.875% Fixed Rate Senior Notes due 2028	C	C	C	20.9x	6.5%	31.8%	65.3%	$25.22
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	C	B	D	14.3x	8.6%	25.5%	40.7%	$25.04
APOpAApollo Global Management, Inc. 6.75% Series A Mandatory Convertible Preferred Stock	—	—	—	—	—	—	—	$0.00

About WESTWOOD HOLDINGS GROUP, INC.

Westwood Holdings Group is an investment management firm offering advisory and trust services to institutional and individual clients. Its advisory segment provides investment management for retirement plans, endowments, foundations, and individuals, as well as sub-advisory services to mutual funds, while its trust segment delivers custodial and common trust fund services. The company generates most of its revenue from advisory services and operates primarily in the United States.