WESTWOOD HOLDINGS GROUP, INC. (WHG) Stock Price

WHGStock

$19.66+2.24%52W

Market Cap$187.62M

P/E25.80x

PEG Ratio—

Div yield3.85%

Beta0.54

WHG Share Price Chart

Favorite Metrics

Price vs S&P 500 (26W)2.04%

Price vs S&P 500 (4W)-5.89%

VGM Score57.51

P/E Ratio (Annual)25.80x

Indicated Dividend Yield (Annual)3.85%

P/CF (Annual)9.62x

Book Value / Share (Quarterly)$13.17

P/TBV (Annual)1.51x

Indicated Dividend (Annual)$0.60

Revenue Growth (3Y)12.49%

Cash Flow / Share (Quarterly)$2.23

Payout Ratio (TTM)73.55%

Price vs S&P 500 (YTD)-0.51%

Net Profit Margin (TTM)7.25%

EPS (TTM)$0.82

10-Day Avg Trading Volume0.02M

EPS Excl Extra (TTM)$0.82

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)$2.47

P/E Basic Excl Extra (TTM)24.73x

Revenue Growth QoQ (YoY)16.17%

EPS Growth (5Y)-17.82%

P/E Normalized (Annual)25.80x

ROA (Last FY)4.35%

Revenue Growth TTM (YoY)6.59%

EBITD / Share (TTM)$1.03

ROE (5Y Avg)3.89%

Operating Margin (TTM)5.51%

Cash Flow / Share (Annual)$2.01

P/B Ratio1.46x

P/B Ratio (Quarterly)1.25x

Net Income / Employee (Annual)$47,700

EV / Revenue (TTM)1.56x

Net Interest Coverage (TTM)-3.23x

ROA (TTM)4.80%

EPS Growth QoQ (YoY)59.01%

EV / EBITDA (TTM)17.19x

EPS Incl Extra (Annual)$0.79

Current Ratio (Annual)1.21x

Quick Ratio (Quarterly)1.64x

3-Month Avg Trading Volume0.02M

52-Week Price Return2.24%

EV / Free Cash Flow (Annual)8.42x

P/E Incl Extra (TTM)24.73x

Revenue / Employee (TTM)$686,000

Tangible BV / Share (Quarterly)$11.33

P/S Ratio (Annual)1.86x

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 Return13.29%

Quick Ratio (Annual)1.21x

13-Week Price Return19.28%

Total Debt / Equity (Annual)0.00x

Current Ratio (Quarterly)1.64x

Enterprise Value$158.66M

Revenue / Share Growth (5Y)6.22%

Asset Turnover (TTM)0.66x

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 Dev33.59%

Net Income / Employee (TTM)$49,700

EBITDA CAGR (5Y)-6.72%

EBITDA Interim CAGR (5Y)-28.20%

ROE (Last FY)5.62%

Net Interest Coverage (Annual)-3.63x

EPS Basic Excl Extra (Annual)$0.79

P/FCF (TTM)7.54x

Receivables Turnover (TTM)6.26x

EV / Free Cash Flow (TTM)7.50x

Total Debt / Equity (Quarterly)0.00x

EPS Incl Extra (TTM)$0.82

Receivables Turnover (Annual)6.27x

ROI (TTM)5.95%

Dividend Growth Rate (5Y)-14.81%

P/S Ratio (TTM)1.79x

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)-16.07%

P/E Ratio (TTM)24.73x

EPS Growth TTM (YoY)2651.17%

Year-to-Date Return11.45%

5-Day Price Return-1.99%

EPS Normalized (Annual)$0.79

ROA (5Y Avg)3.16%

Net Profit Margin (Annual)7.22%

Month-to-Date Return0.05%

Cash Flow / Share (TTM)$1.17

EBITD / Share (Annual)$1.00

EPS Growth (3Y)-40.45%

Operating Margin (Annual)5.09%

P/CF (TTM)8.57x

ROI (5Y Avg)3.89%

P/E Excl Extra (TTM)24.73x

EPS Basic Excl Extra (TTM)$0.82

P/TBV (Quarterly)1.45x

Payout Ratio (Annual)76.01%

P/B Ratio (Annual)1.29x

Dividend / Share (TTM)$0.57

Pretax Margin (TTM)9.76%

Book Value / Share (Annual)$13.37

Price vs S&P 500 (13W)16.48%

Net Margin Growth (5Y)-19.73%

Dividend Yield (TTM)2.97%

Beta0.54x

P/FCF (Annual)9.67x

Revenue / Share (TTM)$11.23

ROE (TTM)5.95%

52-Week Low$14.70

vGradeB

gGradeD

mGradeB

vgmGradeC

WHG Earnings Surprise History

Q3 180.62est. —

Industry Peers — Investment Advice(128)

Symbol	Value Score	Growth Score	Momentum Score	Price
WHGWESTWOOD HOLDINGS GROUP, INC.	B	D	B	$19.66
BXBlackstone Inc.	F	B	C	$143.41
KKRKKR & Co. Inc.	D	C	C	$107.58
BAMBrookfield Asset Management Ltd.	F	B	C	$52.50
APOApollo Global Management, Inc.	C	C	C	$133.18
AMPAmeriprise Financial, Inc.	C	C	B	$560.26
ARESAres Management Corporation Class A Common Stock	D	B	C	$142.76
OWLBlue Owl Capital Inc.	D	C	C	$11.79
TROWT Rowe Price Group Inc	B	D	B	$112.87
TPGTPG Inc. Class A Common Stock	D	B	C	$52.88
BENFranklin Templeton, Inc.	C	C	B	$35.03
CGThe Carlyle Group Inc. Common Stock	D	D	C	$48.92
PSPershing Square Inc.	—	A	B	$42.65
IVZInvesco LTD	B	C	B	$32.72
EVREvercore Inc.	C	C	F	$289.54
AMGAffiliated Managers Group	C	C	B	$365.28
HLIHoulihan Lokey, Inc.	C	D	F	$129.04
MORNMorningstar, Inc.	C	C	B	$215.01
PJTPJT Partners Inc.	C	B	B	$174.61
VCTRVictory Capital Holdings, Inc. Class A Common Stock	C	B	A	$115.34
MAASMaase Inc. Class A Ordinary Shares	F	D	A	$15.01
STEPStepStone Group Inc. Class A Common Stock	D	B	D	$49.77
HLNEHamilton Lane Incorporated Class A Common Stock	D	B	C	$106.83
MCMOELIS & COMPANY	C	D	C	$68.01
FHIFederated Hermes, Inc.	B	C	B	$65.39
CNSCohen & Steers Inc.	D	D	B	$83.01
LAZLazard, Inc.	B	F	D	$43.79
ABAllianceBernstein Holding, L.P.	C	D	D	$36.62
AAMIAcadian Asset Management Inc.	F	D	A	$93.48
APAMARTISAN PARTNERS ASSET MANAGEMENT INC.	B	D	C	$43.64
DBRGDigitalBridge Group, Inc.	C	B	C	$15.97
LCLNLincoln International, Inc.	—	C	C	$23.77
BVCBitVentures Limited Ordinary Shares	F	D	B	$14.66
PAXPatria Investments Limited Class A Common Shares	C	C	D	$11.78
VRTSVirtus Investment Partners, Inc.	B	D	C	$166.26
RPCRidgepost Capital, Inc.	D	C	C	$8.82
ABXAbacus Global Management, Inc.	B	B	B	$9.88
GCMGGCM Grosvenor Inc. Class A Common Stock	D	C	B	$13.52
VINPVinci Compass Investments Ltd. Class A Common Shares	B	C	D	$9.64
ALTIAlTi Global, Inc. Class A Common Stock	C	B	C	$4.02
NOAHNoah Holdings Limited American Depositary Shares (each representing five (5) Ordinary shares)	B	D	F	$8.77
VALUValue Line Inc	D	F	C	$37.50
RILYBRC Group Holdings, Inc. Common Stock	A	C	D	$7.22
SAMGSilvercrest Asset Management Group Inc.	B	F	F	$10.03
HNNAHennessy Advisors, Inc.	B	D	D	$9.92
GROWUS Global Investors Inc	C	B	B	$3.30
MLCIMount Logan Capital Inc. Common Stock	C	A	D	$3.27
ILLRTriller Group Inc. Common Stock	D	C	F	$0.83
ABXLAbacus Global Management, Inc. 9.875% Fixed Rate Senior Notes due 2028	B	B	B	$25.37
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	C	C	C	$25.64
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.