← Back to Screener
WESTWOOD HOLDINGS GROUP, INC. (WHG)
Price$16.66
Favorite Metrics
Price vs S&P 500 (26W)-5.11%
Price vs S&P 500 (4W)-4.36%
Market Capitalization$159.34M
P/E Ratio (Annual)22.58x
Indicated Dividend Yield (Annual)3.57%
All Metrics
P/CF (Annual)8.42x
Book Value / Share (Quarterly)$13.37
P/TBV (Annual)1.51x
Indicated Dividend (Annual)$0.60
Revenue Growth (3Y)12.49%
Cash Flow / Share (Quarterly)$2.01
Payout Ratio (TTM)76.01%
Price vs S&P 500 (YTD)-6.52%
Net Profit Margin (TTM)7.22%
EPS (TTM)$0.79
10-Day Avg Trading Volume0.01M
EPS Excl Extra (TTM)$0.79
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)$2.79
P/E Basic Excl Extra (TTM)22.58x
Revenue Growth QoQ (YoY)5.94%
EPS Growth (5Y)-17.82%
P/E Normalized (Annual)22.58x
ROA (Last FY)4.35%
Revenue Growth TTM (YoY)3.21%
EBITD / Share (TTM)$1.12
ROE (5Y Avg)3.89%
Operating Margin (TTM)5.09%
Cash Flow / Share (Annual)$2.01
P/B Ratio1.27x
P/B Ratio (Quarterly)1.29x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)1.36x
Net Interest Coverage (TTM)-3.23x
ROA (TTM)4.72%
EPS Growth QoQ (YoY)-12.37%
EV / EBITDA (TTM)13.32x
EPS Incl Extra (Annual)$0.79
Current Ratio (Annual)1.21x
Quick Ratio (Quarterly)1.21x
3-Month Avg Trading Volume0.01M
52-Week Price Return8.74%
EV / Free Cash Flow (Annual)7.07x
P/E Incl Extra (TTM)22.58x
Revenue / Employee (TTM)$1
Tangible BV / Share (Quarterly)$11.43
P/S Ratio (Annual)1.63x
Asset Turnover (Annual)0.60x
52-Week High$18.99
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 Return3.64%
Quick Ratio (Annual)1.21x
13-Week Price Return-7.49%
Total Debt / Equity (Annual)0.00x
Current Ratio (Quarterly)1.21x
Enterprise Value$133.09
Revenue / Share Growth (5Y)6.22%
Asset Turnover (TTM)0.65x
Book Value / Share Growth (5Y)-3.23%
Revenue / Employee (Annual)$1
Pretax Margin (Annual)9.90%
Cash / Share (Annual)$2.79
3-Month Return Std Dev40.74%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)-6.72%
EBITDA Interim CAGR (5Y)2.93%
ROE (Last FY)5.62%
Net Interest Coverage (Annual)-3.63x
EPS Basic Excl Extra (Annual)$0.79
P/FCF (TTM)6.60x
Receivables Turnover (TTM)6.27x
EV / Free Cash Flow (TTM)7.07x
Total Debt / Equity (Quarterly)0.00x
EPS Incl Extra (TTM)$0.79
Receivables Turnover (Annual)6.27x
ROI (TTM)5.77%
Dividend Growth Rate (5Y)-14.81%
P/S Ratio (TTM)1.63x
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)-26.36%
P/E Ratio (TTM)22.58x
EPS Growth TTM (YoY)217.34%
Year-to-Date Return-2.38%
5-Day Price Return1.14%
EPS Normalized (Annual)$0.79
ROA (5Y Avg)3.16%
Net Profit Margin (Annual)7.22%
Month-to-Date Return2.00%
Cash Flow / Share (TTM)$1.17
EBITD / Share (Annual)$1.12
EPS Growth (3Y)-40.45%
Operating Margin (Annual)5.09%
P/CF (TTM)8.42x
ROI (5Y Avg)3.89%
P/E Excl Extra (TTM)22.58x
EPS Basic Excl Extra (TTM)$0.79
P/TBV (Quarterly)1.51x
Payout Ratio (Annual)76.01%
P/B Ratio (Annual)1.29x
Dividend / Share (TTM)$0.58
Pretax Margin (TTM)9.90%
Book Value / Share (Annual)$13.37
Price vs S&P 500 (13W)-10.35%
Net Margin Growth (5Y)-19.73%
Dividend Yield (TTM)3.37%
Beta0.67x
P/FCF (Annual)8.46x
Revenue / Share (TTM)$10.86
ROE (TTM)5.77%
52-Week Low$14.51
Industry Peers — Investment Advice(61)
| Symbol | P/E Ratio (Annual) | ROE (TTM) | Operating Margin (TTM) | Revenue Growth TTM (YoY) | Price |
|---|---|---|---|---|---|
WHGWESTWOOD HOLDINGS GROUP, INC. | 22.58x | 5.77% | 5.09% | 3.21% | $16.66 |
BXBlackstone Inc. | 52.26x | 36.17% | 46.74% | 9.22% | $128.99 |
KKRKKR & Co. Inc. | 39.09x | 8.15% | 1.94% | 1.54% | $103.92 |
KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065 | 39.09x | 8.15% | 1.94% | 1.54% | $25.20 |
BAMBrookfield Asset Management Ltd. | 32.51x | 24.20% | 55.73% | 883.61% | $49.05 |
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 | 16.09x | 16.67% | 26.51% | 21.01% | $25.90 |
APOApollo Global Management, Inc. | 15.74x | 16.67% | 26.51% | 21.01% | $127.33 |
AMPAmeriprise Financial, Inc. | 11.61x | 58.14% | 30.85% | 5.49% | $456.59 |
ARESAres Management Corporation Class A Common Stock | 49.75x | 12.01% | 15.94% | 44.19% | $118.77 |
TROWT Rowe Price Group Inc | 10.22x | 19.58% | 29.97% | 3.12% | $98.10 |
CGThe Carlyle Group Inc. Common Stock | 23.47x | 14.18% | 21.78% | -11.91% | $52.55 |
About
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.