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WESTWOOD HOLDINGS GROUP, INC. (WHG)
Price$17.27
Value ScoreB
Growth ScoreC
Momentum ScoreC
Favorite Metrics
Price vs S&P 500 (26W)-5.98%
Price vs S&P 500 (4W)5.19%
VGM Score54.70
Market Capitalization$156.93M
P/E Ratio (Annual)22.23x
Indicated Dividend Yield (Annual)3.85%
All Metrics
P/CF (Annual)8.29x
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)-7.81%
Net Profit Margin (TTM)7.25%
EPS (TTM)$0.82
10-Day Avg Trading Volume0.01M
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)21.32x
Revenue Growth QoQ (YoY)16.17%
EPS Growth (5Y)-17.82%
P/E Normalized (Annual)22.23x
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 Ratio1.26x
P/B Ratio (Quarterly)1.25x
Net Income / Employee (Annual)$47,700
EV / Revenue (TTM)1.32x
Net Interest Coverage (TTM)-3.23x
ROA (TTM)4.80%
EPS Growth QoQ (YoY)59.01%
EV / EBITDA (TTM)14.47x
EPS Incl Extra (Annual)$0.79
Current Ratio (Annual)1.21x
Quick Ratio (Quarterly)1.64x
3-Month Avg Trading Volume0.01M
52-Week Price Return11.42%
EV / Free Cash Flow (Annual)7.09x
P/E Incl Extra (TTM)21.32x
Revenue / Employee (TTM)$686,000
Tangible BV / Share (Quarterly)$11.33
P/S Ratio (Annual)1.61x
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 Return1.95%
Quick Ratio (Annual)1.21x
13-Week Price Return7.07%
Total Debt / Equity (Annual)0.00x
Current Ratio (Quarterly)1.64x
Enterprise Value$133.52M
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 Dev39.05%
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)6.50x
Receivables Turnover (TTM)6.26x
EV / Free Cash Flow (TTM)6.32x
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)1.55x
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)-12.95%
P/E Ratio (TTM)21.32x
EPS Growth TTM (YoY)2651.17%
Year-to-Date Return0.35%
5-Day Price Return7.87%
EPS Normalized (Annual)$0.79
ROA (5Y Avg)3.16%
Net Profit Margin (Annual)7.22%
Month-to-Date Return4.92%
Cash Flow / Share (TTM)$1.17
EBITD / Share (Annual)$1.00
EPS Growth (3Y)-40.45%
Operating Margin (Annual)5.09%
P/CF (TTM)7.38x
ROI (5Y Avg)3.89%
P/E Excl Extra (TTM)21.32x
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)-1.19%
Net Margin Growth (5Y)-19.73%
Dividend Yield (TTM)3.45%
Beta0.59x
P/FCF (Annual)8.33x
Revenue / Share (TTM)$11.23
ROE (TTM)5.95%
52-Week Low$14.70
vGradeB
gGradeC
mGradeC
vgmGradeC
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Earnings Surprise History
Q1 260.31est. —
Industry Peers — Investment Advice(127)
| Symbol | Value Score | Growth Score | Momentum Score | Price |
|---|---|---|---|---|
WHGWESTWOOD HOLDINGS GROUP, INC. | B | C | C | $17.27 |
| BXBlackstone Inc. | F | B | D | $115.35 |
| KKRKKR & Co. Inc. | D | C | D | $93.40 |
| KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065 | D | C | D | $24.51 |
| APOApollo Global Management, Inc. | C | C | C | $128.03 |
| APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053 | C | C | C | $25.41 |
| BAMBrookfield Asset Management Ltd. | F | C | D | $46.18 |
| AMPAmeriprise Financial, Inc. | C | B | C | $454.66 |
| ARESAres Management Corporation Class A Common Stock | D | B | C | $125.65 |
| TROWT Rowe Price Group Inc | B | D | B | $105.99 |
| BENFranklin Resources, Inc. | C | C | A | $31.33 |
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.