Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WHG
BuyPremium GrowerWestwood Holdings Group, Inc. · Financial Services · United States · $189M · Avg Vol: $387K/d
71
StockRankGet insider-trade alerts
Q
65
V
38
M
64
P/E (TTM)
21.9x
ROE
6.3%
D/E
0.1x
Dividend %
3.1%
COMPANY DESCRIPTION
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 68.7M | 89.8M | 94.7M | 97.8M | 12.5% | 101.7M |
| EPS | -0.59 | 1.33 | 0.27 | 0.84 | -20.4% | 0.86 |
| Shares | 8.9M | 9.1M | 9.2M | 9.4M | +5.8% | 9.5M |
| Debt | 6.1M | 4.6M | 3.2M | 10.2M | 18.8% | 12.4M |
| Equity | 110.6M | 120.4M | 120.3M | 125.6M | 4.3% | — |
| Op CF | 51.5M | -1.2M | 21.1M | 18.9M | -28.4% | 19.5M |
| Inv CF | -33.7M | 4.1M | -4.6M | -3.7M | — | — |
| Fin CF | -9.1M | -6.4M | -18.1M | -7.9M | — | — |
Loading 1Y...
PRICE (1Y)-2.5%
SMA 50SMA 200
Close
$18.67
RSI (14)
33.6
52W High
$20.81
From 52W High
0.9%
SCORE BREAKDOWN
Quality
65
ROIC
3.7%68.4
ROE
6.3%31.2
GP/Assets
25.6%89.5
Op. Margin
8.1%26.2
FCF/Assets
10.3%88.3
Piotroski
553.8
Int. Cover
—N/A
D/E Ratio
0.10x71.9
Current Ratio
2.50x64.0
Value
38
P/E (TTM)
21.9x21.3
EV/EBITDA
18.0x25.4
P/FCF
11.3x55.9
P/B
—N/A
P/S
1.8x79.4
Div Yield
3.1%43.6
Momentum
64
52W High %
90%45.0
RS 6M
10%71.2
SMA 50/200
1.11x76.5
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
49%73.1
FUNDAMENTALS
Market Cap
$189M
P/E (Forward)
—
Gross Margin
40.9%
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of WHG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WHG | Westwood Holdings Group, Inc.(you) | $189M | 71 | Buy |
| BANX | ArrowMark Financial Corp. | $200M | 69 | Buy |
| IGA | Voya Global Advantage and Premium Opportunity Fund | $154M | 71 | Buy |
| WHF | WhiteHorse Finance, Inc. | $152M | 70 | Buy |
| GNT | GAMCO Natural Resources, Gold & Income Trust | $154M | 67 | Buy |
| MSD | Morgan Stanley Emerging Markets Debt Fund, Inc. | $147M | 68 | Buy |
| PFO | Flaherty & Crumrine Preferred Income Opportunity Fund Inc. | $118M | 71 | Buy |
| LIEN | Chicago Atlantic BDC, Inc. | $233M | 78 | Buy |
| IHD | Voya Emerging Markets High Dividend Equity Fund | $130M | 68 | Buy |
| GGT | The Gabelli Multimedia Trust Inc. | $170M | 62 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%