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WHG

BUY

Westwood Holdings Group, Inc. · Financial Services · United States · $182M · Avg Vol: $616K/d

74
StockRank
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Q
67
V
39
M
62
P/E (TTM)
23.2x
ROE
6.0%
D/E
0.1x
Dividend %
3.1%
Dir. Trades · 180d
−$759.6K →
Buybacks · 180d
None →
Loading 1Y...
PRICE (1Y)+12.6%
17.4318.1618.8919.6120.34Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$19.63
RSI (14)
39.1
52W High
$20.97
From 52W High
0.9%

SCORE BREAKDOWN

Quality
67
ROIC
2.8%63.1
ROE
6.0%29.9
GP/Assets
24.7%89.3
Op. Margin
-6.0%5.7
FCF/Assets
12.9%92.3
Piotroski
492.7
Int. Cover
—N/A
D/E Ratio
0.08x74.4
Current Ratio
2.78x67.2
Value
39
P/E (TTM)
23.2x19.9
EV/EBITDA
19.7x14.4
P/FCF
8.7x64.2
P/B
1.3x43.3
P/S
1.9x78.1
Div Yield
3.1%40.0
Momentum
62
52W High %
94%52.1
RS 6M
3%61.9
SMA 50/200
1.07x65.5
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
64%78.7

FUNDAMENTALS

Market Cap
$182M
P/E (Forward)
—
Gross Margin
40.3%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of WHG are excluded.

TickerCompanyMkt CapStockRankSignal
WHGWestwood Holdings Group, Inc.(you)$182M74BUY
MSDMorgan Stanley Emerging Markets Debt Fund, Inc.$147M72BUY
IGAVoya Global Advantage and Premium Opportunity Fund$154M70BUY
FTFranklin Universal Trust$201M67BUY
BANXArrowMark Financial Corp.$190M65HOLD
WIAWestern Asset Inflation-Linked Income Fund$185M64HOLD
GGTThe Gabelli Multimedia Trust Inc.$170M64HOLD
NCZVirtus Convertible & Income Fund II$289M77BUY
LIENChicago Atlantic BDC, Inc.$215M83STRONG BUY
ERHAllspring Utilities and High Income Fund$105M71BUY

Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%

Westwood Holdings Group, Inc. (WHG) — Stock Score Summary

Westwood Holdings Group, Inc. (WHG) has a MoatMap StockRank of 74/100 based on Quality (67/100), Value (39/100), and Momentum (62/100) factor scores. The current signal is BUY.

Key Financial Metrics

Price$19.63
Market Cap$182M
P/E (TTM)23.16
Price/Book1.29
Return on Equity6.0%
Return on Invested Capital2.8%
Debt/Equity0.08x
Gross Margin40.3%
Operating Margin-6.0%
Revenue Growth7.4%
Dividend Yield3.1%
Free Cash Flow$21M

Westwood Holdings Group, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Westwood Holdings Group, Inc.’s (WHG) StockRank?
MoatMap’s StockRank for Westwood Holdings Group, Inc. (WHG) is 74/100, with a Buy signal. It is a composite of Quality (67), Value (39), and Momentum (62) factor ranks across MoatMap’s 20,000+ stock universe.
Does Westwood Holdings Group, Inc. have an economic moat?
Westwood Holdings Group, Inc. (WHG) has a Quality factor score of 67/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Westwood Holdings Group, Inc. a buy, hold, or sell?
MoatMap’s current signal for Westwood Holdings Group, Inc. (WHG) is Buy, based on a StockRank of 74/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Westwood Holdings Group, Inc. in?
Westwood Holdings Group, Inc. (WHG) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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