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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt No Debt
WHG's Cash to Debt is ranked higher than
99% of the 1214 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: No Debt )
Ranked among companies with meaningful Cash to Debt only.
WHG' s 10-Year Cash to Debt Range
Min: N/A  Med: 10000.00 Max: No Debt
Current: No Debt

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N/A
No Debt
Equity to Asset 0.80
WHG's Equity to Asset is ranked lower than
56% of the 1265 Companies
in the Global Asset Management industry.

( Industry Median: 0.86 vs. WHG: 0.80 )
Ranked among companies with meaningful Equity to Asset only.
WHG' s 10-Year Equity to Asset Range
Min: 0.68  Med: 0.82 Max: 0.89
Current: 0.8
0.68
0.89
Interest Coverage No Debt
WHG's Interest Coverage is ranked higher than
99% of the 1128 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. WHG: No Debt )
Ranked among companies with meaningful Interest Coverage only.
WHG' s 10-Year Interest Coverage Range
Min: 9999.99  Med: 10000.00 Max: 9999.99
Current: No Debt
F-Score: 4
Z-Score: 11.47
M-Score: -2.60
WACC vs ROIC
13.13%
107.63%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 35.03
WHG's Operating margin (%) is ranked lower than
58% of the 1364 Companies
in the Global Asset Management industry.

( Industry Median: 51.87 vs. WHG: 35.03 )
Ranked among companies with meaningful Operating margin (%) only.
WHG' s 10-Year Operating margin (%) Range
Min: 22.25  Med: 32.04 Max: 40.98
Current: 35.03
22.25
40.98
Net-margin (%) 23.11
WHG's Net-margin (%) is ranked lower than
61% of the 1369 Companies
in the Global Asset Management industry.

( Industry Median: 45.78 vs. WHG: 23.11 )
Ranked among companies with meaningful Net-margin (%) only.
WHG' s 10-Year Net-margin (%) Range
Min: 6.44  Med: 20.39 Max: 24.69
Current: 23.11
6.44
24.69
ROE (%) 26.09
WHG's ROE (%) is ranked higher than
91% of the 1412 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. WHG: 26.09 )
Ranked among companies with meaningful ROE (%) only.
WHG' s 10-Year ROE (%) Range
Min: 9.4  Med: 21.29 Max: 31.43
Current: 26.09
9.4
31.43
ROA (%) 21.25
WHG's ROA (%) is ranked higher than
92% of the 1430 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. WHG: 21.25 )
Ranked among companies with meaningful ROA (%) only.
WHG' s 10-Year ROA (%) Range
Min: 6.44  Med: 16.93 Max: 23.46
Current: 21.25
6.44
23.46
ROC (Joel Greenblatt) (%) 796.52
WHG's ROC (Joel Greenblatt) (%) is ranked higher than
81% of the 801 Companies
in the Global Asset Management industry.

( Industry Median: 33.08 vs. WHG: 796.52 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
WHG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 32.79  Med: 311.71 Max: 3835.71
Current: 796.52
32.79
3835.71
Revenue Growth (3Y)(%) 14.40
WHG's Revenue Growth (3Y)(%) is ranked higher than
64% of the 781 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 vs. WHG: 14.40 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
WHG' s 10-Year Revenue Growth (3Y)(%) Range
Min: -0.4  Med: 11.60 Max: 21.8
Current: 14.4
-0.4
21.8
EBITDA Growth (3Y)(%) 17.90
WHG's EBITDA Growth (3Y)(%) is ranked higher than
66% of the 651 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 vs. WHG: 17.90 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
WHG' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -11  Med: 11.90 Max: 31.2
Current: 17.9
-11
31.2
EPS Growth (3Y)(%) 19.10
WHG's EPS Growth (3Y)(%) is ranked higher than
63% of the 620 Companies
in the Global Asset Management industry.

( Industry Median: 8.20 vs. WHG: 19.10 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
WHG' s 10-Year EPS Growth (3Y)(%) Range
Min: -12  Med: 10.90 Max: 43.5
Current: 19.1
-12
43.5
» WHG's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2014

WHG Guru Trades in Q3 2014

Jim Simons 132,500 sh (+9.78%)
Chuck Royce 786,662 sh (-1.07%)
Mario Gabelli 643,735 sh (-2.04%)
Third Avenue Management 315,624 sh (-23.92%)
» More
Q4 2014

WHG Guru Trades in Q4 2014

Jim Simons 140,179 sh (+5.80%)
Third Avenue Management 315,624 sh (unchged)
Third Avenue Management 315,624 sh (unchged)
Third Avenue Management Sold Out
Mario Gabelli 632,418 sh (-1.76%)
Chuck Royce 766,562 sh (-2.56%)
Chuck Royce 766,562 sh (-2.56%)
» More
Q1 2015

WHG Guru Trades in Q1 2015

Jim Simons 160,901 sh (+14.78%)
Chuck Royce 771,175 sh (+0.60%)
Mario Gabelli 632,468 sh (+0.01%)
» More
Q2 2015

WHG Guru Trades in Q2 2015

Chuck Royce 789,185 sh (+2.34%)
Jim Simons 164,139 sh (+2.01%)
Mario Gabelli 632,468 sh (unchged)
» More
» Details

Insider Trades

Latest Guru Trades with WHG

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Ratios

vs
industry
vs
history
P/E(ttm) 14.89
WHG's P/E(ttm) is ranked lower than
59% of the 1022 Companies
in the Global Asset Management industry.

( Industry Median: 12.70 vs. WHG: 14.89 )
Ranked among companies with meaningful P/E(ttm) only.
WHG' s 10-Year P/E(ttm) Range
Min: 14.49  Med: 25.41 Max: 40.45
Current: 14.89
14.49
40.45
Forward P/E 25.58
WHG's Forward P/E is ranked lower than
90% of the 210 Companies
in the Global Asset Management industry.

( Industry Median: 12.84 vs. WHG: 25.58 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 15.40
WHG's PE(NRI) is ranked lower than
59% of the 1019 Companies
in the Global Asset Management industry.

( Industry Median: 12.80 vs. WHG: 15.40 )
Ranked among companies with meaningful PE(NRI) only.
WHG' s 10-Year PE(NRI) Range
Min: 14.47  Med: 25.19 Max: 40.4
Current: 15.4
14.47
40.4
P/B 3.69
WHG's P/B is ranked lower than
91% of the 1346 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. WHG: 3.69 )
Ranked among companies with meaningful P/B only.
WHG' s 10-Year P/B Range
Min: 3.59  Med: 5.11 Max: 11.26
Current: 3.69
3.59
11.26
P/S 3.47
WHG's P/S is ranked higher than
72% of the 1244 Companies
in the Global Asset Management industry.

( Industry Median: 7.00 vs. WHG: 3.47 )
Ranked among companies with meaningful P/S only.
WHG' s 10-Year P/S Range
Min: 3.31  Med: 4.64 Max: 8.21
Current: 3.47
3.31
8.21
PFCF 7.86
WHG's PFCF is ranked higher than
70% of the 257 Companies
in the Global Asset Management industry.

( Industry Median: 13.44 vs. WHG: 7.86 )
Ranked among companies with meaningful PFCF only.
WHG' s 10-Year PFCF Range
Min: 7.65  Med: 18.85 Max: 1030
Current: 7.86
7.65
1030
POCF 7.77
WHG's POCF is ranked higher than
69% of the 725 Companies
in the Global Asset Management industry.

( Industry Median: 15.18 vs. WHG: 7.77 )
Ranked among companies with meaningful POCF only.
WHG' s 10-Year POCF Range
Min: 7.55  Med: 18.61 Max: 572.22
Current: 7.77
7.55
572.22
EV-to-EBIT 9.12
WHG's EV-to-EBIT is ranked higher than
65% of the 970 Companies
in the Global Asset Management industry.

( Industry Median: 13.41 vs. WHG: 9.12 )
Ranked among companies with meaningful EV-to-EBIT only.
WHG' s 10-Year EV-to-EBIT Range
Min: 7.8  Med: 13.55 Max: 25.9
Current: 9.12
7.8
25.9
PEG 0.83
WHG's PEG is ranked higher than
56% of the 174 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. WHG: 0.83 )
Ranked among companies with meaningful PEG only.
WHG' s 10-Year PEG Range
Min: 0.81  Med: 1.24 Max: 8.24
Current: 0.83
0.81
8.24
Shiller P/E 22.46
WHG's Shiller P/E is ranked lower than
72% of the 651 Companies
in the Global Asset Management industry.

( Industry Median: 12.37 vs. WHG: 22.46 )
Ranked among companies with meaningful Shiller P/E only.
WHG' s 10-Year Shiller P/E Range
Min: 0.64  Med: 28.62 Max: 51.99
Current: 22.46
0.64
51.99
Current Ratio 3.32
WHG's Current Ratio is ranked lower than
54% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: 3.93 vs. WHG: 3.32 )
Ranked among companies with meaningful Current Ratio only.
WHG' s 10-Year Current Ratio Range
Min: 2.83  Med: 5.33 Max: 9.42
Current: 3.32
2.83
9.42
Quick Ratio 3.32
WHG's Quick Ratio is ranked lower than
53% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: 3.85 vs. WHG: 3.32 )
Ranked among companies with meaningful Quick Ratio only.
WHG' s 10-Year Quick Ratio Range
Min: 2.83  Med: 5.33 Max: 9.42
Current: 3.32
2.83
9.42
Days Sales Outstanding 64.80
WHG's Days Sales Outstanding is ranked lower than
64% of the 960 Companies
in the Global Asset Management industry.

( Industry Median: 39.31 vs. WHG: 64.80 )
Ranked among companies with meaningful Days Sales Outstanding only.
WHG' s 10-Year Days Sales Outstanding Range
Min: 33.47  Med: 43.34 Max: 99.3
Current: 64.8
33.47
99.3

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.62
WHG's Dividend Yield is ranked lower than
55% of the 1489 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 vs. WHG: 3.62 )
Ranked among companies with meaningful Dividend Yield only.
WHG' s 10-Year Dividend Yield Range
Min: 0.97  Med: 3.02 Max: 4.73
Current: 3.62
0.97
4.73
Dividend Payout 0.55
WHG's Dividend Payout is ranked lower than
52% of the 911 Companies
in the Global Asset Management industry.

( Industry Median: 0.52 vs. WHG: 0.55 )
Ranked among companies with meaningful Dividend Payout only.
WHG' s 10-Year Dividend Payout Range
Min: 0.08  Med: 0.68 Max: 1.58
Current: 0.55
0.08
1.58
Dividend growth (3y) 8.60
WHG's Dividend growth (3y) is ranked higher than
63% of the 532 Companies
in the Global Asset Management industry.

( Industry Median: 4.10 vs. WHG: 8.60 )
Ranked among companies with meaningful Dividend growth (3y) only.
WHG' s 10-Year Dividend growth (3y) Range
Min: 0  Med: 11.10 Max: 104.1
Current: 8.6
0
104.1
Yield on cost (5-Year) 5.29
WHG's Yield on cost (5-Year) is ranked higher than
54% of the 1503 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. WHG: 5.29 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
WHG' s 10-Year Yield on cost (5-Year) Range
Min: 1.42  Med: 4.42 Max: 6.92
Current: 5.29
1.42
6.92
Share Buyback Rate -3.10
WHG's Share Buyback Rate is ranked lower than
61% of the 838 Companies
in the Global Asset Management industry.

( Industry Median: -0.90 vs. WHG: -3.10 )
Ranked among companies with meaningful Share Buyback Rate only.
WHG' s 10-Year Share Buyback Rate Range
Min: 0.4  Med: -3.40 Max: -5.4
Current: -3.1

Valuation & Return

vs
industry
vs
history
Price/Net Cash 12.35
WHG's Price/Net Cash is ranked lower than
75% of the 393 Companies
in the Global Asset Management industry.

( Industry Median: 4.16 vs. WHG: 12.35 )
Ranked among companies with meaningful Price/Net Cash only.
WHG' s 10-Year Price/Net Cash Range
Min: 6.77  Med: 8.50 Max: 1351
Current: 12.35
6.77
1351
Price/Net Current Asset Value 6.98
WHG's Price/Net Current Asset Value is ranked lower than
68% of the 461 Companies
in the Global Asset Management industry.

( Industry Median: 3.59 vs. WHG: 6.98 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
WHG' s 10-Year Price/Net Current Asset Value Range
Min: 4.17  Med: 6.15 Max: 11
Current: 6.98
4.17
11
Price/Tangible Book 6.34
WHG's Price/Tangible Book is ranked lower than
93% of the 1287 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. WHG: 6.34 )
Ranked among companies with meaningful Price/Tangible Book only.
WHG' s 10-Year Price/Tangible Book Range
Min: 3.95  Med: 5.74 Max: 10.51
Current: 6.34
3.95
10.51
Price/Projected FCF 0.95
WHG's Price/Projected FCF is ranked higher than
56% of the 406 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. WHG: 0.95 )
Ranked among companies with meaningful Price/Projected FCF only.
WHG' s 10-Year Price/Projected FCF Range
Min: 1.05  Med: 1.62 Max: 3.99
Current: 0.95
1.05
3.99
Price/DCF (Earnings Based) 0.71
WHG's Price/DCF (Earnings Based) is ranked higher than
75% of the 20 Companies
in the Global Asset Management industry.

( Industry Median: 1.57 vs. WHG: 0.71 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.74
WHG's Price/Median PS Value is ranked higher than
75% of the 1086 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. WHG: 0.74 )
Ranked among companies with meaningful Price/Median PS Value only.
WHG' s 10-Year Price/Median PS Value Range
Min: 0.75  Med: 1.02 Max: 1.59
Current: 0.74
0.75
1.59
Price/Peter Lynch Fair Value 0.84
WHG's Price/Peter Lynch Fair Value is ranked lower than
56% of the 163 Companies
in the Global Asset Management industry.

( Industry Median: 0.74 vs. WHG: 0.84 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
WHG' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.92  Med: 1.27 Max: 3.74
Current: 0.84
0.92
3.74
Price/Graham Number 2.13
WHG's Price/Graham Number is ranked lower than
88% of the 876 Companies
in the Global Asset Management industry.

( Industry Median: 0.72 vs. WHG: 2.13 )
Ranked among companies with meaningful Price/Graham Number only.
WHG' s 10-Year Price/Graham Number Range
Min: 1.59  Med: 2.57 Max: 4.32
Current: 2.13
1.59
4.32
Earnings Yield (Greenblatt) (%) 10.96
WHG's Earnings Yield (Greenblatt) (%) is ranked higher than
75% of the 1362 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. WHG: 10.96 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
WHG' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 3.9  Med: 7.40 Max: 12.8
Current: 10.96
3.9
12.8
Forward Rate of Return (Yacktman) (%) 24.00
WHG's Forward Rate of Return (Yacktman) (%) is ranked higher than
76% of the 449 Companies
in the Global Asset Management industry.

( Industry Median: 6.53 vs. WHG: 24.00 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
WHG' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -3.5  Med: 19.25 Max: 26.3
Current: 24
-3.5
26.3

Analyst Estimate

Dec15
EPS($) 2.41
EPS without NRI($) 2.41

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Westwood Holdings Group Inc was incorporated under the laws of the State of Delaware on December 12, 2001. The Company manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp. (Westwood Management), Westwood Trust (Westwood Trust) and Westwood International Advisors Inc. Westwood International). Westwood Management provides investment advisory services to corporate retirement plans, public retirement plans, endowments and foundations, mutual funds, individuals and clients of Westwood Trust. Westwood Trust provides institutions and high net worth individuals with trust and custodial services and participation in its sponsored common trust funds. Westwood International provides investment advisory services to corporate retirement plans, public retirement plans, endowments and foundations, mutual funds and other pooled investment vehicles. The Company operates two segments: Advisory and Trust. These segments are managed separately based on the types of products and services offered and their related client bases. Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment subadvisory services to mutual funds and its Trust segment. Westwood Management and Westwood International, which provide investment advisory services to clients of similar type, are included in its Advisory segment. Trust segment provides trust and custodial services to its clients and to its Advisory segment and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Trust is included in the Trust segment. The Company competes with other asset management firms. It also competes with various investment dealers, banks, insurance companies, mutual fund companies, exchange-traded funds, brokerage and investment firms, and others that sell equity funds, taxable income funds, tax-free investments and other investment products. The Companys business is subject to regulation at both federal and state levels by the SEC and other regulatory bodies.
» More Articles for WHG

Headlines

Articles On GuruFocus.com
Triple Screen Winner: Westwood Holding Group Mar 23 2015 
Mario Gabelli Lightens Load a Little in Third Quarter Oct 09 2013 
Mario Gabelli’s Real Time Updates Sep 05 2013 
Eight Income Stocks Bringing Joy to Their Investors Oct 22 2012 
GAMCO's Mario Gabelli Keeps Selling Westwood Holdings Group Oct 12 2012 
no why i'm intereste Feb 27 2012 
Westwood Holdings Group Inc. Reports Operating Results (10-K) Feb 25 2011 
Westwood Holdings Group Inc. (WHG) President & CEO Brian O Casey sells 10,466 Shares Dec 17 2010 
Westwood Holdings Group Inc. Reports Operating Results (10-Q) Aug 02 2010 
Westwood Holdings Group Inc. Reports Operating Results (10-Q) Oct 22 2009 

More From Other Websites
WESTWOOD HOLDINGS GROUP INC Financials Aug 04 2015
10-Q for Westwood Holdings Group, Inc. Jul 31 2015
Edited Transcript of WHG earnings conference call or presentation 29-Jul-15 8:30pm GMT Jul 29 2015
Westwood Holdings posts 2Q profit Jul 29 2015
Westwood Holdings posts 2Q profit Jul 29 2015
Westwood Holdings Group Inc Earnings Call scheduled for 4:30 pm ET today Jul 29 2015
WESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Results of Operations and Financial Condition,... Jul 29 2015
Westwood Holdings Group, Inc. Reports Second Quarter 2015 Results Jul 29 2015
Q2 2015 Westwood Holdings Group Inc Earnings Release - After Market Close Jul 29 2015
Westwood Holdings Group, Inc. to Host Second Quarter 2015 Conference Call/Webcast Jul 01 2015
WESTWOOD HOLDINGS GROUP INC Files SEC form 8-K/A, Financial Statements and Exhibits Jun 11 2015
Westwood Funds Launches Worldwide Income Opportunity Fund May 11 2015
Westwood Holdings posts 1Q profit Apr 29 2015
Westwood Holdings posts 1Q profit Apr 29 2015
WESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Change in Directors or Principal Officers,... Apr 29 2015
Westwood Holdings Group, Inc. Reports First Quarter 2015 Results Apr 29 2015
WESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Change in Directors or Principal Officers, Financial... Apr 02 2015
WESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Completion of Acquisition or Disposition of Assets,... Apr 01 2015
Westwood Holdings Group, Inc. Finalizes Acquisition of Woodway Financial Advisors in Houston,... Apr 01 2015
Westwood Holdings Group, Inc. to Host First Quarter 2015 Conference Call/Webcast Apr 01 2015

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