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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
63% of the 1394 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. WHG: No Debt )
WHG' s 10-Year Cash to Debt Range
Min: No Debt   Max: No Debt
Current: No Debt

Equity to Asset 0.79
WHG's Equity to Asset is ranked higher than
60% of the 1541 Companies
in the Global Asset Management industry.

( Industry Median: 0.81 vs. WHG: 0.79 )
WHG' s 10-Year Equity to Asset Range
Min: 0.68   Max: 0.89
Current: 0.79

0.68
0.89
Interest Coverage No Debt
WHG's Interest Coverage is ranked higher than
73% of the 1287 Companies
in the Global Asset Management industry.

( Industry Median: 2003.83 vs. WHG: No Debt )
WHG' s 10-Year Interest Coverage Range
Min: 9999.99   Max: 9999.99
Current: No Debt

F-Score: 5
Z-Score: 13.58
M-Score: -2.21
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 : 9/10

vs
industry
vs
history
Operating margin (%) 38.30
WHG's Operating margin (%) is ranked higher than
58% of the 1589 Companies
in the Global Asset Management industry.

( Industry Median: 51.71 vs. WHG: 38.30 )
WHG' s 10-Year Operating margin (%) Range
Min: 22.25   Max: 40.98
Current: 38.3

22.25
40.98
Net-margin (%) 24.96
WHG's Net-margin (%) is ranked higher than
56% of the 1591 Companies
in the Global Asset Management industry.

( Industry Median: 46.96 vs. WHG: 24.96 )
WHG' s 10-Year Net-margin (%) Range
Min: 6.44   Max: 24.69
Current: 24.96

6.44
24.69
ROE (%) 29.60
WHG's ROE (%) is ranked higher than
95% of the 1620 Companies
in the Global Asset Management industry.

( Industry Median: 7.97 vs. WHG: 29.60 )
WHG' s 10-Year ROE (%) Range
Min: 9.4   Max: 31.43
Current: 29.6

9.4
31.43
ROA (%) 24.13
WHG's ROA (%) is ranked higher than
96% of the 1639 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. WHG: 24.13 )
WHG' s 10-Year ROA (%) Range
Min: 6.44   Max: 23.46
Current: 24.13

6.44
23.46
ROC (Joel Greenblatt) (%) 688.78
WHG's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 1068 Companies
in the Global Asset Management industry.

( Industry Median: 82.78 vs. WHG: 688.78 )
WHG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 32.79   Max: 3835.71
Current: 688.78

32.79
3835.71
Revenue Growth (3Y)(%) 13.80
WHG's Revenue Growth (3Y)(%) is ranked higher than
82% of the 1009 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. WHG: 13.80 )
WHG' s 10-Year Revenue Growth (3Y)(%) Range
Min: -0.4   Max: 21.8
Current: 13.8

-0.4
21.8
EBITDA Growth (3Y)(%) 12.50
WHG's EBITDA Growth (3Y)(%) is ranked higher than
77% of the 868 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. WHG: 12.50 )
WHG' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -11   Max: 31.2
Current: 12.5

-11
31.2
EPS Growth (3Y)(%) 12.10
WHG's EPS Growth (3Y)(%) is ranked higher than
74% of the 883 Companies
in the Global Asset Management industry.

( Industry Median: 3.40 vs. WHG: 12.10 )
WHG' s 10-Year EPS Growth (3Y)(%) Range
Min: -12   Max: 43.5
Current: 12.1

-12
43.5
» WHG's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

WHG Guru Trades in Q4 2013

Jim Simons 107,500 sh (+16.09%)
Chuck Royce 742,760 sh (+6.48%)
Third Avenue Management 414,877 sh (unchged)
Mario Gabelli 697,300 sh (-7.94%)
» More
Q1 2014

WHG Guru Trades in Q1 2014

Joel Greenblatt 6,511 sh (New)
Chuck Royce 777,362 sh (+4.66%)
Jim Simons 112,500 sh (+4.65%)
Third Avenue Management 414,877 sh (unchged)
Mario Gabelli 664,600 sh (-4.69%)
» More
Q2 2014

WHG Guru Trades in Q2 2014

Jim Simons 120,700 sh (+7.29%)
Chuck Royce 795,162 sh (+2.29%)
Third Avenue Management 414,877 sh (unchged)
Joel Greenblatt Sold Out
Mario Gabelli 657,135 sh (-1.12%)
» More
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
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Third Avenue Management 2014-09-30 Reduce -23.92%0.11%$51.72 - $62.4 $ 59.824%315624
Joel Greenblatt 2014-06-30 Sold Out 0.01%$54.41 - $63.4 $ 59.822%0
Joel Greenblatt 2014-03-31 New Buy0.01%$53.62 - $62.91 $ 59.822%6511
Joel Greenblatt 2013-09-30 Sold Out 0.02%$43.56 - $50.95 $ 59.8223%0
Joel Greenblatt 2013-06-30 Reduce -36.18%0.01%$40.66 - $45.02 $ 59.8238%10702
Joel Greenblatt 2013-03-31 Add 35.97%0.01%$39.97 - $45.21 $ 59.8241%16770
John Keeley 2012-06-30 Sold Out 0.06%$34.07 - $39 $ 59.8264%0
Joel Greenblatt 2012-06-30 Add 38.49%0.01%$34.07 - $39 $ 59.8264%12988
Joel Greenblatt 2011-12-31 New Buy0.04%$31.75 - $38.26 $ 59.8264%8896
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 16.70
WHG's P/E(ttm) is ranked higher than
70% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 21.30 vs. WHG: 16.70 )
WHG' s 10-Year P/E(ttm) Range
Min: 15.49   Max: 40.45
Current: 16.7

15.49
40.45
P/B 4.73
WHG's P/B is ranked lower than
51% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. WHG: 4.73 )
WHG' s 10-Year P/B Range
Min: 3.6   Max: 11.26
Current: 4.73

3.6
11.26
P/S 4.17
WHG's P/S is ranked higher than
82% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 8.76 vs. WHG: 4.17 )
WHG' s 10-Year P/S Range
Min: 3.31   Max: 8.21
Current: 4.17

3.31
8.21
PFCF 20.56
WHG's PFCF is ranked higher than
91% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: 20.56 )
WHG' s 10-Year PFCF Range
Min: 10.55   Max: 1030
Current: 20.56

10.55
1030
EV-to-EBIT 9.63
WHG's EV-to-EBIT is ranked higher than
84% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 23.05 vs. WHG: 9.63 )
WHG' s 10-Year EV-to-EBIT Range
Min: 7.8   Max: 25.9
Current: 9.63

7.8
25.9
PEG 1.13
WHG's PEG is ranked higher than
94% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: 1.13 )
WHG' s 10-Year PEG Range
Min: 0.85   Max: 8.24
Current: 1.13

0.85
8.24
Shiller P/E 27.87
WHG's Shiller P/E is ranked higher than
79% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: 27.87 )
WHG' s 10-Year Shiller P/E Range
Min: 0.64   Max: 52.02
Current: 27.87

0.64
52.02
Current Ratio 4.32
WHG's Current Ratio is ranked higher than
69% of the 1081 Companies
in the Global Asset Management industry.

( Industry Median: 2.75 vs. WHG: 4.32 )
WHG' s 10-Year Current Ratio Range
Min: 2.83   Max: 9.42
Current: 4.32

2.83
9.42
Quick Ratio 4.32
WHG's Quick Ratio is ranked higher than
70% of the 1081 Companies
in the Global Asset Management industry.

( Industry Median: 2.70 vs. WHG: 4.32 )
WHG' s 10-Year Quick Ratio Range
Min: 2.83   Max: 9.42
Current: 4.32

2.83
9.42

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.04
WHG's Dividend Yield is ranked lower than
57% of the 1249 Companies
in the Global Asset Management industry.

( Industry Median: 3.59 vs. WHG: 3.04 )
WHG' s 10-Year Dividend Yield Range
Min: 0.56   Max: 4.73
Current: 3.04

0.56
4.73
Dividend Payout 0.50
WHG's Dividend Payout is ranked higher than
75% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 3.21 vs. WHG: 0.50 )
WHG' s 10-Year Dividend Payout Range
Min: 0.08   Max: 1.58
Current: 0.5

0.08
1.58
Dividend growth (3y) 7.50
WHG's Dividend growth (3y) is ranked higher than
72% of the 569 Companies
in the Global Asset Management industry.

( Industry Median: 8.80 vs. WHG: 7.50 )
WHG' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 104.1
Current: 7.5

0
104.1
Yield on cost (5-Year) 4.29
WHG's Yield on cost (5-Year) is ranked higher than
53% of the 1263 Companies
in the Global Asset Management industry.

( Industry Median: 4.16 vs. WHG: 4.29 )
WHG' s 10-Year Yield on cost (5-Year) Range
Min: 0.8   Max: 6.76
Current: 4.29

0.8
6.76
Share Buyback Rate -4.00
WHG's Share Buyback Rate is ranked higher than
57% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 vs. WHG: -4.00 )
WHG' s 10-Year Share Buyback Rate Range
Min: 0.4   Max: -5.4
Current: -4

Valuation & Return

vs
industry
vs
history
Price/Net Cash 8.02
WHG's Price/Net Cash is ranked higher than
89% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: 8.02 )
WHG' s 10-Year Price/Net Cash Range
Min: 6.77   Max: 1351
Current: 8.02

6.77
1351
Price/Net Current Asset Value 6.87
WHG's Price/Net Current Asset Value is ranked higher than
89% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: 6.87 )
WHG' s 10-Year Price/Net Current Asset Value Range
Min: 5.97   Max: 1898
Current: 6.87

5.97
1898
Price/Tangible Book 5.50
WHG's Price/Tangible Book is ranked higher than
55% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.29 vs. WHG: 5.50 )
WHG' s 10-Year Price/Tangible Book Range
Min: 3.95   Max: 10.51
Current: 5.5

3.95
10.51
Price/DCF (Projected) 1.40
WHG's Price/DCF (Projected) is ranked higher than
77% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: 1.40 )
WHG' s 10-Year Price/DCF (Projected) Range
Min: 1.27   Max: 3.62
Current: 1.4

1.27
3.62
Price/Median PS Value 0.88
WHG's Price/Median PS Value is ranked higher than
87% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 1.48 vs. WHG: 0.88 )
WHG' s 10-Year Price/Median PS Value Range
Min: 0.74   Max: 1.57
Current: 0.88

0.74
1.57
Price/Peter Lynch Fair Value 1.08
WHG's Price/Peter Lynch Fair Value is ranked higher than
94% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. WHG: 1.08 )
WHG' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.92   Max: 3.74
Current: 1.08

0.92
3.74
Price/Graham Number 2.10
WHG's Price/Graham Number is ranked higher than
67% of the 1817 Companies
in the Global Asset Management industry.

( Industry Median: 2.31 vs. WHG: 2.10 )
WHG' s 10-Year Price/Graham Number Range
Min: 1.59   Max: 4.32
Current: 2.1

1.59
4.32
Earnings Yield (Greenblatt) 10.40
WHG's Earnings Yield (Greenblatt) is ranked higher than
82% of the 1571 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 vs. WHG: 10.40 )
WHG' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.9   Max: 12.8
Current: 10.4

3.9
12.8
Forward Rate of Return (Yacktman) 19.74
WHG's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 632 Companies
in the Global Asset Management industry.

( Industry Median: 7.29 vs. WHG: 19.74 )
WHG' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -3.2   Max: 26.3
Current: 19.74

-3.2
26.3

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
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 
Westwood Holdings Group Inc. Reports Operating Results (10-Q) Jul 24 2009 

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