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Westwood Holdings Group (Westwood Holdings Group) Shiller PE Ratio

: 6.18 (As of Today)
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As of today (2024-04-18), Westwood Holdings Group's current share price is $12.80. Westwood Holdings Group's E10 for the quarter that ended in Dec. 2023 was $2.07. Westwood Holdings Group's Shiller PE Ratio for today is 6.18.

The historical rank and industry rank for Westwood Holdings Group's Shiller PE Ratio or its related term are showing as below:

WHG' s Shiller PE Ratio Range Over the Past 10 Years
Min: 4.21   Med: 16.56   Max: 42.44
Current: 6.18

During the past years, Westwood Holdings Group's highest Shiller PE Ratio was 42.44. The lowest was 4.21. And the median was 16.56.

WHG's Shiller PE Ratio is ranked better than
90.81% of 762 companies
in the Asset Management industry
Industry Median: 12.66 vs WHG: 6.18

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Westwood Holdings Group's adjusted earnings per share data for the three months ended in Dec. 2023 was $0.320. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $2.07 for the trailing ten years ended in Dec. 2023.

Shiller PE for Stocks: The True Measure of Stock Valuation


Westwood Holdings Group Shiller PE Ratio Historical Data

The historical data trend for Westwood Holdings Group's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Westwood Holdings Group Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 11.64 6.37 7.34 5.09 6.08

Westwood Holdings Group Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Shiller PE Ratio Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 5.09 5.14 5.75 4.74 6.08

Competitive Comparison

For the Asset Management subindustry, Westwood Holdings Group's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Westwood Holdings Group Shiller PE Ratio Distribution

For the Asset Management industry and Financial Services sector, Westwood Holdings Group's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Westwood Holdings Group's Shiller PE Ratio falls into.



Westwood Holdings Group Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Westwood Holdings Group's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=12.80/2.07
=6.18

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Westwood Holdings Group's E10 for the quarter that ended in Dec. 2023 is calculated as:

For example, Westwood Holdings Group's adjusted earnings per share data for the three months ended in Dec. 2023 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=0.32/129.4194*129.4194
=0.320

Current CPI (Dec. 2023) = 129.4194.

Westwood Holdings Group Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201403 0.720 99.695 0.935
201406 1.120 100.560 1.441
201409 0.920 100.428 1.186
201412 0.720 99.070 0.941
201503 0.710 99.621 0.922
201506 1.230 100.684 1.581
201509 0.870 100.392 1.122
201512 0.580 99.792 0.752
201603 0.440 100.470 0.567
201606 0.690 101.688 0.878
201609 0.720 101.861 0.915
201612 0.920 101.863 1.169
201703 0.730 102.862 0.918
201706 0.830 103.349 1.039
201709 0.490 104.136 0.609
201712 0.340 104.011 0.423
201803 0.930 105.290 1.143
201806 0.940 106.317 1.144
201809 0.620 106.507 0.753
201812 0.640 105.998 0.781
201903 0.050 107.251 0.060
201906 0.220 108.070 0.263
201909 0.130 108.329 0.155
201912 0.300 108.420 0.358
202003 0.130 108.902 0.154
202006 -0.330 108.767 -0.393
202009 -1.310 109.815 -1.544
202012 0.360 109.897 0.424
202103 0.520 111.754 0.602
202106 0.120 114.631 0.135
202109 0.240 115.734 0.268
202112 0.360 117.630 0.396
202203 0.010 121.301 0.011
202206 -0.050 125.017 -0.052
202209 -0.150 125.227 -0.155
202212 -0.400 125.222 -0.413
202303 0.090 127.348 0.091
202306 0.360 128.729 0.362
202309 0.410 129.860 0.409
202312 0.320 129.419 0.320

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Westwood Holdings Group  (NYSE:WHG) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Westwood Holdings Group Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Westwood Holdings Group's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Westwood Holdings Group (Westwood Holdings Group) Business Description

Traded in Other Exchanges
N/A
Address
200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201
Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for its clients. The company operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of revenue from the United States.
Executives
John Porter Montgomery officer: COO 200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Leah Bennett officer: President-Westwood Wealth Mgmt 200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Ehinger John Anthony Jr officer: Head of Legal, CCO 279 BENSON LAN, COPPELL TX 75019
Matthew Lockridge officer: Head, U.S. Value Inv. 200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Management, Llc 10 percent owner 1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Adrian Helfert officer: CIO, Multi-Asset Inv. 200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Richard M Frank director 4441 W AIRPORT FREEWAY, IRVING TX 75062
Brian O Casey director, officer: President & CEO 200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Raymond E Wooldridge director 200 CRESCENT COURT, STE 1200, DALLAS TX 75201
Fabian Gomez officer: Chief Operating Officer 200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Randy A Bowman director 200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Holdings, Llc 10 percent owner, other: See Footnote 1 1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partners, Lp 10 percent owner, other: See Footnote 1 1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partnership, Lp 10 percent owner, other: See Footnote 1 1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
James C Pappas 10 percent owner 1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027