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Westwood Holdings Group (Westwood Holdings Group) Enterprise Value

: $70.89 Mil (As of Today)
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Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. As of today, Westwood Holdings Group's Enterprise Value is $70.89 Mil. Westwood Holdings Group's EBIT for the trailing twelve months (TTM) ended in Dec. 2023 was $4.51 Mil. Therefore, Westwood Holdings Group's EV-to-EBIT ratio for today is 15.73.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Westwood Holdings Group's Enterprise Value is $70.89 Mil. Westwood Holdings Group's EBITDA for the trailing twelve months (TTM) ended in Dec. 2023 was $9.33 Mil. Therefore, Westwood Holdings Group's EV-to-EBITDA ratio for today is 7.60.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Westwood Holdings Group's Enterprise Value is $70.89 Mil. Westwood Holdings Group's Revenue for the trailing twelve months (TTM) ended in Dec. 2023 was $89.78 Mil. Therefore, Westwood Holdings Group's EV-to-Revenue ratio for today is 0.79.


Westwood Holdings Group Enterprise Value Historical Data

The historical data trend for Westwood Holdings Group's Enterprise Value 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
Enterprise Value
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 172.31 46.02 65.72 65.75 68.40

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
Enterprise Value 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 65.75 77.83 81.77 51.43 68.40

Competitive Comparison

For the Asset Management subindustry, Westwood Holdings Group's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Enterprise Value Distribution

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

* The bar in red indicates where Westwood Holdings Group's Enterprise Value falls into.



Westwood Holdings Group Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Westwood Holdings Group's Enterprise Value for the fiscal year that ended in Dec. 2023 is calculated as

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

* 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  (NYSE:WHG) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-EBIT is calculated as Enterprise Value divided by its EBIT.

Westwood Holdings Group's EV-to-EBIT for today is

EV-to-EBIT=Enterprise Value (Today)/EBIT (TTM)
=70.890/4.506
=15.73

Westwood Holdings Group's current Enterprise Value is $70.89 Mil.
Westwood Holdings Group's EBIT for the trailing twelve months (TTM) ended in Dec. 2023 adds up the quarterly data reported by the company within the most recent 12 months, which was $4.51 Mil.

2. EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA.

Westwood Holdings Group's EV-to-EBITDA for today is:

EV-to-EBITDA=Enterprise Value (Today)/EBITDA(TTM)
=70.890/9.325
=7.60

Westwood Holdings Group's current Enterprise Value is $70.89 Mil.
Westwood Holdings Group's EBITDA for the trailing twelve months (TTM) ended in Dec. 2023 adds up the quarterly data reported by the company within the most recent 12 months, which was $9.33 Mil.

3. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Westwood Holdings Group's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=70.890/89.781
=0.79

Westwood Holdings Group's current Enterprise Value is $70.89 Mil.
Westwood Holdings Group's Revenue for the trailing twelve months (TTM) ended in Dec. 2023 adds up the quarterly data reported by the company within the most recent 12 months, which was $89.78 Mil.

* 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 Enterprise Value Related Terms

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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