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Westwood Holdings Group (Westwood Holdings Group) Profitability Rank

: 7 (As of Dec. 2023)
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Westwood Holdings Group has the Profitability Rank of 7.

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

Westwood Holdings Group's Operating Margin % for the quarter that ended in Dec. 2023 was 11.75%. As of today, Westwood Holdings Group's Piotroski F-Score is 5.


Competitive Comparison

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

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

* The bar in red indicates where Westwood Holdings Group's Profitability Rank falls into.



Westwood Holdings Group Profitability Rank Calculation

GuruFocus Profitability Rank ranks how profitable a company is and how likely the company's business will stay that way.

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.

Westwood Holdings Group has the Profitability Rank of 7.

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

Profitability Rank is based on these factors:

1. Operating Margin %

Operating Margin % - also known as operating income margin, operating profit margin and return on sales (ROS) - is the ratio of Operating Income divided by net sales or Revenue, usually presented in percent.

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

Operating Margin %=Operating Income (Q: Dec. 2023 ) / Revenue (Q: Dec. 2023 )
=2.73 / 23.229
=11.75 %

* 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.

2. Piotroski F-Score

The zones of discrimination were as such:

Good or high score = 8 or 9
Bad or low score = 0 or 1

Westwood Holdings Group has an F-score of 5 indicating the company's financial situation is typical for a stable company.

3. Trend of the Operating Margin % (5-year average). The company with an uptrend profit margin has a higher rank.

4. Consistency of the profitability

5. Predictability Rank


Westwood Holdings Group Profitability Rank 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