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Business Description
Westwood Holdings Group Inc
NAICS : 523991
SIC : 6282
ISIN : US9617651040
Share Class Description:
WHG: Ordinary SharesDescription
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It 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 its advisory segment 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 its revenue from the United States.
Financial Strength
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 14.56 | |||||
| Equity-to-Asset | 0.8 | |||||
| Debt-to-Equity | 0.03 | |||||
| Debt-to-EBITDA | 0.31 | |||||
| Interest Coverage | N/A |
N/A
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N/A
| |||
| Piotroski F-Score | 4/9 | |||||
| Altman Z-Score | 4.27 | |||||
| Beneish M-Score | -2.95 | |||||
| WACC vs ROIC | ||||||
Growth Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 6.5 | |||||
| 3-Year EBITDA Growth Rate | 5.3 | |||||
| 3-Year EPS without NRI Growth Rate | -28 | |||||
| 3-Year FCF Growth Rate | -1 | |||||
| 3-Year Book Growth Rate | -3 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 70.53 | |||||
| 9-Day RSI | 61.98 | |||||
| 14-Day RSI | 57.3 | |||||
| 3-1 Month Momentum % | 13.37 | |||||
| 6-1 Month Momentum % | 8.72 | |||||
| 12-1 Month Momentum % | 26.56 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 2.66 | |||||
| Quick Ratio | 2.66 | |||||
| Cash Ratio | 2.02 | |||||
| Days Sales Outstanding | 56.22 | |||||
| Days Payable | 38.62 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 3.72 | |||||
| Dividend Payout Ratio | 0.63 | |||||
| 3-Year Dividend Growth Rate | 10.1 | |||||
| Forward Dividend Yield % | 3.72 | |||||
| 5-Year Yield-on-Cost % | 1.46 | |||||
| 3-Year Average Share Buyback Ratio | -3.8 | |||||
| Shareholder Yield % | 6.21 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 40.87 | |||||
| Operating Margin % | 6.03 | |||||
| Net Margin % | 2.33 | |||||
| FCF Margin % | 21.12 | |||||
| ROE % | 1.84 | |||||
| ROA % | 1.47 | |||||
| ROIC % | 3.47 | |||||
| 3-Year ROIIC % | -2.26 | |||||
| ROC (Joel Greenblatt) % | 68.72 | |||||
| ROCE % | 4.31 | |||||
| Years of Profitability over Past 10-Year | 8 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 64.56 | |||||
| PE Ratio without NRI | 17.04 | |||||
| Shiller PE Ratio | 9.55 | |||||
| Price-to-Owner-Earnings | 35.38 | |||||
| PEG Ratio | 1.03 | |||||
| PS Ratio | 1.46 | |||||
| PB Ratio | 1.24 | |||||
| Price-to-Tangible-Book | 2.52 | |||||
| Price-to-Free-Cash-Flow | 6.85 | |||||
| Price-to-Operating-Cash-Flow | 6.49 | |||||
| EV-to-EBIT | 18.49 | |||||
| EV-to-EBITDA | 10.09 | |||||
| EV-to-Revenue | 1.11 | |||||
| EV-to-FCF | 5.28 | |||||
| Price-to-GF-Value | 1.12 | |||||
| Price-to-Projected-FCF | 0.49 | |||||
| Price-to-Median-PS-Value | 0.61 | |||||
| Price-to-Graham-Number | 1.38 | |||||
| Price-to-Net-Current-Asset-Value | 4.72 | |||||
| Price-to-Net-Cash | 8.87 | |||||
| Earnings Yield (Greenblatt) % | 5.41 | |||||
| FCF Yield % | 13.22 | |||||
| Forward Rate of Return (Yacktman) % | -8.85 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Peter Lynch Chart
Performance
Dividend
Log
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Annualized Return %
Total Annual Return %
Westwood Holdings Group Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 94.721 | ||
| EPS (TTM) ($) | 0.25 | ||
| Beta | 0.87 | ||
| 3-Year Sharpe Ratio | 0.01 | ||
| 3-Year Sortino Ratio | 0.01 | ||
| Volatility % | 16.56 | ||
| 14-Day RSI | 57.3 | ||
| 14-Day ATR ($) | 0.677363 | ||
| 20-Day SMA ($) | 15.6245 | ||
| 12-1 Month Momentum % | 26.56 | ||
| 52-Week Range ($) | 11.0101 - 18.0266 | ||
| Shares Outstanding (Mil) | 9.38 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Westwood Holdings Group Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Westwood Holdings Group Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Westwood Holdings Group Inc Frequently Asked Questions
What is Westwood Holdings Group Inc(WHG)'s stock price today?
The current price of WHG is $16.14. The 52 week high of WHG is $18.03 and 52 week low is $11.01.
When is next earnings date of Westwood Holdings Group Inc(WHG)?
The next earnings date of Westwood Holdings Group Inc(WHG) is 2025-05-01 Est..
Does Westwood Holdings Group Inc(WHG) pay dividends? If so, how much?
The Dividend Yield % of Westwood Holdings Group Inc(WHG) is 3.72% (As of Today), Highest Dividend Payout Ratio of Westwood Holdings Group Inc(WHG) was 1.34. The lowest was 0.21. And the median was 0.51. The Forward Dividend Yield % of Westwood Holdings Group Inc(WHG) is 3.72%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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