Westwood Holdings Group (Westwood Holdings Group) FCF Margin % : 19.25% (As of Dec. 2023)

View and export this data going back to 2002. Start your Free Trial

What is Westwood Holdings Group FCF Margin %?

FCF Margin % is calculated as Free Cash Flow divided by its Revenue. Westwood Holdings Group's Free Cash Flow for the three months ended in Dec. 2023 was $4.47 Mil. Westwood Holdings Group's Revenue for the three months ended in Dec. 2023 was $23.23 Mil. Therefore, Westwood Holdings Group's FCF Margin % for the quarter that ended in Dec. 2023 was 19.25%.

As of today, Westwood Holdings Group's current FCF Yield % is -1.09%.

The historical rank and industry rank for Westwood Holdings Group's FCF Margin % or its related term are showing as below:

WHG' s FCF Margin % Range Over the Past 10 Years
Min: -15.15 Med: 30.65 Max: 74.5
Current: -1.48

During the past 13 years, the highest FCF Margin % of Westwood Holdings Group was 74.50%. The lowest was -15.15%. And the median was 30.65%.

WHG's FCF Margin % is ranked worse than
64.85% of 1556 companies
in the Asset Management industry
Industry Median: 16.44 vs WHG: -1.48

Westwood Holdings Group FCF Margin % Historical Data

The historical data trend for Westwood Holdings Group's FCF Margin % 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 FCF Margin % Chart

Westwood Holdings Group Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

FCF Margin %

Get a 7-Day Free Trial

36.86

-15.15

26.29

74.50

-1.48

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
FCF Margin %	Get a 7-Day Free Trial															175.86	-14.36	-3.35	-8.24	19.25

Competitive Comparison of Westwood Holdings Group's FCF Margin %

For the Asset Management subindustry, Westwood Holdings Group's FCF Margin %, along with its competitors' market caps and FCF Margin % 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's FCF Margin % Distribution in the Asset Management Industry

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

* The bar in red indicates where Westwood Holdings Group's FCF Margin % falls into.

Westwood Holdings Group FCF Margin % Calculation

FCF margin is the ratio of Free Cash Flow divided by net sales or Revenue, usually presented in percent.

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

FCF Margin	=	Free Cash Flow (A: Dec. 2023 )	/	Revenue (A: Dec. 2023 )
	=	-1.332	/	89.781
	=	-1.48 %

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

FCF Margin	=	Free Cash Flow (Q: Dec. 2023 )	/	Revenue (Q: Dec. 2023 )
	=	4.471	/	23.229
	=	19.25 %

Westwood Holdings Group FCF Margin % Related Terms

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

Westwood Holdings Group (Westwood Holdings Group) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Westwood Holdings Group Inc (NYSE:WHG) » Definitions » FCF Margin %

Comparable Companies

Traded in Other Exchanges

N/A

Address

200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201

Website

https://www.westwoodgroup.com

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