WHG (Westwood Holdings Group) Cyclically Adjusted PS Ratio: 1.40 (As of Aug. 12, 2026) — 13% Above Median

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WHG Westwood Holdings Group Inc WHG
79 GF Score
Price $19.19
GF Value $15.83
Valuation Modestly Overvalued
! 8 Warning Signs
View Full Analysis

What is Westwood Holdings Group Cyclically Adjusted PS Ratio?

Westwood Holdings Group WHG +0.89% 79 Cyclically Adjusted PS Ratio is 1.40 as of Aug. 12, 2026, which is 13% above its 10-year median of 1.24. GuruFocus rates WHG with a GF Scoreâ„¢ of 79/100 and a GF Valueâ„¢ of $15.83 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 922 Asset Management companies, Westwood Holdings Group ranks better than 86.77% on this metric.

As of today (2026-08-12), Westwood Holdings Group's current share price is $19.19. Westwood Holdings Group's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 was $13.71. Westwood Holdings Group's Cyclically Adjusted PS Ratio for today is 1.40.

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

WHG' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 0.6   Med: 1.24   Max: 5.83
Current: 1.39

During the past years, Westwood Holdings Group's highest Cyclically Adjusted PS Ratio was 5.83. The lowest was 0.60. And the median was 1.24.

WHG's Cyclically Adjusted PS Ratio is ranked better than
86.77% of 922 companies
in the Asset Management industry
Industry Median: 7.91 vs WHG: 1.39

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Westwood Holdings Group's adjusted revenue per share data for the three months ended in Jun. 2026 was $2.791. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is $13.71 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Westwood Holdings Group  (NYSE:WHG) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Westwood Holdings Group Cyclically Adjusted PS Ratio Related Terms


Westwood Holdings Group Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for Westwood Holdings Group's Cyclically Adjusted PS 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.

Westwood Holdings Group Cyclically Adjusted PS Ratio Chart

Westwood Holdings Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.18 0.75 0.85 1.00 1.25

Westwood Holdings Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial 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 1.10 1.18 1.25 1.19 1.40

WHG vs GF, TPVG, WIA: Cyclically Adjusted PS Ratio Comparison

For the Asset Management subindustry, Westwood Holdings Group's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS 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 Cyclically Adjusted PS Ratio vs Asset Management Industry

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

* The bar in red indicates where Westwood Holdings Group's Cyclically Adjusted PS Ratio falls into.


WHG
79GF Score
Westwood Holdings Group Inc WHG
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Westwood Holdings Group Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Westwood Holdings Group's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=19.19/13.71
=1.40

* 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 Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Westwood Holdings Group's adjusted Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=2.791/333.9520*333.9520
=2.791

Current CPI (Jun. 2026) = 333.9520.

Westwood Holdings Group Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 3.885 241.428 5.374
201612 3.875 241.432 5.360
201703 3.925 243.801 5.376
201706 4.059 244.955 5.534
201709 3.977 246.819 5.381
201712 3.968 246.524 5.375
201803 3.931 249.554 5.260
201806 3.835 251.989 5.082
201809 3.472 252.439 4.593
201812 3.071 251.233 4.082
201903 2.822 254.202 3.707
201906 2.561 256.143 3.339
201909 2.348 256.759 3.054
201912 2.203 256.974 2.863
202003 1.971 258.115 2.550
202006 2.015 257.797 2.610
202009 1.974 260.280 2.533
202012 2.186 260.474 2.803
202103 2.314 264.877 2.917
202106 2.205 271.696 2.710
202109 2.245 274.310 2.733
202112 2.451 278.802 2.936
202203 2.171 287.504 2.522
202206 1.964 296.311 2.213
202209 1.977 296.808 2.224
202212 2.631 296.797 2.960
202303 2.852 301.836 3.155
202306 2.699 305.109 2.954
202309 2.696 307.789 2.925
202312 2.822 306.746 3.072
202403 2.709 312.332 2.897
202406 2.760 314.175 2.934
202409 2.794 315.301 2.959
202412 2.935 315.605 3.106
202503 2.648 319.799 2.765
202506 2.623 322.561 2.716
202509 2.717 324.800 2.794
202512 3.010 324.054 3.102
202603 2.761 330.213 2.792
202606 2.791 333.952 2.791

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

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.

What does a Cyclically Adjusted PS Ratio of 1.40 mean?
Westwood Holdings Group (WHG) has a Cyclically Adjusted PS Ratio of 1.40 as of Aug. 12, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Westwood Holdings Group and its competitors. This is 13% above median its historical median of 1.24. Over the past decade, Westwood Holdings Group's Cyclically Adjusted PS Ratio has ranged from 0.60 to 5.83. According to the industry distribution chart, Westwood Holdings Group ranks #122 out of 922 companies in the Asset Management industry, placing it in the top 13.2%.
Is Westwood Holdings Group's Cyclically Adjusted PS Ratio too high?
Westwood Holdings Group's current Cyclically Adjusted PS Ratio of 1.40 is 13% above median its 10-year median of 1.24. Over the past 10 years, this metric has ranged from a low of 0.60 to a high of 5.83. The Asset Management industry median Cyclically Adjusted PS Ratio is 7.91. Westwood Holdings Group's value of 1.40 is 82.3% below this industry median. Based on the distribution chart, Westwood Holdings Group ranks #122 out of 922 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Westwood Holdings Group has a GF Score™ of 79/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Westwood Holdings Group's Cyclically Adjusted PS Ratio compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #122 out of 922 companies for Cyclically Adjusted PS Ratio. This places Westwood Holdings Group in the top 13% of its industry — outperforming the majority of peers. The industry median Cyclically Adjusted PS Ratio is 7.91. Westwood Holdings Group's value of 1.40 is 82.3% below this benchmark. Historically, Westwood Holdings Group's own Cyclically Adjusted PS Ratio has ranged from 0.60 to 5.83 over the past decade. While the company's 10-year median is 1.24 vs. the industry median of 7.91, Westwood Holdings Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PS Ratio for an Asset Management company?
The median Cyclically Adjusted PS Ratio among Asset Management companies is 7.91, based on 922 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Westwood Holdings Group's current Cyclically Adjusted PS Ratio of 1.40 is 82.3% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Westwood Holdings Group and its competitors. For the Asset Management industry, the median Cyclically Adjusted PS Ratio is 7.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Westwood Holdings Group's current Cyclically Adjusted PS Ratio is 1.40, which is 13% above median its own 10-year median of 1.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Westwood Holdings Group stock overvalued right now?
Based on GuruFocus' analysis, Westwood Holdings Group (WHG) is currently considered Modestly Overvalued. The stock's GF Value™ is $15.83, compared to a current price of $19.19 — trading 21.2% above its estimated fair value. The current Cyclically Adjusted PS Ratio is 1.40, which is 13% above median its 10-year median of 1.24 and 82.3% below the Asset Management industry median of 7.91. Westwood Holdings Group's overall GF Score™ is 79/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current Cyclically Adjusted PS Ratio is 1.40 as of Aug. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Westwood Holdings Group (WHG) Overvalued in 2026?

Based on GuruFocus' analysis, Westwood Holdings Group stock appears to be overvalued. The current stock price of $19.19 is trading 21.2% above its estimated GF Value™ of $15.83. GuruFocus considers Westwood Holdings Group to be Modestly Overvalued.

Key valuation signals for WHG:

  • Cyclically Adjusted PS Ratio: 1.40 (13% above median its 10-year median of 1.24)
  • GF Value™: $15.83 vs. price of $19.19 (21.2% above fair value)
  • GF Score™: 79/100 with 8 warning signs
  • Industry Position: 82.3% below the Asset Management median (#122 of 922)

No single metric tells the full story. See the WHG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Westwood Holdings Group Business Description

Address 200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201
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, and also has its presence in Canada.
79GF Score

Get the complete analysis for WHG

Cyclically Adjusted PS Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$19.19
Price
$15.83
GF Value