WHG (Westwood Holdings Group) Enterprise Value: $174.0 Mil (As of Aug. 13, 2026) ***

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

WHG Westwood Holdings Group Inc WHG
79 GF Score
Price $19.19
GF Value $15.84
Valuation Modestly Overvalued
! 8 Warning Signs
View Full Analysis

What is Westwood Holdings Group Enterprise Value?

Westwood Holdings Group WHG +0.89% 79 Enterprise Value is $174.0 Mil as of Aug. 13, 2026. GuruFocus rates WHG with a GF Score™ of 79/100 and a GF Value™ of $15.84 (Modestly Overvalued). The stock has 8 warning signs investors should review.

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 $174.0 Mil. Westwood Holdings Group's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 was $4.7 Mil. Therefore, Westwood Holdings Group's EV-to-EBIT ratio for today is 36.71.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. As of today, Westwood Holdings Group's Enterprise Value is $174.0 Mil. Westwood Holdings Group's EBITDA for the trailing twelve months (TTM) ended in Jun. 2026 was $8.5 Mil. Therefore, Westwood Holdings Group's EV-to-EBITDA ratio for today is 20.56.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Westwood Holdings Group's Enterprise Value is $174.0 Mil. Westwood Holdings Group's Revenue for the trailing twelve months (TTM) ended in Jun. 2026 was $101.7 Mil. Therefore, Westwood Holdings Group's EV-to-Revenue ratio for today is 1.71.

EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations. As of today, Westwood Holdings Group's Enterprise Value is $174.0 Mil. Westwood Holdings Group's Cash Flow from Operations for the trailing twelve months (TTM) ended in Jun. 2026 was $19.5 Mil. Therefore, Westwood Holdings Group's EV-to-OCF ratio for today is 8.91.

EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow. As of today, Westwood Holdings Group's Enterprise Value is $174.0 Mil. Westwood Holdings Group's Free Cash Flow for the trailing twelve months (TTM) ended in Jun. 2026 was $16.6 Mil. Therefore, Westwood Holdings Group's EV-to-FCF ratio for today is 10.46.

*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.


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)
=174.041/4.741
=36.71

Westwood Holdings Group's current Enterprise Value is $174.0 Mil.
Westwood Holdings Group's EBIT for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $4.7 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)
=174.041/8.463
=20.56

Westwood Holdings Group's current Enterprise Value is $174.0 Mil.
Westwood Holdings Group's EBITDA for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $8.5 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)
=174.041/101.699
=1.71

Westwood Holdings Group's current Enterprise Value is $174.0 Mil.
Westwood Holdings Group's Revenue for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $101.7 Mil.

4. EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations.

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

EV-to-OCF=Enterprise Value (Today)/Cash Flow from Operations (TTM)
=174.041/19.536
=8.91

Westwood Holdings Group's current Enterprise Value is $174.0 Mil.
Westwood Holdings Group's Cash Flow from Operations for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $19.5 Mil.

5. EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow.

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

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=174.041/16.641
=10.46

Westwood Holdings Group's current Enterprise Value is $174.0 Mil.
Westwood Holdings Group's Free Cash Flow for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $16.6 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


Westwood Holdings Group Enterprise Value Historical Data

* Premium members only.

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.

Westwood Holdings Group Enterprise Value Chart

Westwood Holdings Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 65.71 65.75 68.16 92.70 125.27

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
Enterprise Value 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 126.06 128.23 125.27 143.98 173.75

WHG vs GF, TPVG, WIA: Enterprise Value 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 vs Asset Management Industry

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.


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

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. 2025 is calculated as

Westwood Holdings Group's Enterprise Value for the quarter that ended in Jun. 2026 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.

Frequently Asked Questions Learn more about Enterprise Value →
What does a Enterprise Value of $174.0 Mil mean?
Westwood Holdings Group (WHG) has a Enterprise Value of $174.0 Mil as of Aug. 13, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Westwood Holdings Group and its competitors.
Is Westwood Holdings Group's Enterprise Value too high?
Westwood Holdings Group's current Enterprise Value is $174.0 Mil. 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 Enterprise Value compare to GF and TPVG?
Westwood Holdings Group's Enterprise Value of $174.0 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Enterprise Value for an Asset Management company?
A good Enterprise Value depends on the Asset Management industry context. However, Enterprise Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Westwood Holdings Group and its competitors. Westwood Holdings Group's current Enterprise Value is $174.0 Mil. 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 $15.84, compared to a current price of $19.19 — trading 21.1% above its estimated fair value. The current Enterprise Value is $174.0 Mil. 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 Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current Enterprise Value is $174.0 Mil as of Aug. 13, 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 21.1% above its estimated GF Value™ of $15.84. GuruFocus considers Westwood Holdings Group to be Modestly Overvalued.

Key valuation signals for WHG:

  • Enterprise Value: $174.0 Mil
  • GF Value™: $15.84 vs. price of $19.19 (21.1% above fair value)
  • GF Score™: 79/100 with 8 warning signs

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

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

$19.19
Price
$15.84
GF Value