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Westwood Holdings GroupWHG +0.89%79 Equity-to-Asset is 0.81 as of Jun. 2026, which is 4% below its 10-year median of 0.84. GuruFocus rates WHG with a GF Score™ of 79/100 and a GF Value™ of $15.83 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 1,628 Asset Management companies, Westwood Holdings Group ranks worse than 51.84% on this metric.
Westwood Holdings Group (NYSE:WHG) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Westwood Holdings Group Equity-to-Asset Related Terms
Westwood Holdings Group Equity-to-Asset Historical Data
* 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.
For the Asset Management subindustry, Westwood Holdings Group's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Westwood Holdings Group's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Westwood Holdings Group's Equity-to-Asset falls into.
Westwood Holdings Group Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Westwood Holdings Group's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 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.
Westwood Holdings Group (WHG) has a Equity-to-Asset of 0.81 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Westwood Holdings Group and its competitors. This is near median its historical median of 0.84. Over the past decade, Westwood Holdings Group's Equity-to-Asset has ranged from 0.76 to 0.90. According to the industry distribution chart, Westwood Holdings Group ranks #844 out of 1628 companies in the Asset Management industry, placing it in the top 51.8%.
Is Westwood Holdings Group's Equity-to-Asset too high?
Westwood Holdings Group's current Equity-to-Asset of 0.81 is near median its 10-year median of 0.84. Over the past 10 years, this metric has ranged from a low of 0.76 to a high of 0.90. The Asset Management industry median Equity-to-Asset is 0.83. Westwood Holdings Group's value of 0.81 is 2.4% below this industry median. Based on the distribution chart, Westwood Holdings Group ranks #844 out of 1628 companies in the Asset Management industry, which is below the industry midpoint. 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 Equity-to-Asset compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #844 out of 1628 companies for Equity-to-Asset. This places Westwood Holdings Group in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Westwood Holdings Group's value of 0.81 is 2.4% below this benchmark. Historically, Westwood Holdings Group's own Equity-to-Asset has ranged from 0.76 to 0.90 over the past decade. While the company's 10-year median is 0.84 vs. the industry median of 0.83, 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 Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,628 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Westwood Holdings Group's current Equity-to-Asset of 0.81 is 2.4% 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Westwood Holdings Group and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Westwood Holdings Group's current Equity-to-Asset is 0.81, which is near median its own 10-year median of 0.84. 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 Equity-to-Asset is 0.81, which is near median its 10-year median of 0.84 and 2.4% below the Asset Management industry median of 0.83. 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 Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current Equity-to-Asset is 0.81 as of Jun. 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:
Equity-to-Asset: 0.81 (near median its 10-year median of 0.84)
GF Value™: $15.83 vs. price of $19.19 (21.2% above fair value)
Industry Position: 2.4% below the Asset Management median (#844 of 1628)
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 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
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