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Westwood Holdings GroupWHG +0.89%79 Gross Margin % is 44.01% as of Jun. 2026, which is 6% above its 10-year median of 41.68. 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. Among 553 Asset Management companies, Westwood Holdings Group ranks worse than 65.28% on this metric.
Westwood Holdings Group (NYSE:WHG) Gross Margin % Explanation
Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.
Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %
1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key
Westwood Holdings Group had a gross margin of 44.01% for the quarter that ended in Jun. 2026 => Durable competitive advantage
Be Aware
If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.
Westwood Holdings Group Gross Margin % Related Terms
Westwood Holdings Group Gross Margin % 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 Gross Margin %, along with its competitors' market caps and Gross 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 Gross Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Westwood Holdings Group's Gross Margin % distribution charts can be found below:
* The bar in red indicates where Westwood Holdings Group's Gross Margin % falls into.
* 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.
A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.
Westwood Holdings Group (WHG) has a Gross Margin % of 44.01% as of Jun. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on Westwood Holdings Group and its competitors. This is near median its historical median of 41.68. Over the past decade, Westwood Holdings Group's Gross Margin % has ranged from 35.28 to 51.45. According to the industry distribution chart, Westwood Holdings Group ranks #361 out of 553 companies in the Asset Management industry, placing it in the top 65.3%.
Is Westwood Holdings Group's Gross Margin % too high?
Westwood Holdings Group's current Gross Margin % of 44.01% is near median its 10-year median of 41.68. Over the past 10 years, this metric has ranged from a low of 35.28 to a high of 51.45. The Asset Management industry median Gross Margin % is 56.73. Westwood Holdings Group's value of 44.01% is 22.4% below this industry median. Based on the distribution chart, Westwood Holdings Group ranks #361 out of 553 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 Gross Margin % compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #361 out of 553 companies for Gross Margin %. This places Westwood Holdings Group in the lower half of its industry. The industry median Gross Margin % is 56.73. Westwood Holdings Group's value of 44.01% is 22.4% below this benchmark. Historically, Westwood Holdings Group's own Gross Margin % has ranged from 35.28 to 51.45 over the past decade. While the company's 10-year median is 41.68 vs. the industry median of 56.73, 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 Gross Margin % for an Asset Management company?
The median Gross Margin % among Asset Management companies is 56.73, based on 553 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Westwood Holdings Group's current Gross Margin % of 44.01% is 22.4% 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 Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on Westwood Holdings Group and its competitors. For the Asset Management industry, the median Gross Margin % is 56.73 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Westwood Holdings Group's current Gross Margin % is 44.01%, which is near median its own 10-year median of 41.68. 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 Gross Margin % is 44.01%, which is near median its 10-year median of 41.68 and 22.4% below the Asset Management industry median of 56.73. 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 Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current Gross Margin % is 44.01% 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 21.1% above its estimated GF Value™ of $15.84.
GuruFocus considers Westwood Holdings Group to be Modestly Overvalued.
Key valuation signals for WHG:
Gross Margin %: 44.01% (near median its 10-year median of 41.68)
GF Value™: $15.84 vs. price of $19.19 (21.1% above fair value)
Industry Position: 22.4% below the Asset Management median (#361 of 553)
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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