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Westwood Holdings GroupWHG +0.89%79 ROC (Joel Greenblatt) % is 65.13% as of Jun. 2026, which is 5% below its 10-year median of 68.89. 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 628 Asset Management companies, Westwood Holdings Group ranks worse than 54.14% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Westwood Holdings Group's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was 65.13%.
The historical rank and industry rank for Westwood Holdings Group's ROC (Joel Greenblatt) % or its related term are showing as below:
WHG'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -10.69 Med: 68.89 Max: 1039.8
Current: 40.43
During the past 13 years, Westwood Holdings Group's highest ROC (Joel Greenblatt) % was 1039.80%. The lowest was -10.69%. And the median was 68.89%.
WHG's ROC (Joel Greenblatt) % is ranked worse than 54.14% of 628
companies
in the Asset Management industry
Industry Median: 62.9
vs WHG: 40.43
Westwood Holdings Group's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.
Westwood Holdings Group (NYSE:WHG) ROC (Joel Greenblatt) % Explanation
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
Westwood Holdings Group ROC (Joel Greenblatt) % Related Terms
Westwood Holdings Group ROC (Joel Greenblatt) % Historical Data
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The historical data trend for Westwood Holdings Group's ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % Chart
WHG vs GF, TPVG, WIA: ROC (Joel Greenblatt) % Comparison
For the Asset Management subindustry, Westwood Holdings Group's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Westwood Holdings Group's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Westwood Holdings Group's ROC (Joel Greenblatt) % falls into.
Westwood Holdings Group ROC (Joel Greenblatt) % Calculation
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (Jun. 2026) EBIT 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.
What does a ROC (Joel Greenblatt) % of 65.13% mean?
Westwood Holdings Group (WHG) has a ROC (Joel Greenblatt) % of 65.13% as of Jun. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Westwood Holdings Group and its competitors. This is near median its historical median of 68.89. According to the industry distribution chart, Westwood Holdings Group ranks #340 out of 628 companies in the Asset Management industry, placing it in the top 54.1%.
Is Westwood Holdings Group's ROC (Joel Greenblatt) % too high?
Westwood Holdings Group's current ROC (Joel Greenblatt) % of 65.13% is near median its 10-year median of 68.89. The Asset Management industry median ROC (Joel Greenblatt) % is 62.90. Westwood Holdings Group's value of 65.13% is 3.5% above this industry median. Based on the distribution chart, Westwood Holdings Group ranks #340 out of 628 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 ROC (Joel Greenblatt) % compare to GF and TPVG?
According to the Asset Management industry distribution chart, Westwood Holdings Group ranks #340 out of 628 companies for ROC (Joel Greenblatt) %. This places Westwood Holdings Group in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 62.90. Westwood Holdings Group's value of 65.13% is 3.5% above this benchmark. While the company's 10-year median is 68.89 vs. the industry median of 62.90, Westwood Holdings Group has consistently been above 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 ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 62.90, based on 628 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Westwood Holdings Group's current ROC (Joel Greenblatt) % of 65.13% is 3.5% above 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Westwood Holdings Group and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 62.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Westwood Holdings Group's current ROC (Joel Greenblatt) % is 65.13%, which is near median its own 10-year median of 68.89. 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 ROC (Joel Greenblatt) % is 65.13%, which is near median its 10-year median of 68.89 and 3.5% above the Asset Management industry median of 62.90. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current ROC (Joel Greenblatt) % is 65.13% 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:
ROC (Joel Greenblatt) %: 65.13% (near median its 10-year median of 68.89)
GF Value™: $15.84 vs. price of $19.19 (21.1% above fair value)
Industry Position: 3.5% above the Asset Management median (#340 of 628)
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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