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Westwood Holdings Group's ROE % for the quarter that ended in Jun. 2026 was 4.84%. Westwood Holdings Group's PB Ratio for the quarter that ended in Jun. 2026 was 1.45.
Westwood Holdings Group's ROE % Adjusted to Book Value for the quarter that ended in Jun. 2026 was 3.34%.
Westwood Holdings Group ROE % Adjusted to Book Value Related Terms
Westwood Holdings Group ROE % Adjusted to Book Value Historical Data
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The historical data trend for Westwood Holdings Group's ROE % Adjusted to Book 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 ROE % Adjusted to Book Value Chart
WHG vs GF, TPVG, WIA: ROE % Adjusted to Book Value Comparison
For the Asset Management subindustry, Westwood Holdings Group's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book 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 ROE % Adjusted to Book Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Westwood Holdings Group's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where Westwood Holdings Group's ROE % Adjusted to Book Value 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.
What does a ROE % Adjusted to Book Value of 3.34% mean?
Westwood Holdings Group (WHG) has a ROE % Adjusted to Book Value of 3.34% as of Jun. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Westwood Holdings Group and its competitors.
Is Westwood Holdings Group's ROE % Adjusted to Book Value too high?
Westwood Holdings Group's current ROE % Adjusted to Book Value is 3.34%. 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 ROE % Adjusted to Book Value compare to GF and TPVG?
Westwood Holdings Group's ROE % Adjusted to Book Value of 3.34% 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 ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Westwood Holdings Group and its competitors. Westwood Holdings Group's current ROE % Adjusted to Book Value is 3.34%. 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 ROE % Adjusted to Book Value is 3.34%. 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 ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current ROE % Adjusted to Book Value is 3.34% 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:
ROE % Adjusted to Book Value: 3.34%
GF Value™: $15.83 vs. price of $19.19 (21.2% above fair value)
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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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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