WHG (Westwood Holdings Group) Scaled Net Operating Assets: 0.78 (As of Jun. 2026)

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WHG Westwood Holdings Group Inc WHG
79 GF Score
Price $19.19
GF Value $15.83
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Westwood Holdings Group Scaled Net Operating Assets?

Westwood Holdings Group WHG +0.89% 79 Scaled Net Operating Assets is 0.78 as of Jun. 2026. 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.

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Westwood Holdings Group's operating assets for the quarter that ended in Jun. 2026 was $132.8 Mil. Westwood Holdings Group's operating liabilities for the quarter that ended in Jun. 2026 was $15.5 Mil. Westwood Holdings Group's Total Assets for the quarter that ended in Mar. 2026 was $150.4 Mil. Therefore, Westwood Holdings Group's scaled net operating assets (SNOA) for the quarter that ended in Jun. 2026 was 0.78.


Westwood Holdings Group Scaled Net Operating Assets Historical Data

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The historical data trend for Westwood Holdings Group's Scaled Net Operating Assets 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 Scaled Net Operating Assets Chart

Westwood Holdings Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Scaled Net Operating Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.29 0.56 0.50 0.51 0.60

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
Scaled Net Operating Assets 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 0.74 0.66 0.58 0.69 0.78

WHG vs GF, TPVG, WIA: Scaled Net Operating Assets Comparison

For the Asset Management subindustry, Westwood Holdings Group's Scaled Net Operating Assets, along with its competitors' market caps and Scaled Net Operating Assets 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 Scaled Net Operating Assets vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Westwood Holdings Group's Scaled Net Operating Assets distribution charts can be found below:

* The bar in red indicates where Westwood Holdings Group's Scaled Net Operating Assets falls into.


WHG
79GF Score
Westwood Holdings Group Inc WHG
Scaled Net Operating Assets is just one metric. See GF Score™, valuation, warning signs, and more.
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Westwood Holdings Group Scaled Net Operating Assets Calculation

Scaled Net Operating Assets (SNOA) is calculated as the difference between operating assets and operating liabilities, scaled by lagged total assets.

Westwood Holdings Group's Scaled Net Operating Assets (SNOA) for the fiscal year that ended in Dec. 2025 is calculated as

Scaled Net Operating Assets (SNOA)(A: Dec. 2025 )
=(Operating Assets (A: Dec. 2025 )-Operating Liabilities (A: Dec. 2025 ))/Total Assets (A: Dec. 2024 )
=(114.616-25.404)/149.989
=0.59

where

Operating Assets(A: Dec. 2025 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=162.298 - 47.682
=114.616

Operating Liabilities(A: Dec. 2025 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=35.575 - 0 - 10.171
=25.404

Westwood Holdings Group's Scaled Net Operating Assets (SNOA) for the quarter that ended in Jun. 2026 is calculated as

Scaled Net Operating Assets (SNOA)(Q: Jun. 2026 )
=(Operating Assets (Q: Jun. 2026 )-Operating Liabilities (Q: Jun. 2026 ))/Total Assets (Q: Mar. 2026 )
=(132.759-15.513)/150.375
=0.78

where

Operating Assets(Q: Jun. 2026 )
=Total Assets - Cash, Cash Equivalents, Marketable Securities
=155.375 - 22.616
=132.759

Operating Liabilities(Q: Jun. 2026 )
=Total Liabilities - Long-Term Debt & Capital Lease Obligation - Short-Term Debt & Capital Lease Obligation
=27.921 - 12.408 - 0
=15.513

* 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 Scaled Net Operating Assets of 0.78 mean?
Westwood Holdings Group (WHG) has a Scaled Net Operating Assets of 0.78 as of Jun. 2026. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Westwood Holdings Group and its competitors.
Is Westwood Holdings Group's Scaled Net Operating Assets too high?
Westwood Holdings Group's current Scaled Net Operating Assets is 0.78. 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 Scaled Net Operating Assets compare to GF and TPVG?
Westwood Holdings Group's Scaled Net Operating Assets of 0.78 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 Scaled Net Operating Assets for an Asset Management company?
A good Scaled Net Operating Assets depends on the Asset Management industry context. However, Scaled Net Operating Assets 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 Scaled Net Operating Assets mean?
A high Scaled Net Operating Assets can signal that a stock is expensive relative to its fundamentals. Scaled net operating assets equals current-period operating assets less operating liabilities less prior-period total assets. View historical data on Westwood Holdings Group and its competitors. Westwood Holdings Group's current Scaled Net Operating Assets is 0.78. 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 Scaled Net Operating Assets is 0.78. 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 Scaled Net Operating Assets calculated?
Scaled Net Operating Assets is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current Scaled Net Operating Assets is 0.78 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:

  • Scaled Net Operating Assets: 0.78
  • GF Value™: $15.83 vs. price of $19.19 (21.2% 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

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

$19.19
Price
$15.83
GF Value