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WHG Westwood Holdings Group Inc

Price (delayed)

$15.3

Market cap

$141.86M

P/E Ratio

43.71

Dividend/share

$0.6

EPS

$0.35

Enterprise value

$122.63M

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.

Highlights
WHG's debt is down by 24% year-on-year and by 9% since the previous quarter
Westwood Holdings Group's gross profit has increased by 6% YoY and by 2% QoQ
WHG's quick ratio is down by 11% QoQ but it is up by 4% YoY
The P/E is 130% higher than the last 4 quarters average of 19.0
Westwood Holdings Group's net income has plunged by 61% from the previous quarter and by 45% YoY

Key stats

What are the main financial stats of WHG
Market
Shares outstanding
9.27M
Market cap
$141.86M
Enterprise value
$122.63M
Valuations
Price to earnings (P/E)
43.71
Price to book (P/B)
1.2
Price to sales (P/S)
1.35
EV/EBIT
27.91
EV/EBITDA
11.98
EV/Sales
1.33
Earnings
Revenue
$92.37M
Gross profit
$92.37M
Net income
$2.7M
EBIT
$4.39M
EBITDA
$10.23M
Free cash flow
$16.65M
Per share
EPS
$0.35
EPS diluted
$0.32
Free cash flow per share
$2.05
Book value per share
$12.75
Revenue per share
$11.37
TBVPS
$11.11
Balance sheet
Total assets
$151.5M
Total liabilities
$31.12M
Debt
$3.56M
Equity
$118.39M
Working capital
$52.45M
Liquidity
Debt to equity
0.03
Current ratio
4.24
Quick ratio
3.89
Net debt/EBITDA
-1.88
Margins
EBITDA margin
11.1%
Gross margin
100%
Net margin
2.9%
Operating margin
5.1%
Efficiency
Return on assets
1.8%
Return on equity
2.2%
Return on invested capital
8.3%
Return on capital employed
3.2%
Return on sales
4.8%
Dividend
Dividend yield
3.92%
DPS
$0.6
Payout ratio
171.4%

WHG stock price

How has the Westwood Holdings Group stock price performed over time
Intraday
0.33%
1 week
-1.23%
1 month
-8.33%
1 year
28.36%
YTD
21.72%
QTD
7.75%

Financial performance

How have Westwood Holdings Group's revenue and profit performed over time
Revenue
$92.37M
Gross profit
$92.37M
Operating income
$4.68M
Net income
$2.7M
Gross margin
100%
Net margin
2.9%
WHG's net margin has dropped by 62% since the previous quarter and by 48% year-on-year
Westwood Holdings Group's net income has plunged by 61% from the previous quarter and by 45% YoY
WHG's operating income is up by 7% since the previous quarter
Westwood Holdings Group's gross profit has increased by 6% YoY and by 2% QoQ

Growth

What is Westwood Holdings Group's growth rate over time

Valuation

What is Westwood Holdings Group stock price valuation
P/E
43.71
P/B
1.2
P/S
1.35
EV/EBIT
27.91
EV/EBITDA
11.98
EV/Sales
1.33
The P/E is 130% higher than the last 4 quarters average of 19.0
The EPS has dropped by 54% since the previous quarter and by 26% year-on-year
The stock's price to book (P/B) is 20% more than its 5-year quarterly average of 1.0 and 20% more than its last 4 quarters average of 1.0
The stock's price to sales (P/S) is 23% more than its last 4 quarters average of 1.1 but 16% less than its 5-year quarterly average of 1.6
The revenue has increased by 6% year-on-year and by 2% since the previous quarter

Efficiency

How efficient is Westwood Holdings Group business performance
Westwood Holdings Group's return on equity has shrunk by 62% QoQ and by 49% YoY
WHG's return on assets has dropped by 61% since the previous quarter and by 45% year-on-year
The return on sales has declined by 45% since the previous quarter and by 23% year-on-year
WHG's ROIC is down by 44% QoQ and by 22% YoY

Dividends

What is WHG's dividend history
DPS
$0.6
Dividend yield
3.92%
Payout ratio
171.4%
Recent dividends

Special dividends are included in TTM DPS and yield

Financial health

How did Westwood Holdings Group financials performed over time
The total liabilities rose by 16% since the previous quarter
Westwood Holdings Group's current ratio has decreased by 11% QoQ but it has increased by 6% YoY
WHG's debt is 97% smaller than its equity
The company's debt to equity fell by 25% YoY
WHG's debt is down by 24% year-on-year and by 9% since the previous quarter

All financial data is based on trailing twelve months (TTM) periods - updated quarterly, unless otherwise specified. Data from and Sharadar.