WHG Westwood Holdings Group Inc

  1. Stocks
  2. Financial Services
  3. NYSE: WHG

Price (delayed)

$18.64

Market cap

$177.41M

P/E Ratio

21.93

Dividend/share

$0.6

EPS

$0.85

Enterprise value

$166.6M

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Relative Growth: Rel. Growth:
Relative Strength: Rel. Strength:
Relative Valuation: Rel. Valuation:
Relative Profitability: Rel. Profitability: 65

Westwood Holdings Group, Inc. is an investment management boutique and wealth management firm based in Dallas, Texas. Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients ...

Highlights
The revenue has increased by 8% year-on-year and by 2.2% since the previous quarter
Westwood Holdings Group's gross profit has increased by 8% YoY and by 2.2% QoQ
The P/E is 49% lower than the 5-year quarterly average of 42.8 but 7% higher than the last 4 quarters average of 20.5
WHG's debt is up by 29% year-on-year and by 7% since the previous quarter
The EPS has declined by 9% since the previous quarter and by 2.3% year-on-year
Sector: Financial Services
Industry: Asset Management
Website: https://www.westwoodgroup.com
Peers: NTRS APO EFC BX

Key stats

What are the main financial stats of WHG

WHG stock price

How has the Westwood Holdings Group stock price performed over time
Intraday
0.05%
1 week
0.76%
1 month
-0.48%
1 year
14.85%
YTD
8.31%
QTD
0.05%

Financial performance

How have Westwood Holdings Group's revenue and profit performed over time
Revenue
$103.98M
Gross profit
$103.98M
Operating income
$4.12M
Net income
$7.28M
Gross margin
100%
Net margin
7%
The operating margin has declined by 41% year-on-year and by 15% since the previous quarter
WHG's operating income is down by 37% year-on-year and by 13% since the previous quarter
WHG's net margin is down by 9% since the previous quarter and by 7% year-on-year
The revenue has increased by 8% year-on-year and by 2.2% since the previous quarter

Price vs fundamentals

How does WHG's price correlate with its fundamentals

Growth

What is Westwood Holdings Group's growth rate over time

Valuation

What is Westwood Holdings Group stock price valuation
WHG P/E details
P/E
21.93
P/B
1.38
P/S
1.55
EV/EBIT
15.71
EV/EBITDA
11.52
EV/Sales
1.6
The P/E is 49% lower than the 5-year quarterly average of 42.8 but 7% higher than the last 4 quarters average of 20.5
The EPS has declined by 9% since the previous quarter and by 2.3% year-on-year
The stock's price to book (P/B) is 25% more than its 5-year quarterly average of 1.1 and 6% more than its last 4 quarters average of 1.3
WHG's equity is up by 4.2% year-on-year and by 2.2% since the previous quarter
The stock's price to sales (P/S) is 19% more than its 5-year quarterly average of 1.3 and 3.3% more than its last 4 quarters average of 1.5
The revenue has increased by 8% year-on-year and by 2.2% since the previous quarter

Efficiency

How efficient is Westwood Holdings Group business performance
WHG's return on assets is down by 10% since the previous quarter and by 8% year-on-year
WHG's ROIC is down by 8% YoY and by 4% QoQ
Westwood Holdings Group's return on equity has decreased by 8% QoQ and by 3.3% YoY
The return on sales has declined by 2.9% since the previous quarter

Dividends

What is WHG's dividend history
Dividend details
DPS
$0.6
Dividend yield
3.22%
Payout ratio
70.6%
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 17% since the previous quarter and by 16% year-on-year
WHG's total assets is up by 6% year-on-year and by 4.8% since the previous quarter
WHG's debt is 90% smaller than its equity
WHG's debt is up by 29% year-on-year and by 7% since the previous quarter
The company's debt to equity rose by 25% YoY

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