WHG Westwood Holdings Group Inc

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

Price (delayed)

$19.65

Market cap

$187.52M

P/E Ratio

21.13

Dividend/share

$0.6

EPS

$0.93

Enterprise value

$177.31M

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Relative Growth: Rel. Growth: 63
Relative Strength: Rel. Strength: 64
Relative Valuation: Rel. Valuation: 82
Relative Profitability: Rel. Profitability: 83

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
Westwood Holdings Group's net income has soared by 115% YoY and by 7% from the previous quarter
The EPS has surged by 111% year-on-year and by 7% since the previous quarter
The P/E is 50% lower than the 5-year quarterly average of 42.4 but 7% higher than the last 4 quarters average of 19.7
WHG's debt is up by 24% since the previous quarter and by 19% 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
0.1%
1 week
1.03%
1 month
2.18%
1 year
10.39%
YTD
14.18%
QTD
2.56%

Financial performance

How have Westwood Holdings Group's revenue and profit performed over time
Revenue
$101.7M
Gross profit
$101.7M
Operating income
$4.74M
Net income
$7.86M
Gross margin
100%
Net margin
7.7%
Westwood Holdings Group's net income has soared by 115% YoY and by 7% from the previous quarter
WHG's net margin has surged by 103% year-on-year and by 4.1% since the previous quarter
WHG's operating income is up by 34% since the previous quarter but it is down by 20% year-on-year
The operating margin rose by 31% since the previous quarter but it has declined by 24% year-on-year

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
21.13
P/B
1.48
P/S
1.67
EV/EBIT
16.6
EV/EBITDA
11.74
EV/Sales
1.74
The EPS has surged by 111% year-on-year and by 7% since the previous quarter
The P/E is 50% lower than the 5-year quarterly average of 42.4 but 7% higher than the last 4 quarters average of 19.7
The stock's price to book (P/B) is 35% more than its 5-year quarterly average of 1.1 and 14% more than its last 4 quarters average of 1.3
WHG's equity is up by 5% year-on-year
The stock's price to sales (P/S) is 19% more than its 5-year quarterly average of 1.4 and 11% more than its last 4 quarters average of 1.5
The revenue has increased by 6% 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 has surged by 104% year-on-year and by 6% since the previous quarter
Westwood Holdings Group's return on equity has surged by 103% YoY and by 5% QoQ
The return on sales has surged by 72% year-on-year and by 6% since the previous quarter
WHG's ROIC has soared by 51% YoY and by 6% QoQ

Dividends

What is WHG's dividend history
Dividend details
DPS
$0.6
Dividend yield
3.05%
Payout ratio
64.5%
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% year-on-year and by 15% since the previous quarter
WHG's total assets is up by 6% year-on-year and by 3.3% since the previous quarter
WHG's debt is 90% smaller than its equity
The company's debt to equity rose by 25% QoQ and by 11% YoY
WHG's debt is up by 24% since the previous quarter and by 19% year-on-year

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