Westwood Holdings Group Inc WHG
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
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News
-
Westwood Holdings Group Hires Senior Solutions Portfolio Manager
-
Westwood Holdings Group, Inc. to Host First Quarter 2024 Conference Call/Webcast
-
Westwood Launches First Exchange-Traded Fund: Westwood Salient Enhanced Midstream Income ETF (MDST)
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Susan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of Directors
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Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results
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Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2023 Conference Call/Webcast
Trading Information
- Previous Close Price
- $13.05
- Day Range
- $12.94–13.11
- 52-Week Range
- $8.91–14.20
- Bid/Ask
- $10.00 / $13.15
- Market Cap
- $121.77 Mil
- Volume/Avg
- 2,978 / 12,600
Key Statistics
- Price/Earnings (Normalized)
- 7.04
- Price/Sales
- 1.16
- Dividend Yield (Trailing)
- 4.60%
- Dividend Yield (Forward)
- 4.60%
- Total Yield
- 5.31%
Company Profile
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.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 145
- Website
- https://www.westwoodgroup.com
Comparables
Valuation
|
Metric
|
WHG
|
DHIL
|
EQT
|
|---|---|---|---|
Price/Earnings (Normalized) | 7.04 | 14.66 | 0.16 |
Price/Book Value | 0.97 | 2.43 | 1.99 |
Price/Sales | 1.16 | 3.26 | 4.98 |
Price/Cash Flow | 6.75 | 11.29 | 40.85 |
Price/Earnings
WHG
DHIL
EQT
Financial Strength
|
Metric
|
WHG
|
DHIL
|
EQT
|
|---|---|---|---|
Quick Ratio | 3.63 | 1.87 | — |
Current Ratio | 3.87 | 1.97 | — |
Interest Coverage | — | — | — |
Quick Ratio
WHG
DHIL
EQT
Profitability
|
Metric
|
WHG
|
DHIL
|
EQT
|
|---|---|---|---|
Return on Assets (Normalized) | 14.07% | 12.51% | 701.39% |
Return on Equity (Normalized) | 18.05% | 16.54% | 886.10% |
Return on Invested Capital (Normalized) | 17.09% | 13.76% | — |
Return on Assets
WHG
DHIL
EQT
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