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
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Westwood Holdings Group, Inc. to Host Second Quarter 2024 Conference Call/Webcast
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Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
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Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
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Westwood Holdings Group, Inc. Reports First Quarter 2024 Results
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Westwood Announces Launch of Westwood Salient Enhanced Energy Income ETF (WEEI)
Trading Information
- Previous Close Price
- $13.33
- Day Range
- $13.25–13.37
- 52-Week Range
- $8.91–13.63
- Bid/Ask
- $10.89 / $13.63
- Market Cap
- $124.52 Mil
- Volume/Avg
- 11,020 / 11,050
Key Statistics
- Price/Earnings (Normalized)
- 7.60
- Price/Sales
- 1.22
- Dividend Yield (Trailing)
- 4.49%
- Dividend Yield (Forward)
- 4.49%
- Total Yield
- 5.26%
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
|
EQT
|
BAM
|
|---|---|---|---|
Price/Earnings (Normalized) | 7.60 | 0.18 | 37.69 |
Price/Book Value | 1.02 | 2.18 | 7.59 |
Price/Sales | 1.22 | 5.47 | 70.02 |
Price/Cash Flow | 4.23 | 44.85 | 33.31 |
Price/Earnings
WHG
EQT
BAM
Financial Strength
|
Metric
|
WHG
|
EQT
|
BAM
|
|---|---|---|---|
Quick Ratio | 4.22 | — | 0.83 |
Current Ratio | 4.55 | — | 0.83 |
Interest Coverage | — | — | — |
Quick Ratio
WHG
EQT
BAM
Profitability
|
Metric
|
WHG
|
EQT
|
BAM
|
|---|---|---|---|
Return on Assets (Normalized) | 13.64% | 701.39% | 13.33% |
Return on Equity (Normalized) | 17.22% | 886.10% | 19.46% |
Return on Invested Capital (Normalized) | 16.32% | — | 18.28% |
Return on Assets
WHG
EQT
BAM
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