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Westwood Holdings Group Inc WHG

Morningstar Rating
$12.21 +0.21 (1.75%)
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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.

Price vs Fair Value

WHG is trading at a 41% discount.
Price
$12.28
Fair Value
$43.45
Uncertainty
Very High
1-Star Price
$99.53
5-Star Price
$9.14
Economic Moat
Gmhm
Capital Allocation
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News

Trading Information

Previous Close Price
$12.00
Day Range
$11.8012.31
52-Week Range
$8.9114.20
Bid/Ask
$10.00 / $15.00
Market Cap
$111.61 Mil
Volume/Avg
17,896 / 28,984

Key Statistics

Price/Earnings (Normalized)
8.67
Price/Sales
1.11
Dividend Yield (Trailing)
4.91%
Dividend Yield (Forward)
4.91%
Total Yield
5.69%

Company Profile

Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for its clients. The company 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 to its advisory segment and 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 revenue from the United States.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Value
Total Number of Employees
152

Comparables

Valuation

Metric
WHG
DHIL
EQT
Price/Earnings (Normalized)
8.6710.7024.44
Price/Book Value
0.932.491.82
Price/Sales
1.113.375.04
Price/Cash Flow
10.8880.40
Price/Earnings
WHG
DHIL
EQT

Financial Strength

Metric
WHG
DHIL
EQT
Quick Ratio
3.742.10
Current Ratio
4.012.21
Interest Coverage
Quick Ratio
WHG
DHIL
EQT

Profitability

Metric
WHG
DHIL
EQT
Return on Assets (Normalized)
10.39%13.31%701.39%
Return on Equity (Normalized)
13.05%17.55%886.10%
Return on Invested Capital (Normalized)
12.35%15.22%
Return on Assets
WHG
DHIL
EQT
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Economic Moat
Market Cap
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KKR
KKR & Co Inc Ordinary SharesYtrznz$84.8 Bil
BK
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AMP
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TROW
T. Rowe Price Group IncVhjsb$24.7 Bil
STT
State Street CorporationRzwck$22.0 Bil
NTRS
Northern Trust CorpFqwh$16.7 Bil
CG
The Carlyle Group IncMjlcf$15.9 Bil
BEN
Franklin Resources IncSmpmrg$14.1 Bil

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