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.
Trading Information
- Previous Close Price
- $19.48
- Day Range
- $19.36–20.12
- 52-Week Range
- $14.70–20.97
- Bid/Ask
- $16.00 / $20.50
- Shares Outstanding
- 9.54M
- Market Cap
- $188.62M
- Volume/Avg
- 14,105 / 23,278
Key Statistics
- Price/Earnings (Normalized)
- 14.84
- Price/Sales
- 1.76
- Dividend Yield (Trailing)
- 3.02%
- Dividend Yield (Forward)
- 3.02%
- Total Yield
- 3.02%
Company Profile
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 148
- Website
- https://www.westwoodgroup.com
Valuation
|
Metric
|
WHG
|
|---|---|
Price/Earnings (Normalized) | 14.84 |
Price/Book Value | 1.50 |
Price/Sales | 1.76 |
Price/Cash Flow | 10.71 |
Price/Earnings
WHG
Financial Strength
|
Metric
|
WHG
|
|---|---|
Quick Ratio | 2.50 |
Current Ratio | 2.50 |
Interest Coverage | — |
Quick Ratio
WHG
Profitability
|
Metric
|
WHG
|
|---|---|
Return on Assets (Normalized) | 5.99% |
Return on Equity (Normalized) | 7.42% |
Return on Invested Capital (Normalized) | 6.75% |
Return on Assets
WHG
Asset Management Industry Comparables
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BlackRock Inc
BLK
| LOCK|FV$mfR%z | LOCK|^^K | $176B | |||
| Blackstone Inc
BX
| LOCK|q^LKdL | LOCK|V<^ | $110B | |||
| KKR & Co Inc Ordinary Shares
KKR
| LOCK|K$>T!!? | LOCK|m@$p | $92B | |||
| Brookfield Asset Management Ltd Ordinary Shares - Class A
BAM
| LOCK|^jKFXy | LOCK|Gp>^ | $83B | |||
| Apollo Global Management Inc
APO
| LOCK|>W@qs^s | LOCK|r&!mB | $73B | |||
| State Street Corp
STT
| LOCK|x>^xcc | LOCK|lcf | $51B | |||
| Ameriprise Financial Inc
AMP
| LOCK|?%&YQDD | LOCK|!<nL | $49B | |||
| Raymond James Financial Inc
RJF
| LOCK|f?k>@D$ | LOCK|%m^Ct | $34B | |||
| Northern Trust Corp
NTRS
| LOCK|%%w!$@v@ | LOCK|%Qg | $34B | |||
| Ares Management Corp Ordinary Shares - Class A
ARES
| LOCK|dz?$$Mz | LOCK|bWV$K | $31B |
United States