NYSE: WHGWestwood Holdings Group Inc Stock
$15.91-0.14 (-0.87%)
Updated Mar 21, 2025
WHG Price
$15.91
Fair Value Price
N/A
Market Cap
$149.23M
52 Week Low
$11.01
52 Week High
$18.03
P/E
58.93x
P/B
1.24x
P/S
1.25x
PEG
N/A
Dividend Yield
2.83%
Revenue
$94.72M
Earnings
$2.22M
Gross Margin
100%
Operating Margin
4.24%
Profit Margin
2.3%
Debt to Equity
0.23
Operating Cash Flow
$21M
Beta
0.82
Next Earnings
Apr 29, 2025
Ex-Dividend
N/A
Next Dividend
N/A
WHG Overview
Westwood Holdings Group Incorporated provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, as well as investment sub-advisory services to mutual funds, pooled investment vehicles. It alos offers trust and custodial services, and participates in common trust funds that it sponsors to institutions and HNWIs. The company was founded in 1983 and is based in Dallas, TX.
Zen Rating
Our proven quant model uses 115 proprietary factors, including AI, to determine WHG's potential to beat the market
BBuy
- Stocks with a Zen Rating of Buy (B) had an average return of +19.88% per year. Learn More
Zen Rating Component Grades
B
Zen Rating uses advanced AI algorithms that detect subtle patterns in market data; it anticipates future trends that point to superior stock price results.
Industry: Asset Management
Industry Rating
C
WHG
Ranked#6 of 84
Ranked#6 of 84
Top Ranked Stocks in Industry
| Name / Ticker | Price | Zen Rating |
|---|---|---|
| $25.53 | A | |
| $39.38 | A | |
| $24.36 | B |
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WHG News
Overview
Due Diligence Score
–
Industry Average (33)
You've viewed Due Diligence Score for 10/10 free stocks. Upgrade to Premium to see how WHG scored across 38 valuation, financial, forecast, performance, and dividend due diligence checks.
Due Diligence Checks
WHG was unprofitable, so we are unable to calculate its intrinsic value according to an updated version of Benjamin Graham's Formula from "The Intelligent Investor"
Below Benjamin Graham Formula Value Valuation
WHG is poor value based on its earnings relative to its share price (58.93x), compared to the US market average (31.55x)
P/E vs Market Valuation
WHG is poor value based... subscribe to Premium to read more.
P/E vs Industry Valuation
There are 35 more WHG due diligence checks available for Premium users.
Valuation
WHG price to earnings (PE)
For valuing profitable companies with steady earnings
Company
58.93x
Industry
31.05x
Market
31.55x
WHG is poor value based... subscribe to Premium to read more.
P/E vs Industry Valuation
WHG is poor value based... subscribe to Premium to read more.
P/E vs Market Valuation
WHG price to book (PB)
For valuing companies that are loss-making or have lots of physical asset
Company
1.24x
Industry
2.75x
WHG is good value based... subscribe to Premium to read more.
P/B vs Industry Valuation
WHG's financial health
Profit margin
Revenue
$25.6M
Net Income
$2.1M
Profit Margin
8.2%
WHG's Earnings (EBIT) of $4.02M... subscribe to Premium to read more.
Interest Coverage Financials
WHG's profit margin has decreased... subscribe to Premium to read more.
Profit Margin Growth Financials
Assets to liabilities
Assets
$150.0M
Liabilities
$27.7M
Debt to equity
0.23
WHG's debt has increased relative... subscribe to Premium to read more.
Shrinking Debt Financials
WHG's debt to equity ratio... subscribe to Premium to read more.
Healthy Debt to Equity Financials
Cash flow
Operating
$8.9M
Investing
-$3.1M
Financing
-$9.8M
WHG's operating cash flow ($21.12M)... subscribe to Premium to read more.
Debt Coverage Financials
WHG vs Asset Management Stocks
Westwood Holdings Group Stock FAQ
Company
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Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.