Westwood Holdings Group, Inc. (WHG) Financial Analysis & Valuation | Quarter Chart

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endow... more
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides serv... more

Company facts

Reported company information and share structure.

Company Share structure
Market Cap$182.29MExchangeNYSE
SectorFinancial ServicesIndustryFinancial - Capital Markets
CountryUSCEOBrian O'Connor Casey
IPO Date2002-06-13CAGR7.47%
Employees148Websitewww.westwoodgroup.com
Div. Yield0.03%Payout Ratio74%
Buy Back Yield0.02%Total Yield0.05%
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Key metrics

Reported fundamentals and market-derived technical indicators.

Fundamentals Technicals
EV$152.18MP/E12.56Forward P/EPEG0.29
P/S252.73P/B181.72P/CF1115.59P/FCF1265.43
Sales$99.48MSales 1Y4.45%Sales 3Y34.08%Sales 5Y49%
EPS$1.53EPS 1Y2155.43%EPS 3YEPS 5Y
Sales QoQ-7.88%EPS QoQ-57.14%Sales QoQ Avg2.05%EPS QoQ Avg64.08%
Gross Margin78.42%Operating Margin5.51%Profit Margin7.4%ROCE3.68%
ROA5%ROE6%Altman Z Score5.66Piotroski Score5
Current Ratio26.35Quick Ratio26.35Cash Ratio15.51Op. CF Ratio-1.7
Debt/Equity0.08Debt/Assets0.07Lt Debt/EquityLt Debt/Cap.
Intrst Cov.Inventory TurnoverAsset Turnover0.66Receivables Turnover6.08
Enterprise Value$152.18MP/E Ratio12.56
Forward P/EPEG Ratio0.29
P/S Ratio252.73P/B Ratio181.72
P/CF Ratio1115.59P/FCF Ratio1265.43
EPS$1.53EPS Growth 1Y2155.43%
EPS Growth 3YEPS Growth 5Y
Revenue Growth 1Y4.45%Gross Margin0.78%
Operating Margin0.06%Profit Margin0.07%
ROE0.06%ROA0.05%
ROCE0.04%Current Ratio26.35
Quick Ratio26.35Cash Ratio15.51
Debt/Equity0.08Interest Coverage
Altman Z Score5.66Piotroski Score5

Westwood Holdings Group, Inc. (WHG) valuation & financials

Westwood Holdings Group, Inc. (WHG) has a market capitalization of $182.29M and trades at a price-to-earnings ratio of 12.6. It operates in the Financial Services sector (Financial - Capital Markets).

Westwood Holdings Group, Inc.'s revenue grew +4.4% over the last year.

Westwood Holdings Group, Inc.'s next earnings report is scheduled for July 29, 2026.

📈 See Westwood Holdings Group, Inc. revenue & EPS analyst forecasts for the next four quarters with Quarter Chart Premium.

Westwood Holdings Group, Inc. (WHG) — frequently asked questions

When does Westwood Holdings Group, Inc. (WHG) report earnings next?

Westwood Holdings Group, Inc. is expected to report earnings on July 29, 2026.

What is Westwood Holdings Group, Inc.'s market cap?

Westwood Holdings Group, Inc. (WHG) has a market capitalization of $182.29M.

What is WHG's P/E ratio?

Westwood Holdings Group, Inc. trades at a price-to-earnings ratio of 12.6, with trailing twelve-month EPS of $1.53.

How fast is Westwood Holdings Group, Inc. growing?

Westwood Holdings Group, Inc.'s revenue grew +4.4% over the last year.

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