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WESTWOOD HOLDINGS GROUP INC (WHG) Stock Fundamental Analysis

NYSE:WHG - New York Stock Exchange, Inc. - US9617651040 - Common Stock - Currency: USD

16  +0.15 (+0.95%)

Fundamental Rating

3

Taking everything into account, WHG scores 3 out of 10 in our fundamental rating. WHG was compared to 232 industry peers in the Capital Markets industry. WHG has a great financial health rating, but its profitability evaluates not so good. WHG has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

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1

1. Profitability

1.1 Basic Checks

WHG had positive earnings in the past year.
WHG had a positive operating cash flow in the past year.
The reported net income has been mixed in the past 5 years: WHG reported negative net income in multiple years.
The reported operating cash flow has been mixed in the past 5 years: WHG reported negative operating cash flow in multiple years.
WHG Yearly Net Income VS EBIT VS OCF VS FCFWHG Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M 40M

1.2 Ratios

The Return On Assets of WHG (0.29%) is worse than 72.41% of its industry peers.
WHG has a Return On Equity of 0.33%. This is in the lower half of the industry: WHG underperforms 72.84% of its industry peers.
Industry RankSector Rank
ROA 0.29%
ROE 0.33%
ROIC N/A
ROA(3y)1.48%
ROA(5y)1.1%
ROE(3y)1.86%
ROE(5y)1.41%
ROIC(3y)N/A
ROIC(5y)N/A
WHG Yearly ROA, ROE, ROICWHG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20

1.3 Margins

Looking at the Profit Margin, with a value of 0.42%, WHG is doing worse than 72.84% of the companies in the same industry.
WHG's Profit Margin has declined in the last couple of years.
WHG's Operating Margin has declined in the last couple of years.
The Operating Margin and Gross Margin are not available for WHG so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) 0.42%
GM N/A
OM growth 3Y-52.46%
OM growth 5Y-35.3%
PM growth 3Y-44.07%
PM growth 5Y-19.73%
GM growth 3YN/A
GM growth 5YN/A
WHG Yearly Profit, Operating, Gross MarginsWHG Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 30

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7

2. Health

2.1 Basic Checks

WHG has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, WHG has more shares outstanding
WHG has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
WHG Yearly Shares OutstandingWHG Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2M 4M 6M 8M
WHG Yearly Total Debt VS Total AssetsWHG Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M

2.2 Solvency

WHG has an Altman-Z score of 6.58. This indicates that WHG is financially healthy and has little risk of bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 6.58, WHG belongs to the top of the industry, outperforming 89.66% of the companies in the same industry.
There is no outstanding debt for WHG. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 6.58
ROIC/WACCN/A
WACCN/A
WHG Yearly LT Debt VS Equity VS FCFWHG Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M 150M

2.3 Liquidity

A Current Ratio of 1.89 indicates that WHG should not have too much problems paying its short term obligations.
With a decent Current ratio value of 1.89, WHG is doing good in the industry, outperforming 66.38% of the companies in the same industry.
WHG has a Quick Ratio of 1.89. This is a normal value and indicates that WHG is financially healthy and should not expect problems in meeting its short term obligations.
WHG has a Quick ratio of 1.89. This is in the better half of the industry: WHG outperforms 66.81% of its industry peers.
Industry RankSector Rank
Current Ratio 1.89
Quick Ratio 1.89
WHG Yearly Current Assets VS Current LiabilitesWHG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M

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1

3. Growth

3.1 Past

WHG shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -69.51%.
WHG shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -17.96% yearly.
Looking at the last year, WHG shows a small growth in Revenue. The Revenue has grown by 6.08% in the last year.
The Revenue has been growing slightly by 2.41% on average over the past years.
EPS 1Y (TTM)-69.51%
EPS 3Y-40.45%
EPS 5Y-17.96%
EPS Q2Q%-19.44%
Revenue 1Y (TTM)6.08%
Revenue growth 3Y9.04%
Revenue growth 5Y2.41%
Sales Q2Q%2.29%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
WHG Yearly Revenue VS EstimatesWHG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M
WHG Yearly EPS VS EstimatesWHG Yearly EPS VS EstimatesYearly EPS VS Estimates 2023 2024 0.5 1 1.5 2 2.5

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2

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 21.33, which indicates a rather expensive current valuation of WHG.
WHG's Price/Earnings ratio is a bit more expensive when compared to the industry. WHG is more expensive than 60.78% of the companies in the same industry.
WHG is valuated rather cheaply when we compare the Price/Earnings ratio to 26.86, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 21.33
Fwd PE N/A
WHG Price Earnings VS Forward Price EarningsWHG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of WHG indicates a somewhat cheap valuation: WHG is cheaper than 61.64% of the companies listed in the same industry.
The rest of the industry has a similar Price/Free Cash Flow ratio as WHG.
Industry RankSector Rank
P/FCF 19.84
EV/EBITDA 55.55
WHG Per share dataWHG EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8 10

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A

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3

5. Dividend

5.1 Amount

WHG has a Yearly Dividend Yield of 3.72%.
Compared to an average industry Dividend Yield of 8.07, WHG has a dividend in line with its industry peers.
WHG's Dividend Yield is rather good when compared to the S&P500 average which is at 2.43.
Industry RankSector Rank
Dividend Yield 3.72%

5.2 History

The dividend of WHG decreases each year by -27.38%.
WHG has been paying a dividend for at least 10 years, so it has a reliable track record.
WHG has decreased its dividend in the last 3 years.
Dividend Growth(5Y)-27.38%
Div Incr Years0
Div Non Decr Years2
WHG Yearly Dividends per shareWHG Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1 1.5 2 2.5

5.3 Sustainability

1332.75% of the earnings are spent on dividend by WHG. This is not a sustainable payout ratio.
WHG's earnings and Dividend Rate are declining. This means the current dividend is most likely not sustainable.
DP1332.75%
EPS Next 2YN/A
EPS Next 3YN/A
WHG Yearly Income VS Free CF VS DividendWHG Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M 40M
WHG Dividend Payout.WHG Dividend Payout, showing the Payout Ratio.WHG Dividend Payout.PayoutRetained Earnings

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WESTWOOD HOLDINGS GROUP INC

NYSE:WHG (6/26/2025, 8:04:00 PM)

16

+0.15 (+0.95%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)04-30 2025-04-30/amc
Earnings (Next)07-29 2025-07-29
Inst Owners50.54%
Inst Owner Change-1.34%
Ins Owners11.39%
Ins Owner Change4.81%
Market Cap150.08M
Analysts0
Price TargetN/A
Short Float %0.14%
Short Ratio0.49
Dividend
Industry RankSector Rank
Dividend Yield 3.72%
Yearly Dividend0.59
Dividend Growth(5Y)-27.38%
DP1332.75%
Div Incr Years0
Div Non Decr Years2
Ex-Date06-02 2025-06-02 (0.15)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 21.33
Fwd PE N/A
P/S 1.58
P/FCF 19.84
P/OCF 18.55
P/B 1.26
P/tB 2.55
EV/EBITDA 55.55
EPS(TTM)0.75
EY4.69%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.81
FCFY5.04%
OCF(TTM)0.86
OCFY5.39%
SpS10.15
BVpS12.72
TBVpS6.27
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA 0.29%
ROE 0.33%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) 0.42%
GM N/A
FCFM 7.94%
ROA(3y)1.48%
ROA(5y)1.1%
ROE(3y)1.86%
ROE(5y)1.41%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)2.31%
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y-52.46%
OM growth 5Y-35.3%
PM growth 3Y-44.07%
PM growth 5Y-19.73%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.71
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 11.12%
Cap/Sales 0.55%
Interest Coverage N/A
Cash Conversion 319.47%
Profit Quality 1905.54%
Current Ratio 1.89
Quick Ratio 1.89
Altman-Z 6.58
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)5.92%
Cap/Depr(5y)5.73%
Cap/Sales(3y)0.25%
Cap/Sales(5y)0.23%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-69.51%
EPS 3Y-40.45%
EPS 5Y-17.96%
EPS Q2Q%-19.44%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)6.08%
Revenue growth 3Y9.04%
Revenue growth 5Y2.41%
Sales Q2Q%2.29%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-127.24%
EBIT growth 3Y-48.16%
EBIT growth 5Y-33.74%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-80.69%
FCF growth 3Y3.04%
FCF growth 5Y-7.48%
OCF growth 1Y-79.54%
OCF growth 3Y2.9%
OCF growth 5Y-8.07%