WESTWOOD HOLDINGS GROUP INC (WHG) Stock Fundamental Analysis

NYSE:WHG • US9617651040

16.76 USD
-0.41 (-2.39%)
Last: Feb 27, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Taking everything into account, WHG scores 4 out of 10 in our fundamental rating. WHG was compared to 240 industry peers in the Capital Markets industry. WHG has a great financial health rating, but its profitability evaluates not so good. WHG has a valuation in line with the averages, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • WHG had positive earnings in the past year.
  • In the past year WHG had a positive cash flow from operations.
  • In multiple years WHG reported negative net income over the last 5 years.
  • In multiple years WHG reported negative operating cash flow during the last 5 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M 40M

1.2 Ratios

  • WHG's Return On Assets of 4.71% is fine compared to the rest of the industry. WHG outperforms 65.97% of its industry peers.
  • WHG has a Return On Equity (5.85%) which is in line with its industry peers.
  • WHG has a Return On Invested Capital of 2.85%. This is comparable to the rest of the industry: WHG outperforms 42.02% of its industry peers.
  • WHG had an Average Return On Invested Capital over the past 3 years of 1.54%. This is significantly below the industry average of 7.30%.
  • The 3 year average ROIC (1.54%) for WHG is below the current ROIC(2.85%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 4.71%
ROE 5.85%
ROIC 2.85%
ROA(3y)1.48%
ROA(5y)1.1%
ROE(3y)1.86%
ROE(5y)1.41%
ROIC(3y)1.54%
ROIC(5y)N/A
WHG Yearly ROA, ROE, ROICWHG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5 -5 10 15

1.3 Margins

  • WHG's Profit Margin of 7.54% is on the low side compared to the rest of the industry. WHG is outperformed by 66.81% of its industry peers.
  • WHG's Profit Margin has declined in the last couple of years.
  • WHG has a worse Operating Margin (5.58%) than 68.91% of its industry peers.
  • WHG's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 5.58%
PM (TTM) 7.54%
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20

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7

2. Health

2.1 Basic Checks

  • 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 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M

2.2 Solvency

  • WHG has an Altman-Z score of 4.10. This indicates that WHG is financially healthy and has little risk of bankruptcy at the moment.
  • WHG's Altman-Z score of 4.10 is amongst the best of the industry. WHG outperforms 81.93% of its industry peers.
  • 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 4.1
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M 100M 150M

2.3 Liquidity

  • A Current Ratio of 1.29 indicates that WHG should not have too much problems paying its short term obligations.
  • With a Current ratio value of 1.29, WHG perfoms like the industry average, outperforming 59.66% of the companies in the same industry.
  • WHG has a Quick Ratio of 1.29. This is a normal value and indicates that WHG is financially healthy and should not expect problems in meeting its short term obligations.
  • WHG's Quick ratio of 1.29 is fine compared to the rest of the industry. WHG outperforms 60.50% of its industry peers.
Industry RankSector Rank
Current Ratio 1.29
Quick Ratio 1.29
WHG Yearly Current Assets VS Current LiabilitesWHG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

1

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 96.34% over the past year.
EPS 1Y (TTM)96.34%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-7.69%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%5.94%

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 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 2025 0.5 1 1.5 2 2.5

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4

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 10.41, the valuation of WHG can be described as reasonable.
  • Based on the Price/Earnings ratio, WHG is valued a bit cheaper than 63.87% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of WHG to the average of the S&P500 Index (27.10), we can say WHG is valued rather cheaply.
Industry RankSector Rank
PE 10.41
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

  • Based on the Enterprise Value to EBITDA ratio, WHG is valued cheaper than 81.09% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, WHG is valued a bit cheaper than the industry average as 78.57% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 8.91
EV/EBITDA 13.87
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

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. Dividend

5.1 Amount

  • WHG has a Yearly Dividend Yield of 3.34%.
  • WHG's Dividend Yield is comparable with the industry average which is at 6.43.
  • Compared to an average S&P500 Dividend Yield of 1.83, WHG pays a better dividend.
Industry RankSector Rank
Dividend Yield 3.34%

5.2 History

  • The dividend of WHG decreases each year by -27.38%.
  • WHG has paid a dividend for at least 10 years, which is a reliable track record.
  • The dividend of WHG decreased 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2 2.5

5.3 Sustainability

  • WHG pays out 73.75% of its income as dividend. This is not a sustainable payout ratio.
DP73.75%
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 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 (2/27/2026, 8:04:00 PM)

16.76

-0.41 (-2.39%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-13
Earnings (Next)04-28
Inst Owners47.98%
Inst Owner Change10.09%
Ins Owners11.14%
Ins Owner Change-0.97%
Market Cap157.71M
Revenue(TTM)N/A
Net Income(TTM)7.25M
Analysts0
Price TargetN/A
Short Float %1.9%
Short Ratio11.08
Dividend
Industry RankSector Rank
Dividend Yield 3.34%
Yearly Dividend0.59
Dividend Growth(5Y)-27.38%
DP73.75%
Div Incr Years0
Div Non Decr Years2
Ex-Date03-03
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 10.41
Fwd PE N/A
P/S 1.64
P/FCF 8.91
P/OCF 7.95
P/B 1.27
P/tB 2.41
EV/EBITDA 13.87
EPS(TTM)1.61
EY9.61%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)1.88
FCFY11.22%
OCF(TTM)2.11
OCFY12.59%
SpS10.23
BVpS13.17
TBVpS6.95
PEG (NY)N/A
PEG (5Y)N/A
Graham Number21.84
Profitability
Industry RankSector Rank
ROA 4.71%
ROE 5.85%
ROCE 4.26%
ROIC 2.85%
ROICexc 3.44%
ROICexgc 7.82%
OM 5.58%
PM (TTM) 7.54%
GM N/A
FCFM 18.38%
ROA(3y)1.48%
ROA(5y)1.1%
ROE(3y)1.86%
ROE(5y)1.41%
ROIC(3y)1.54%
ROIC(5y)N/A
ROICexc(3y)2.38%
ROICexc(5y)N/A
ROICexgc(3y)9.62%
ROICexgc(5y)N/A
ROCE(3y)2.31%
ROCE(5y)N/A
ROICexgc growth 3Y-64.4%
ROICexgc growth 5Y-43.02%
ROICexc growth 3Y-61.73%
ROICexc growth 5Y-41.67%
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-Score7
Asset Turnover0.62
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 45.7%
Cap/Sales 2.24%
Interest Coverage 250
Cash Conversion 196.73%
Profit Quality 243.94%
Current Ratio 1.29
Quick Ratio 1.29
Altman-Z 4.1
F-Score7
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)96.34%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-7.69%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%5.94%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y382.91%
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-41.36%
FCF growth 3Y3.04%
FCF growth 5Y-7.48%
OCF growth 1Y-34.89%
OCF growth 3Y2.9%
OCF growth 5Y-8.07%

WESTWOOD HOLDINGS GROUP INC / WHG FAQ

What is the fundamental rating for WHG stock?

ChartMill assigns a fundamental rating of 4 / 10 to WHG.


What is the valuation status of WESTWOOD HOLDINGS GROUP INC (WHG) stock?

ChartMill assigns a valuation rating of 4 / 10 to WESTWOOD HOLDINGS GROUP INC (WHG). This can be considered as Fairly Valued.


How profitable is WESTWOOD HOLDINGS GROUP INC (WHG) stock?

WESTWOOD HOLDINGS GROUP INC (WHG) has a profitability rating of 3 / 10.


Can you provide the financial health for WHG stock?

The financial health rating of WESTWOOD HOLDINGS GROUP INC (WHG) is 7 / 10.