Westwood Holdings/$WHG
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Capital at risk
About Westwood Holdings
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.
- Ticker
- $WHG
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 148
- Headquarters
- Dallas, United States
- Website
- www.westwoodgroup.com
WHG Metrics
BasicAdvanced
$161M
21.79
$0.86
0.58
$0.60
3.19%
Price and volume
Market cap
$161M
Beta
0.58
52-week high
$20.97
52-week low
$14.70
Average daily volume
21K
Dividend rate
$0.60
Financial strength
Current ratio
2.499
Quick ratio
2.499
Long term debt to equity
0.097
Total debt to equity
0.097
Dividend payout ratio (TTM)
69.40%
Profitability
EBITDA (TTM)
8.463
Gross margin (TTM)
40.93%
Net profit margin (TTM)
7.73%
Operating margin (TTM)
4.66%
Effective tax rate (TTM)
26.35%
Revenue per employee (TTM)
$690,000
Management effectiveness
Return on assets (TTM)
1.96%
Return on equity (TTM)
6.31%
Valuation
Price to earnings (TTM)
21.787
Price to revenue (TTM)
1.572
Price to book
1.28
Price to tangible book (TTM)
2.3
Price to free cash flow (TTM)
9.608
Free cash flow yield (TTM)
10.41%
Free cash flow per share (TTM)
1.959
Dividend yield (TTM)
3.19%
Forward dividend yield
3.19%
Growth
Revenue change (TTM)
6.30%
Earnings per share change (TTM)
107.19%
3-year revenue growth (CAGR)
8.09%
10-year revenue growth (CAGR)
-1.98%
3-year earnings per share growth (CAGR)
112.00%
10-year earnings per share growth (CAGR)
-10.24%
10-year dividend per share growth (CAGR)
-12.22%
Upcoming events
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Funds containing WHG
Fund name | Fund size | $WHG weighting |
|---|---|---|
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.00% |
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