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Westwood Holdings Group, Inc. WHG

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Price alert · WHG

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18.84 USD -0.10 -0.53%

At close · Oct 30

18.84 0.00 0.00%

After hours · Oct 30, 4:00 PM ET

Bid
18.63 × 100
Ask
19.07 × 1,100
18.79 Day range 18.84
14.76 52-week range 20.34
YTD
+9.47%
1 year
+15.87%
Open
19.02
Prev close
18.94
Mkt cap
179.79M
Vol
5.50K
Avg vol
16.68K
EPS
0.86
P/E
21.91
Div yield
3.92%
More statistics
Low
18.79
High
18.84
Forward P/E
0.00
Beta
1.14
Short ratio
0.09
Inst. own
60.37%
Dividend
0.60
Ex-div date
Dec 1, 2024
50-d avg
15.62
200-d avg
13.44
1y target
0.00

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Financial health

Altman Z-Score

5.07 Safe zone

Bankruptcy-risk model: below 1.81 distress, above 2.99 safe.

Piotroski F-Score

6 / 9 Average

Nine pass/fail tests of profitability, leverage and efficiency.

FMP rating

A-4 / 5 overall

  • DCF 5
  • Return on Equity 2
  • Return on Assets 5
  • Debt / Equity 4
  • P/E 1
  • P/B 3

Valuation

P/E 20.5×
FY 2016: 21.1×FY 2017: 27.0×FY 2018: 10.6×FY 2019: 42.3×FY 2020: -12.9×FY 2021: 13.7×FY 2022: -18.9×FY 2023: 10.5×FY 2024: 53.7×FY 2025: 20.5×
FY 2016 5y median 13.7× FY 2025
P/S 1.5×
FY 2016: 3.9×FY 2017: 4.0×FY 2018: 2.3×FY 2019: 3.0×FY 2020: 1.8×FY 2021: 1.8×FY 2022: 1.3×FY 2023: 1.1×FY 2024: 1.3×FY 2025: 1.5×
FY 2016 5y median 1.3× FY 2025
P/B 1.1×
FY 2016: 3.3×FY 2017: 3.4×FY 2018: 1.8×FY 2019: 1.7×FY 2020: 0.9×FY 2021: 1.1×FY 2022: 0.8×FY 2023: 0.8×FY 2024: 1.0×FY 2025: 1.1×
FY 2016 5y median 1.0× FY 2025
P/FCF 8.1×
FY 2016: 10.5×FY 2017: 11.5×FY 2018: 9.3×FY 2019: 8.0×FY 2020: -11.7×FY 2021: 6.9×FY 2022: 1.7×FY 2023: -75.2×FY 2024: 5.6×FY 2025: 8.1×
FY 2016 5y median 5.6× FY 2025
EV/EBITDA 9.1×
FY 2016: 12.1×FY 2017: 11.4×FY 2018: 6.8×FY 2019: 22.9×FY 2020: 78.2×FY 2021: 14.9×FY 2022: 14.5×FY 2023: 10.7×FY 2024: 9.8×FY 2025: 9.1×
FY 2016 5y median 10.7× FY 2025
EV/Sales 1.3×
FY 2016: 3.6×FY 2017: 3.6×FY 2018: 2.0×FY 2019: 2.5×FY 2020: 1.7×FY 2021: 1.7×FY 2022: 1.0×FY 2023: 1.0×FY 2024: 1.1×FY 2025: 1.3×
FY 2016 5y median 1.1× FY 2025
FCF Yield 12.4%
FY 2016: 9.5%FY 2017: 8.7%FY 2018: 10.7%FY 2019: 12.4%FY 2020: -8.5%FY 2021: 14.4%FY 2022: 59.0%FY 2023: -1.3%FY 2024: 17.7%FY 2025: 12.4%
FY 2016 5y median 14.4% FY 2025

Profitability

Gross Margin 86.5%
FY 2016: 50.0%FY 2017: 51.4%FY 2018: 51.0%FY 2019: 40.4%FY 2020: 35.3%FY 2021: 41.8%FY 2022: 41.6%FY 2023: 41.1%FY 2024: 40.9%FY 2025: 86.5%
FY 2016 5y median 41.6% FY 2025
Operating Margin 7.1%
FY 2016: 27.6%FY 2017: 25.3%FY 2018: 29.4%FY 2019: 5.5%FY 2020: -5.3%FY 2021: 8.2%FY 2022: -7.1%FY 2023: 6.7%FY 2024: 0.9%FY 2025: 7.1%
FY 2016 5y median 6.7% FY 2025
Net Margin 7.2%
FY 2016: 18.4%FY 2017: 14.9%FY 2018: 21.9%FY 2019: 7.0%FY 2020: -13.7%FY 2021: 13.4%FY 2022: -6.7%FY 2023: 11.8%FY 2024: 2.3%FY 2025: 7.2%
FY 2016 5y median 7.2% FY 2025
ROE 5.6%
FY 2016: 15.5%FY 2017: 12.8%FY 2018: 16.6%FY 2019: 4.0%FY 2020: -6.8%FY 2021: 8.3%FY 2022: -4.2%FY 2023: 8.8%FY 2024: 1.8%FY 2025: 5.6%
FY 2016 5y median 5.6% FY 2025
ROIC 3.7%
FY 2016: 15.1%FY 2017: 12.4%FY 2018: 15.2%FY 2019: 1.8%FY 2020: -2.5%FY 2021: 3.3%FY 2022: -3.3%FY 2023: 3.4%FY 2024: 0.4%FY 2025: 3.7%
FY 2016 5y median 3.3% FY 2025
ROA 4.4%
FY 2016: 12.6%FY 2017: 10.4%FY 2018: 13.4%FY 2019: 3.3%FY 2020: -6.0%FY 2021: 7.0%FY 2022: -3.2%FY 2023: 6.8%FY 2024: 1.5%FY 2025: 4.4%
FY 2016 5y median 4.4% FY 2025

Growth (YoY)

Revenue 3.2%
FY 2016: -6.0%FY 2017: 8.7%FY 2018: -8.6%FY 2019: -31.3%FY 2020: -22.6%FY 2021: 12.2%FY 2022: -6.0%FY 2023: 30.7%FY 2024: 5.5%FY 2025: 3.2%
FY 2016 FY 2025
Operating Income 731.9%
FY 2016: -19.4%FY 2017: -0.3%FY 2018: 6.0%FY 2019: -87.1%FY 2020: -174.2%FY 2021: 272.9%FY 2022: -181.8%FY 2023: 223.2%FY 2024: -86.2%FY 2025: 731.9%
FY 2016 FY 2025
EPS (diluted) 203.8%
FY 2016: -16.8%FY 2017: -14.1%FY 2018: 31.5%FY 2019: -77.6%FY 2020: -260.0%FY 2021: 209.8%FY 2022: -148.0%FY 2023: 298.3%FY 2024: -77.8%FY 2025: 203.8%
FY 2016 FY 2025
Free Cash Flow -14.9%
FY 2016: -16.0%FY 2017: 2.8%FY 2018: -34.9%FY 2019: 1.6%FY 2020: -131.8%FY 2021: 294.7%FY 2022: 168.4%FY 2023: -102.6%FY 2024: 1677.6%FY 2025: -14.9%
FY 2016 FY 2025

Financial Health

Current Ratio 1.8×
FY 2016: 3.9×FY 2017: 4.4×FY 2018: 5.2×FY 2019: 5.5×FY 2020: 8.2×FY 2021: 5.9×FY 2022: 3.3×FY 2023: 3.0×FY 2024: 2.7×FY 2025: 1.8×
FY 2016 5y median 3.0× FY 2025
Quick Ratio 1.8×
FY 2016: 3.9×FY 2017: 4.4×FY 2018: 5.2×FY 2019: 5.5×FY 2020: 8.2×FY 2021: 5.9×FY 2022: 3.3×FY 2023: 3.0×FY 2024: 2.7×FY 2025: 1.8×
FY 2016 5y median 3.0× FY 2025
Debt / Equity 0.1×
FY 2016: 0.0×FY 2017: 0.0×FY 2018: 0.1×FY 2019: 0.1×FY 2020: 0.1×FY 2021: 0.1×FY 2022: 0.1×FY 2023: 0.1×FY 2024: 0.0×FY 2025: 0.1×
FY 2016 5y median 0.1× FY 2025
Net Debt / EBITDA -1.1×
FY 2016: -0.9×FY 2017: -1.3×FY 2018: -1.2×FY 2019: -4.4×FY 2020: -3.7×FY 2021: -1.1×FY 2022: -3.7×FY 2023: -1.4×FY 2024: -1.5×FY 2025: -1.1×
FY 2016 5y median -1.4× FY 2025
Interest Coverage 0.0×
FY 2016: 0.0×FY 2017: 0.0×FY 2018: 0.0×FY 2019: 0.0×FY 2020: 0.0×FY 2021: 0.0×FY 2022: 0.0×FY 2023: 0.0×FY 2024: 0.0×FY 2025: 0.0×
FY 2016 5y median 0.0× FY 2025

Dividends

Dividend Yield 3.7%
FY 2016: 4.1%FY 2017: 4.1%FY 2018: 8.7%FY 2019: 10.5%FY 2020: 9.5%FY 2021: 17.2%FY 2022: 6.4%FY 2023: 5.5%FY 2024: 4.6%FY 2025: 3.7%
FY 2016 5y median 5.5% FY 2025
Payout Ratio 75.8%
FY 2016: 85.8%FY 2017: 109.7%FY 2018: 92.0%FY 2019: 441.4%FY 2020: -123.4%FY 2021: 234.9%FY 2022: -121.5%FY 2023: 52.0%FY 2024: 246.0%FY 2025: 75.8%
FY 2016 5y median 75.8% FY 2025

Annual · latest fiscal year ends 2025-12-31