Westwood Holdings Group, Inc. (WHG)
Full history for every metric is available with a Kvantra account
No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 65 | 73 | 69 | 90 | 95 | 98 | 102 | - |
| Operating profit | $m | 7 | 7 | ||||||
| Net profit | $m | -9 | 10 | -5 | 11 | 2 | 7 | 8 | - |
| EPS reported | $ | 0.79 | 0.88 | ||||||
| Operating cashflow per share | $ | 2.15 | 2.15 | ||||||
| Capex per share | $ | 0.01 | 0.33 | ||||||
| FCF per share | $ | 2.14 | 1.81 | ||||||
| Free cash flow | $m | 18 | 16 | ||||||
| Net debt | $m | -48 | -23 | ||||||
| Book value equity | $m | 126 | 126 | ||||||
| Book value per share | $ | 14.14 | 13.91 | ||||||
| Number of shares | m | 8.89 | 9.08 | ||||||
| DPS (TTM paid) | $ | 0.60 | 0.60 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 21.78 | 21.82 | ||||||
| P/B LTM | x | 1.15 | 1.14 | ||||||
| P/S LTM | x | 1.47 | 1.42 | ||||||
| P/FCF LTM | x | 8.06 | 9.19 | ||||||
| EV/EBITDA LTM | x | 9.07 | 9.72 | ||||||
| EV/Sales LTM | x | 1.31 | 1.69 | ||||||
| Earnings Yield LTM | % | +4.59% | +4.58% | ||||||
| FCF Yield | % | +12.41% | +10.89% | ||||||
| Quality | |||||||||
| ROE | % | +5.63% | +6.29% | ||||||
| ROIC | % | +3.69% | +3.61% | ||||||
| Operating margin | % | +7.06% | +6.48% | ||||||
| Gross margin | % | +86.55% | +76.41% | ||||||
| FCF/Sales | % | +18.29% | +15.43% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +203.85% | +238.46% | ||||||
| Sales Growth YoY | % | +3.21% | +7.37% | ||||||
| Net Income Growth YoY | % | +220.08% | +255.99% | ||||||
| FCF Growth | % | -14.90% | -25.34% | ||||||
| Operating Profit Growth | % | +731.93% | +703.98% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +3.72% | +3.12% | ||||||
| Dividend Growth | % | 0.00% | 0.00% | ||||||
| Payout Ratio | % | +76.43% | +68.76% | ||||||
| FCF/Debt | x | 1.76 | 1.26 | ||||||
| Net Debt/EBITDA | x | -1.14 | -0.76 | ||||||
| EBIT/Net interest | x | 0.00 | 0.00 | ||||||
| Net debt/market cap | % | 0.00% | +6.80% | ||||||
| Net debt/Equity | x | -0.38 | -0.18 | ||||||
| Gross debt/equity | x | 0.08 | 0.10 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Westwood Holdings Group, Inc. (WHG)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
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