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WESTWOOD HOLDINGS GROUP INC

Data quality: 100%
WHG
NYSE Financial Services Security & Commodity Brokers
$16.30
▼ $0.14 (-0.82%)
Mkt Cap: 154.61 M
Price
$16.30
Mkt Cap
154.61 M
Day Range
$16.05 — $16.30
52-Week Range
$14.51 — $18.99
Volume
2,733
Open $16.27
50D / 200D Avg
$16.74
2.64% below
50D / 200D Avg
$16.96
3.89% below

Quick Summary

Key Takeaways

Revenue grew 7.56% annually over 5 years — modest growth
Earnings grew 220.08% over the past year
Generating 18.84 M in free cash flow
Revenue growth is decelerating — 1Y growth trails 5Y average by 4.35%
Cash machine — converts 266.16% of earnings into free cash flow
Capital efficient — spends only 0.09% of revenue on capex

Growth

Revenue Growth (5Y)
7.56%
Above sector avg (5.83%)
Revenue (1Y)3.21%
Earnings (1Y)220.08%
FCF Growth (3Y)N/A

Quality

Return on Equity
5.84%
Below sector avg (9.24%)
ROIC2.66%
Net Margin7.24%
Op. Margin5.09%

Safety

Debt / Equity
N/A
Current RatioN/A
Interest CoverageN/A

Valuation

PE (TTM)
21.85
Above sector avg (11.15)
P/B Ratio1.25
EV/EBITDA26.74
Dividend YieldN/A

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (2144 peers)
Metric Stock Sector Median
P/E 21.9 11.1
P/B 1.3 1.2
ROE % 5.8 9.2
Net Margin % 7.2 9.4
Rev Growth 5Y % 7.6 5.8
D/E — 0.5

ETFs Holding This Stock

BSVO logo BSVO EA Bridgeway Omni Small-Cap Value ETF
0.03% weight

All Fundamental Metrics
Growth
Revenue Growth (1Y) 3.21% Revenue Growth (3Y) 4.35%
Earnings Growth (1Y) 220.08% Earnings Growth (3Y) -18.18%
Revenue Growth (5Y) 7.56% Earnings Growth (5Y) -7.73%
Profitability
Revenue (TTM) 97.76 M Net Income (TTM) 7.08 M
ROE 5.84% ROA 4.63%
Gross Margin N/A Operating Margin 5.09%
Net Margin 7.24% Free Cash Flow (TTM) 18.84 M
ROIC 2.66% FCF Growth (3Y) N/A
Safety
Debt / Equity N/A Current Ratio N/A
Interest Coverage N/A Asset Turnover 0.64
Working Capital N/A Tangible Book Value 65.42 M
Dividends
Dividend Yield N/A Payout Ratio N/A
Dividend Growth (3Y) N/A Dividend Growth (5Y) N/A
Consecutive Div Years N/A
Valuation
P/E Ratio 21.85 Forward P/E N/A
P/B Ratio 1.25 P/S Ratio 1.58
PEG Ratio N/A Forward PEG N/A
EV/EBITDA 26.74 Fwd EV/EBITDA N/A
Forward P/S N/A Fwd Earnings Yield N/A
FCF Yield 12.18%
Market Cap 154.61 M Enterprise Value 133.00 M
Per Share
EPS (Diluted TTM) 0.79 Revenue / Share 10.30
FCF / Share 1.99 OCF / Share 1.99
EPS CAGR (1Y) 203.85% EPS CAGR (5Y) -10.48%
EPS CAGR (10Y) -13.01%
Efficiency
CapEx / Revenue 0.09% FCF Conversion 266.16%
SBC-Adj. FCF 8.84 M Growth Momentum -4.35

Income Statement

Annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 97.76 M 94.72 M 89.78 M 68.68 M 73.05 M
Net Income 7.08 M 2.21 M 10.57 M -4.63 M 9.76 M
EPS (Diluted) 0.79 0.26 1.17 -0.59 1.23
Gross Profit — — — — —
Operating Income 4.97 M 830,000.0 6.01 M -4.87 M 5.96 M
EBITDA — — — — —
R&D Expenses — — — — —
SG&A Expenses — — — — —
D&A — — — 2.58 M 2.40 M
Interest Expense — — — — —
Income Tax 2.60 M 1.80 M 2.87 M -567,000.0 4.24 M

Balance Sheet

Annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 162.30 M 149.99 M 155.17 M 146.43 M 139.61 M
Total Liabilities 35.58 M 27.66 M 32.72 M 35.78 M 21.70 M
Shareholders' Equity 125.62 M 120.29 M 120.40 M 110.65 M 117.91 M
Total Debt — — — — —
Cash & Equivalents 26.25 M 18.85 M 20.42 M 23.86 M 15.21 M
Current Assets — — 72.24 M 58.19 M 93.86 M
Current Liabilities — — 18.65 M 17.61 M 15.84 M