WESTWOOD HOLDINGS GROUP INC
Calidad de datos: 100%
WHG
NYSE
Financial Services
Security & Commodity Brokers
$16.50
▼
$0.11
(-0.66%)
Cap. Mercado: 154.61 M
6 months return
—
Momentum
Neutral
5Y revenue growth
7.56%
Quick Summary
Key Takeaways
Short bullets derived from reported financials—not the AI summary above.
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
Price History
Crecimiento
Revenue Growth (5Y)
7.56%
Above sector avg (5.76%)
Revenue (1Y)3.21%
Earnings (1Y)220.08%
FCF Growth (3Y)N/A
Calidad
Return on Equity
5.84%
Below sector avg (9.23%)
ROIC2.66%
Net Margin7.24%
Op. Margin5.09%
Seguridad
Debt / Equity
N/A
Current RatioN/A
Interest CoverageN/A
Valoración
PE (TTM)
21.85
Above sector avg (11.11)
P/B Ratio1.25
EV/EBITDA26.74
Dividend Yield3.68%
Tendencias Financieras
Comparación con Pares
vs mediana del sector Financial Services (2698 pares)
Comparado con empresas similares en Financial Services
Comparación con Pares
vs mediana del sector Financial Services (2698 pares) Comparado con empresas similares en Financial Services| Métrica | Acción | Mediana del Sector |
|---|---|---|
| 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 |
Precio Objetivo de Analistas
Consenso de analistas: objetivo medio vs precio actual y calificación.
No hay cobertura de analistas disponible
Estimaciones de Ganancias
Pronósticos de EPS e ingresos por período. Anual = años fiscales; trimestral = próximos trimestres.
No hay estimaciones futuras disponibles
No quarterly estimates available
Sorpresas de Ganancias
Último 1 trimestre
| Trimestre | EPS Est. | EPS Real | Sorpresa |
|---|---|---|---|
| Q32018 | — | $0.62 | — |
ETFs Holding This Stock
Historial de Dividendos
Rendimiento
3.68%
Ratio de pago
75.95%
Crecimiento (3 años)
0.00%
Crecimiento (5 años)
6.89%
Pagos recientes por acción (más reciente primero).
| Ex-dividendo | Pago | Monto / acción |
|---|---|---|
| Mar 03, 2026 | — | $0.15 |
| Dec 01, 2025 | — | $0.15 |
| Sep 02, 2025 | — | $0.15 |
| Jun 02, 2025 | — | $0.15 |
| Mar 03, 2025 | — | $0.15 |
| Dec 02, 2024 | — | $0.15 |
| Aug 30, 2024 | — | $0.15 |
| Jun 03, 2024 | — | $0.15 |
| Feb 29, 2024 | — | $0.15 |
| Nov 30, 2023 | — | $0.15 |
| Aug 31, 2023 | — | $0.15 |
| Jun 01, 2023 | — | $0.15 |
All Fundamental Metrics
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 | 3.68% | Payout Ratio | 75.95% |
| Dividend Growth (3Y) | 0.00% | Dividend Growth (5Y) | 6.89% |
| Consecutive Div Years | 20 yrs | ||
| 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
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
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 |
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