Skip to content
Company Analysis

Westwood Holdings Group Inc WHG

A comprehensive view of key metrics, scores, and financial health for Westwood Holdings Group Inc

Overview of Westwood Holdings Group, Inc.

WHG NYQ
Financial Services Asset Management Micro Cap
Westwood Holdings Group, Inc. (WHG), is a Micro Cap company, in the Asset Management industry, last closed at $15.73, about 9.4% overvalued vs fair value, +1.2% 1Y return, ranked 303/1004 in sector.
$15.73
1.42%
As of March 13, 2026
Previous close • Vol 90d: 39.4%
52-Week Range
Market Cap
$128.91M
Enterprise Value
$112.83M
Overall Score
Scores locked

Create a free account to see overall and pillar scores for Westwood Holdings Group Inc.

Top Beats
No strong beats yet

Quick Facts

Website https://www.westwoodgroup.com
HQ Dallas, TX
Employees 148
Fiscal year Dec 31

Next Events

Dividend Apr 1
Earnings Apr 29 Estimated

Fair Value Snapshot

Bear Base Bull
$8
$14
$27
Current: $15.73 -9% vs base

Engine Room Money Flow™

Micro Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$3.6M
64.3%%
Interest Expense
$5.7M
Total Revenue
$97.8M
3.2%%
Operating Expense
$77.7M
135.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
1.8%
Poor

Net Income / Equity - key bank profitability metric

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$6.7M
303.0% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
Locked Leak
Upgrade to view details
Premium
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Westwood Holdings Group Inc's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
46
/100
Developing
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
55
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 97% Coverage
Trade-Off Triangle Visualization A ternary plot showing WHG's balance between Growth (36.0%), Profitability (25.7%), and Safety (38.3%). Growth 36% Safety 38% Profitability 26%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

41th percentile vs peers
41
Key Signals
Rev Growth YoY 3.2% 51p Revenue CAGR 3Y 12.5% 60p TSR 23.0% 74p EPS Growth YoY -80.1% 12p EPS CAGR 3Y -40.5% 5p
Strengths
  • Strong liquidity position vs peers
Risks
  • Eps Growth Yoy in bottom 20% of peers (-80.1%)

Profitability

29th percentile vs peers
30
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

44th percentile vs peers
44
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Westwood Holdings Group Inc.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$14.25
- - -
-9.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info