Westwood Holdings Group, Inc. Logo

Westwood Holdings Group, Inc.

WHG

(2.0)
Stock Price

15,30 USD

8.08% ROA

2.22% ROE

17.1x PER

Market Cap.

132.983.110,00 USD

3.31% DER

4.19% Yield

2.87% NPM

Westwood Holdings Group, Inc. Stock Analysis

Westwood Holdings Group, Inc. Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

Westwood Holdings Group, Inc. Fundamental Stock Analysis
# Analysis Rating
1 PBV

The stock's low PBV ratio (0.76x) suggests it's undervalued, making it an attractive opportunity for investors.

2 DER

The stock has a minimal amount of debt (4%) relative to its ownership, showcasing a strong financial position and lower risk for investors.

3 Dividend

With a solid track record of dividend payments over the past five years, the company has established itself as a dependable choice for investors seeking consistent income.

4 Assets Growth

This company's revenue has shown remarkable growth over the past three years, making it an excellent choice for seeking a consistently prosperous investment.

5 Buffet Intrinsic Value

Based on Warren Buffett's formula, the company's stock appears undervalued (1.918), presenting an attractive investment chance with its intrinsic value surpassing the current market price.

6 ROE

The stock's ROE indicates a negative return (-0.61%) on shareholders' equity, suggesting poor financial performance.

7 ROA

The stock's ROA (-0.91%) indicates that it's not effectively utilizing its assets to generate profits, making it a less favorable option to invest and earn consistent returns.

8 Revenue Growth

Company's revenue has remained stagnant over the past three years, indicating a lack of growth and making it a less favorable option.

9 Net Profit Growth

This company's net profit has remained flat over the past five years, suggesting a lack of growth and making it a less attractive investment opportunity.

10 Graham Number

The Graham number of this company suggests that its stock price may be overvalued, indicating a less favorable investment opportunity.

11 Dividend Growth

The company's dividend growth has remained flat for the past three years, offering no indication of improved returns and making it a less advantageous investment opportunity.

Westwood Holdings Group, Inc. Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

Westwood Holdings Group, Inc. Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Hold
2 MACD Buy
3 RSI Hold
4 Stoch RSI Hold

Westwood Holdings Group, Inc. Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

Westwood Holdings Group, Inc. Revenue
Year Revenue Growth
2000 16.136.000
2001 19.587.000 17.62%
2002 21.624.000 9.42%
2003 20.078.000 -7.7%
2004 19.980.000 -0.49%
2005 21.940.000 8.93%
2006 27.364.000 19.82%
2007 36.292.000 24.6%
2008 46.456.000 21.88%
2009 42.553.000 -9.17%
2010 55.313.000 23.07%
2011 68.909.000 19.73%
2012 77.495.000 11.08%
2013 91.825.000 15.61%
2014 113.241.000 18.91%
2015 130.936.000 13.51%
2016 123.021.000 -6.43%
2017 133.785.000 8.05%
2018 122.300.000 -9.39%
2019 84.079.000 -45.46%
2020 65.111.000 -29.13%
2021 73.054.000 10.87%
2022 68.681.000 -6.37%
2023 87.520.000 21.53%
2023 89.781.000 2.52%
2024 91.648.000 2.04%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

Westwood Holdings Group, Inc. Research and Development Expenses
Year Research and Development Expenses Growth
2000 0
2001 0 0%
2002 0 0%
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%
2023 0 0%
2024 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

Westwood Holdings Group, Inc. General and Administrative Expenses
Year General and Administrative Expenses Growth
2000 0
2001 1.206.000 100%
2002 1.444.000 16.48%
2003 1.472.000 1.9%
2004 1.783.000 17.44%
2005 1.871.000 4.7%
2006 2.654.000 29.5%
2007 2.332.000 -13.81%
2008 2.662.000 12.4%
2009 29.359.000 90.93%
2010 36.769.000 20.15%
2011 44.806.000 17.94%
2012 11.492.000 -289.89%
2013 12.371.000 7.11%
2014 14.142.000 12.52%
2015 19.880.000 28.86%
2016 22.428.000 11.36%
2017 24.948.000 10.1%
2018 23.450.000 -6.39%
2019 22.264.000 -5.33%
2020 21.323.000 -4.41%
2021 20.626.000 -3.38%
2022 22.133.000 6.81%
2023 17.228.000 -28.47%
2023 17.644.000 2.36%
2024 17.844.000 1.12%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

Westwood Holdings Group, Inc. EBITDA
Year EBITDA Growth
2000 6.612.000
2001 4.515.000 -46.45%
2002 8.752.000 48.41%
2003 7.988.000 -9.56%
2004 6.176.000 -29.34%
2005 6.315.000 2.2%
2006 7.520.000 16.02%
2007 12.435.000 39.53%
2008 16.767.000 25.84%
2009 12.572.000 -33.37%
2010 18.150.000 30.73%
2011 23.871.000 23.97%
2012 20.847.000 -14.51%
2013 29.038.000 28.21%
2014 42.974.000 32.43%
2015 44.816.000 4.11%
2016 36.939.000 -21.32%
2017 44.827.000 17.6%
2018 32.371.000 -38.48%
2019 6.362.000 -408.82%
2020 7.909.000 19.56%
2021 891.000 -787.65%
2022 13.118.000 93.21%
2023 17.896.000 26.7%
2023 9.374.000 -90.91%
2024 8.148.000 -15.05%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

Westwood Holdings Group, Inc. Gross Profit
Year Gross Profit Growth
2000 16.136.000
2001 19.587.000 17.62%
2002 21.624.000 9.42%
2003 20.078.000 -7.7%
2004 19.980.000 -0.49%
2005 21.940.000 8.93%
2006 27.364.000 19.82%
2007 36.292.000 24.6%
2008 46.456.000 21.88%
2009 42.553.000 -9.17%
2010 55.313.000 23.07%
2011 68.909.000 19.73%
2012 33.803.000 -103.85%
2013 44.045.000 23.25%
2014 60.394.000 27.07%
2015 67.374.000 10.36%
2016 61.512.000 -9.53%
2017 68.830.000 10.63%
2018 62.341.000 -10.41%
2019 33.927.000 -83.75%
2020 22.970.000 -47.7%
2021 30.522.000 24.74%
2022 28.557.000 -6.88%
2023 36.876.000 22.56%
2023 80.726.000 54.32%
2024 77.692.000 -3.91%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

Westwood Holdings Group, Inc. Net Profit
Year Net Profit Growth
2000 3.984.000
2001 1.261.000 -215.94%
2002 5.211.000 75.8%
2003 4.884.000 -6.7%
2004 3.686.000 -32.5%
2005 3.636.000 -1.38%
2006 4.508.000 19.34%
2007 7.944.000 43.25%
2008 10.543.000 24.65%
2009 7.895.000 -33.54%
2010 11.280.000 30.01%
2011 14.686.000 23.19%
2012 12.090.000 -21.47%
2013 17.891.000 32.42%
2014 27.249.000 34.34%
2015 27.105.000 -0.53%
2016 22.647.000 -19.68%
2017 19.989.000 -13.3%
2018 26.751.000 25.28%
2019 5.911.000 -352.56%
2020 -8.947.000 166.07%
2021 9.763.000 191.64%
2022 -4.628.000 310.96%
2023 17.500.000 126.45%
2023 10.571.000 -65.55%
2024 -8.972.000 217.82%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

Westwood Holdings Group, Inc. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
2000 1
2001 0 0%
2002 1 0%
2003 1 0%
2004 1 0%
2005 1 0%
2006 1 0%
2007 1 100%
2008 2 0%
2009 1 0%
2010 2 0%
2011 2 50%
2012 2 -100%
2013 2 50%
2014 4 33.33%
2015 3 0%
2016 3 -50%
2017 2 0%
2018 3 33.33%
2019 1 0%
2020 -1 100%
2021 1 200%
2022 -1 0%
2023 2 100%
2023 1 0%
2024 -1 200%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

Westwood Holdings Group, Inc. Free Cashflow
Year Free Cashflow Growth
2001 6.618.000
2002 4.757.000 -39.12%
2003 3.743.000 -27.09%
2004 1.238.000 -202.34%
2005 6.209.000 80.06%
2006 7.154.000 13.21%
2007 11.572.000 38.18%
2008 -6.463.000 279.05%
2009 10.520.000 161.44%
2010 18.844.000 44.17%
2011 17.117.000 -10.09%
2012 13.516.000 -26.64%
2013 20.506.000 34.09%
2014 26.045.000 21.27%
2015 54.257.000 52%
2016 45.573.000 -19.06%
2017 46.842.000 2.71%
2018 30.493.000 -53.62%
2019 30.995.000 1.62%
2020 -9.863.000 414.26%
2021 19.207.000 151.35%
2022 51.550.000 62.74%
2023 -1.804.000 2957.54%
2023 15.250.000 111.83%
2024 3.005.000 -407.49%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

Westwood Holdings Group, Inc. Operating Cashflow
Year Operating Cashflow Growth
2001 6.670.000
2002 4.845.000 -37.67%
2003 3.861.000 -25.49%
2004 2.427.000 -59.09%
2005 6.284.000 61.38%
2006 7.224.000 13.01%
2007 11.686.000 38.18%
2008 -6.310.000 285.2%
2009 10.606.000 159.49%
2010 18.981.000 44.12%
2011 18.548.000 -2.33%
2012 13.780.000 -34.6%
2013 21.707.000 36.52%
2014 26.523.000 18.16%
2015 55.208.000 51.96%
2016 47.392.000 -16.49%
2017 48.009.000 1.29%
2018 31.484.000 -52.49%
2019 32.172.000 2.14%
2020 -9.770.000 429.29%
2021 19.385.000 150.4%
2022 51.870.000 62.63%
2023 -1.782.000 3010.77%
2023 15.397.000 111.57%
2024 4.526.000 -240.19%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

Westwood Holdings Group, Inc. Capital Expenditure
Year Capital Expenditure Growth
2001 52.000
2002 88.000 40.91%
2003 118.000 25.42%
2004 1.189.000 90.08%
2005 75.000 -1485.33%
2006 70.000 -7.14%
2007 114.000 38.6%
2008 153.000 25.49%
2009 86.000 -77.91%
2010 137.000 37.23%
2011 1.431.000 90.43%
2012 264.000 -442.05%
2013 1.201.000 78.02%
2014 478.000 -151.26%
2015 951.000 49.74%
2016 1.819.000 47.72%
2017 1.167.000 -55.87%
2018 991.000 -17.76%
2019 1.177.000 15.8%
2020 93.000 -1165.59%
2021 178.000 47.75%
2022 320.000 44.38%
2023 22.000 -1354.55%
2023 147.000 85.03%
2024 1.521.000 90.34%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

Westwood Holdings Group, Inc. Equity
Year Equity Growth
2000 12.802.000
2001 14.032.000 8.77%
2002 19.123.000 26.62%
2003 21.853.000 12.49%
2004 21.663.000 -0.88%
2005 21.559.000 -0.48%
2006 22.735.000 5.17%
2007 29.346.000 22.53%
2008 38.794.000 24.35%
2009 47.218.000 17.84%
2010 60.677.000 22.18%
2011 70.757.000 14.25%
2012 76.551.000 7.57%
2013 88.633.000 13.63%
2014 110.007.000 19.43%
2015 133.967.000 17.89%
2016 112.390.000 -19.2%
2017 102.147.000 -10.03%
2018 119.463.000 14.49%
2019 107.867.000 -10.75%
2020 125.534.000 14.07%
2021 108.833.000 -15.35%
2022 92.854.000 -17.21%
2023 122.446.000 24.17%
2023 119.803.000 -2.21%
2024 120.466.000 0.55%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

Westwood Holdings Group, Inc. Assets
Year Assets Growth
2000 18.100.000
2001 21.053.000 14.03%
2002 24.120.000 12.72%
2003 26.237.000 8.07%
2004 26.277.000 0.15%
2005 27.310.000 3.78%
2006 28.722.000 4.92%
2007 39.024.000 26.4%
2008 50.847.000 23.25%
2009 59.886.000 15.09%
2010 72.628.000 17.54%
2011 90.597.000 19.83%
2012 96.615.000 6.23%
2013 116.020.000 16.73%
2014 139.874.000 17.05%
2015 181.336.000 22.86%
2016 179.678.000 -0.92%
2017 192.659.000 6.74%
2018 190.485.000 -1.14%
2019 178.707.000 -6.59%
2020 149.152.000 -19.82%
2021 139.605.000 -6.84%
2022 146.332.000 4.6%
2023 155.167.000 5.69%
2023 150.751.000 -2.93%
2024 147.374.000 -2.29%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

Westwood Holdings Group, Inc. Liabilities
Year Liabilities Growth
2000 5.298.000
2001 7.021.000 24.54%
2002 4.997.000 -40.5%
2003 4.384.000 -13.98%
2004 4.614.000 4.98%
2005 5.751.000 19.77%
2006 5.987.000 3.94%
2007 9.678.000 38.14%
2008 12.053.000 19.7%
2009 12.668.000 4.85%
2010 11.951.000 -6%
2011 19.840.000 39.76%
2012 20.064.000 1.12%
2013 27.387.000 26.74%
2014 29.867.000 8.3%
2015 47.369.000 36.95%
2016 33.609.000 -40.94%
2017 36.263.000 7.32%
2018 29.336.000 -23.61%
2019 30.420.000 3.56%
2020 18.441.000 -64.96%
2021 21.699.000 15.01%
2022 35.684.000 39.19%
2023 32.720.999 -9.06%
2023 30.948.000 -5.73%
2024 26.908.000 -15.01%

Westwood Holdings Group, Inc. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
11.06
Net Income per Share
0.84
Price to Earning Ratio
17.1x
Price To Sales Ratio
1.46x
POCF Ratio
29.96
PFCF Ratio
56.49
Price to Book Ratio
0.99
EV to Sales
1.24
EV Over EBITDA
8.76
EV to Operating CashFlow
28.8
EV to FreeCashFlow
48.06
Earnings Yield
0.06
FreeCashFlow Yield
0.02
Market Cap
0,13 Bil.
Enterprise Value
0,11 Bil.
Graham Number
16.48
Graham NetNet
2.16

Income Statement Metrics

Net Income per Share
0.84
Income Quality
0.56
ROE
0.06
Return On Assets
0.02
Return On Capital Employed
0.02
Net Income per EBT
0.61
EBT Per Ebit
1.35
Ebit per Revenue
0.04
Effective Tax Rate
0.39

Margins

Sales, General, & Administrative to Revenue
0.18
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0.07
Gross Profit Margin
0.77
Operating Profit Margin
0.04
Pretax Profit Margin
0.05
Net Profit Margin
0.03

Dividends

Dividend Yield
0.04
Dividend Yield %
4.19
Payout Ratio
0.79
Dividend Per Share
0.6

Operating Metrics

Operating Cashflow per Share
0.48
Free CashFlow per Share
0.29
Capex to Operating CashFlow
0.4
Capex to Revenue
0.02
Capex to Depreciation
0.33
Return on Invested Capital
0.02
Return on Tangible Assets
0.08
Days Sales Outstanding
57.49
Days Payables Outstanding
95.23
Days of Inventory on Hand
-365.09
Receivables Turnover
6.35
Payables Turnover
3.83
Inventory Turnover
-1
Capex per Share
0.19

Balance Sheet

Cash per Share
5,37
Book Value per Share
14,66
Tangible Book Value per Share
7.09
Shareholders Equity per Share
14.42
Interest Debt per Share
0.51
Debt to Equity
0.03
Debt to Assets
0.03
Net Debt to EBITDA
-1.54
Current Ratio
4.76
Tangible Asset Value
0,06 Bil.
Net Current Asset Value
0,04 Bil.
Invested Capital
116976000
Working Capital
0,05 Bil.
Intangibles to Total Assets
0.42
Average Receivables
0,01 Bil.
Average Payables
0,01 Bil.
Average Inventory
-10181999
Debt to Market Cap
0.03

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

Westwood Holdings Group, Inc. Dividends
Year Dividends Growth
2002 0
2003 1 100%
2004 1 0%
2005 0 0%
2006 1 100%
2007 1 0%
2008 1 0%
2009 1 0%
2010 2 0%
2011 1 0%
2012 2 0%
2013 2 0%
2014 2 0%
2015 2 50%
2016 2 0%
2017 3 0%
2018 3 0%
2019 3 0%
2020 0 0%
2021 3 100%
2022 1 0%
2023 1 0%
2024 0 0%

Westwood Holdings Group, Inc. Profile

About Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

CEO
Mr. Brian O'Connor Casey CFP
Employee
145
Address
200 Crescent Court
Dallas, 75201

Westwood Holdings Group, Inc. Executives & BODs

Westwood Holdings Group, Inc. Executives & BODs
# Name Age
1 Mr. Kenneth R. Nostro
Head of Client Relations & Director
70
2 Mr. Brian O'Connor Casey CFP
Chief Executive Officer & Director
70
3 Mr. Fabian Gomez
President & Chief Operating Officer
70
4 Ms. Kellie R. Stark CFA, F.R.M.
Executive Vice President of Client Service & Marketing
70
5 Mr. Todd L. Williams C.F.A.
Senior Vice President & Director of Equity Research
70
6 Mr. Jonathan S. Dale
Head of Product Solutions & Director
70
7 Ms. Leah Rebecca Bennett C.F.A.
President of Westwood Wealth Management
70
8 Mr. Murray Forbes III, CPA
MD & Chief Financial Officer
70
9 Mr. Prashant Inamdar C.F.A.
Senior Vice President, Portfolio Manager & Senior Research Analyst
70
10 Ms. Melissa W. McMillian
Senior Vice President & Private Wealth Advisor
70

Westwood Holdings Group, Inc. Competitors