Westwood Holdings Group Stock Buy Hold or Sell Recommendation
| WHG Stock | USD 15.80 0.19 1.19% |
Considering the 90-day investment horizon and your below-average risk tolerance, our recommendation regarding Westwood Holdings Group is 'Cautious Hold'. Macroaxis provides Westwood Holdings buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding WHG positions.
Check out Westwood Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Westwood and provide practical buy, sell, or hold advice based on investors' constraints. Westwood Holdings Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
Westwood |
Execute Westwood Holdings Buy or Sell Advice
The Westwood recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Westwood Holdings Group. Macroaxis does not own or have any residual interests in Westwood Holdings Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Westwood Holdings' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Westwood Holdings Trading Alerts and Improvement Suggestions
| Westwood Holdings Group has about 23.86 M in cash with (1.19 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 8.8. | |
| Roughly 60.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Lithia Motors, Inc. Insider Gary M. Glandon Sells 242 Shares |
Westwood Holdings Returns Distribution Density
The distribution of Westwood Holdings' historical returns is an attempt to chart the uncertainty of Westwood Holdings' future price movements. The chart of the probability distribution of Westwood Holdings daily returns describes the distribution of returns around its average expected value. We use Westwood Holdings Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Westwood Holdings returns is essential to provide solid investment advice for Westwood Holdings.
| Mean Return | 0.39 | Value At Risk | -4.5 | Potential Upside | 5.04 | Standard Deviation | 3.04 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Westwood Holdings historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Westwood Stock Institutional Investors
| Shares | Garner Asset Management Corporation | 2024-06-30 | 116.9 K | Allred Capital Management, Llc | 2024-09-30 | 103.9 K | Gabelli Funds Llc | 2024-09-30 | 100.3 K | Aegis Financial Corporation | 2024-09-30 | 100 K | Bridgeway Capital Management, Llc | 2024-09-30 | 80.3 K | Geode Capital Management, Llc | 2024-09-30 | 65.6 K | Bank Of America Corp | 2024-06-30 | 56.7 K | Northern Trust Corp | 2024-09-30 | 29 K | State Street Corp | 2024-06-30 | 28.6 K | Allspring Global Investments Holdings, Llc | 2024-06-30 | 571.4 K | Deprince Race & Zollo Inc | 2024-09-30 | 457.3 K |
Westwood Holdings Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Capital Expenditures | 1.2M | 93K | 178K | 320K | 147K | 139.7K | |
| Net Income | 5.9M | (8.9M) | 9.8M | (4.6M) | 9.5M | 11.2M | |
| End Period Cash Flow | 49.8M | 13.0M | 15.2M | 23.9M | 20.4M | 16.2M | |
| Change To Netincome | 26.5M | (9.6M) | 1.0M | 57.3M | 65.9M | 69.2M | |
| Change In Cash | (2.7M) | (36.8M) | 2.2M | 8.7M | (3.4M) | (3.3M) | |
| Free Cash Flow | 31.0M | (9.9M) | 19.2M | 51.6M | (1.3M) | (1.3M) | |
| Depreciation | 2.6M | 2.6M | 2.4M | 2.6M | 4.8M | 5.1M | |
| Other Non Cash Items | 13.3M | (9.4M) | (926K) | 52.2M | (6.5M) | (6.2M) | |
| Change To Inventory | 5.4M | (2.9M) | (2.4M) | 370K | 333K | 349.7K | |
| Dividends Paid | 26.1M | 11.0M | 22.9M | 5.6M | 5.5M | 5.2M | |
| Change Receivables | 5.4M | 3.7M | (1.7M) | (313K) | (360.0K) | (377.9K) | |
| Investments | (3.7M) | (4K) | 9.2M | (34.1M) | (29.5M) | (28.0M) |
Westwood Holdings Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Westwood Holdings or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Westwood Holdings' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Westwood stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.27 | |
β | Beta against Dow Jones | 0.90 | |
σ | Overall volatility | 2.98 | |
Ir | Information ratio | 0.08 |
Westwood Holdings Volatility Alert
Westwood Holdings Group currently demonstrates below-average downside deviation. It has Information Ratio of 0.08 and Jensen Alpha of 0.27. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Westwood Holdings' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Westwood Holdings' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Westwood Holdings Fundamentals Vs Peers
Comparing Westwood Holdings' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Westwood Holdings' direct or indirect competition across all of the common fundamentals between Westwood Holdings and the related equities. This way, we can detect undervalued stocks with similar characteristics as Westwood Holdings or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Westwood Holdings' fundamental indicators could also be used in its relative valuation, which is a method of valuing Westwood Holdings by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Westwood Holdings to competition |
| Fundamentals | Westwood Holdings | Peer Average |
| Return On Equity | 0.0224 | -0.31 |
| Return On Asset | 0.0194 | -0.14 |
| Profit Margin | 0.03 % | (1.27) % |
| Operating Margin | 0.06 % | (5.51) % |
| Current Valuation | 101.74 M | 16.62 B |
| Shares Outstanding | 9.27 M | 571.82 M |
| Shares Owned By Insiders | 16.93 % | 10.09 % |
| Shares Owned By Institutions | 60.37 % | 39.21 % |
| Number Of Shares Shorted | 4.79 K | 4.71 M |
| Price To Earning | 17.73 X | 28.72 X |
| Price To Book | 1.24 X | 9.51 X |
| Price To Sales | 1.60 X | 11.42 X |
| Revenue | 89.78 M | 9.43 B |
| Gross Profit | 28.56 M | 27.38 B |
| EBITDA | 8.27 M | 3.9 B |
| Net Income | 9.52 M | 570.98 M |
| Cash And Equivalents | 23.86 M | 2.7 B |
| Cash Per Share | 8.80 X | 5.01 X |
| Total Debt | 4.55 M | 5.32 B |
| Debt To Equity | 0.06 % | 48.70 % |
| Current Ratio | 7.22 X | 2.16 X |
| Book Value Per Share | 14.55 X | 1.93 K |
| Cash Flow From Operations | (1.19 M) | 971.22 M |
| Short Ratio | 0.23 X | 4.00 X |
| Earnings Per Share | 0.33 X | 3.12 X |
| Number Of Employees | 145 | 18.84 K |
| Beta | 1.14 | -0.15 |
| Market Capitalization | 154.74 M | 19.03 B |
| Total Asset | 155.17 M | 29.47 B |
| Retained Earnings | 4.65 M | 9.33 B |
| Working Capital | 53.59 M | 1.48 B |
| Current Asset | 117.6 M | 9.34 B |
| Current Liabilities | 44.85 M | 7.9 B |
Note: Acquisition by Richard Frank of 502 shares of Westwood Holdings at 17.5 subject to Rule 16b-3 [view details]
Westwood Holdings Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Westwood . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Westwood Holdings Buy or Sell Advice
When is the right time to buy or sell Westwood Holdings Group? Buying financial instruments such as Westwood Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Westwood Holdings Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Westwood Holdings. If investors know Westwood will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Westwood Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.98) | Dividend Share 0.6 | Earnings Share 0.33 | Revenue Per Share 11.393 | Quarterly Revenue Growth 0.084 |
The market value of Westwood Holdings is measured differently than its book value, which is the value of Westwood that is recorded on the company's balance sheet. Investors also form their own opinion of Westwood Holdings' value that differs from its market value or its book value, called intrinsic value, which is Westwood Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Westwood Holdings' market value can be influenced by many factors that don't directly affect Westwood Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Westwood Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Westwood Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Westwood Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.