Westwood Holdings Group Stock Performance
| WHG Stock | USD 15.34 0.23 1.48% |
Westwood Holdings has a performance score of 2 on a scale of 0 to 100. The firm maintains a market beta of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Westwood Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Westwood Holdings is expected to be smaller as well. Westwood Holdings right now maintains a risk of 2.43%. Please check out Westwood Holdings downside variance, as well as the relationship between the accumulation distribution and market facilitation index , to decide if Westwood Holdings will be following its historical returns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Westwood Holdings Group are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable technical indicators, Westwood Holdings is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 0.58 | Five Day Return 2.1 | Year To Date Return 4.36 | Ten Year Return (74.19) | All Time Return (4.18) |
Forward Dividend Yield 0.0359 | Payout Ratio | Forward Dividend Rate 0.6 | Dividend Date 2025-01-03 | Ex Dividend Date 2024-12-02 |
| Westwood Holdings dividend paid on 3rd of January 2025 | 01/03/2025 |
1 | Disposition of 885 shares by Fabian Gomez of Westwood Holdings at 21.5874 subject to Rule 16b-3 | 01/31/2025 |
2 | Westwood Holdings Non-GAAP EPS of 0.39, revenue of 25.6M | 02/12/2025 |
3 | NVIDIA Trading Up 1.4 percent Heres What Happened | 02/14/2025 |
4 | sorry for missed opportunities over DJ Tim Westwoods bullying behaviour | 02/25/2025 |
5 | Cumulus Medias Westwood One Presents Audio Coverage of 2025 College Basketball Conference Championship Week | 03/05/2025 |
6 | Enterprise Products Partners Given New 35.00 Price Target at Scotiabank | 03/07/2025 |
7 | Westwood Holdings Group Full Year 2024 Earnings EPS US0.27 | 03/12/2025 |
8 | Acquisition by Mazzei Matthew of 1764 shares of Westwood Holdings subject to Rule 16b-3 | 03/14/2025 |
| Begin Period Cash Flow | 20.4 M |
Westwood |
Westwood Holdings Relative Risk vs. Return Landscape
If you would invest 1,517 in Westwood Holdings Group on December 17, 2024 and sell it today you would earn a total of 40.00 from holding Westwood Holdings Group or generate 2.64% return on investment over 90 days. Westwood Holdings Group is generating 0.072% of daily returns assuming volatility of 2.4258% on return distribution over 90 days investment horizon. In other words, 21% of stocks are less volatile than Westwood, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Westwood Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Westwood Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Westwood Holdings Group, and traders can use it to determine the average amount a Westwood Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0297
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| Cash | Small Risk | WHG | High Risk | Huge Risk |
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Estimated Market Risk
| 2.43 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Westwood Holdings is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Westwood Holdings by adding it to a well-diversified portfolio.
Westwood Holdings Fundamentals Growth
Westwood Stock prices reflect investors' perceptions of the future prospects and financial health of Westwood Holdings, and Westwood Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Westwood Stock performance.
| Return On Equity | 0.0224 | ||||
| Return On Asset | 0.0194 | ||||
| Profit Margin | 0.03 % | ||||
| Operating Margin | 0.06 % | ||||
| Current Valuation | 102.7 M | ||||
| Shares Outstanding | 9.27 M | ||||
| Price To Earning | 17.73 X | ||||
| Price To Book | 1.21 X | ||||
| Price To Sales | 1.54 X | ||||
| Revenue | 94.72 M | ||||
| Gross Profit | 28.56 M | ||||
| EBITDA | 10.46 M | ||||
| Net Income | 2.21 M | ||||
| Cash And Equivalents | 23.86 M | ||||
| Cash Per Share | 8.80 X | ||||
| Total Debt | 3.2 M | ||||
| Debt To Equity | 0.06 % | ||||
| Current Ratio | 7.22 X | ||||
| Book Value Per Share | 14.55 X | ||||
| Cash Flow From Operations | 21.12 M | ||||
| Earnings Per Share | 0.33 X | ||||
| Market Capitalization | 154.74 M | ||||
| Total Asset | 149.99 M | ||||
| Retained Earnings | 6.21 M | ||||
| Working Capital | 38.29 M | ||||
| Current Asset | 117.6 M | ||||
| Current Liabilities | 44.85 M | ||||
About Westwood Holdings Performance
By analyzing Westwood Holdings' fundamental ratios, stakeholders can gain valuable insights into Westwood Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Westwood Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Westwood Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (160.50) | (168.52) | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.02 | 0.02 |
Things to note about Westwood Holdings performance evaluation
Checking the ongoing alerts about Westwood Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Westwood Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Westwood Holdings has a strong financial position based on the latest SEC filings | |
| About 60.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from simplywall.st: Westwood Holdings Group Full Year 2024 Earnings EPS US0.27 |
- Analyzing Westwood Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Westwood Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Westwood Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Westwood Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Westwood Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Westwood Holdings' stock. These opinions can provide insight into Westwood Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Westwood Stock analysis
When running Westwood Holdings' price analysis, check to measure Westwood Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Westwood Holdings is operating at the current time. Most of Westwood Holdings' value examination focuses on studying past and present price action to predict the probability of Westwood Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Westwood Holdings' price. Additionally, you may evaluate how the addition of Westwood Holdings to your portfolios can decrease your overall portfolio volatility.
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