Westwood Historical Balance Sheet

WHG Stock

USD 15.99 0.17 1.05%

Trend analysis of Westwood Holdings Group balance sheet accounts such as Total Assets of 107.7 M, Other Current Liab of 12.8 M, Total Current Liabilities of 17.6 M or Total Stockholder Equity of 86.2 M provides information on Westwood Holdings' total assets, liabilities, and equity, which is the actual value of Westwood Holdings to its prevalent stockholders. By breaking down trends over time using Westwood Holdings balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

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Financial Statement Analysis is much more than just reviewing and examining Westwood Holdings latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Westwood Holdings is a good buy for the upcoming year.

Westwood Holdings Inventory

(31.04 Million)

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in 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.

About Westwood Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Westwood Holdings at a specified time, usually calculated after every quarter, six months, or one year. Westwood Holdings Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Westwood Holdings and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Westwood currently owns. An asset can also be divided into two categories, current and non-current.

Westwood Holdings Balance Sheet Chart

At this time, Westwood Holdings' Good Will is most likely to increase significantly in the upcoming years. The Westwood Holdings' current Short Term Investments is estimated to increase to about 45.1 M, while Total Current Liabilities is projected to decrease to roughly 17.6 M.

Other Current Liab Total Current Liabilities Short Term Investments

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Total Current Liabilities

Total Current Liabilities is an item on Westwood Holdings balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of Westwood Holdings Group are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.

Short Term Investments

Short Term Investments is an item under the current assets section of Westwood Holdings balance sheet. It contains any investments Westwood Holdings Group undertook that will expire in less than one year. These accounts contain financial instruments such as stocks or bonds that Westwood Holdings can easily liquidate in the marketplace.

Most accounts from Westwood Holdings' balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Westwood Holdings current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in 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.

	2021	2022	2023	2024 (projected)
Other Current Liabilities	9.9M	8.9M	9.9M	12.8M
Total Assets	139.6M	146.3M	155.2M	107.7M

Other Current Liab Total Assets

Westwood Holdings balance sheet Correlations

	Total Assets	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Other Liab	Retained Earnings	Accounts Payable	Cash	Other Assets	Good Will	Common Stock Shares Outstanding	Short Term Investments	Other Stockholder Equity	Total Liab	Intangible Assets	Common Stock	Net Debt	Non Current Assets Total	Non Currrent Assets Other	Cash And Short Term Investments	Net Receivables	Common Stock Total Equity	Non Current Liabilities Total	Other Current Assets	Total Current Assets	Treasury Stock
Total Assets		0.57	0.68	0.99	-0.22	0.54	0.43	0.79	-0.38	0.5	0.95	0.45	0.95	0.82	0.58	-0.42	-0.79	0.6	0.09	0.83	0.88	0.72	0.23	-0.31	0.85	-0.55
Other Current Liab	0.57		0.97	0.5	0.08	0.85	0.03	0.42	-0.09	0.09	0.49	0.59	0.3	0.75	0.13	-0.55	-0.55	0.03	-0.55	0.68	0.75	0.0	-0.38	-0.42	0.73	0.26
Total Current Liabilities	0.68	0.97		0.6	0.06	0.79	0.24	0.47	-0.08	0.27	0.6	0.54	0.43	0.87	0.31	-0.53	-0.59	0.22	-0.47	0.68	0.82	0.19	-0.2	-0.35	0.74	0.08
Total Stockholder Equity	0.99	0.5	0.6		-0.28	0.51	0.36	0.81	-0.42	0.45	0.95	0.47	0.97	0.73	0.53	-0.4	-0.78	0.57	0.17	0.85	0.84	0.71	0.21	-0.34	0.87	-0.58
Other Liab	-0.22	0.08	0.06	-0.28		-0.17	0.12	-0.41	0.11	-0.12	-0.06	0.16	-0.29	0.06	-0.35	-0.44	0.31	-0.3	-0.56	-0.1	-0.1	-0.02	-0.02	-0.11	-0.1	0.32
Retained Earnings	0.54	0.85	0.79	0.51	-0.17		-0.1	0.6	0.0	0.01	0.38	0.44	0.29	0.54	0.08	-0.24	-0.7	-0.04	-0.26	0.65	0.75	-0.08	-0.48	-0.34	0.73	0.28
Accounts Payable	0.43	0.03	0.24	0.36	0.12	-0.1		0.24	0.25	0.9	0.46	-0.29	0.43	0.61	0.83	-0.03	-0.26	0.83	0.21	-0.01	0.41	0.76	0.82	0.3	0.03	-0.65
Cash	0.79	0.42	0.47	0.81	-0.41	0.6	0.24		-0.29	0.35	0.69	0.1	0.72	0.56	0.46	-0.08	-0.97	0.44	0.32	0.67	0.71	0.41	0.15	-0.05	0.73	-0.37
Other Assets	-0.38	-0.09	-0.08	-0.42	0.11	0.0	0.25	-0.29		0.31	-0.38	-0.36	-0.48	-0.14	0.16	0.36	0.22	0.13	0.04	-0.45	-0.15	-0.19	0.15	0.11	-0.41	0.18
Good Will	0.5	0.09	0.27	0.45	-0.12	0.01	0.9	0.35	0.31		0.53	-0.22	0.48	0.57	0.95	-0.1	-0.38	0.95	0.27	0.11	0.49	0.68	0.81	0.15	0.14	-0.69
Common Stock Shares Outstanding	0.95	0.49	0.6	0.95	-0.06	0.38	0.46	0.69	-0.38	0.53		0.54	0.93	0.75	0.54	-0.6	-0.68	0.61	0.08	0.85	0.79	0.77	0.32	-0.44	0.84	-0.62
Short Term Investments	0.45	0.59	0.54	0.47	0.16	0.44	-0.29	0.1	-0.36	-0.22	0.54		0.38	0.29	-0.25	-0.75	-0.15	-0.18	-0.38	0.8	0.4	0.08	-0.45	-0.84	0.74	0.05
Other Stockholder Equity	0.95	0.3	0.43	0.97	-0.29	0.29	0.43	0.72	-0.48	0.48	0.93	0.38		0.66	0.57	-0.34	-0.66	0.63	0.28	0.74	0.73	0.82	0.35	-0.25	0.74	-0.73
Total Liab	0.82	0.75	0.87	0.73	0.06	0.54	0.61	0.56	-0.14	0.57	0.75	0.29	0.66		0.61	-0.42	-0.62	0.57	-0.23	0.58	0.85	0.58	0.24	-0.1	0.63	-0.3
Intangible Assets	0.58	0.13	0.31	0.53	-0.35	0.08	0.83	0.46	0.16	0.95	0.54	-0.25	0.57	0.61		0.02	-0.46	0.97	0.36	0.13	0.54	0.67	0.76	0.27	0.18	-0.72
Common Stock	-0.42	-0.55	-0.53	-0.4	-0.44	-0.24	-0.03	-0.08	0.36	-0.1	-0.6	-0.75	-0.34	-0.42	0.02		0.18	-0.05	0.53	-0.65	-0.41	-0.21	0.1	0.68	-0.6	0.01
Net Debt	-0.79	-0.55	-0.59	-0.78	0.31	-0.7	-0.26	-0.97	0.22	-0.38	-0.68	-0.15	-0.66	-0.62	-0.46	0.18		-0.41	-0.14	-0.69	-0.78	-0.34	-0.1	0.1	-0.76	0.26
Non Current Assets Total	0.6	0.03	0.22	0.57	-0.3	-0.04	0.83	0.44	0.13	0.95	0.61	-0.18	0.63	0.57	0.97	-0.05	-0.41		0.42	0.18	0.49	0.76	0.84	0.17	0.2	-0.83
Non Currrent Assets Other	0.09	-0.55	-0.47	0.17	-0.56	-0.26	0.21	0.32	0.04	0.27	0.08	-0.38	0.28	-0.23	0.36	0.53	-0.14	0.42		-0.09	-0.15	0.32	0.48	0.32	-0.12	-0.62
Cash And Short Term Investments	0.83	0.68	0.68	0.85	-0.1	0.65	-0.01	0.67	-0.45	0.11	0.85	0.8	0.74	0.58	0.13	-0.65	-0.69	0.18	-0.09		0.73	0.36	-0.18	-0.66	0.99	-0.23
Net Receivables	0.88	0.75	0.82	0.84	-0.1	0.75	0.41	0.71	-0.15	0.49	0.79	0.4	0.73	0.85	0.54	-0.41	-0.78	0.49	-0.15	0.73		0.5	0.07	-0.24	0.8	-0.29
Common Stock Total Equity	0.72	0.0	0.19	0.71	-0.02	-0.08	0.76	0.41	-0.19	0.68	0.77	0.08	0.82	0.58	0.67	-0.21	-0.34	0.76	0.32	0.36	0.5		0.67	-0.09	0.35	-0.83
Non Current Liabilities Total	0.23	-0.38	-0.2	0.21	-0.02	-0.48	0.82	0.15	0.15	0.81	0.32	-0.45	0.35	0.24	0.76	0.1	-0.1	0.84	0.48	-0.18	0.07	0.67		0.41	-0.19	-0.8
Other Current Assets	-0.31	-0.42	-0.35	-0.34	-0.11	-0.34	0.3	-0.05	0.11	0.15	-0.44	-0.84	-0.25	-0.1	0.27	0.68	0.1	0.17	0.32	-0.66	-0.24	-0.09	0.41		-0.59	-0.09
Total Current Assets	0.85	0.73	0.74	0.87	-0.1	0.73	0.03	0.73	-0.41	0.14	0.84	0.74	0.74	0.63	0.18	-0.6	-0.76	0.2	-0.12	0.99	0.8	0.35	-0.19	-0.59		-0.21
Treasury Stock	-0.55	0.26	0.08	-0.58	0.32	0.28	-0.65	-0.37	0.18	-0.69	-0.62	0.05	-0.73	-0.3	-0.72	0.01	0.26	-0.83	-0.62	-0.23	-0.29	-0.83	-0.8	-0.09	-0.21

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Westwood Holdings Account Relationship Matchups

Westwood Holdings balance sheet Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	178.7M	149.2M	139.6M	146.3M	155.2M	107.7M
Other Current Liab	17.6M	6.5M	9.9M	8.9M	9.9M	12.8M
Total Current Liabilities	21.4M	11.8M	15.8M	17.4M	18.6M	17.6M
Total Stockholder Equity	148.3M	130.7M	117.9M	110.6M	120.4M	86.2M
Other Liab	1.3M	526K	1.1M	13.6M	15.6M	8.0M
Retained Earnings	11.0M	(1.7M)	4.4M	(4.3M)	4.7M	4.4M
Accounts Payable	2.1M	1.6M	2.6M	5.7M	6.1M	4.1M
Cash	49.8M	13.0M	15.2M	23.9M	20.4M	16.2M
Other Assets	2.6M	1.9M	1.5M	2.7M	20.3M	21.3M
Common Stock Shares Outstanding	8.5M	8.0M	7.9M	7.8M	8.1M	7.7M
Short Term Investments	50.3M	69.5M	65.0M	15.3M	32.7M	45.1M
Liabilities And Stockholders Equity	178.7M	149.2M	139.6M	146.3M	155.2M	107.7M
Other Stockholder Equity	129.2M	132.3M	113.4M	114.8M	115.6M	75.2M
Total Liab	30.4M	18.4M	21.7M	35.7M	32.7M	21.4M
Intangible Assets	15.3M	13.5M	11.9M	29.4M	24.8M	26.0M
Common Stock	103K	105K	107K	115K	119K	95.9K
Net Debt	(40.4M)	(5.2M)	(9.1M)	(17.8M)	(15.9M)	(16.7M)
Non Current Assets Total	61.7M	52.8M	45.7M	88.3M	82.9M	87.1M
Non Currrent Assets Other	50.7M	364K	464K	929K	1.0M	1.1M
Cash And Short Term Investments	100.1M	82.6M	80.2M	39.2M	53.1M	62.6M
Net Receivables	13.2M	11.2M	11.4M	13.9M	14.4M	11.5M
Common Stock Total Equity	103K	105K	107K	115K	132.3K	90.4K
Non Current Liabilities Total	9.1M	6.6M	5.9M	18.3M	14.1M	14.8M
Other Current Assets	2.5M	2.6M	2.2M	20.4M	4.5M	4.6M
Total Current Assets	117.0M	96.3M	93.9M	58.0M	72.2M	78.3M
Treasury Stock	(63.3M)	(78.0M)	(81.8M)	(85.1M)	(76.6M)	(72.8M)
Inventory	1.2M	(69.5M)	(65.0M)	(15.3M)	(32.7M)	(31.0M)
Property Plant And Equipment Net	11.7M	9.3M	7.0M	6.8M	5.1M	4.0M
Property Plant And Equipment Gross	11.7M	9.3M	15.6M	16.1M	15.2M	16.0M
Property Plant Equipment	4.2M	3.2M	7.0M	6.8M	7.8M	8.2M
Net Tangible Assets	113.2M	100.8M	89.6M	46.0M	52.9M	96.3M
Retained Earnings Total Equity	11.0M	(1.7M)	4.4M	(4.3M)	(3.8M)	(3.6M)
Capital Surpluse	203.4M	210.3M	195.2M	199.9M	229.9M	175.5M
Non Current Liabilities Other	1.3M	526K	1.1M	13.0M	10.1M	10.6M
Deferred Long Term Asset Charges	2.2M	1.5M	848K	1.8M	1.6M	2.8M
Cash And Equivalents	49.8M	13.0M	15.2M	23.9M	21.5M	27.7M
Short Term Debt	1.6M	3.4M	2.8M	3.0M	2.6M	2.0M

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When determining whether Westwood Holdings is a strong investment it is important to analyze Westwood Holdings' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Westwood Holdings' future performance. For an informed investment choice regarding Westwood Stock, refer to the following important reports:

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You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

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.

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Westwood Historical Balance Sheet

Westwood Holdings Inventory

(31.04 Million)

About Westwood Balance Sheet Analysis

Westwood Holdings Balance Sheet Chart

Total Current Liabilities

Short Term Investments

Westwood Holdings balance sheet Correlations

Westwood Holdings Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Westwood Holdings balance sheet Accounts

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COMMON DESTINATIONS

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Total Stockholder Equity	+ 0.99	Total Assets
Total Current Assets	+ 0.99	Cash And Short Term Investments
Total Current Liabilities	+ 0.97	Other Current Liab
Other Stockholder Equity	+ 0.97	Total Stockholder Equity
Non Current Assets Total	+ 0.97	Intangible Assets
Common Stock Shares Outstanding	+ 0.95	Total Assets

Net Debt	- 0.97	Cash
Other Current Assets	- 0.84	Short Term Investments
Treasury Stock	- 0.83	Common Stock Total Equity
Treasury Stock	- 0.83	Non Current Assets Total
Treasury Stock	- 0.8	Non Current Liabilities Total
Net Debt	- 0.79	Total Assets