Westwood Holdings Net Worth
Westwood Holdings Net Worth Breakdown | WHG |
Westwood Holdings Net Worth Analysis
Westwood Holdings' net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Westwood Holdings' financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Westwood Holdings' overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Westwood Holdings' net worth analysis. One common approach is to calculate Westwood Holdings' market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Westwood Holdings' stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Westwood Holdings' net worth. This approach calculates the present value of Westwood Holdings' future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Westwood Holdings' cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Westwood Holdings' net worth. This involves comparing Westwood Holdings' financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Westwood Holdings' net worth relative to its peers.
Enterprise Value |
|
To determine if Westwood Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Westwood Holdings' net worth research are outlined below:
| 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 finance.yahoo.com: Big Tech Is Still Too Big for FTSE Russell Despite Stock Slump |
Westwood Holdings Quarterly Good Will |
|
Westwood Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Westwood Holdings Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Westwood Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 21st of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Know Westwood Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Westwood Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Westwood Holdings Group backward and forwards among themselves. Westwood Holdings' institutional investor refers to the entity that pools money to purchase Westwood Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Garner Asset Management Corporation | 2024-12-31 | 140.8 K | Allred Capital Management, Llc | 2024-12-31 | 103.9 K | Aegis Financial Corporation | 2024-12-31 | 100 K | Gabelli Funds Llc | 2024-12-31 | 86.8 K | Bridgeway Capital Management, Llc | 2024-12-31 | 80.8 K | Geode Capital Management, Llc | 2024-12-31 | 65.8 K | Bank Of America Corp | 2024-12-31 | 60.9 K | Susquehanna International Group, Llp | 2024-12-31 | 47 K | Northern Trust Corp | 2024-12-31 | 37.6 K | Allspring Global Investments Holdings, Llc | 2024-12-31 | 585.8 K | Gamco Investors, Inc. Et Al | 2024-12-31 | 446.7 K |
Follow Westwood Holdings' market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 154.74 M.Market Cap |
|
Project Westwood Holdings' profitablity
| Last Reported | Projected for Next Year | ||
| 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 |
When accessing Westwood Holdings' net worth, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Westwood Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Westwood Holdings' profitability and make more informed investment decisions.
Evaluate Westwood Holdings' management efficiency
Westwood Holdings has Return on Asset of 0.0194 % which means that on every $100 spent on assets, it made $0.0194 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0224 %, implying that it generated $0.0224 on every 100 dollars invested. Westwood Holdings' management efficiency ratios could be used to measure how well Westwood Holdings manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to 0.02. The current Return On Capital Employed is estimated to decrease to 0.01. At this time, Westwood Holdings' Non Current Assets Total are most likely to increase significantly in the upcoming years. The Westwood Holdings' current Non Currrent Assets Other is estimated to increase to about 7.1 M, while Other Current Assets are projected to decrease to roughly 4.6 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 14.99 | 8.55 | |
| Tangible Book Value Per Share | 7.49 | 6.22 | |
| Enterprise Value Over EBITDA | 9.83 | 12.73 | |
| Price Book Value Ratio | 0.98 | 0.94 | |
| Enterprise Value Multiple | 9.83 | 12.73 | |
| Price Fair Value | 0.98 | 0.94 | |
| Enterprise Value | 102.8 M | 174.6 M |
Examining the leadership quality of Westwood Holdings Group offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Enterprise Value Revenue 1.1179 | Revenue | Quarterly Revenue Growth 0.084 | Revenue Per Share | Return On Equity |
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Westwood Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Westwood Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Westwood Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Westwood Holdings Corporate Filings
| 12th of March 2025 Other Reports | ViewVerify | |
8K | 6th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 5th of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Westwood Holdings Earnings per Share Projection vs Actual
Westwood Holdings Corporate Directors
| Jonathan Dale | Head Director | Profile | |
| Ellen Masterson | Independent Director | Profile | |
| Geoffrey Norman | Independent Director | Profile | |
| Raymond Wooldridge | Lead Independent Director | Profile |
Already Invested in Westwood Holdings Group?
The danger of trading Westwood Holdings Group is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Westwood Holdings is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Westwood Holdings. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Westwood Holdings is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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: 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. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
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 | 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.