Westwood Holdings Valuation
| WHG Stock | USD 15.80 0.19 1.19% |
At this time, the company appears to be fairly valued. Westwood Holdings maintains a prevalent Real Value of $15.24 per share. The last-minute price of the company is $15.8. Our model calculates the value of Westwood Holdings from examining the company fundamentals such as Current Valuation of 101.74 M, profit margin of 0.03 %, and Return On Asset of 0.0194 as well as analyzing its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Westwood Holdings' valuation include:
Price Book 1.2374 | Enterprise Value 101.7 M | Enterprise Value Ebitda 10.787 | Price Sales 1.605 | Trailing PE 50.5758 |
Fairly Valued
Today
Please note that Westwood Holdings' price fluctuation is not too volatile at this time. Calculation of the real value of Westwood Holdings is based on 3 months time horizon. Increasing Westwood Holdings' time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
The fair value of the Westwood stock is determined by what a typical buyer is willing to pay for full or partial control of Westwood Holdings Group. Since Westwood Holdings is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Westwood Stock. However, Westwood Holdings' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.8 | Real 15.24 | Hype 15.88 | Naive 15.73 |
The real value of Westwood Stock, also known as its intrinsic value, is the underlying worth of Westwood Holdings Company, which is reflected in its stock price. It is based on Westwood Holdings' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Westwood Holdings' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Westwood Holdings Group helps investors to forecast how Westwood stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Westwood Holdings more accurately as focusing exclusively on Westwood Holdings' fundamentals will not take into account other important factors: When choosing an evaluation method for Westwood Holdings, ensure it is appropriate for the firm given its current financial situation and market classification. If more than one evaluation category is relevant, we suggest using all methods to arrive at a better estimate.
Westwood Holdings Cash |
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Westwood Valuation Trend
Comparing Westwood Holdings' enterprise value against its market capitalization is a good way to estimate the value of Westwood Holdings Group uage its performance over time. This information may sometimes be enough for investors to make reasonable market timing decisions.
Westwood Revenue by Product
Westwood Holdings Total Value Analysis
Westwood Holdings Group is at this time forecasted to have company total value of 101.74 M with market capitalization of 154.74 M, debt of 4.55 M, and cash on hands of 23.86 M. Please note that company total value may be misleading and is a subject to accounting gimmicks. We encourage investors to carefully check all of the Westwood Holdings fundamentals before making security assessment based on enterprise value of the company| Takeover Price | Market Cap | Debt Obligations | Cash |
101.74 M | 154.74 M | 4.55 M | 23.86 M |
Westwood Holdings Investor Information
About 17.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.24. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Westwood Holdings last dividend was issued on the 2nd of December 2024. Based on the key indicators related to Westwood Holdings' liquidity, profitability, solvency, and operating efficiency, Westwood Holdings Group is not in a good financial situation at this time. It has a very high probability of going through financial hardship in January.Westwood Holdings Asset Utilization
The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Westwood Holdings has an asset utilization ratio of 57.86 percent. This implies that the Company is making $0.58 for each dollar of assets. An increasing asset utilization means that Westwood Holdings Group is more efficient with each dollar of assets it utilizes for everyday operations.Westwood Holdings Ownership Allocation
The market capitalization of Westwood Holdings is $154.74 Million. Over half of Westwood Holdings' outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that purchase positions in a given instrument to benefit from reduced trade commissions. Please take into account that even companies with profitable outlook can generate negative future returns on their equity. If the true value of the company is less than the current market value, you may not be able generate positive returns on investment in the long run.Westwood Holdings Profitability Analysis
The company reported the last year's revenue of 89.78 M. Total Income to common stockholders was 9.52 M with profit before taxes, overhead, and interest of 28.56 M.Westwood Holdings Past Distributions to stockholders
| 1st of October 2024 | ||
| 1st of July 2024 | ||
| 3rd of April 2024 | ||
| 3rd of January 2024 | ||
| 2nd of October 2023 | ||
| 3rd of July 2023 | ||
| 3rd of April 2023 | ||
| 1st of March 2023 | ||
| 3rd of January 2023 |
Please note that valuation analysis is one of the essential comprehensive assessments in business. It evaluates Westwood Holdings' worth, which you can determine by considering its current assets, liabilities and future cash flows. The investors' valuation analysis is an important metric that will give you a perspective on different companies. It helps you know the worth of the potential investment in Westwood Holdings and how it compares across the competition.
About Westwood Holdings Valuation
The stock valuation mechanism determines Westwood Holdings' current worth on a weekly basis. Our valuation model uses a comparative analysis of Westwood Holdings. We calculate exposure to Westwood Holdings's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Westwood Holdings's related companies.| Last Reported | Projected for Next Year | ||
| Gross Profit | 36.9 M | 43.4 M | |
| Pretax Profit Margin | 0.15 | 0.29 | |
| Operating Profit Margin | 0.07 | 0.06 | |
| Net Profit Margin | 0.12 | 0.18 | |
| Gross Profit Margin | 0.41 | 0.51 |
A single share of Westwood Holdings represents a small ownership stake in the entity. As a stockholder of Westwood, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.
Westwood Holdings Dividends Analysis For Valuation
The current Dividends Paid is estimated to decrease to about 5.2 M. The current Dividend Yield is estimated to decrease to 0.04. The Westwood Holdings' current Earnings Yield is estimated to increase to 0.11, while Retained Earnings are projected to decrease to roughly 4.4 M.
| Last Reported | Projected for Next Year | ||
| Dividends Paid | 5.5 M | 5.2 M | |
| Dividend Yield | 0.05 | 0.05 | |
| Dividend Payout Ratio | 0.52 | 0.49 | |
| Dividend Paid And Capex Coverage Ratio | (0.21) | (0.20) |
There are various types of dividends Westwood Holdings can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of Westwood shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from Westwood Holdings Group directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When Westwood pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of Westwood Holdings by the value of the dividends paid out.
Westwood Holdings Growth Indicators
Investing in growth stocks can be very risky. If the company such as Westwood Holdings does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
| Common Stock Shares Outstanding | 8.1 M | |
| Quarterly Earnings Growth Y O Y | -0.976 |
Westwood Holdings Current Valuation Indicators
Valuation refers to the process of determining the present value of Westwood Holdings Group and all of its assets. It can be calculated using a number of techniques. As many analysts who try to value Westwood we look at many different elements of the entity such as Westwood's management, its prospective future earnings, the current market value of the company's assets, as well as its capital structure formation.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Westwood Holdings, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Westwood Holdings' valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Westwood Holdings' worth.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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