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Westwood Holdings Group Inc
WHG | US
16.22
USD0.47
2.98%
WHG | US
About Westwood Holdings Group Inc
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
21/10/2024
Close
16.22
Open
16.12
High
18.03
Low
15.88
Westwood Holdings Group Inc. through its subsidiaries manages investment assets and provides services for its clients. The company operates in two segments Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans public retirement plans endowments foundations individuals and the Westwood Funds; and investment sub-advisory services to mutual funds pooled investment vehicles and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group Inc. was founded in 1983 and is based in Dallas Texas.
View LessWHG | US
Risk
60.7
Sharpe
2.38
Luna's Score
69/100
Recommendation
Buy
Luna says (WHG | US)
What's Working
Positive Momentum
Strength based on increasing price with high volume
High Current Volume and Positive 1-Day Return
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Low Debt to Equity (< 0.25)
Low Debt to Asset (< 0.2)
Value Stock (Price to Book < 3)
Strong Sharpe Ratio (> 1.2)
What's not Working
High Short-term Volatility
Microcap (<300M USD)
High Market Beta (> 0.8)
Weak Operating Margin (< 10%)
Volatility Signals
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
Risk Meter
10 days
74.6%1 month
60.7%3 months
43.7%6 months
37.3%Returns
Fundamental Ratios
PE
22.18
Fwd. PE
-
Price to book
1.25
Debt to equity
0.03
Debt to assets
0.03
Ent. to EBITDA
11.78
Ent. to rev.
1.20
PEG
-
Other Fundamentals
EBITDA
9.19M
MarketCap
150.63M
MarketCap(USD)
150.63M
Div. yield
3.75
Op. margin
2.77
Erngs. growth
206.00
Rev. growth
3.40
Ret. on equity
5.87
Short ratio
0.39
Short perc.
0.06
Market Sentiment (SMA and Price signals)
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
SMAs: Stock Price Trends
Range10D
4.40
Range1M
4.80
Range3M
6.92
Volumes: Market Activity
Rel. volume
3.01
Price X volume
978.83K
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | 11.78 | 332.92 | Cheaper |
| Ent. to Revenue | 1.20 | 18.60 | Cheaper |
| PE Ratio | 22.18 | 20.20 | Par |
| Price to Book | 1.25 | 2.63 | Cheaper |
| Dividend Yield | 3.75 | 7.25 | Poor |
| Std. Deviation (3M) | 43.70 | 21.97 | Riskier |
| Debt to Equity | 0.03 | 50.50 | Cheaper |
| Debt to Assets | 0.03 | 44.08 | Cheaper |
| Market Cap | 150.63M | 8.59B | Emerging |
