Screener
Westwood Holdings Group WHG Ratios & Valuation
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | 4.7%+1.2pp | 3.6%+6.5pp | 5.1%+3.9pp | 5.9%+4.2pp | 3.5%+3.3pp | |
| Net margin | 7.8%+11.2pp | 7.5%+13.1pp | 7.3%+14.0pp | 2.3%+0.4pp | -3.4%-9.6pp | |
| Returns | ||||||
| Return on equity | 6.4%+8.7pp | 6%+9.5pp | 5.7%+9.5pp | 1.7%+0.6pp | -2.3%-5.9pp | |
| Return on invested capital | 3%+0.4pp | 2.3%+4.4pp | 3.4%+2.6pp | 2.5%+2.0pp | 2.6%+2.5pp | |
| Efficiency | ||||||
| Asset turnover | 0.7×+0.1× | 0.7×+0.2× | 0.6×+0.2× | 0.6×+0.1× | 0.6×+0.1× | |
| Leverage | ||||||
| Debt-to-equity | 0.1×0.0× | 0.1×+0.1× | 0.1×+0.1× | 0.1×+0.1× | 0.1×+0.1× | |
| Net debt / EBITDA | -1.2×-0.6× | -1.7×+0.9× | -1.7×+1.1× | -1.1×+2.2× | -0.7×+3.3× | |
| Per Share | ||||||
| Book value per share | $13.91+0.2% | $13.820.0% | $14.14-1.6% | $13.86-2.3% | $13.88-5.3% | |
| Valuation | ||||||
| Market capitalization | $185.23M+19.3% | $156.27M+2.8% | $161.91M+20.4% | $155.14M+32.9% | $149.61M+51.7% | |
| Price / earnings | 23.4×-50.1× | 21.1×— | 22.8×— | 73.5×-15.6× | —— | |
| Price / sales | 1.8×+0.1× | 1.6×-0.5× | 1.7×-0.3× | 1.7×0.0× | 1.8×+0.4× | |
| Price / book | 1.5×+0.2× | 1.3×0.0× | 1.3×+0.2× | 1.3×+0.3× | 1.2×+0.4× | |
| EV / EBITDA | 20.7×+6.4× | 18.6×-38.9× | 15.5×-5.8× | 14.3×-2.4× | 19.1×+3.3× | |
| Dividend yield | 2.9%-0.5pp | 3.5%0.0pp | 3.3%-0.7pp | 3.4%-1.2pp | 3.6%-2.0pp |
FAQ
- Where do Westwood Holdings Group's ratios come from?
- Every ratio is computed from Westwood Holdings Group's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
