Westwood Holdings Group WHG Ratios & Valuation
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | 3.6%-1.5pp | 5.1%-0.8pp | 5.9%+2.4pp | 3.5%+6.4pp | -2.9%-4.1pp | |
| Net margin | 7.5%+0.2pp | 7.3%+5.0pp | 2.3%+5.7pp | -3.4%+2.2pp | -5.6%+1.1pp | |
| EBITDA margin | 7.7%-1.9pp | 9.6%-1.4pp | 11.1%+1.9pp | 9.2%+5.8pp | 3.4%-4.7pp | |
| Free cash flow margin | 18%+1.8pp | 16.2%-1.7pp | 17.9%— | —— | —— | |
| Returns | ||||||
| Return on equity | 6%+0.2pp | 5.8%+4.1pp | 1.7%+4.0pp | -2.3%+1.1pp | -3.4%+0.4pp | |
| Return on assets | 5.2%+0.6pp | 4.6%+3.2pp | 1.4%+3.3pp | -1.9%+1.1pp | -3%+0.1pp | |
| Return on invested capital | 2.3%-1.1pp | 3.4%+0.9pp | 2.5%-0.1pp | 2.6%+4.6pp | -2%-2.8pp | |
| Efficiency | ||||||
| Asset turnover | 0.7×+0.1× | 0.6×0.0× | 0.6×0.0× | 0.6×0.0× | 0.5×+0.1× | |
| Leverage | ||||||
| Debt-to-equity | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×+0.1× | 0×0.0× | |
| Debt-to-assets | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×+0.1× | 0×0.0× | |
| Net debt / EBITDA | -1.7×0.0× | -1.7×-0.6× | -1.1×-0.5× | -0.7×+1.9× | -2.6×+0.2× | |
| Per Share | ||||||
| Book value per share | $13.82-2.2% | $14.14+2.0% | $13.86-0.2% | $13.88+0.4% | $13.82-2.1% | |
| Valuation | ||||||
| Market capitalization | $181.79M+21.1% | $161.91M+4.4% | $155.14M+3.7% | $149.61M-1.5% | $151.95M+12.9% | |
| Enterprise value | $168.39M+16.0% | $145.84M+1.4% | $143.86M-0.6% | $144.67M-0.5% | $145.38M+22.3% | |
| Price / sales | 1.8×0.0× | 1.7×0.0× | 1.7×-0.1× | 1.8×-0.2× | 2×+0.1× | |
| Price / book | 1.5×+0.2× | 1.3×0.0× | 1.3×0.0× | 1.2×0.0× | 1.3×+0.1× | |
| EV / EBITDA | 21.9×+2.7× | 15.5×+1.2× | 14.3×-4.9× | 19.1×-38.3× | 57.4×+36.1× | |
| EV / sales | 1.7×-0.1× | 1.5×-0.1× | 1.6×-0.2× | 1.8×-0.2× | 1.9×+0.2× | |
| Free cash flow yield | 9.8%+4.3pp | 9.8%-0.8pp | 10.5%— | —— | —— | |
| Earnings yield | 4.1%+5.9pp | 4.4%+3.0pp | 1.4%+3.2pp | -1.9%+0.9pp | -2.8%+0.7pp | |
| Dividend yield | 3%-0.6pp | 3.3%-0.1pp | 3.4%-0.1pp | 3.6%+0.1pp | 3.5%-0.6pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- 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.
