Westwood Holdings Group WHG Ratios & Valuation
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Profitability | |||||
| Operating margin | 5.1%+3.9pp | 1.2%-7.0pp | 8.2%+14.9pp | -6.7%-14.8pp | |
| Net margin | 7.3%+14.0pp | -6.7%-20.1pp | 13.4%0.0pp | 13.4%0.0pp | |
| EBITDA margin | 9.6%+1.5pp | 8.1%-6.7pp | 14.8%+18.0pp | -3.1%-14.6pp | |
| Free cash flow margin | 16.2%-9.5pp | 25.7%— | —— | 70.5%— | |
| Returns | |||||
| Return on equity | 5.8%+9.6pp | -3.8%-12.2pp | 8.4%-0.2pp | 8.5%+0.7pp | |
| Return on assets | 4.6%+7.6pp | -3%-9.5pp | 6.5%-0.4pp | 6.8%+0.1pp | |
| Return on invested capital | 3.4%+2.6pp | 0.8%-4.0pp | 4.8%+9.6pp | -4.8%-8.4pp | |
| Efficiency | |||||
| Asset turnover | 0.6×+0.2× | 0.5×0.0× | 0.5×0.0× | 0.5×0.0× | |
| Leverage | |||||
| Debt-to-equity | 0.1×+0.1× | 0×0.0× | 0×0.0× | 0.1×0.0× | |
| Debt-to-assets | 0.1×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | |
| Net debt / EBITDA | -1.7×+1.1× | -2.8×-1.3× | -1.5×— | —— | |
| Per Share | |||||
| Book value per share | $14.14+0.1% | $14.13-6.3% | $15.08+6.9% | $14.11-5.2% | |
| Valuation | |||||
| Market capitalization | $181.79M+21.1% | $134.53M+33.6% | $100.66M+7.5% | $93.67M-33.4% | |
| Enterprise value | $168.39M+16.0% | $118.88M+40.2% | $84.79M+11.7% | $75.88M-42.3% | |
| Price / earnings | 24.5×— | —— | 10.3×+0.7× | 9.6×-4.8× | |
| Price / sales | 1.8×0.0× | 2×+0.6× | 1.4×+0.1× | 1.3×-0.6× | |
| Price / book | 1.5×+0.2× | 1.1×+0.3× | 0.8×0.0× | 0.8×-0.3× | |
| EV / EBITDA | 21.9×+2.7× | 21.3×+13.5× | 7.8×— | —— | |
| EV / sales | 1.7×-0.1× | 1.7×+0.6× | 1.2×+0.1× | 1×-0.8× | |
| Free cash flow yield | 9.8%+4.3pp | 13.1%— | —— | 55%— | |
| Earnings yield | 4.1%+5.9pp | -3.4%-13.1pp | 9.7%-0.7pp | 10.4%+3.5pp | |
| Dividend yield | 3%-0.6pp | 4%-1.4pp | 5.5%-0.5pp | 6%-10.3pp |
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.
