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%+6.5pp | 5.1%+3.9pp | 5.9%+4.2pp | 3.5%+3.3pp | -2.9%-14.0pp | |
| Net margin | 7.5%+13.1pp | 7.3%+14.0pp | 2.3%+0.4pp | -3.4%-9.6pp | -5.6%-13.6pp | |
| EBITDA margin | 7.7%+4.3pp | 9.6%+1.5pp | 11.1%+2.4pp | 9.2%+2.1pp | 3.4%-14.5pp | |
| Free cash flow margin | 18%— | 16.2%— | 17.9%— | —— | —— | |
| Returns | ||||||
| Return on equity | 6%+9.5pp | 5.8%+9.6pp | 1.7%+0.6pp | -2.3%-5.9pp | -3.4%-8.0pp | |
| Return on assets | 5.2%+8.2pp | 4.6%+7.6pp | 1.4%+0.5pp | -1.9%-4.9pp | -3%-6.9pp | |
| Return on invested capital | 2.3%+4.3pp | 3.4%+2.6pp | 2.5%+2.0pp | 2.6%+2.5pp | -2%-6.0pp | |
| Efficiency | ||||||
| Asset turnover | 0.7×+0.2× | 0.6×+0.2× | 0.6×+0.1× | 0.6×+0.1× | 0.5×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 0.1×+0.1× | 0.1×+0.1× | 0.1×+0.1× | 0.1×+0.1× | 0×0.0× | |
| Debt-to-assets | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0.1×0.0× | 0×0.0× | |
| Net debt / EBITDA | -1.7×+0.9× | -1.7×+1.1× | -1.1×+2.2× | -0.7×+3.3× | -2.6×-0.9× | |
| Per Share | ||||||
| Book value per share | $13.820.0% | $14.14+0.1% | $13.86-2.3% | $13.88-5.3% | $13.82-6.3% | |
| Valuation | ||||||
| Market capitalization | $181.79M+21.1% | $161.91M+20.4% | $155.14M+32.9% | $149.61M+51.7% | $151.95M+52.3% | |
| Enterprise value | $168.39M+16.0% | $145.84M+22.7% | $143.86M+47.6% | $144.67M+83.6% | $145.38M+86.1% | |
| Price / sales | 1.8×0.0× | 1.7×-0.3× | 1.7×0.0× | 1.8×+0.4× | 2×+0.6× | |
| Price / book | 1.5×+0.2× | 1.3×+0.2× | 1.3×+0.3× | 1.2×+0.4× | 1.3×+0.4× | |
| EV / EBITDA | 21.9×+2.7× | 15.5×-5.8× | 14.3×-2.4× | 19.1×+3.3× | 57.4×+51.3× | |
| EV / sales | 1.7×-0.1× | 1.5×-0.2× | 1.6×+0.1× | 1.8×+0.6× | 1.9×+0.9× | |
| Free cash flow yield | 9.8%+4.3pp | 9.8%— | 10.5%— | —— | —— | |
| Earnings yield | 4.1%+5.9pp | 4.4%+7.8pp | 1.4%+0.2pp | -1.9%-6.3pp | -2.8%-8.5pp | |
| Dividend yield | 3%-0.6pp | 3.3%-0.7pp | 3.4%-1.2pp | 3.6%-2.0pp | 3.5%-1.9pp |
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.
