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.

	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
Returns
Return on equity	5.8%+9.6pp	-3.8%-12.2pp	8.4%-0.2pp	8.5%+0.7pp
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×
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%
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×—	——
Dividend yield	3%-0.6pp	4%-1.4pp	5.5%-0.5pp	6%-10.3pp

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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.