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Return on assets at other companies

BEN
Franklin ResourcesBEN
2.2%+0.7pp
Invesco logo
InvescoIVZ
-0.8%-2.8pp
Blackrock logo
BlackrockBLK
4%
Silvercrest Asset Management Group logo
Silvercrest Asset Management GroupSAMG
1.8%-3.6pp
WesBanco logo
WesBancoWSBC
1.2%+0.7pp
Stock Yards Bancorp logo
Stock Yards BancorpSYBT
1.6%+0.1pp

Other financials

Income statement

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Revenue$25.0M+7.4%
Operating income-$1.5M-2,100%
Net income$782.0K+63.9%
EPS (diluted)$0.09+80.0%

Balance sheet

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Cash & equivalents$23.4M+149%
Total debt$10.0M+251%
Total equity$125.0M+2.9%
Total assets$150.4M+11.4%

Cash flow

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Operating cash flow-$2.6M+47.6%
CapEx$246.0K+4,000%
Free cash flow-$2.8M+42.7%

Valuation

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Market cap$181.79M+21.1%
Enterprise value$168.39M+16.0%
P/E24.5×
P/S1.8×0.0×

Profitability

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Operating margin3.6%+2.5pp
Net margin7.5%+5.2pp
FCF margin18%+11.8pp

Returns & leverage

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Return on equity6%+4.4pp
Debt / equity0.1×+0.1×
Current ratio4.2×+0.2×

Where this comes from

Calculated from Westwood Holdings Group’s reported figures.

Based on trailing twelve months.

The official record: Westwood Holdings Group’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Westwood Holdings Group's return on assets?
Westwood Holdings Group (WHG) reported return on assets of 5.2% in Q1 2026.
How has Westwood Holdings Group's return on assets changed year-over-year?
Westwood Holdings Group's return on assets increased by 275.8% year-over-year, from -3% to 5.2%.
What is the long-term trend for Westwood Holdings Group's return on assets?
Over 5 years (2020 to 2025), Westwood Holdings Group's return on assets has grown at a -3.5% compound annual growth rate (CAGR), from -5.5% to 4.6%.
What does return on assets mean?
Trailing-twelve-month net income divided by average total assets. Measures how efficiently the asset base generates profit, independent of how those assets are financed. Computed as net income over average total assets — note this is OpenCapital's standard definition and may differ from data vendors that use alternative numerators.