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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| WHG | +12.15% | +99.08% | +14.76% | +217% |
| S&P | +14.5% | +93.32% | +14.09% | +564% |
Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.
Just the facts, Fool.
| Q2 2025 | YOY Change | |
|---|---|---|
| Revenue | $23.38M | 2.0% |
| Gross Profit | $19.77M | 1.8% |
| Gross Margin | 84.58% | -0.2% |
| Market Cap | $146.32M | 29.0% |
| Market Cap / Employee | $0.97M | 0.0% |
| Employees | 151 | 4.1% |
| Net Income | $1.03M | 146.6% |
| EBITDA | $2.29M | 12.3% |
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| Q2 2025 | YOY Change | |
|---|---|---|
| Net Cash | $15.40M | -35.2% |
| Inventory | 0 | 0.0% |
| Q2 2025 | YOY Change | |
|---|---|---|
| Long Term Debt | $0.00M | -100.0% |
| Short Term Debt | $10.47M | 644.5% |
| Q2 2025 | YOY Change | |
|---|---|---|
| Return On Assets | 2.49% | -2.3% |
| Return On Invested Capital | 1.38% | -0.4% |
| Q2 2025 | YOY Change | |
|---|---|---|
| Free Cash Flow | $7.42M | 64.7% |
| Operating Free Cash Flow | $7.42M | 63.9% |
| Metric | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | YoY Change |
|---|---|---|---|---|---|
| Price to Earnings | 43.32 | 58.56 | 564.46 | 37.39 | 162.30% |
| Price to Book | 1.07 | 1.14 | 1.24 | 1.16 | 24.80% |
| Price to Sales | 1.29 | 1.33 | 1.48 | 1.42 | 37.02% |
| Price to Tangible Book Value | 2.25 | 2.35 | 2.53 | 2.36 | 21.78% |
| Price to Free Cash Flow TTM | 20.33 | 13.34 | 131.12 | 34.56 | 141.42% |
| Enterprise Value to EBITDA | 36.21 | 21.90 | 99.38 | 58.86 | 45.86% |
| Free Cash Flow Yield | 4.9% | 7.5% | 0.8% | 2.9% | -58.58% |
| Return on Equity | 2.3% | 1.8% | 0.3% | 3.1% | -49.13% |
| Total Debt | $3.56M | $3.20M | $2.85M | $10.47M | 166.90% |
WHG earnings call for the period ending September 30, 2020.
WHG earnings call for the period ending June 30, 2020.
WHG earnings call for the period ending March 31, 2020.
WHG earnings call for the period ending December 31, 2019.
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