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Westwood Holdings Group, Inc.

$0012345678900123456789.0012345678900123456789+4.2%
52w low $14.70$20.97 52w high
Market data · updated 3h ago
Market data
Market cap
$182.64M
52w range
$14.70 - $20.97
Beta
0.58
Sector
Financials
Data quality
100/100
Valuation
P/E ratio
23.2x
fair value estimate
$31.95
Margin of safety
+64.6%
Dividend yield
3.03%
Quality & efficiency
Moat score
39/100
Return on equity
6.0%
Profit margin
7.4%
Debt / equity
0.08
Growth & analysts
Revenue growth
+7.4%
Run the 10-point checklist before you buy How these numbers are made

About Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

Valuation

ValueGrowthProfitHealthIncome61QUALITY
Overall Rating
68
Good quality
Good quality

Derived from filed metrics · High confidence (100% of the inputs available)

Moat Score39
Fair value estimate
$31.95+64.6% upside

Moat, fair value and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
$182.64M
P/E Ratio
23.2
Dividend Yield
3.03%
Revenue Growth
+7.4%
Profit Margin
7.4%
ROE
6.0%
Debt / Equity
0.08
Beta
0.58
Dividend Aristocrats

Statistics

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