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Financial ServicesNYQUSD

Westwood Holdings Group, Inc.

$0012345678900123456789.0012345678900123456789+2.6%
52w low (est.) $15.99$24.62 52w high (est.)
Market data · updated 58m ago
Market data
Market cap
USD182.64M
52w range
USD14.70 - USD20.97
Beta
0.58
Sector
Financial Services
Data quality
100/100
Valuation
P/E ratio
23.2x
DCF fair value
USD31.95
Margin of safety
+62.1%
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
Buy
Buy

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

Moat Score39
DCF Intrinsic Value
USD31.95+62.1% upside

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

Fundamentals

Market Cap
USD182.64M
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
vs Financial Services sector:P/E 23 vs 0 Moat 39 vs 0Yield 3.03% vs 0.0%

Statistics

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