Westwood Holdings Group, Inc. (WHG) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.Unlock 29 Markets

Comparison

Company

Score

Quality

Valuation

Financial

Technical

BlackRock Capital Investment Corp

Westwood Holdings Group, Inc.

Associated Capital Group, Inc.

Medallion Financial Corp.

First Western Financial, Inc.

Silvercrest Asset Management Group, Inc.

OFS Capital Corp.

Monroe Capital Corp.

Oxford Square Capital Corp.

Portman Ridge Finance Corp.

Sculptor Capital Management, Inc.

Why is Westwood Holdings Group, Inc. ?

With a growth in Net Profit of 113.18%, the company declared Very Positive results in Jun 25

PRE-TAX PROFIT(Q) At USD 1.47 MM has Grown at 472.32%
NET PROFIT(Q) At USD 1.02 MM has Grown at 929.29%
DIVIDEND PAYOUT RATIO(Y) Highest at 129.76%

With ROE of 0.33%, it has a fair valuation with a 1.51 Price to Book Value

Over the past year, while the stock has generated a return of 5.35%, its profits have fallen by -96.7%

Real-Time Research Report

Verdict Report

How much should you buy?

Overall Portfolio exposure to Westwood Holdings Group, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Westwood Holdings Group, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Westwood Holdings Group, Inc.

4.91%

0.95

36.21%

S&P 500

13.22%

0.64

20.20%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

5.99%

EBIT Growth (5y)

11.46%

EBIT to Interest (avg)

5.63

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

49.12%

Dividend Payout Ratio

230.68%

Pledged Shares

Institutional Holding

63.16%

ROCE (avg)

5.72%

ROE (avg)

3.29%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

180

Industry P/E

Price to Book Value

1.51

EV to EBIT

25.27

EV to EBITDA

14.88

EV to Capital Employed

1.55

EV to Sales

1.77

PEG Ratio

Dividend Yield

306.30%

ROCE (Latest)

6.14%

ROE (Latest)

0.33%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bullish

Moving Averages

Bullish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

No Trend

Mildly Bearish

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

13What is working for the Company

PRE-TAX PROFIT(Q)

At USD 1.47 MM has Grown at 472.32%

NET PROFIT(Q)

At USD 1.02 MM has Grown at 929.29%

DIVIDEND PAYOUT RATIO(Y)

Highest at 129.76%

RAW MATERIAL COST(Y)

Fallen by 0.23% (YoY

-3What is not working for the Company

CASH AND EQV(HY)

Lowest at USD 24.82 MM

DEBT-EQUITY RATIO (HY)

Highest at -4.1 %

DEBTORS TURNOVER RATIO(HY)

Lowest at 6.53 times

Here's what is working for Westwood Holdings Group, Inc.

Pre-Tax Profit

At USD 1.47 MM has Grown at 472.32%

over average net sales of the previous four periods of USD 0.26 MM

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 1.02 MM has Grown at 929.29%

over average net sales of the previous four periods of USD 0.1 MM

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Dividend Payout Ratio

Highest at 129.76%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by 0.23% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Westwood Holdings Group, Inc.

Cash and Eqv

Lowest at USD 24.82 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debt-Equity Ratio

Highest at -4.1 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Debtors Turnover Ratio

Lowest at 6.53 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio