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

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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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 9.69%, its profits have fallen by -96.7%

Real-Time Research Report

Verdict Report

How much should you hold?

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.

2.04%

1.07

36.28%

S&P 500

13.68%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

8.80%

EBIT Growth (5y)

33.94%

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

75.95%

Pledged Shares

Institutional Holding

60.49%

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

Industry P/E

Price to Book Value

1.48

EV to EBIT

17.92

EV to EBITDA

12.31

EV to Capital Employed

1.78

EV to Sales

1.41

PEG Ratio

0.12

Dividend Yield

295.86%

ROCE (Latest)

9.92%

ROE (Latest)

5.62%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bullish

Bollinger Bands

Bearish

Moving Averages

Mildly Bullish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

No Trend

Mildly Bullish

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

15What is working for the Company

NET PROFIT(HY)

Higher at USD 5.56 MM

DIVIDEND PAYOUT RATIO(Y)

Highest at 71.43%

RAW MATERIAL COST(Y)

Fallen by -6.84% (YoY

CASH AND EQV(HY)

Highest at USD 69.29 MM

DEBT-EQUITY RATIO (HY)

Lowest at -29.86 %

NET SALES(Q)

Highest at USD 27.1 MM

-4What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 11.58 MM

DEBTORS TURNOVER RATIO(HY)

Lowest at 6.32 times

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

Net Profit

At USD 5.56 MM has Grown at 157.38%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Net Profit

Higher at USD 5.56 MM

than preceding 12 month period ended Dec 2025

MOJO Watch

In the half year the company has already crossed Net Profit of the previous twelve months

Net Profit (USD MM)

Net Sales

Highest at USD 27.1 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Cash and Eqv

Highest at USD 69.29 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Debt-Equity Ratio

Lowest at -29.86 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Dividend Payout Ratio

Highest at 71.43%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by -6.84% (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.

Operating Cash Flow

Lowest at USD 11.58 MM and Fallen

In each year in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Debtors Turnover Ratio

Lowest at 6.32 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio