Stock Scorecard
Stock Summary for Westwood Holdings Group Inc (WHG) - $12.85 as of 4/23/2024 2:48:46 PM EST
Total Score
20 out of 29
Currently on the following lists
None
Tim's Recommendation
Buy
Growth List Algorithm Criteria for WHG
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for WHG
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for WHG
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 |
Bonus Criteria for WHG
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Latest News for for WHG
Financial Details for WHG
Company Overview |
|
|---|---|
| Ticker | WHG |
| Company Name | Westwood Holdings Group Inc |
| Country | USA |
| Description | Westwood Holdings Group, Inc., manages investment assets and provides services to its clients. The company is headquartered in Dallas, Texas. |
| Sector Name | FINANCE |
| Industry Name | INVESTMENT ADVICE |
| Most Recent Quarter | 12/31/2023 |
| Next Earnings Date | 4/24/2024 |
Stock Price History |
|
| Last Day Price | 12.85 |
| Last Day Price Updated | 4/23/2024 2:48:46 PM EST |
| Last Day Volume | 6,603 |
| Average Daily Volume | 12,380 |
| 52-Week High | 13.63 |
| 52-Week Low | 8.68 |
| Last Price to 52 Week Low | 48.04% |
Valuation Measures |
|
| Trailing PE | 10.98 |
| Industry PE | 27.22 |
| Sector PE | 18.25 |
| 5-Year Average PE | 12.02 |
| Free Cash Flow Ratio | 2.26 |
| Industry Free Cash Flow Ratio | 26.25 |
| Sector Free Cash Flow Ratio | 8.74 |
| Current Ratio Most Recent Quarter | 3.87 |
| Total Cash Per Share | 5.69 |
| Book Value Per Share Most Recent Quarter | 15.04 |
| Price to Book Ratio | 1.04 |
| Industry Price to Book Ratio | 4.89 |
| Sector Price to Book Ratio | 1.71 |
| Price to Sales Ratio Twelve Trailing Months | 1.39 |
| Industry Price to Sales Ratio Twelve Trailing Months | 4.91 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.70 |
Share Statistics |
|
| Total Shares Outstanding | 9,330,800 |
| Market Capitalization | 119,900,780 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 2/29/2024 |
| Last Dividend Amount | 0.15 |
| Current Dividend Amount | 0.15 |
| Dividend Aristocrat? | False |
| Trailing Annual Dividend Rate | 0.60 |
| Trailing Annual Dividend Yield | 4.67% |
| Forward Annual Dividend Rate | 0.41 |
| Forward Annual Dividend Yield | 3.15% |
| 5-Year Dividend Payments Count | 18 |
| 3-Year Average Dividend Yield | 9.19% |
| 5-Year Average Dividend Yield | 8.05% |
| 1-Year Dividend Growth Rate Percentage | 0.00% |
| 3-Year Dividend Growth Rate Percentage | -54.90% |
| 5-Year Dividend Growth Rate Percentage | -32.44% |
| All-Time Dividend Growth Rate Percentage | 13.76% |
| Dividend Payout Ratio | 51.28% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 1,288.00% |
| Annual Earnings Growth | 328.41% |
| Reported EPS 12 Trailing Months | 1.17 |
| Reported EPS Past Year | 0.00 |
| Reported EPS Prior Year | 2.24 |
| Net Income Twelve Trailing Months | -4,628,000 |
| Net Income Past Year | 10,571,000 |
| Net Income Prior Year | -4,628,000 |
| Quarterly Revenue Growth YOY | 13.60% |
| 5-Year Revenue Growth | -5.99% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 53,096,000 |
| Total Cash Past Year | 53,096,000 |
| Total Cash Prior Year | 39,201,000 |
| Net Cash Position Most Recent Quarter | 53,096,000 |
| Net Cash Position Past Year | 53,096,000 |
| Long Term Debt Past Year | 0 |
| Long Term Debt Prior Year | 0 |
| Total Debt Most Recent Quarter | 0 |
| Equity to Debt Ratio Past Year | 1.00 |
| Equity to Debt Ratio Most Recent Quarter | 1.00 |
| Total Stockholder Equity Past Year | 120,401,000 |
| Total Stockholder Equity Prior Year | 110,648,000 |
| Total Stockholder Equity Most Recent Quarter | 120,401,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | False |
| Liquidity Rating | None |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.16 |
| MACD Signal | 0.23 |
| 20-Day Bollinger Lower Band | 11.11 |
| 20-Day Bollinger Middle Band | 12.20 |
| 20-Day Bollinger Upper Band | 13.29 |
| Beta | 1.25 |
| RSI | 54.02 |
| 50-Day SMA | 11.30 |
| 200-Day SMA | 12.51 |
System |
|
| Modified | 4/23/2024 2:48:47 PM EST |