Stock Scorecard



Stock Summary for Westwood Holdings Group Inc (WHG) - $11.18 as of 12/10/2023 2:01:56 AM EST

Total Score

17 out of 29

Currently on the following lists
None
Tim's Recommendation
Possible 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

Conduent to Present at the 15th Annual Southwest IDEAS Investor Conference on Nov. 16 in Dallas, TX 11/15/2023 1:15:00 PM
Conduent to Present at the 15th Annual Southwest IDEAS Investor Conference on Nov. 16 in Dallas, TX - Conduent ( NASDAQ:CNDT ) 11/15/2023 1:15:00 PM
WHG: POWR Income Stock of the Week: Westwood Holdings ( WHG ) 11/14/2023 10:15:00 PM
American Electric Power ( NASDAQ:AEP ) Downgraded to Sell at StockNews.com 11/6/2023 8:16:00 AM
Westwood Holdings Group ( NYSE:WHG ) Stock Rating Upgraded by StockNews.com 11/4/2023 7:24:00 AM
ExlService ( NASDAQ:EXLS ) Cut to "Hold" at StockNews.com 11/3/2023 7:30:00 AM
Quest Resource Holding Corporation to Present and Host 1x1 Investor Meetings at the 15th Annual Southwest IDEAS Investor Conference on November 15th & 16th in Dallas, TX - Quest Resource Holding ( NASDAQ:QRHC ) 11/2/2023 12:30:00 PM
American Electric Power ( NASDAQ:AEP ) Downgraded to "Sell" at StockNews.com 11/1/2023 8:30:00 AM
Westwood Holdings Group, Inc. Reports Third Quarter 2023 Results 10/31/2023 8:10:00 PM
Westwood Holdings Group ( NYSE:WHG ) Now Covered by Analysts at StockNews.com 10/27/2023 7:12:00 AM

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 9/30/2023
Next Earnings Date 2/13/2024

Stock Price History

Last Day Price 11.18
Last Day Price Updated 12/10/2023 2:01:56 AM EST
Last Day Volume 100,739
Average Daily Volume 51,063
52-Week High 13.80
52-Week Low 8.79
Last Price to 52 Week Low 27.19 %

Valuation Measures

Trailing PE 24.30
Industry PE 44.36
Sector PE 16.54
5-Year Average PE 14.25
Free Cash Flow Ratio 2.11
Industry Free Cash Flow Ratio 57.56
Sector Free Cash Flow Ratio 14.00
Current Ratio Most Recent Quarter 4.01
Total Cash Per Share 5.30
Book Value Per Share Most Recent Quarter 14.58
Price to Book Ratio 0.87
Industry Price to Book Ratio 4.94
Sector Price to Book Ratio 1.97
Price to Sales Ratio Twelve Trailing Months 1.18
Industry Price to Sales Ratio Twelve Trailing Months 4.43
Sector Price to Sales Ratio Twelve Trailing Months 2.74

Share Statistics

Total Shares Outstanding 9,145,700
Market Capitalization 102,248,926
Institutional Ownership N/A

Dividends

Ex-Dividend Date 11/30/2023
Last Dividend Amount 0.15
Current Dividend Amount 0.15
Dividend Aristocrat? False
Dividend King? False
Trailing Annual Dividend Rate 0.75
Trailing Annual Dividend Yield 5.37 %
5-Year Dividend Payments Count 19
Dividend Payout Ratio 163.04 %

Income Statement

Quarterly Earnings Growth YOY 1,288.00 %
Annual Earnings Growth -147.40 %
Reported EPS 12 Trailing Months 0.46
Reported EPS Past Year 1.92
Reported EPS Prior Year 0.20
Net Income Twelve Trailing Months 3,819,000
Net Income Past Year -4,628,000
Net Income Prior Year 9,763,000
Quarterly Revenue Growth YOY 42.00 %
5-Year Revenue Growth -13.43 %

Balance Sheet

Total Cash Most Recent Quarter 48,490,000
Total Cash Past Year 39,201,000
Total Cash Prior Year 80,230,000
Net Cash Position Most Recent Quarter 48,490,000
Net Cash Position Past Year 39,201,000
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 110,648,000
Total Stockholder Equity Prior Year 117,906,000
Total Stockholder Equity Most Recent Quarter 117,765,000

Options

Put/Call Ratio 0.00
Has Options False
Liquidity Rating None

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.28
MACD Signal 0.31
20-Day Bollinger Lower Band 8.71
20-Day Bollinger Middle Band 10.24
20-Day Bollinger Upper Band 11.77
Beta 1.22
RSI 58.90
50-Day SMA 11.13
200-Day SMA 13.10

System

Modified 12/10/2023 2:01:58 AM EST