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WESTWOOD HOLDINGS GROUP INC
NYSE · CIK 1165002
Last close19.61
Daily change+0.20 (1.03%)
10 Years gain-33.22%
Dividends TTM0.6 (+0.00%)
Dividend yield3.09%
Fundamental Analysis
WHG · STANDARD
SIC 6282 · Investment Advice · Fiscal year end 1231
Fundamental
42.6Momentum
n/aAcceleration
n/aConfidence
81.0Annual Revenue17
Quarterly Revenue74
Annual CFO14
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth12.9 / 25
Quality18.8 / 25
Capital Efficiency6.0 / 20
Balance Sheet0.0 / 15
Shareholder Economics3.0 / 10
Forward Indicators0.0 / 5
Signals
Net debt reductionNet debt declined versus the comparison period.
Key Metrics
Revenue Growth TTM8.44%OK
Revenue CAGR 3Y12.49%OK
Gross Marginn/aMISSING
Operating Margin3.53%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC2.99%OK
Incremental Operating Margin 3Yn/aNOT_MEANINGFUL
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y3.4%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $97.76M | $97.76M | $4.97M | $18.92M | $18.84M | 100% | 5.09% | 19.27% | 4.8% | 8.89M |
| 2025 FY Dec 31, 2024 | $94.72M | $94.72M | $830,000.00 | $21.12M | $21.01M | 100% | 0.88% | 22.18% | 0.77% | 8.52M |
| 2025 FY Dec 31, 2023 | $89.78M | $89.78M | $6.01M | -$1.19M | -$1.33M | 100% | 6.69% | -1.48% | 6.82% | 8.11M |
| 2024 FY Dec 31, 2022 | $68.68M | $68.68M | -$4.87M | $51.49M | $51.17M | 100% | -7.1% | 74.5% | -7.06% | 7.84M |
| 2023 FY Dec 31, 2021 | $73.05M | $73.05M | $5.96M | $19.39M | $19.21M | 100% | 8.16% | 26.29% | 9.68% | 7.93M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $97.72M | sum latest 4 fiscal quarters Revenue | OK | 0001165002-26-000049, 0001165002-25-000059 |
| Revenue Growth TTM | 8.44% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0001165002-26-000049, 0001165002-25-000059 |
| Revenue CAGR 3Y | 12.49% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0001165002-26-000020 |
| Revenue CAGR 5Y | 8.47% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0001165002-26-000020 |
| Gross Profit CAGR 3Y | 12.49% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0001165002-26-000020 |
| Operating Income Growth | n/a | OperatingIncome_current / OperatingIncome_prior_year - 1 | INSUFFICIENT_HISTORY | 0001165002-26-000049, 0001165002-25-000059 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Margin | 3.53% | Operating Income / Revenue | OK | 0001165002-26-000049, 0001165002-25-000059 |
| ROIC | 2.99% | NOPAT / Average Invested Capital | OK | 0001165002-26-000049, 0001165002-25-000059 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0001165002-26-000049 |
| Revenue per Diluted Share | $10.76 | Revenue / Diluted Shares | OK | 0001165002-26-000049, 0001165002-25-000059 |
| SBC / FCF | n/a | SBC / FCF | NOT_MEANINGFUL | derived |
| Dividend Payout Ratio | 75.81% | Cash dividends paid / Net income | OK | 0001165002-26-000020 |
| Diluted EPS TTM | $0.78 | Net income TTM / Diluted shares | OK | 0001165002-26-000049, 0001165002-25-000059 |