Westwood Holdings Group IncWHG
Price$18.63Intrinsic value$13.8126% below price

Financial Snapshot

Revenue, profitability, returns, debt, and capital allocation

Revenue $101.7M+7.4% YoYTTM through 30 Jun 2026
Net Income $5.8M+163.8% YoYTTM through 30 Jun 2026
Free Cash Flow $18.7MTTM through 30 Jun 2026

Margins

Current
Operating Margin-599.0%
Net Margin5.7%

Returns

6.0%ROE
1.6%ROA
5.6%ROIC

Balance Sheet Health

Debt / Equity0.00x
Net Debt-$52.1Mnet cash position
Cash & Equivalents$22.6M

Quality Metrics

Piotroski F-Score5 / 9
FCF Margin18.4%

Multi-Year Trend

Revenue
'19'20'21'22'23'24'25
FY2025: $97.8M
Diluted EPS$0.87TTM
'19'20'21'22'23'24'25
FY2025: $0.80

Dividend

$0.45Per share, FY20262.39%Yield-30.6%5-yr growth

Capital Allocation

Capex Intensity0.8%

Segment Performance

SegmentRevenueYoYOutlook
Advisory
Trust
All values are periodic snapshots, not live quotes. Source dates are shown for reference.

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AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.