Westwood Holdings Group Inc (WHG) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Westwood Holdings Group Inc stock (WHG) is currently trading at $15.77. Westwood Holdings Group Inc PE ratio is 19.59. Westwood Holdings Group Inc PS ratio (Price-to-Sales) is 1.53. WallStSmart rates WHG as Underperform.
- WHG PE ratio analysis and historical PE chart
- WHG PS ratio (Price-to-Sales) history and trend
- WHG intrinsic value — DCF, Graham Number, EPV models
- WHG stock price prediction 2025 2026 2027 2028 2029 2030
- WHG fair value vs current price
- WHG insider transactions and insider buying
- Is WHG undervalued or overvalued?
- Westwood Holdings Group Inc financial analysis — revenue, earnings, cash flow
- WHG Piotroski F-Score and Altman Z-Score
- WHG analyst price target and Smart Rating
Westwood Holdings Group Inc
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WHG Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Westwood Holdings Group Inc (WHG)
WHG trades at a significant discount to its Graham intrinsic value of $38.84, offering a 55% margin of safety — a level value investors typically seek before buying.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Westwood Holdings Group Inc (WHG) · 9 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in price/sales, price/book, eps growth. Concerns around market cap and return on equity. Mixed signals suggest waiting for clearer direction before acting.
Westwood Holdings Group Inc (WHG) Key Strengths (4)
Earnings per share surging 4000.00% year-over-year
Paying $1.53 for every $1 of annual revenue
Trading at 1.19x book value, attractively priced
58.05% held by institutions, strong professional interest
Supporting Valuation Data
Westwood Holdings Group Inc (WHG) Areas to Watch (5)
Very thin margins with limited operational efficiency
Revenue growing slowly at 2.40% annually
Micro-cap company with very limited liquidity and high volatility
Low profitability relative to shareholder equity
Thin profit margins with limited profitability
Westwood Holdings Group Inc (WHG) Detailed Analysis Report
Overall Assessment
This company scores 49/100 in our Smart Analysis, earning a D+ grade. Out of 9 metrics analyzed, 4 register as strengths (avg 8.5/10) while 5 fall into concern territory (avg 2.8/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on EPS Growth, Price/Sales, Price/Book. Valuation metrics including Price/Sales (1.53), Price/Book (1.19) suggest the stock is attractively priced. Growth metrics are encouraging with EPS Growth at 4000.00%.
The Bear Case
The primary concerns are Operating Margin, Revenue Growth, Market Cap. Growth concerns include Revenue Growth at 2.40%, which may limit upside. Profitability pressure is visible in Return on Equity at 5.96%, Operating Margin at 8.27%, Profit Margin at 7.54%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Operating Margin improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 5.96% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 2.40% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Operating Margin and Revenue Growth are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
WHG Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
WHG's Price-to-Sales ratio of 1.53x sits near its historical average of 1.55x (43th percentile), suggesting the market is pricing in steady-state growth. The current valuation is 9% below its historical high of 1.69x set in Mar 2026, and 5% above its historical low of 1.46x in Mar 2026.
WallStSmart Analysis Synopsis
Data-driven financial summary for Westwood Holdings Group Inc (WHG) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Westwood Holdings Group Inc is in a high-growth phase, prioritizing rapid expansion over margins. Revenue reached 96M with 240% growth year-over-year. Profit margins are thin at 7.5%, typical for companies in this phase that are reinvesting heavily in growth.
Key Findings
Revenue growing at 240% YoY, reaching 96M. This pace significantly outperforms most ASSET MANAGEMENT peers.
ROE of 596.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
What to Watch Next
Margin expansion: can Westwood Holdings Group Inc push profit margins above 15% as the business scales?
Growth sustainability: can Westwood Holdings Group Inc maintain 240%+ revenue growth, or will competition slow it down?
Dividend sustainability with a current yield of 3.7%. Watch payout ratio and free cash flow coverage.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Westwood Holdings Group Inc.
Bottom Line
Westwood Holdings Group Inc is a high-conviction growth story with revenue accelerating at 240% while profitability is still developing. For growth-oriented investors, the trajectory is compelling. For value investors, the thin 7.5% margins and premium valuation suggest patience until the unit economics mature further.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions
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About Westwood Holdings Group Inc(WHG)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Westwood Holdings Group, Inc., manages investment assets and provides services to its clients. The company is headquartered in Dallas, Texas.