Westwood Holdings Group (WHG) Competitors

$12.05
-0.49 (-3.91%)
(As of 05/3/2024 ET)

WHG vs. DHIL, BANX, ERES, GECC, HNNA, GROW, SAMG, SAR, VALU, and LFT

Should you be buying Westwood Holdings Group stock or one of its competitors? The main competitors of Westwood Holdings Group include Diamond Hill Investment Group (DHIL), ArrowMark Financial (BANX), East Resources Acquisition (ERES), Great Elm Capital (GECC), Hennessy Advisors (HNNA), U.S. Global Investors (GROW), Silvercrest Asset Management Group (SAMG), Saratoga Investment (SAR), Value Line (VALU), and Lument Finance Trust (LFT). These companies are all part of the "finance" sector.

Westwood Holdings Group vs.

Diamond Hill Investment Group (NASDAQ:DHIL) and Westwood Holdings Group (NYSE:WHG) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, earnings, community ranking, profitability, dividends, analyst recommendations, institutional ownership and media sentiment.

Diamond Hill Investment Group has a net margin of 30.89% compared to Diamond Hill Investment Group's net margin of 13.39%. Westwood Holdings Group's return on equity of 18.46% beat Diamond Hill Investment Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Diamond Hill Investment Group30.89% 18.46% 12.61%
Westwood Holdings Group 13.39%12.53%10.10%

65.5% of Diamond Hill Investment Group shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 3.5% of Diamond Hill Investment Group shares are held by insiders. Comparatively, 10.1% of Westwood Holdings Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Diamond Hill Investment Group has higher revenue and earnings than Westwood Holdings Group. Westwood Holdings Group is trading at a lower price-to-earnings ratio than Diamond Hill Investment Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Diamond Hill Investment Group$136.72M3.16$42.23M$14.3410.59
Westwood Holdings Group$89.78M1.25$10.57M$1.368.86

Westwood Holdings Group received 9 more outperform votes than Diamond Hill Investment Group when rated by MarketBeat users. Likewise, 67.71% of users gave Westwood Holdings Group an outperform vote while only 63.69% of users gave Diamond Hill Investment Group an outperform vote.

CompanyUnderperformOutperform
Diamond Hill Investment GroupOutperform Votes
207
63.69%
Underperform Votes
118
36.31%
Westwood Holdings GroupOutperform Votes
216
67.71%
Underperform Votes
103
32.29%

Diamond Hill Investment Group has a beta of 0.97, meaning that its stock price is 3% less volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 1.23, meaning that its stock price is 23% more volatile than the S&P 500.

Diamond Hill Investment Group pays an annual dividend of $6.00 per share and has a dividend yield of 3.9%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 5.0%. Diamond Hill Investment Group pays out 41.8% of its earnings in the form of a dividend. Westwood Holdings Group pays out 44.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

In the previous week, Westwood Holdings Group had 13 more articles in the media than Diamond Hill Investment Group. MarketBeat recorded 15 mentions for Westwood Holdings Group and 2 mentions for Diamond Hill Investment Group. Westwood Holdings Group's average media sentiment score of 0.80 beat Diamond Hill Investment Group's score of 0.55 indicating that Diamond Hill Investment Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Diamond Hill Investment Group
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Westwood Holdings Group
4 Very Positive mention(s)
0 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Diamond Hill Investment Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Diamond Hill Investment Group beats Westwood Holdings Group on 11 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WHG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WHG vs. The Competition

MetricWestwood Holdings GroupInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$112.22M$9.06B$9.47B$17.50B
Dividend Yield4.98%24.24%5.86%3.53%
P/E Ratio8.8623.3545.5421.42
Price / Sales1.256.643,497.2310.40
Price / Cash5.7915.8027.5618.05
Price / Book0.913.393.225.52
Net Income$10.57M$306.09M$1.00B$964.63M
7 Day Performance-5.93%-1.02%0.88%1.74%
1 Month Performance-7.38%-2.68%-0.25%-1.66%
1 Year Performance-3.52%25.31%15.31%103.32%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DHIL
Diamond Hill Investment Group
3.3749 of 5 stars
$151.37
-0.3%
N/A-3.7%$429.89M$136.72M10.56129Upcoming Earnings
BANX
ArrowMark Financial
0 of 5 stars
$18.51
-0.2%
N/A+28.4%$131.61M$17.36M0.00N/APositive News
High Trading Volume
ERES
East Resources Acquisition
0 of 5 stars
$12.07
+1.7%
N/A+17.3%$138.58MN/A0.006High Trading Volume
GECC
Great Elm Capital
2.8136 of 5 stars
$10.46
+3.1%
N/A+26.4%$98.85M$35.83M3.15N/ADividend Announcement
News Coverage
HNNA
Hennessy Advisors
1.5758 of 5 stars
$6.79
-3.7%
N/A-8.9%$52.15M$24.02M10.7816Upcoming Earnings
News Coverage
High Trading Volume
GROW
U.S. Global Investors
1.583 of 5 stars
$2.71
+1.9%
N/A-1.8%$38.29M$15.07M11.7821Analyst Report
SAMG
Silvercrest Asset Management Group
3.581 of 5 stars
$14.77
-0.3%
N/A-19.7%$205.45M$117.41M15.39149Dividend Announcement
News Coverage
SAR
Saratoga Investment
1.7462 of 5 stars
$23.15
+0.7%
$26.75
+15.6%
-0.8%$316.00M$99.10M11.935Upcoming Earnings
News Coverage
VALU
Value Line
1.7754 of 5 stars
$37.45
-1.4%
N/A-19.4%$353.15M$39.69M19.30138Analyst Report
LFT
Lument Finance Trust
1.6331 of 5 stars
$2.31
-1.7%
$2.63
+13.6%
+38.6%$120.70M$109.19M7.70N/AUpcoming Earnings

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This page (NYSE:WHG) was last updated on 5/5/2024 by MarketBeat.com Staff

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