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Westwood Holdings Group (WHG) Competitors

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$15.07 +0.21 (+1.41%)
Closing price 03:59 PM Eastern
Extended Trading
$15.07 0.00 (0.00%)
As of 04:04 PM Eastern
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WHG vs. GAIN, PNNT, DHIL, SCM, HRZN, MFIN, WHF, OFS, SVVC, and BLK

Should you be buying Westwood Holdings Group stock or one of its competitors? The main competitors of Westwood Holdings Group include Gladstone Investment (GAIN), PennantPark Investment (PNNT), Diamond Hill Investment Group (DHIL), Stellus Capital Investment (SCM), Horizon Technology Finance (HRZN), Medallion Financial (MFIN), WhiteHorse Finance (WHF), OFS Capital (OFS), Firsthand Technology Value Fund (SVVC), and BlackRock (BLK). These companies are all part of the "asset management & custody banks" industry.

Westwood Holdings Group vs.

Gladstone Investment (NASDAQ:GAIN) and Westwood Holdings Group (NYSE:WHG) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, earnings, valuation, media sentiment, analyst recommendations, dividends, risk, community ranking and institutional ownership.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gladstone Investment$61.63M8.75$85.31M$1.788.22
Westwood Holdings Group$95.24M1.49$2.21M$0.03502.97

Gladstone Investment has a beta of 0.86, suggesting that its share price is 14% less volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 0.83, suggesting that its share price is 17% less volatile than the S&P 500.

11.9% of Gladstone Investment shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 2.5% of Gladstone Investment shares are owned by insiders. Comparatively, 8.2% of Westwood Holdings Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Gladstone Investment has a net margin of 78.02% compared to Westwood Holdings Group's net margin of 2.33%. Gladstone Investment's return on equity of 7.17% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Investment78.02% 7.17% 3.61%
Westwood Holdings Group 2.33%2.66%2.17%

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 6.6%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 4.0%. Gladstone Investment pays out 53.9% of its earnings in the form of a dividend. Westwood Holdings Group pays out 2,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Gladstone Investment currently has a consensus price target of $13.50, indicating a potential downside of 7.79%. Given Gladstone Investment's stronger consensus rating and higher possible upside, equities research analysts plainly believe Gladstone Investment is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Gladstone Investment
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Gladstone Investment had 11 more articles in the media than Westwood Holdings Group. MarketBeat recorded 11 mentions for Gladstone Investment and 0 mentions for Westwood Holdings Group. Gladstone Investment's average media sentiment score of 0.67 beat Westwood Holdings Group's score of 0.00 indicating that Gladstone Investment is being referred to more favorably in the media.

Company Overall Sentiment
Gladstone Investment Positive
Westwood Holdings Group Neutral

Gladstone Investment received 138 more outperform votes than Westwood Holdings Group when rated by MarketBeat users. However, 68.56% of users gave Westwood Holdings Group an outperform vote while only 60.66% of users gave Gladstone Investment an outperform vote.

CompanyUnderperformOutperform
Gladstone InvestmentOutperform Votes
367
60.66%
Underperform Votes
238
39.34%
Westwood Holdings GroupOutperform Votes
229
68.56%
Underperform Votes
105
31.44%

Summary

Gladstone Investment beats Westwood Holdings Group on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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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$140.15M$11.26B$11.52B$19.40B
Dividend Yield3.99%24.44%5.46%3.84%
P/E Ratio59.7639.2422.5334.34
Price / Sales1.497.7727.3534.82
Price / Cash8.2217.7117.6217.51
Price / Book1.133.752.794.70
Net Income$2.21M$419.40M$1.04B$1.02B
7 Day Performance0.66%-2.20%-0.01%-1.17%
1 Month Performance-5.28%10.84%8.23%9.98%
1 Year Performance23.28%6.39%537.89%3.41%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.3611 of 5 stars
$15.07
+1.4%
N/A+21.5%$141.36M$95.24M60.28N/AGap Up
GAIN
Gladstone Investment
0.8082 of 5 stars
$14.91
+1.4%
$13.50
-9.5%
+5.4%$549.24M$66.70M7.7770News Coverage
Dividend Announcement
PNNT
PennantPark Investment
0.9224 of 5 stars
$6.90
+1.3%
$6.00
-13.0%
-6.9%$450.54M$64.78M26.54N/AAnalyst Forecast
Gap Down
DHIL
Diamond Hill Investment Group
2.9715 of 5 stars
$142.87
+0.0%
N/A-7.8%$389.75M$152.98M8.09130Positive News
SCM
Stellus Capital Investment
0.9935 of 5 stars
$13.62
+1.0%
$13.00
-4.6%
-2.1%$387.03M$51.21M6.95599
HRZN
Horizon Technology Finance
2.1823 of 5 stars
$7.47
+2.2%
$8.45
+13.1%
-35.2%$301.45M$-28,372,000.00-62.25N/A
MFIN
Medallion Financial
2.2821 of 5 stars
$9.23
+1.2%
N/A+15.9%$214.47M$212.97M5.46140
WHF
WhiteHorse Finance
2.7208 of 5 stars
$9.18
+0.2%
$10.50
+14.4%
-29.6%$213.37M$17.10M20.40N/A
OFS
OFS Capital
0.8326 of 5 stars
$8.72
-0.3%
N/A-9.2%$116.85M$34.59M-96.8850
SVVC
Firsthand Technology Value Fund
N/A$0.06
+12.7%
N/A-64.1%$405,000.00$-30,127,615.000.4924Analyst Forecast
BLK
BlackRock
4.9077 of 5 stars
$993.19
+0.4%
$1,077.08
+8.4%
+24.1%$154.20B$20.96B23.6519,800Trending News
Dividend Announcement

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This page (NYSE:WHG) was last updated on 5/21/2025 by MarketBeat.com Staff
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