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Westwood Holdings Group (WHG) Competitors

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$16.37 -0.01 (-0.05%)
Closing price 03:59 PM Eastern
Extended Trading
$16.36 -0.01 (-0.07%)
As of 04:10 PM Eastern
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WHG vs. DHIL, GLAD, TCPC, PNNT, and SCM

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), Gladstone Capital (GLAD), Blackrock Tcp Capital (TCPC), PennantPark Investment (PNNT), and Stellus Capital Investment (SCM). These companies are all part of the "asset management & custody banks" industry.

How does Westwood Holdings Group compare to Diamond Hill Investment Group?

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

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.7%. Diamond Hill Investment Group pays an annual dividend of $6.00 per share and has a dividend yield of 3.4%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Diamond Hill Investment Group pays out 33.5% 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.

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 65.5% of Diamond Hill Investment Group shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by insiders. Comparatively, 4.6% of Diamond Hill Investment Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Diamond Hill Investment Group has higher revenue and earnings than Westwood Holdings Group. Diamond Hill Investment Group 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
Westwood Holdings Group$97.76M1.59$7.06M$0.8319.72
Diamond Hill Investment Group$147.10M3.22$48.76M$17.909.78

In the previous week, Westwood Holdings Group had 14 more articles in the media than Diamond Hill Investment Group. MarketBeat recorded 14 mentions for Westwood Holdings Group and 0 mentions for Diamond Hill Investment Group. Diamond Hill Investment Group's average media sentiment score of 1.95 beat Westwood Holdings Group's score of 0.57 indicating that Diamond Hill Investment Group is being referred to more favorably in the news media.

Company Overall Sentiment
Westwood Holdings Group Positive
Diamond Hill Investment Group Very Positive

Westwood Holdings Group has a beta of 0.62, indicating that its share price is 38% less volatile than the S&P 500. Comparatively, Diamond Hill Investment Group has a beta of 0.75, indicating that its share price is 25% less volatile than the S&P 500.

Diamond Hill Investment Group has a net margin of 33.15% compared to Westwood Holdings Group's net margin of 7.40%. Diamond Hill Investment Group's return on equity of 18.08% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.40% 8.34% 6.82%
Diamond Hill Investment Group 33.15%18.08%12.58%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Diamond Hill Investment Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

Diamond Hill Investment Group beats Westwood Holdings Group on 11 of the 15 factors compared between the two stocks.

How does Westwood Holdings Group compare to Gladstone Capital?

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

In the previous week, Westwood Holdings Group had 8 more articles in the media than Gladstone Capital. MarketBeat recorded 14 mentions for Westwood Holdings Group and 6 mentions for Gladstone Capital. Gladstone Capital's average media sentiment score of 0.76 beat Westwood Holdings Group's score of 0.57 indicating that Gladstone Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Gladstone Capital
1 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Westwood Holdings Group
5 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

10.7% of Gladstone Capital shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 3.8% of Gladstone Capital shares are owned by insiders. Comparatively, 17.4% of Westwood Holdings Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.0%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.7%. Gladstone Capital pays out 113.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Gladstone Capital has raised its dividend for 4 consecutive years. Gladstone Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Gladstone Capital has a net margin of 45.15% compared to Westwood Holdings Group's net margin of 7.40%. Gladstone Capital's return on equity of 9.79% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Capital45.15% 9.79% 5.31%
Westwood Holdings Group 7.40%8.34%6.82%

Gladstone Capital presently has a consensus price target of $21.67, indicating a potential upside of 8.50%. Given Gladstone Capital's higher possible upside, research analysts plainly believe Gladstone Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Gladstone Capital
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Gladstone Capital has a beta of 0.92, meaning that its stock price is 8% less volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 0.62, meaning that its stock price is 38% less volatile than the S&P 500.

Gladstone Capital has higher earnings, but lower revenue than Westwood Holdings Group. Gladstone Capital 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 Capital$89.12M5.06$58.11M$1.5912.56
Westwood Holdings Group$97.76M1.59$7.06M$0.8319.72

Summary

Gladstone Capital beats Westwood Holdings Group on 11 of the 19 factors compared between the two stocks.

How does Westwood Holdings Group compare to Blackrock Tcp Capital?

Westwood Holdings Group (NYSE:WHG) and Blackrock Tcp Capital (NASDAQ:TCPC) 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, media sentiment, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation.

Westwood Holdings Group has higher earnings, but lower revenue than Blackrock Tcp Capital. Blackrock Tcp Capital 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
Westwood Holdings Group$97.76M1.59$7.06M$0.8319.72
Blackrock Tcp Capital$201.79M1.75-$88.93M-$1.05N/A

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.7%. Blackrock Tcp Capital pays an annual dividend of $0.68 per share and has a dividend yield of 16.2%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Blackrock Tcp Capital pays out -64.8% 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. Blackrock Tcp Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Blackrock Tcp Capital has a consensus price target of $3.50, indicating a potential downside of 16.47%. Given Blackrock Tcp Capital's higher probable upside, analysts clearly believe Blackrock Tcp Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Blackrock Tcp Capital
3 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.25

In the previous week, Westwood Holdings Group had 7 more articles in the media than Blackrock Tcp Capital. MarketBeat recorded 14 mentions for Westwood Holdings Group and 7 mentions for Blackrock Tcp Capital. Blackrock Tcp Capital's average media sentiment score of 0.63 beat Westwood Holdings Group's score of 0.57 indicating that Blackrock Tcp Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
5 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blackrock Tcp Capital
0 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Westwood Holdings Group has a net margin of 7.40% compared to Blackrock Tcp Capital's net margin of -66.92%. Blackrock Tcp Capital's return on equity of 13.64% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.40% 8.34% 6.82%
Blackrock Tcp Capital -66.92%13.64%5.25%

56.6% of Westwood Holdings Group shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by insiders. Comparatively, 0.4% of Blackrock Tcp Capital shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Westwood Holdings Group has a beta of 0.62, indicating that its stock price is 38% less volatile than the S&P 500. Comparatively, Blackrock Tcp Capital has a beta of 0.98, indicating that its stock price is 2% less volatile than the S&P 500.

Summary

Westwood Holdings Group beats Blackrock Tcp Capital on 10 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to PennantPark Investment?

Westwood Holdings Group (NYSE:WHG) and PennantPark Investment (NASDAQ:PNNT) 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, media sentiment, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation.

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 26.6% of PennantPark Investment shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by insiders. Comparatively, 3.0% of PennantPark Investment shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Westwood Holdings Group$97.76M1.59$7.06M$0.8319.72
PennantPark Investment$38.01M7.88$48.85M$0.2121.85

PennantPark Investment has a consensus price target of $5.63, indicating a potential upside of 22.60%. Given PennantPark Investment's higher probable upside, analysts clearly believe PennantPark Investment is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
PennantPark Investment
1 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Westwood Holdings Group had 8 more articles in the media than PennantPark Investment. MarketBeat recorded 14 mentions for Westwood Holdings Group and 6 mentions for PennantPark Investment. Westwood Holdings Group's average media sentiment score of 0.57 beat PennantPark Investment's score of 0.52 indicating that Westwood Holdings Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
5 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
PennantPark Investment
1 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Westwood Holdings Group has a beta of 0.62, indicating that its stock price is 38% less volatile than the S&P 500. Comparatively, PennantPark Investment has a beta of 0.63, indicating that its stock price is 37% less volatile than the S&P 500.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.7%. PennantPark Investment pays an annual dividend of $0.48 per share and has a dividend yield of 10.5%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. PennantPark Investment pays out 228.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. PennantPark Investment has raised its dividend for 1 consecutive years. PennantPark Investment is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

PennantPark Investment has a net margin of 11.33% compared to Westwood Holdings Group's net margin of 7.40%. PennantPark Investment's return on equity of 11.59% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.40% 8.34% 6.82%
PennantPark Investment 11.33%11.59%4.23%

Summary

Westwood Holdings Group beats PennantPark Investment on 10 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to Stellus Capital Investment?

Westwood Holdings Group (NYSE:WHG) and Stellus Capital Investment (NYSE:SCM) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, media sentiment, institutional ownership, valuation, dividends, analyst recommendations, earnings and profitability.

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 13.2% of Stellus Capital Investment shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by company insiders. Comparatively, 4.0% of Stellus Capital Investment shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Stellus Capital Investment has higher revenue and earnings than Westwood Holdings Group. Stellus Capital 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
Westwood Holdings Group$97.76M1.59$7.06M$0.8319.72
Stellus Capital Investment$102.14M2.75$27.05M$0.9410.33

Stellus Capital Investment has a consensus price target of $9.00, indicating a potential downside of 7.28%. Given Stellus Capital Investment's higher possible upside, analysts clearly believe Stellus Capital Investment is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Stellus Capital Investment
1 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

In the previous week, Westwood Holdings Group had 9 more articles in the media than Stellus Capital Investment. MarketBeat recorded 14 mentions for Westwood Holdings Group and 5 mentions for Stellus Capital Investment. Westwood Holdings Group's average media sentiment score of 0.57 beat Stellus Capital Investment's score of 0.00 indicating that Westwood Holdings Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
5 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Stellus Capital Investment
0 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Westwood Holdings Group has a beta of 0.62, indicating that its stock price is 38% less volatile than the S&P 500. Comparatively, Stellus Capital Investment has a beta of 0.66, indicating that its stock price is 34% less volatile than the S&P 500.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.7%. Stellus Capital Investment pays an annual dividend of $1.36 per share and has a dividend yield of 14.0%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Stellus Capital Investment pays out 144.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Stellus Capital Investment has a net margin of 26.48% compared to Westwood Holdings Group's net margin of 7.40%. Stellus Capital Investment's return on equity of 10.28% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.40% 8.34% 6.82%
Stellus Capital Investment 26.48%10.28%3.74%

Summary

Westwood Holdings Group and Stellus Capital Investment tied by winning 9 of the 18 factors compared between the two stocks.

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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 GroupFIN IndustryFinance SectorNYSE Exchange
Market Cap$155.41M$12.47B$13.52B$22.98B
Dividend Yield3.66%7.26%5.75%4.02%
P/E Ratio19.7222.8523.6425.44
Price / Sales1.594.36184.6124.73
Price / Cash10.3113.3320.3025.08
Price / Book1.233.552.214.62
Net Income$7.06M$552.28M$1.11B$1.07B
7 Day PerformanceN/AN/AN/A-0.60%
1 Month Performance-0.66%7.12%2.94%4.34%
1 Year Performance6.00%14.64%13.75%28.86%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.1982 of 5 stars
$16.37
-0.1%
N/A+4.5%$155.41M$97.76M19.72130
DHIL
Diamond Hill Investment Group
1.7268 of 5 stars
$174.99
flat
N/A+27.6%$473.35M$147.10M9.78130
GLAD
Gladstone Capital
2.6303 of 5 stars
$18.67
+1.4%
$21.67
+16.1%
-20.9%$415.94M$89.12M11.7470
TCPC
Blackrock Tcp Capital
1.1042 of 5 stars
$4.24
+2.4%
$3.50
-17.5%
-34.0%$348.71M$201.79MN/A24,900
PNNT
PennantPark Investment
4.4989 of 5 stars
$4.63
+1.9%
$5.63
+21.6%
-24.8%$301.99M$38.01M17.79N/A

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This page (NYSE:WHG) was last updated on 5/8/2026 by MarketBeat.com Staff.
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