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Westwood Holdings Group (WHG) Competitors

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$18.00 +0.01 (+0.07%)
Closing price 03:59 PM Eastern
Extended Trading
$18.01 +0.01 (+0.04%)
As of 04:04 PM Eastern
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WHG vs. GAIN, PNNT, SCM, DHIL, 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), Stellus Capital Investment (SCM), Diamond Hill Investment Group (DHIL), 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. Its Competitors

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

11.9% of Gladstone Investment shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 2.4% of Gladstone Investment shares are held by company insiders. Comparatively, 8.2% of Westwood Holdings Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Gladstone Investment presently has a consensus target price of $13.50, suggesting a potential downside of 3.71%. Given Gladstone Investment's stronger consensus rating and higher possible upside, equities analysts clearly 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

Gladstone Investment has a net margin of 69.74% compared to Westwood Holdings Group's net margin of 0.55%. Gladstone Investment's return on equity of 7.31% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Investment69.74% 7.31% 3.63%
Westwood Holdings Group 0.55%2.46%2.04%

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$93.66M5.51$65.32M$1.787.88
Westwood Holdings Group$94.72M1.78$2.21M$0.03600.07

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 6.8%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.3%. 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.

In the previous week, Gladstone Investment had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 3 mentions for Gladstone Investment and 2 mentions for Westwood Holdings Group. Gladstone Investment's average media sentiment score of 1.06 beat Westwood Holdings Group's score of 0.00 indicating that Gladstone Investment is being referred to more favorably in the media.

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

Gladstone Investment has a beta of 0.87, suggesting that its stock price is 13% less volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 0.85, suggesting that its stock price is 15% less volatile than the S&P 500.

Summary

Gladstone Investment beats Westwood Holdings Group on 13 of the 17 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$168.74M$14.24B$12.29B$21.12B
Dividend Yield3.34%5.81%5.55%3.60%
P/E Ratio600.2735.8419.0328.44
Price / Sales1.786.9226.0160.38
Price / Cash14.5616.4921.6322.92
Price / Book1.362.792.204.69
Net Income$2.21M$560.62M$997.25M$995.51M
7 Day Performance9.77%1.23%0.89%1.64%
1 Month Performance14.37%7.67%4.37%5.92%
1 Year Performance35.05%10.75%540.78%11.50%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.4662 of 5 stars
$18.00
+0.1%
N/A+36.2%$168.74M$94.72M600.27130Upcoming Earnings
GAIN
Gladstone Investment
0.874 of 5 stars
$14.12
+0.1%
$13.50
-4.4%
+1.2%$520.14M$61.63M7.9370Positive News
Dividend Announcement
PNNT
PennantPark Investment
1.5167 of 5 stars
$7.26
+1.3%
$5.88
-19.0%
+2.8%$473.72M$56.93M27.90N/A
SCM
Stellus Capital Investment
1.2302 of 5 stars
$15.09
+0.8%
$13.00
-13.8%
+4.1%$428.72M$104.74M10.48599Positive News
DHIL
Diamond Hill Investment Group
3.5283 of 5 stars
$156.01
+1.2%
N/A-2.7%$425.91M$151.10M10.56130News Coverage
Positive News
Upcoming Earnings
High Trading Volume
HRZN
Horizon Technology Finance
1.0747 of 5 stars
$8.27
-0.1%
$8.45
+2.2%
-30.8%$333.74M-$28.37M-9.09N/AUpcoming Earnings
MFIN
Medallion Financial
3.5694 of 5 stars
$9.55
+1.0%
N/A+15.5%$221.90M$212.97M5.97140Upcoming Earnings
WHF
WhiteHorse Finance
1.3405 of 5 stars
$8.91
-0.1%
$10.50
+17.8%
-26.5%$207.10M$15.11M22.85N/ANews Coverage
Positive News
OFS
OFS Capital
2.1003 of 5 stars
$8.61
+0.1%
N/A-0.9%$115.37M$34.59M3.8350
SVVC
Firsthand Technology Value Fund
N/A$0.07
+22.2%
N/A+31.8%$489K-$30.13M0.5924Gap Down
BLK
BlackRock
4.505 of 5 stars
$1,111.13
+0.9%
$1,132.29
+1.9%
+35.2%$172.14B$20.96B27.0021,100Trending News
Dividend Announcement
Insider Trade

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This page (NYSE:WHG) was last updated on 7/25/2025 by MarketBeat.com Staff
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