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Westwood Holdings Group (WHG) Competitors

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$16.60 -0.04 (-0.24%)
Closing price 10/9/2025 03:59 PM Eastern
Extended Trading
$16.64 +0.04 (+0.23%)
As of 10/9/2025 05:25 PM Eastern
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WHG vs. GAIN, TCPC, GLAD, PNNT, DHIL, SCM, HRZN, MFIN, WHF, and SVVC

Should you be buying Westwood Holdings Group stock or one of its competitors? The main competitors of Westwood Holdings Group include Gladstone Investment (GAIN), Blackrock Tcp Capital (TCPC), Gladstone Capital (GLAD), PennantPark Investment (PNNT), Diamond Hill Investment Group (DHIL), Stellus Capital Investment (SCM), Horizon Technology Finance (HRZN), Medallion Financial (MFIN), WhiteHorse Finance (WHF), and Firsthand Technology Value Fund (SVVC). 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 better business? We will compare the two businesses based on the strength of their dividends, earnings, valuation, media sentiment, analyst recommendations, profitability, institutional ownership and risk.

Gladstone Investment has a beta of 0.93, indicating that its stock price is 7% less volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 0.98, indicating that its stock price is 2% less volatile than the S&P 500.

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 7.1%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Gladstone Investment pays out 44.2% of its earnings in the form of a dividend. Westwood Holdings Group pays out 142.9% 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 2 more articles in the media than Westwood Holdings Group. MarketBeat recorded 5 mentions for Gladstone Investment and 3 mentions for Westwood Holdings Group. Gladstone Investment's average media sentiment score of 1.06 beat Westwood Holdings Group's score of 0.80 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
2 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)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Gladstone Investment has a net margin of 83.78% compared to Westwood Holdings Group's net margin of 3.92%. Gladstone Investment's return on equity of 7.33% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Investment83.78% 7.33% 3.53%
Westwood Holdings Group 3.92%5.19%4.33%

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$93.66M5.49$65.32M$2.176.20
Westwood Holdings Group$95.67M1.63$2.21M$0.4239.52

Gladstone Investment presently has a consensus price target of $13.50, suggesting a potential upside of 0.37%. Given Gladstone Investment's higher possible upside, research 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)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Gladstone Investment beats Westwood Holdings Group on 10 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$156.83M$13.51B$12.79B$22.07B
Dividend Yield3.62%6.20%5.55%3.58%
P/E Ratio39.5224.9530.1829.59
Price / Sales1.636.5030.72102.87
Price / Cash13.4715.5022.5824.53
Price / Book1.262.802.294.61
Net Income$2.21M$567.68M$1.02B$1.01B
7 Day Performance-0.13%-0.19%-0.35%-0.98%
1 Month Performance-3.68%1.81%0.01%2.51%
1 Year Performance11.04%8.24%538.70%14.61%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.9116 of 5 stars
$16.60
-0.2%
N/A+12.8%$156.83M$95.67M39.52130Analyst Upgrade
GAIN
Gladstone Investment
1.5999 of 5 stars
$13.85
-0.7%
$13.50
-2.5%
-1.0%$533.16M$93.66M6.3870News Coverage
Positive News
Dividend Announcement
Analyst Forecast
TCPC
Blackrock Tcp Capital
1.9419 of 5 stars
$5.91
-2.3%
$6.75
+14.2%
-32.5%$514.47M$259.44M-34.7621,100News Coverage
Analyst Forecast
GLAD
Gladstone Capital
3.5225 of 5 stars
$20.96
-1.9%
$24.50
+16.9%
-19.4%$476.97M$96.62M6.1870Positive News
PNNT
PennantPark Investment
1.1372 of 5 stars
$6.60
+0.7%
$6.17
-6.5%
-8.0%$429.65M$61.29M25.37N/A
DHIL
Diamond Hill Investment Group
3.4459 of 5 stars
$140.45
-1.5%
N/A-9.4%$388.45M$152.94M7.99130Positive News
Analyst Forecast
SCM
Stellus Capital Investment
2.3367 of 5 stars
$12.70
-1.2%
$13.00
+2.4%
-13.9%$365.15M$44.62M8.76599News Coverage
Dividend Announcement
HRZN
Horizon Technology Finance
2.4121 of 5 stars
$6.24
+0.5%
$7.30
+17.0%
-43.5%$264.21M$99.92M-5.43N/ANews Coverage
Analyst Forecast
MFIN
Medallion Financial
3.9224 of 5 stars
$9.89
-0.9%
$12.00
+21.3%
+18.8%$232M$302.03M5.62140News Coverage
Analyst Forecast
WHF
WhiteHorse Finance
3.1811 of 5 stars
$6.99
+0.1%
$9.17
+31.1%
-41.6%$162.24M$92.82M46.60N/AAnalyst Forecast
SVVC
Firsthand Technology Value Fund
1.2462 of 5 stars
$0.05
-13.0%
N/A-32.9%$375K-$30.13M0.4524Positive News
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This page (NYSE:WHG) was last updated on 10/10/2025 by MarketBeat.com Staff
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