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Westwood Holdings Group (WHG) Competitors

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$17.70 +0.01 (+0.03%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$17.66 -0.04 (-0.23%)
As of 08/14/2025 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

WHG vs. GLAD, TCPC, GAIN, PNNT, SCM, DHIL, 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 Capital (GLAD), Blackrock Tcp Capital (TCPC), 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), 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 Capital (NASDAQ:GLAD) and Westwood Holdings Group (NYSE:WHG) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, risk, valuation, earnings, dividends and media sentiment.

Gladstone Capital has a net margin of 84.60% compared to Westwood Holdings Group's net margin of 3.92%. Gladstone Capital's return on equity of 9.43% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Capital84.60% 9.43% 5.64%
Westwood Holdings Group 3.92%5.19%4.33%

In the previous week, Westwood Holdings Group had 5 more articles in the media than Gladstone Capital. MarketBeat recorded 12 mentions for Westwood Holdings Group and 7 mentions for Gladstone Capital. Gladstone Capital's average media sentiment score of 0.69 beat Westwood Holdings Group's score of 0.65 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)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Westwood Holdings Group
3 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Gladstone Capital has higher revenue and earnings 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$96.62M6.30$94.72M$3.398.04
Westwood Holdings Group$94.72M1.76$2.21M$0.4242.13

10.7% of Gladstone Capital shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 4.0% of Gladstone Capital shares are owned by company insiders. Comparatively, 8.2% of Westwood Holdings Group shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Gladstone Capital presently has a consensus price target of $24.50, suggesting a potential downside of 10.09%. Given Gladstone Capital's stronger consensus rating and 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)
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 Capital has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 0.97, suggesting that its share price is 3% less volatile than the S&P 500.

Gladstone Capital pays an annual dividend of $1.98 per share and has a dividend yield of 7.3%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.4%. Gladstone Capital pays out 58.4% 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 Capital has increased 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.

Summary

Gladstone Capital beats Westwood Holdings Group on 14 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$166.43M$14.09B$12.42B$21.04B
Dividend Yield3.39%5.71%5.54%3.57%
P/E Ratio42.1327.1519.6928.08
Price / Sales1.767.1525.7857.05
Price / Cash14.3216.6121.7623.95
Price / Book1.362.642.295.26
Net Income$2.21M$572.25M$1.00B$994.11M
7 Day Performance4.89%1.58%1.75%2.09%
1 Month Performance15.20%3.14%2.42%2.35%
1 Year Performance43.86%13.86%542.40%13.36%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.3322 of 5 stars
$17.70
+0.0%
N/A+42.1%$166.43M$94.72M42.13130Earnings Report
Dividend Announcement
GLAD
Gladstone Capital
1.2167 of 5 stars
$27.17
-0.6%
$24.50
-9.8%
+20.1%$610.28M$96.62M8.0170
TCPC
Blackrock Tcp Capital
0.5462 of 5 stars
$7.14
+1.0%
$7.00
-2.0%
-18.6%$601.21M$259.44M-42.0021,100Dividend Announcement
Analyst Forecast
Short Interest ↑
GAIN
Gladstone Investment
1.113 of 5 stars
$14.27
-0.1%
$13.50
-5.4%
+12.0%$526.04M$93.66M8.0270News Coverage
Earnings Report
PNNT
PennantPark Investment
1.6685 of 5 stars
$7.28
+0.1%
$5.88
-19.2%
+4.4%$475.03M$56.93M27.98N/ANews Coverage
Dividend Announcement
Analyst Forecast
SCM
Stellus Capital Investment
0.9036 of 5 stars
$14.57
+0.3%
$13.00
-10.8%
+5.0%$412.89M$104.74M10.05599Short Interest ↑
DHIL
Diamond Hill Investment Group
3.8663 of 5 stars
$143.90
+1.0%
N/A-4.5%$388.09M$151.10M8.19130Positive News
HRZN
Horizon Technology Finance
0.5827 of 5 stars
$7.14
-0.4%
$7.30
+2.2%
-37.3%$305.05M$99.92M-6.21N/ANews Coverage
Dividend Announcement
Analyst Revision
MFIN
Medallion Financial
3.5621 of 5 stars
$10.06
-2.0%
$12.00
+19.3%
+31.4%$238.86M$302.03M5.72140
WHF
WhiteHorse Finance
1.5935 of 5 stars
$8.49
+0.2%
$10.50
+23.7%
-24.4%$196.87M$92.82M56.60N/ANews Coverage
Dividend Announcement
Analyst Forecast
Analyst Revision
SVVC
Firsthand Technology Value Fund
1.3306 of 5 stars
$0.05
-23.1%
N/A-9.6%$345K-$30.13M0.4224News Coverage
Gap Down

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This page (NYSE:WHG) was last updated on 8/15/2025 by MarketBeat.com Staff
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