Free Trial

Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$15.41 -0.02 (-0.13%)
Closing price 06/13/2025 03:59 PM Eastern
Extended Trading
$15.26 -0.15 (-1.01%)
As of 06/13/2025 04:04 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. 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. Its Competitors

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

In the previous week, Gladstone Investment had 2 more articles in the media than Westwood Holdings Group. MarketBeat recorded 3 mentions for Gladstone Investment and 1 mentions for Westwood Holdings Group. Gladstone Investment's average media sentiment score of 1.15 beat Westwood Holdings Group's score of 1.11 indicating that Gladstone Investment is being referred to more favorably in the news media.

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

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.9%. Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 6.8%. 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 pays out 53.9% of its earnings in the form of a dividend. Gladstone Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

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
Westwood Holdings Group2.33% 2.66% 2.17%
Gladstone Investment 78.02%7.17%3.61%

Gladstone Investment has lower revenue, but higher earnings 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
Westwood Holdings Group$95.24M1.52$2.21M$0.03513.67
Gladstone Investment$61.63M8.45$85.31M$1.787.94

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

Gladstone Investment has a consensus price target of $13.50, suggesting a potential downside of 4.46%. Given Gladstone Investment's stronger consensus rating and higher possible upside, analysts plainly believe Gladstone 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)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Gladstone Investment
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Westwood Holdings Group has a beta of 0.84, suggesting that its share price is 16% less volatile than the S&P 500. Comparatively, Gladstone Investment has a beta of 0.89, suggesting that its share price is 11% less volatile than the S&P 500.

56.6% of Westwood Holdings Group shares are owned by institutional investors. Comparatively, 11.9% of Gladstone Investment shares are owned by institutional investors. 8.2% of Westwood Holdings Group shares are owned by company insiders. Comparatively, 2.5% of Gladstone Investment shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

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

Get Westwood Holdings Group News Delivered to You Automatically

Sign up to receive the latest news and ratings for WHG and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

WHG vs. The Competition

MetricWestwood Holdings GroupInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$144.55M$11.27B$11.62B$19.68B
Dividend Yield3.96%24.38%5.64%3.80%
P/E Ratio61.6438.7122.8234.98
Price / Sales1.527.6426.8142.66
Price / Cash8.2217.7117.6017.51
Price / Book1.153.702.834.78
Net Income$2.21M$419.40M$1.04B$1.02B
7 Day Performance0.62%-0.40%0.10%0.82%
1 Month Performance2.80%-1.78%0.02%1.32%
1 Year Performance25.69%14.55%540.97%10.65%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.8762 of 5 stars
$15.41
-0.1%
N/A+25.7%$144.55M$95.24M61.64N/A
GAIN
Gladstone Investment
0.6908 of 5 stars
$13.98
+0.5%
$13.50
-3.4%
+0.6%$514.98M$61.63M7.2870Positive News
PNNT
PennantPark Investment
1.4057 of 5 stars
$6.94
+2.3%
$5.88
-15.3%
-9.8%$452.83M$56.93M26.67N/A
DHIL
Diamond Hill Investment Group
3.6476 of 5 stars
$141.75
+1.8%
N/A-3.2%$386.69M$152.98M8.03130Positive News
High Trading Volume
SCM
Stellus Capital Investment
0.9239 of 5 stars
$13.54
+1.1%
$13.00
-4.0%
-0.8%$384.61M$41.94M6.91599
HRZN
Horizon Technology Finance
1.8126 of 5 stars
$7.60
+0.5%
$8.45
+11.2%
-37.2%$306.70M-$28.37M-63.33N/ANews Coverage
Short Interest ↓
MFIN
Medallion Financial
3.6047 of 5 stars
$9.65
+0.4%
N/A+12.5%$224.23M$212.97M5.71140
WHF
WhiteHorse Finance
3.1304 of 5 stars
$9.14
+1.4%
$10.50
+14.9%
-29.7%$212.44M$15.11M20.31N/APositive News
OFS
OFS Capital
2.2086 of 5 stars
$8.60
+1.8%
N/A-9.6%$115.24M$34.59M-95.5450Positive News
SVVC
Firsthand Technology Value Fund
2.0189 of 5 stars
$0.05
-11.4%
N/A-58.4%$358K-$30.13M0.4324Short Interest ↓
Gap Down
BLK
BlackRock
4.8996 of 5 stars
$988.81
0.0%
$1,082.46
+9.5%
+26.2%$153.23B$20.96B23.5419,800Trending News

Related Companies and Tools


This page (NYSE:WHG) was last updated on 6/15/2025 by MarketBeat.com Staff
From Our Partners