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Westwood Holdings Group (WHG) Competitors

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$18.72 -0.69 (-3.54%)
Closing price 03:59 PM Eastern
Extended Trading
$19.66 +0.93 (+4.98%)
As of 04:15 PM Eastern
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WHG vs. PFLT, PAX, FAC, NMFC, and SLRC

Should you buy Westwood Holdings Group stock or one of its competitors? Westwood Holdings Group's main competitors and comparable companies include PennantPark Floating Rate Capital (PFLT), Patria Investments (PAX), Factorial Energy (FAC), New Mountain Finance (NMFC), and SLR Investment (SLRC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Westwood Holdings Group compare to PennantPark Floating Rate Capital?

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

PennantPark Floating Rate Capital has a net margin of 18.53% compared to Westwood Holdings Group's net margin of 7.73%. PennantPark Floating Rate Capital's return on equity of 10.24% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
PennantPark Floating Rate Capital 18.53%10.24%3.88%

In the previous week, PennantPark Floating Rate Capital had 2 more articles in the media than Westwood Holdings Group. MarketBeat recorded 3 mentions for PennantPark Floating Rate Capital and 1 mentions for Westwood Holdings Group. PennantPark Floating Rate Capital's average media sentiment score of 0.62 beat Westwood Holdings Group's score of 0.00 indicating that PennantPark Floating Rate Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
PennantPark Floating Rate Capital
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Westwood Holdings Group has a beta of 0.51, meaning that its share price is 49% less volatile than the broader market. Comparatively, PennantPark Floating Rate Capital has a beta of 0.8, meaning that its share price is 20% less volatile than the broader market.

PennantPark Floating Rate Capital has a consensus price target of $9.80, suggesting a potential upside of 42.96%. Given PennantPark Floating Rate Capital's higher possible upside, analysts plainly believe PennantPark Floating Rate 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
PennantPark Floating Rate Capital
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 19.8% of PennantPark Floating Rate Capital shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by company insiders. Comparatively, 1.0% of PennantPark Floating Rate Capital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. PennantPark Floating Rate Capital pays an annual dividend of $0.96 per share and has a dividend yield of 14.0%. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend. PennantPark Floating Rate Capital pays out 188.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

PennantPark Floating Rate Capital has higher revenue and earnings than Westwood Holdings Group. PennantPark Floating Rate 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$97.76M1.85$7.06M$0.8821.63
PennantPark Floating Rate Capital$261.43M2.60$66.36M$0.5113.44

Summary

PennantPark Floating Rate Capital beats Westwood Holdings Group on 11 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to Patria Investments?

Patria Investments (NYSE:PAX) and Westwood Holdings Group (NYSE:WHG) 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, analyst recommendations, valuation, dividends, risk, profitability, earnings and media sentiment.

96.3% of Patria Investments shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 58.1% of Patria Investments shares are owned by company insiders. Comparatively, 17.4% of Westwood Holdings Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Patria Investments currently has a consensus price target of $12.75, suggesting a potential upside of 26.18%. Given Patria Investments' higher possible upside, equities analysts plainly believe Patria Investments is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Patria Investments
3 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.60
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

In the previous week, Patria Investments had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 2 mentions for Patria Investments and 1 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 0.00 beat Patria Investments' score of -0.76 indicating that Westwood Holdings Group is being referred to more favorably in the news media.

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

Patria Investments has a beta of 0.76, indicating that its stock price is 24% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.51, indicating that its stock price is 49% less volatile than the broader market.

Patria Investments pays an annual dividend of $0.65 per share and has a dividend yield of 6.4%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. Patria Investments pays out 147.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend.

Patria Investments has a net margin of 19.91% compared to Westwood Holdings Group's net margin of 7.73%. Patria Investments' return on equity of 38.68% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Patria Investments19.91% 38.68% 15.84%
Westwood Holdings Group 7.73%8.10%6.59%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Patria Investments$399.23M1.68$73.40M$0.4422.97
Westwood Holdings Group$97.76M1.85$7.06M$0.8821.63

Summary

Patria Investments beats Westwood Holdings Group on 11 of the 17 factors compared between the two stocks.

How does Westwood Holdings Group compare to Factorial Energy?

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

Westwood Holdings Group has a beta of 0.51, indicating that its share price is 49% less volatile than the broader market. Comparatively, Factorial Energy has a beta of 0.8, indicating that its share price is 20% less volatile than the broader market.

Factorial Energy has a consensus target price of $13.00, indicating a potential upside of 113.18%. Given Factorial Energy's higher probable upside, analysts plainly believe Factorial Energy 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
Factorial Energy
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

56.6% of Westwood Holdings Group shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by company insiders. Comparatively, 9.5% of Factorial Energy shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Westwood Holdings Group has a net margin of 7.73% compared to Factorial Energy's net margin of 0.00%. Westwood Holdings Group's return on equity of 8.10% beat Factorial Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
Factorial Energy N/A -41.99%-1.91%

In the previous week, Factorial Energy had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 2 mentions for Factorial Energy and 1 mentions for Westwood Holdings Group. Factorial Energy's average media sentiment score of 1.21 beat Westwood Holdings Group's score of 0.00 indicating that Factorial Energy is being referred to more favorably in the news media.

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

Westwood Holdings Group has higher revenue and earnings than Factorial Energy. Factorial Energy 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$97.76M1.85$7.06M$0.8821.63
Factorial EnergyN/AN/A$6.22M-$0.66N/A

Summary

Westwood Holdings Group beats Factorial Energy on 10 of the 15 factors compared between the two stocks.

How does Westwood Holdings Group compare to New Mountain Finance?

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

New Mountain Finance has higher revenue and earnings than Westwood Holdings Group. New Mountain Finance 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$97.76M1.85$7.06M$0.8821.63
New Mountain Finance$327.08M2.00$16.49M-$0.47N/A

Westwood Holdings Group has a beta of 0.51, suggesting that its share price is 49% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.6, suggesting that its share price is 40% less volatile than the broader market.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.5%. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend. New Mountain Finance pays out -212.8% 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. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

New Mountain Finance has a consensus target price of $8.25, indicating a potential upside of 19.31%. Given New Mountain Finance's higher probable upside, analysts plainly believe New Mountain Finance 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
New Mountain Finance
1 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by company insiders. Comparatively, 14.9% of New Mountain Finance shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Westwood Holdings Group has a net margin of 7.73% compared to New Mountain Finance's net margin of -16.78%. New Mountain Finance's return on equity of 10.94% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
New Mountain Finance -16.78%10.94%4.58%

In the previous week, Westwood Holdings Group and Westwood Holdings Group both had 1 articles in the media. Westwood Holdings Group's average media sentiment score of 0.00 equaled New Mountain Finance'saverage media sentiment score.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
New Mountain Finance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Westwood Holdings Group and New Mountain Finance tied by winning 8 of the 16 factors compared between the two stocks.

How does Westwood Holdings Group compare to SLR Investment?

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

SLR Investment has higher revenue and earnings than Westwood Holdings Group. SLR 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
SLR Investment$218.54M2.88$92.54M$1.358.54
Westwood Holdings Group$97.76M1.85$7.06M$0.8821.63

SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 10.7%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. SLR Investment pays out 91.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend.

In the previous week, SLR Investment had 7 more articles in the media than Westwood Holdings Group. MarketBeat recorded 8 mentions for SLR Investment and 1 mentions for Westwood Holdings Group. SLR Investment's average media sentiment score of 0.10 beat Westwood Holdings Group's score of 0.00 indicating that SLR Investment is being referred to more favorably in the media.

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

SLR Investment has a net margin of 35.20% compared to Westwood Holdings Group's net margin of 7.73%. Westwood Holdings Group's return on equity of 8.10% beat SLR Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
SLR Investment35.20% 7.96% 3.09%
Westwood Holdings Group 7.73%8.10%6.59%

35.3% of SLR Investment shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 8.8% of SLR Investment shares are held by company insiders. Comparatively, 17.4% 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 stock is poised for long-term growth.

SLR Investment currently has a consensus price target of $14.10, suggesting a potential upside of 22.24%. Given SLR Investment's higher possible upside, analysts clearly believe SLR Investment is more favorable than Westwood Holdings Group.

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

SLR Investment has a beta of 0.69, suggesting that its stock price is 31% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.51, suggesting that its stock price is 49% less volatile than the broader market.

Summary

SLR Investment beats Westwood Holdings Group on 11 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 GroupCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$177.67M$5.15B$13.32B$22.70B
Dividend Yield3.22%7.55%6.03%3.74%
P/E Ratio21.2829.4024.4927.77
Price / Sales1.821,256.39505.8820.15
Price / Cash11.7347.7747.4539.56
Price / Book1.393.492.704.64
Net Income$7.06M$417.69M$1.32B$1.08B
7 Day Performance-1.51%-0.73%-1.04%-1.06%
1 Month Performance-1.59%5.22%1.00%-5.03%
1 Year Performance12.92%3.31%8.15%5.78%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
1.9848 of 5 stars
$18.72
-3.5%
N/A+18.0%$177.67M$97.76M21.28148
PFLT
PennantPark Floating Rate Capital
3.9465 of 5 stars
$7.05
-0.9%
$9.80
+39.1%
-20.3%$698.01M$261.43M13.79658
PAX
Patria Investments
4.4252 of 5 stars
$10.36
-1.4%
$12.75
+23.1%
-28.9%$688.85M$399.23M20.71548
FAC
Factorial Energy
2.9484 of 5 stars
$6.32
+2.8%
$13.00
+105.7%
N/A$680.43MN/AN/A2
NMFC
New Mountain Finance
1.8655 of 5 stars
$7.08
-0.4%
$8.25
+16.6%
-25.8%$667.38M$327.08MN/AN/A

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This page (NYSE:WHG) was last updated on 10/2/2026 by MarketBeat.com Staff.
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