Go Pro

Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$18.79 +0.12 (+0.62%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$18.75 -0.04 (-0.19%)
As of 09/11/2026 04:15 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 Massive. Learn more.

WHG vs. PFLT, NMFC, SLRC, GAIN, and VINP

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), New Mountain Finance (NMFC), SLR Investment (SLRC), Gladstone Investment (GAIN), and Vinci Compass Investments (VINP). 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?

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

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
PennantPark Floating Rate Capital18.53% 10.24% 3.88%
Westwood Holdings Group 7.73%8.10%6.59%

19.8% of PennantPark Floating Rate Capital shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 1.0% of PennantPark Floating Rate Capital 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

PennantPark Floating Rate Capital has higher earnings, but lower revenue 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
PennantPark Floating Rate Capital$61.93M11.42$66.36M$0.5113.97
Westwood Holdings Group$101.70M1.75$7.06M$0.8821.35

PennantPark Floating Rate Capital has a beta of 0.78, indicating that its share price is 22% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.56, indicating that its share price is 44% less volatile than the broader market.

PennantPark Floating Rate Capital pays an annual dividend of $0.96 per share and has a dividend yield of 13.5%. 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 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. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend.

In the previous week, PennantPark Floating Rate Capital had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 1 mentions for PennantPark Floating Rate Capital and 0 mentions for Westwood Holdings Group. PennantPark Floating Rate Capital's average media sentiment score of 1.79 beat Westwood Holdings Group's score of 1.76 indicating that PennantPark Floating Rate Capital is being referred to more favorably in the media.

Company Overall Sentiment
PennantPark Floating Rate Capital Very Positive
Westwood Holdings Group Very Positive

PennantPark Floating Rate Capital presently has a consensus price target of $9.80, suggesting a potential upside of 37.54%. Given PennantPark Floating Rate Capital's higher probable upside, analysts clearly believe PennantPark Floating Rate Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PennantPark Floating Rate Capital
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

PennantPark Floating Rate Capital beats Westwood Holdings Group on 10 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to New Mountain Finance?

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

New Mountain Finance has higher earnings, but lower revenue 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
New Mountain Finance-$53.58M-12.76$16.49M-$0.47N/A
Westwood Holdings Group$101.70M1.75$7.06M$0.8821.35

In the previous week, New Mountain Finance had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 1 mentions for New Mountain Finance and 0 mentions for Westwood Holdings Group. New Mountain Finance's average media sentiment score of 1.87 beat Westwood Holdings Group's score of 1.76 indicating that New Mountain Finance is being referred to more favorably in the media.

Company Overall Sentiment
New Mountain Finance Very Positive
Westwood Holdings Group Very Positive

New Mountain Finance has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.56, meaning that its stock price is 44% less volatile than the broader market.

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.8%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Westwood Holdings Group pays out 68.2% 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.

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
New Mountain Finance-16.78% 10.94% 4.58%
Westwood Holdings Group 7.73%8.10%6.59%

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

New Mountain Finance currently has a consensus target price of $8.60, suggesting a potential upside of 18.78%. Given New Mountain Finance's higher probable upside, research analysts clearly believe New Mountain Finance is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

Westwood Holdings Group beats New Mountain Finance on 10 of the 18 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 investment? We will compare the two businesses based on the strength of their media sentiment, valuation, risk, analyst recommendations, profitability, institutional ownership, dividends and earnings.

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$218.54M3.02$92.54M$1.358.95
Westwood Holdings Group$101.70M1.75$7.06M$0.8821.35

In the previous week, SLR Investment had 8 more articles in the media than Westwood Holdings Group. MarketBeat recorded 8 mentions for SLR Investment and 0 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 1.76 beat SLR Investment's score of 1.08 indicating that Westwood Holdings Group is being referred to more favorably in the news media.

Company Overall Sentiment
SLR Investment Positive
Westwood Holdings Group Very Positive

SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 10.3%. 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.

35.3% of SLR Investment shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 8.8% of SLR Investment shares are owned by insiders. Comparatively, 17.4% of Westwood Holdings Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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%

SLR Investment presently has a consensus target price of $14.10, indicating a potential upside of 16.72%. Given SLR Investment's higher possible upside, equities research analysts plainly 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 0.64, indicating that its stock price is 36% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.56, indicating that its stock price is 44% less volatile than the broader market.

Summary

SLR Investment beats Westwood Holdings Group on 10 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to Gladstone Investment?

Gladstone Investment (NASDAQ:GAIN) and Westwood Holdings Group (NYSE:WHG) 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, media sentiment, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends.

Gladstone Investment has a net margin of 158.95% compared to Westwood Holdings Group's net margin of 7.73%. Westwood Holdings Group's return on equity of 8.10% beat Gladstone Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Investment158.95% 5.90% 2.88%
Westwood Holdings Group 7.73%8.10%6.59%

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$99.08M6.39$184.75M$4.183.80
Westwood Holdings Group$101.70M1.75$7.06M$0.8821.35

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 6.0%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. Gladstone Investment pays out 23.0% of its earnings in the form of a dividend. Westwood Holdings Group pays out 68.2% 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. Gladstone Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Gladstone Investment had 9 more articles in the media than Westwood Holdings Group. MarketBeat recorded 9 mentions for Gladstone Investment and 0 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 1.76 beat Gladstone Investment's score of 0.56 indicating that Westwood Holdings Group is being referred to more favorably in the news media.

Company Overall Sentiment
Gladstone Investment Positive
Westwood Holdings Group Very Positive

Gladstone Investment has a beta of 0.77, indicating that its stock price is 23% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.56, indicating that its stock price is 44% less volatile than the broader market.

11.9% of Gladstone Investment shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 2.3% of Gladstone Investment 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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Gladstone Investment presently has a consensus target price of $16.75, indicating a potential upside of 5.35%. Given Gladstone Investment's stronger consensus rating and higher possible upside, equities research analysts plainly 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)
0 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.25
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

Gladstone Investment beats Westwood Holdings Group on 12 of the 19 factors compared between the two stocks.

How does Westwood Holdings Group compare to Vinci Compass Investments?

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

Vinci Compass Investments currently has a consensus price target of $13.50, suggesting a potential upside of 43.01%. Given Vinci Compass Investments' higher possible upside, research analysts clearly believe Vinci Compass Investments is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Vinci Compass Investments
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.50
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Vinci Compass Investments has higher revenue and earnings than Westwood Holdings Group. Vinci Compass Investments 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
Vinci Compass Investments$1.06B0.58$38.97M$0.7013.49
Westwood Holdings Group$101.70M1.75$7.06M$0.8821.35

In the previous week, Vinci Compass Investments had 6 more articles in the media than Westwood Holdings Group. MarketBeat recorded 6 mentions for Vinci Compass Investments and 0 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 1.76 beat Vinci Compass Investments' score of 0.46 indicating that Westwood Holdings Group is being referred to more favorably in the news media.

Company Overall Sentiment
Vinci Compass Investments Neutral
Westwood Holdings Group Very Positive

Vinci Compass Investments pays an annual dividend of $0.68 per share and has a dividend yield of 7.2%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. Vinci Compass Investments pays out 97.1% 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.

Vinci Compass Investments has a beta of 0.29, indicating that its share price is 71% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.56, indicating that its share price is 44% less volatile than the broader market.

Vinci Compass Investments has a net margin of 23.77% compared to Westwood Holdings Group's net margin of 7.73%. Vinci Compass Investments' return on equity of 12.65% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Vinci Compass Investments23.77% 12.65% 6.67%
Westwood Holdings Group 7.73%8.10%6.59%

34.1% of Vinci Compass Investments shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 49.3% of Vinci Compass Investments 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Vinci Compass Investments beats Westwood Holdings Group on 10 of the 18 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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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 GroupCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$177.14M$5.50B$14.01B$23.19B
Dividend Yield3.23%7.47%5.94%3.56%
P/E Ratio21.3530.5425.6728.69
Price / Sales1.751,230.81509.9299.85
Price / Cash11.7547.8940.1633.82
Price / Book1.393.532.754.74
Net Income$7.06M$418.04M$1.32B$1.07B
7 Day Performance0.19%-1.39%-1.17%-1.99%
1 Month Performance-2.46%-1.45%0.26%-2.68%
1 Year Performance10.31%4.82%9.27%10.45%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.1858 of 5 stars
$18.79
+0.6%
N/A+8.2%$177.14M$101.70M21.35130
PFLT
PennantPark Floating Rate Capital
4.3084 of 5 stars
$7.39
+0.0%
$9.80
+32.6%
N/A$733.93M$261.43M14.50658
NMFC
New Mountain Finance
2.6063 of 5 stars
$7.47
-0.1%
$8.60
+15.1%
-31.1%$710.85M-$53.58MN/AN/A
SLRC
SLR Investment
4.4495 of 5 stars
$12.69
+0.3%
$14.10
+11.1%
-27.8%$693.73M$218.54M9.42N/A
GAIN
Gladstone Investment
3.6529 of 5 stars
$16.37
0.0%
$16.75
+2.4%
+11.2%$656.23M$99.08M3.9470

Related Companies and Tools


This page (NYSE:WHG) was last updated on 9/12/2026 by MarketBeat.com Staff.
From Our Partners