S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

Westwood Holdings Group (WHG) Competitors

$12.65
+0.09 (+0.72%)
(As of 04/18/2024 ET)

WHG vs. DHIL, BANX, ERES, GECC, MRCC, HNNA, SAMG, GROW, SAR, and VALU

Should you be buying Westwood Holdings Group stock or one of its competitors? The main competitors of Westwood Holdings Group include Diamond Hill Investment Group (DHIL), ArrowMark Financial (BANX), East Resources Acquisition (ERES), Great Elm Capital (GECC), Monroe Capital (MRCC), Hennessy Advisors (HNNA), Silvercrest Asset Management Group (SAMG), U.S. Global Investors (GROW), Saratoga Investment (SAR), and Value Line (VALU). These companies are all part of the "investment advice" industry.

Westwood Holdings Group vs.

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

Diamond Hill Investment Group has a beta of 0.97, suggesting that its stock price is 3% less volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500.

Westwood Holdings Group received 9 more outperform votes than Diamond Hill Investment Group when rated by MarketBeat users. Likewise, 67.71% of users gave Westwood Holdings Group an outperform vote while only 63.69% of users gave Diamond Hill Investment Group an outperform vote.

CompanyUnderperformOutperform
Diamond Hill Investment GroupOutperform Votes
207
63.69%
Underperform Votes
118
36.31%
Westwood Holdings GroupOutperform Votes
216
67.71%
Underperform Votes
103
32.29%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Diamond Hill Investment Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Diamond Hill Investment Group has a net margin of 30.89% compared to Diamond Hill Investment Group's net margin of 11.77%. Westwood Holdings Group's return on equity of 18.46% beat Diamond Hill Investment Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Diamond Hill Investment Group30.89% 18.46% 12.61%
Westwood Holdings Group 11.77%12.78%10.17%

Diamond Hill Investment Group has higher revenue and earnings than Westwood Holdings Group. Diamond Hill Investment Group 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
Diamond Hill Investment Group$136.72M3.08$42.23M$14.3410.35
Westwood Holdings Group$89.78M1.31$10.57M$1.1810.72

Diamond Hill Investment Group pays an annual dividend of $6.00 per share and has a dividend yield of 4.0%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 4.7%. Diamond Hill Investment Group pays out 41.8% of its earnings in the form of a dividend. Westwood Holdings Group pays out 50.8% 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.

In the previous week, Diamond Hill Investment Group and Diamond Hill Investment Group both had 2 articles in the media. Diamond Hill Investment Group's average media sentiment score of 1.92 beat Westwood Holdings Group's score of -1.50 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
Diamond Hill Investment Group
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Negative
Westwood Holdings Group
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

65.5% of Diamond Hill Investment Group shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 3.5% of Diamond Hill Investment Group shares are held by insiders. Comparatively, 10.1% 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 stock is poised for long-term growth.

Summary

Diamond Hill Investment Group beats Westwood Holdings Group on 9 of the 16 factors compared between the two stocks.

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$118.02M$9.02B$8.17B$17.09B
Dividend Yield4.63%24.98%10.79%3.62%
P/E Ratio10.7224.8959.0623.86
Price / Sales1.316.533,642.199.66
Price / Cash6.2314.5527.9716.98
Price / Book0.943.572.224.84
Net Income$10.57M$306.47M$1.00B$969.88M
7 Day Performance-4.24%-3.94%-1.66%-3.85%
1 Month Performance-1.33%-1.96%-1.83%-2.84%
1 Year Performance19.57%15.28%9.36%77.36%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DHIL
Diamond Hill Investment Group
1.6311 of 5 stars
$152.45
+0.2%
N/A-14.1%$432.96M$136.72M10.63129News Coverage
Positive News
BANX
ArrowMark Financial
0 of 5 stars
$18.52
-0.3%
N/A-1.7%$131.68M$17.36M0.00N/A
ERES
East Resources Acquisition
0 of 5 stars
$11.92
-0.7%
N/A+14.4%$136.85MN/A0.006High Trading Volume
GECC
Great Elm Capital
1.2248 of 5 stars
$10.71
-1.0%
N/A+24.6%$101.21M$35.83M3.23N/ANews Coverage
MRCC
Monroe Capital
1.0433 of 5 stars
$7.23
-0.3%
$8.50
+17.6%
-12.1%$156.67M$5.47M361.68N/ANews Coverage
HNNA
Hennessy Advisors
0 of 5 stars
$7.05
+0.7%
N/A-11.9%$54.14M$24.02M11.1916
SAMG
Silvercrest Asset Management Group
0 of 5 stars
$14.90
+1.6%
N/A-23.1%$207.26M$117.41M15.52149Positive News
GROW
U.S. Global Investors
2.4643 of 5 stars
$2.85
-0.3%
N/A-3.6%$40.41M$12.89M12.3921Analyst Report
News Coverage
SAR
Saratoga Investment
1.9444 of 5 stars
$23.31
+0.8%
$26.75
+14.8%
-7.2%$318.18M$99.10M12.025
VALU
Value Line
0.7007 of 5 stars
$37.70
+0.2%
N/A-20.3%$355.51M$39.69M19.43138Analyst Report

Related Companies and Tools

This page (NYSE:WHG) was last updated on 4/18/2024 by MarketBeat.com Staff

From Our Partners