Go Pro

Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$19.22 +0.07 (+0.39%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$19.20 -0.03 (-0.15%)
As of 07/31/2026 04:10 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. SLRC, GAIN, GLAD, HRZN, and TCPC

Should you buy Westwood Holdings Group stock or one of its competitors? MarketBeat compares Westwood Holdings Group with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Westwood Holdings Group include SLR Investment (SLRC), Gladstone Investment (GAIN), Gladstone Capital (GLAD), Horizon Technology Finance (HRZN), and Blackrock Tcp Capital (TCPC). These companies are all part of the "asset management & custody banks" industry.

How does Westwood Holdings Group compare to SLR Investment?

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

In the previous week, SLR Investment had 2 more articles in the media than Westwood Holdings Group. MarketBeat recorded 3 mentions for SLR Investment and 1 mentions for Westwood Holdings Group. SLR Investment's average media sentiment score of 0.72 beat Westwood Holdings Group's score of 0.67 indicating that SLR Investment 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SLR Investment
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SLR Investment has a net margin of 41.81% compared to Westwood Holdings Group's net margin of 7.40%. Westwood Holdings Group's return on equity of 8.34% beat SLR Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.40% 8.34% 6.82%
SLR Investment 41.81%8.33%3.25%

SLR Investment has a consensus target price of $14.10, indicating a potential upside of 12.08%. Given SLR Investment's higher possible upside, analysts plainly believe SLR 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)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
SLR Investment
3 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.86

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
Westwood Holdings Group$97.76M1.87$7.06M$0.8323.16
SLR Investment$101.13M6.79$92.54M$1.647.67

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.9%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. SLR Investment pays out 75.6% 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 has a beta of 0.57, suggesting that its share price is 43% less volatile than the broader market. Comparatively, SLR Investment has a beta of 0.64, suggesting that its share price is 36% less volatile than the broader market.

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

Summary

SLR Investment beats Westwood Holdings Group on 11 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 better investment? We will compare the two companies based on the strength of their dividends, profitability, media sentiment, institutional ownership, risk, analyst recommendations, earnings and valuation.

Gladstone Investment has a net margin of 186.47% compared to Westwood Holdings Group's net margin of 7.40%. Westwood Holdings Group's return on equity of 8.34% beat Gladstone Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Investment186.47% 6.05% 2.90%
Westwood Holdings Group 7.40%8.34%6.82%

Gladstone Investment has a beta of 0.78, meaning that its share price is 22% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market.

Gladstone Investment presently has a consensus price target of $16.75, indicating a potential upside of 3.72%. Given Gladstone Investment's 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)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.75
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 5.9%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. Gladstone Investment pays out 20.5% of its earnings in the form of a dividend. Westwood Holdings Group pays out 72.3% 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.

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, large money managers and endowments believe a stock will outperform the market over the long term.

Gladstone Investment has higher revenue and 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
Gladstone Investment$99.08M6.49$184.75M$4.693.44
Westwood Holdings Group$97.76M1.87$7.06M$0.8323.16

In the previous week, Gladstone Investment had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 2 mentions for Gladstone Investment and 1 mentions for Westwood Holdings Group. Gladstone Investment's average media sentiment score of 0.88 beat Westwood Holdings Group's score of 0.67 indicating that Gladstone Investment is being referred to more favorably in the media.

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

Summary

Gladstone Investment beats Westwood Holdings Group on 12 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to Gladstone Capital?

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

In the previous week, Gladstone Capital had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 2 mentions for Gladstone Capital and 1 mentions for Westwood Holdings Group. Gladstone Capital's average media sentiment score of 1.05 beat Westwood Holdings Group's score of 0.67 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)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Westwood Holdings Group
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

10.7% of Gladstone Capital shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 3.8% of Gladstone Capital shares are held by insiders. Comparatively, 17.4% of Westwood Holdings Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Gladstone Capital has a net margin of 45.15% compared to Westwood Holdings Group's net margin of 7.40%. Gladstone Capital's return on equity of 9.79% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Capital45.15% 9.79% 5.31%
Westwood Holdings Group 7.40%8.34%6.82%

Gladstone Capital has a beta of 0.92, suggesting that its share price is 8% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.57, suggesting that its share price is 43% less volatile than the broader market.

Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.6%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. Gladstone Capital pays out 98.4% 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 72.3% of its earnings in the form of a dividend. 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.

Gladstone Capital has higher earnings, but lower revenue 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$46.51M9.07$58.11M$1.8310.20
Westwood Holdings Group$97.76M1.87$7.06M$0.8323.16

Gladstone Capital currently has a consensus price target of $21.67, indicating a potential upside of 16.05%. Given Gladstone Capital's higher possible upside, equities research analysts clearly 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)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Summary

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

How does Westwood Holdings Group compare to Horizon Technology Finance?

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

Horizon Technology Finance has a net margin of 22.55% compared to Westwood Holdings Group's net margin of 7.40%. Horizon Technology Finance's return on equity of 13.63% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Horizon Technology Finance22.55% 13.63% 5.53%
Westwood Holdings Group 7.40%8.34%6.82%

Horizon Technology Finance pays an annual dividend of $0.72 per share and has a dividend yield of 16.7%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. Horizon Technology Finance pays out 167.4% 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 72.3% of its earnings in the form of a dividend.

Horizon Technology Finance has a beta of 0.97, meaning that its share price is 3% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market.

Horizon Technology Finance presently has a consensus price target of $5.65, suggesting a potential upside of 30.79%. Given Horizon Technology Finance's higher probable upside, research analysts clearly believe Horizon Technology Finance is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Horizon Technology Finance
1 Sell rating(s)
5 Hold rating(s)
1 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

Westwood Holdings Group has higher revenue and earnings than Horizon Technology Finance. Horizon Technology 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
Horizon Technology Finance$96.02M3.07-$2.66M$0.4310.05
Westwood Holdings Group$97.76M1.87$7.06M$0.8323.16

In the previous week, Horizon Technology Finance had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 2 mentions for Horizon Technology Finance and 1 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 0.67 beat Horizon Technology Finance's score of 0.63 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
Horizon Technology Finance
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Westwood Holdings Group
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

4.9% of Horizon Technology Finance shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 0.3% of Horizon Technology Finance shares are owned by insiders. Comparatively, 17.4% of Westwood Holdings Group shares are owned 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.

Summary

Westwood Holdings Group beats Horizon Technology Finance on 10 of the 17 factors compared between the two stocks.

How does Westwood Holdings Group compare to Blackrock Tcp Capital?

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

56.6% of Westwood Holdings Group shares are held by institutional investors. 0.4% of Blackrock Tcp Capital shares are held by insiders. Comparatively, 17.4% of Westwood Holdings Group shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Blackrock Tcp Capital pays an annual dividend of $0.68 per share and has a dividend yield of 20.9%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. Blackrock Tcp Capital pays out -45.6% of its earnings in the form of a dividend. Westwood Holdings Group pays out 72.3% 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. Blackrock Tcp Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Blackrock Tcp Capital had 3 more articles in the media than Westwood Holdings Group. MarketBeat recorded 4 mentions for Blackrock Tcp Capital and 1 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 0.67 beat Blackrock Tcp Capital's score of 0.40 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
Blackrock Tcp Capital
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Westwood Holdings Group
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Blackrock Tcp Capital has a beta of 0.95, meaning that its stock price is 5% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market.

Westwood Holdings Group has a net margin of 7.40% compared to Blackrock Tcp Capital's net margin of -66.92%. Blackrock Tcp Capital's return on equity of 14.30% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackrock Tcp Capital-66.92% 14.30% 5.47%
Westwood Holdings Group 7.40%8.34%6.82%

Westwood Holdings Group has higher revenue and earnings than Blackrock Tcp Capital. Blackrock Tcp 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
Blackrock Tcp Capital-$112.61M-2.42-$88.93M-$1.49N/A
Westwood Holdings Group$97.76M1.87$7.06M$0.8323.16

Blackrock Tcp Capital presently has a consensus price target of $3.50, indicating a potential upside of 7.69%. Given Blackrock Tcp Capital's higher probable upside, analysts plainly believe Blackrock Tcp Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackrock Tcp Capital
3 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.25
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 Blackrock Tcp Capital on 12 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$181.70M$5.47B$13.64B$23.71B
Dividend Yield3.13%7.52%5.96%4.20%
P/E Ratio23.1636.7928.6731.01
Price / Sales1.871,096.42460.8113.91
Price / Cash12.0584.9153.1131.71
Price / Book1.433.663.684.62
Net Income$7.06M$417.17M$1.31B$1.07B
7 Day Performance-0.32%7.99%4.00%0.35%
1 Month Performance-0.06%-1.05%-0.13%-0.19%
1 Year Performance12.84%6.39%13.23%19.11%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.0671 of 5 stars
$19.22
+0.4%
N/A+9.8%$181.70M$97.76M23.16130
SLRC
SLR Investment
3.8398 of 5 stars
$12.96
+0.2%
$14.10
+8.8%
-21.4%$705.40M$101.13M7.90N/A
GAIN
Gladstone Investment
3.5944 of 5 stars
$16.46
+1.1%
$16.75
+1.8%
+16.3%$648.30M$99.08M3.5170
GLAD
Gladstone Capital
2.7193 of 5 stars
$19.32
+1.5%
$21.67
+12.1%
-32.3%$429.95M$46.51M10.5670
HRZN
Horizon Technology Finance
4.8416 of 5 stars
$4.32
+0.2%
$5.65
+30.8%
-44.9%$294.20M$96.02M10.05N/A

Related Companies and Tools


This page (NYSE:WHG) was last updated on 8/1/2026 by MarketBeat.com Staff.
From Our Partners