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Westwood Holdings Group (WHG) Competitors

$13.37
+0.04 (+0.30%)
(As of 07/26/2024 ET)

WHG vs. PNNT, HRZN, DHIL, SCM, WHF, MFIN, OFS, SVVC, BLK, and BK

Should you be buying Westwood Holdings Group stock or one of its competitors? The main competitors of Westwood Holdings Group include PennantPark Investment (PNNT), Horizon Technology Finance (HRZN), Diamond Hill Investment Group (DHIL), Stellus Capital Investment (SCM), WhiteHorse Finance (WHF), Medallion Financial (MFIN), OFS Capital (OFS), Firsthand Technology Value Fund (SVVC), BlackRock (BLK), and Bank of New York Mellon (BK). These companies are all part of the "asset management & custody banks" industry.

Westwood Holdings Group vs.

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

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 4.5%. PennantPark Investment pays an annual dividend of $0.96 per share and has a dividend yield of 13.2%. Westwood Holdings Group pays out 44.1% of its earnings in the form of a dividend. PennantPark Investment pays out 104.3% 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 Investment has a consensus price target of $6.88, suggesting a potential downside of 4.78%. Given PennantPark Investment's higher possible upside, analysts plainly believe PennantPark 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)
N/A
PennantPark Investment
1 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75

PennantPark Investment received 147 more outperform votes than Westwood Holdings Group when rated by MarketBeat users. However, 67.81% of users gave Westwood Holdings Group an outperform vote while only 57.87% of users gave PennantPark Investment an outperform vote.

CompanyUnderperformOutperform
Westwood Holdings GroupOutperform Votes
217
67.81%
Underperform Votes
103
32.19%
PennantPark InvestmentOutperform Votes
364
57.87%
Underperform Votes
265
42.13%

Westwood Holdings Group has higher earnings, but lower revenue than PennantPark Investment. PennantPark 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$89.78M1.39$10.57M$1.369.83
PennantPark Investment$145.37M3.25-$33.81M$0.927.88

In the previous week, Westwood Holdings Group had 1 more articles in the media than PennantPark Investment. MarketBeat recorded 4 mentions for Westwood Holdings Group and 3 mentions for PennantPark Investment. PennantPark Investment's average media sentiment score of 0.48 beat Westwood Holdings Group's score of -0.33 indicating that PennantPark 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)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
PennantPark Investment
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

56.6% of Westwood Holdings Group shares are owned by institutional investors. Comparatively, 26.6% of PennantPark Investment shares are owned by institutional investors. 10.1% of Westwood Holdings Group shares are owned by company insiders. Comparatively, 3.0% of PennantPark Investment shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

PennantPark Investment has a net margin of 40.14% compared to Westwood Holdings Group's net margin of 13.39%. PennantPark Investment's return on equity of 13.65% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group13.39% 12.53% 10.10%
PennantPark Investment 40.14%13.65%5.62%

Westwood Holdings Group has a beta of 1.17, suggesting that its stock price is 17% more volatile than the S&P 500. Comparatively, PennantPark Investment has a beta of 1.52, suggesting that its stock price is 52% more volatile than the S&P 500.

Summary

Westwood Holdings Group and PennantPark Investment tied by winning 9 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 GroupInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$124.48M$10.16B$9.61B$18.51B
Dividend Yield4.52%24.30%10.50%3.51%
P/E Ratio9.8340.9956.7623.71
Price / Sales1.395.903,530.4115.48
Price / Cash6.3916.4728.7719.61
Price / Book1.003.952.695.07
Net Income$10.57M$308.03M$1.01B$976.63M
7 Day Performance2.41%2.60%1.55%1.44%
1 Month Performance11.42%8.18%7.87%6.06%
1 Year Performance10.45%15.70%12.63%7.77%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PNNT
PennantPark Investment
0.3323 of 5 stars
0.33 / 5 stars
$7.23
+1.1%
$6.88
-4.9%
+11.9%$466.36M$145.37M7.86N/A
HRZN
Horizon Technology Finance
0.5669 of 5 stars
0.57 / 5 stars
$12.26
+0.9%
$10.38
-15.4%
-6.1%$425.50M$113.47M-29.19N/AUpcoming Earnings
Short Interest ↓
DHIL
Diamond Hill Investment Group
3.8268 of 5 stars
3.83 / 5 stars
$153.98
+3.5%
N/A-13.7%$412.69M$136.72M10.43130Upcoming Earnings
Short Interest ↓
High Trading Volume
SCM
Stellus Capital Investment
0.913 of 5 stars
0.91 / 5 stars
$14.31
+1.6%
$13.63
-4.8%
-5.8%$339.69M$105.85M13.25599Short Interest ↓
WHF
WhiteHorse Finance
1.3201 of 5 stars
1.32 / 5 stars
$12.24
+1.6%
$12.81
+4.7%
-10.2%$280.08M$103.26M14.93N/ANews Coverage
Positive News
MFIN
Medallion Financial
4.2815 of 5 stars
4.28 / 5 stars
$8.18
+3.4%
$12.00
+46.7%
-8.8%$184.91M$262.36M3.86140Upcoming Earnings
Short Interest ↑
News Coverage
OFS
OFS Capital
0.3842 of 5 stars
0.38 / 5 stars
$8.70
-1.7%
N/A-16.9%$118.57M$56.94M-8.7950Upcoming Earnings
Short Interest ↑
News Coverage
SVVC
Firsthand Technology Value Fund
0 of 5 stars
0.00 / 5 stars
$0.07
-29.9%
N/A-92.6%$680,000.00$120,000.00-0.02N/AGap Down
BLK
BlackRock
4.7938 of 5 stars
4.79 / 5 stars
$843.24
+1.5%
$872.29
+3.4%
+15.3%$123.44B$17.86B21.4319,800Dividend Announcement
Short Interest ↓
BK
Bank of New York Mellon
4.8611 of 5 stars
4.86 / 5 stars
$63.26
+1.7%
$65.23
+3.1%
+43.2%$46.88B$33.81B14.6453,400Short Interest ↓

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This page (NYSE:WHG) was last updated on 7/27/2024 by MarketBeat.com Staff

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