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Westwood Holdings Group (WHG) Competitors

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$19.45 +0.14 (+0.70%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$19.40 -0.05 (-0.24%)
As of 07/10/2026 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 contrast the two businesses based on the strength of their analyst recommendations, dividends, earnings, profitability, institutional ownership, media sentiment, valuation and risk.

SLR Investment has a consensus target price of $14.10, suggesting a potential upside of 8.71%. 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
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 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 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$97.76M1.89$7.06M$0.8323.43
SLR Investment$218.54M3.24$92.54M$1.647.91

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 9.6%. 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.

In the previous week, Westwood Holdings Group had 4 more articles in the media than SLR Investment. MarketBeat recorded 5 mentions for Westwood Holdings Group and 1 mentions for SLR Investment. SLR Investment's average media sentiment score of 1.89 beat Westwood Holdings Group's score of -0.62 indicating that SLR Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Westwood Holdings Group Negative
SLR Investment Very Positive

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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

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 better stock? We will compare the two businesses based on the strength of their profitability, earnings, media sentiment, analyst recommendations, dividends, risk, institutional ownership and valuation.

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$99.08M6.62$184.75M$4.693.51
Westwood Holdings Group$97.76M1.89$7.06M$0.8323.43

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 stock will outperform the market over the long term.

Gladstone Investment currently has a consensus target price of $16.75, suggesting a potential upside of 1.76%. Given Gladstone Investment's higher possible upside, 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 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 pays an annual dividend of $0.96 per share and has a dividend yield of 5.8%. 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.

In the previous week, Westwood Holdings Group had 3 more articles in the media than Gladstone Investment. MarketBeat recorded 5 mentions for Westwood Holdings Group and 2 mentions for Gladstone Investment. Gladstone Investment's average media sentiment score of 0.70 beat Westwood Holdings Group's score of -0.62 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Westwood Holdings Group
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

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

Summary

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

Gladstone Capital currently has a consensus target price of $21.67, indicating a potential upside of 9.70%. Given Gladstone Capital's higher possible upside, equities research analysts plainly 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

Gladstone Capital has a beta of 0.92, meaning that its stock price is 8% 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.

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$89.12M5.01$58.11M$1.8310.79
Westwood Holdings Group$97.76M1.89$7.06M$0.8323.43

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%

In the previous week, Westwood Holdings Group had 4 more articles in the media than Gladstone Capital. MarketBeat recorded 5 mentions for Westwood Holdings Group and 1 mentions for Gladstone Capital. Gladstone Capital's average media sentiment score of 0.93 beat Westwood Holdings Group's score of -0.62 indicating that Gladstone Capital is being referred to more favorably in the media.

Company Overall Sentiment
Gladstone Capital Positive
Westwood Holdings Group Negative

Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.1%. 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 raised 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.

10.7% of Gladstone Capital shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 3.8% of Gladstone Capital 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 stock is poised for long-term growth.

Summary

Gladstone Capital beats Westwood Holdings Group on 11 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 stock? We will contrast the two businesses based on the strength of their dividends, media sentiment, risk, institutional ownership, earnings, profitability, valuation and analyst recommendations.

Horizon Technology Finance currently has a consensus target price of $5.65, indicating a potential upside of 21.51%. Given Horizon Technology Finance's higher possible upside, equities research analysts plainly 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

In the previous week, Westwood Holdings Group had 4 more articles in the media than Horizon Technology Finance. MarketBeat recorded 5 mentions for Westwood Holdings Group and 1 mentions for Horizon Technology Finance. Horizon Technology Finance's average media sentiment score of 1.89 beat Westwood Holdings Group's score of -0.62 indicating that Horizon Technology Finance is being referred to more favorably in the media.

Company Overall Sentiment
Horizon Technology Finance Very Positive
Westwood Holdings Group Negative

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.

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, large money managers and endowments believe a stock is poised for long-term growth.

Horizon Technology Finance pays an annual dividend of $0.72 per share and has a dividend yield of 15.5%. 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 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%

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$96.02M3.31-$2.66M$0.4310.81
Westwood Holdings Group$97.76M1.89$7.06M$0.8323.43

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?

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

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. Blackrock Tcp Capital pays an annual dividend of $0.68 per share and has a dividend yield of 20.9%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Blackrock Tcp Capital pays out -45.6% 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.

Westwood Holdings Group has higher earnings, but lower revenue 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
Westwood Holdings Group$97.76M1.89$7.06M$0.8323.43
Blackrock Tcp Capital$201.79M1.36-$88.93M-$1.49N/A

56.6% of Westwood Holdings Group shares are owned by institutional investors. 17.4% of Westwood Holdings Group shares are owned by insiders. Comparatively, 0.4% of Blackrock Tcp Capital shares are owned 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.

In the previous week, Westwood Holdings Group had 2 more articles in the media than Blackrock Tcp Capital. MarketBeat recorded 5 mentions for Westwood Holdings Group and 3 mentions for Blackrock Tcp Capital. Blackrock Tcp Capital's average media sentiment score of 0.63 beat Westwood Holdings Group's score of -0.62 indicating that Blackrock Tcp Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
Blackrock Tcp Capital
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Blackrock Tcp Capital has a consensus price target of $3.50, indicating a potential upside of 7.36%. Given Blackrock Tcp Capital's higher possible 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
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
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 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
Westwood Holdings Group7.40% 8.34% 6.82%
Blackrock Tcp Capital -66.92%14.30%5.47%

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

Summary

Westwood Holdings Group beats Blackrock Tcp Capital 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 GroupFIN IndustryFinance SectorNYSE Exchange
Market Cap$184.92M$12.42B$14.27B$23.47B
Dividend Yield3.08%7.33%5.69%4.02%
P/E Ratio23.4321.5420.5131.40
Price / Sales1.894.2444.9820.35
Price / Cash12.2713.1019.4125.09
Price / Book1.443.302.264.77
Net Income$7.06M$553.89M$1.14B$1.07B
7 Day Performance-1.56%0.77%0.25%-0.50%
1 Month Performance8.98%-0.44%0.70%0.06%
1 Year Performance16.70%0.72%12.55%17.02%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
1.6682 of 5 stars
$19.45
+0.7%
N/A+16.7%$184.92M$97.76M23.43130
SLRC
SLR Investment
4.2076 of 5 stars
$12.60
-1.9%
$14.10
+11.9%
-21.0%$701.03M$218.54M7.68N/A
GAIN
Gladstone Investment
3.9665 of 5 stars
$15.64
+0.3%
$16.75
+7.1%
+16.7%$621.22M$99.08M3.3370
GLAD
Gladstone Capital
2.5335 of 5 stars
$19.36
-1.7%
$21.67
+11.9%
-30.8%$445.08M$89.12M10.5870
HRZN
Horizon Technology Finance
4.9523 of 5 stars
$4.64
flat
$5.65
+21.8%
-43.8%$316.73M$96.02M10.79N/A

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This page (NYSE:WHG) was last updated on 7/12/2026 by MarketBeat.com Staff.
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