Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$18.45 -0.13 (-0.70%)
Closing price 06/18/2026 03:59 PM Eastern
Extended Trading
$18.60 +0.15 (+0.81%)
As of 06/18/2026 04:10 PM Eastern
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WHG vs. GAIN, GLAD, HRZN, TCPC, and SCM

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 Gladstone Investment (GAIN), Gladstone Capital (GLAD), Horizon Technology Finance (HRZN), Blackrock Tcp Capital (TCPC), and Stellus Capital Investment (SCM). These companies are all part of the "asset management & custody banks" industry.

How does Westwood Holdings Group compare to Gladstone Investment?

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

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
Westwood Holdings Group$97.76M1.79$7.06M$0.8322.23
Gladstone Investment$99.08M5.94$184.75M$4.693.15

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.3%. Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 6.5%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Gladstone Investment pays out 20.5% 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.

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
Westwood Holdings Group7.40% 8.34% 6.82%
Gladstone Investment 186.47%6.05%2.90%

Westwood Holdings Group has a beta of 0.61, indicating that its stock price is 39% less volatile than the broader market. Comparatively, Gladstone Investment has a beta of 0.78, indicating that its stock price is 22% less volatile than the broader market.

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 11.9% of Gladstone Investment shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by insiders. Comparatively, 2.4% of Gladstone Investment 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.

In the previous week, Westwood Holdings Group had 4 more articles in the media than Gladstone Investment. MarketBeat recorded 4 mentions for Westwood Holdings Group and 0 mentions for Gladstone Investment. Gladstone Investment's average media sentiment score of 0.00 beat Westwood Holdings Group's score of -0.79 indicating that Gladstone Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Westwood Holdings Group Negative
Gladstone Investment Neutral

Gladstone Investment has a consensus target price of $16.75, indicating a potential upside of 13.33%. Given Gladstone Investment's higher possible upside, analysts clearly believe Gladstone 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
Gladstone Investment
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.75

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?

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

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
Westwood Holdings Group7.40% 8.34% 6.82%
Gladstone Capital 45.15%9.79%5.31%

Westwood Holdings Group has a beta of 0.61, indicating that its stock price is 39% less volatile than the broader market. Comparatively, Gladstone Capital has a beta of 0.92, indicating that its stock price is 8% less volatile than the broader market.

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

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.3%. Gladstone Capital pays an annual dividend of $1.80 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. 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. 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.

Gladstone Capital has a consensus target price of $21.67, suggesting a potential upside of 15.93%. Given Gladstone Capital's higher possible upside, analysts clearly believe Gladstone 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
Gladstone Capital
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

Gladstone Capital has lower revenue, but higher earnings 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
Westwood Holdings Group$97.76M1.79$7.06M$0.8322.23
Gladstone Capital$89.12M4.74$58.11M$1.8310.21

In the previous week, Westwood Holdings Group had 2 more articles in the media than Gladstone Capital. MarketBeat recorded 4 mentions for Westwood Holdings Group and 2 mentions for Gladstone Capital. Gladstone Capital's average media sentiment score of 0.22 beat Westwood Holdings Group's score of -0.79 indicating that Gladstone 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
Gladstone Capital
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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?

Westwood Holdings Group (NYSE:WHG) and Horizon Technology Finance (NASDAQ:HRZN) 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, institutional ownership, earnings, valuation, media sentiment, profitability, analyst recommendations and risk.

In the previous week, Westwood Holdings Group had 2 more articles in the media than Horizon Technology Finance. MarketBeat recorded 4 mentions for Westwood Holdings Group and 2 mentions for Horizon Technology Finance. Horizon Technology Finance's average media sentiment score of 0.00 beat Westwood Holdings Group's score of -0.79 indicating that Horizon Technology Finance 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
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)
Neutral

Westwood Holdings Group has a beta of 0.61, meaning that its share price is 39% less volatile than the broader market. Comparatively, Horizon Technology Finance has a beta of 1, meaning that its share price has a similar volatility profile to the broader market.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.3%. Horizon Technology Finance pays an annual dividend of $0.72 per share and has a dividend yield of 17.1%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. 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.

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
Westwood Holdings Group7.40% 8.34% 6.82%
Horizon Technology Finance 22.55%13.63%5.53%

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
Westwood Holdings Group$97.76M1.79$7.06M$0.8322.23
Horizon Technology Finance$96.02M3.00-$2.66M$0.439.81

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

Horizon Technology Finance has a consensus target price of $5.65, indicating a potential upside of 33.89%. Given Horizon Technology Finance's higher possible upside, 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
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Horizon Technology Finance
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

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

Westwood Holdings Group has a beta of 0.61, meaning that its share price is 39% less volatile than the broader market. Comparatively, Blackrock Tcp Capital has a beta of 0.93, meaning that its share price is 7% less volatile than the broader market.

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

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.3%. Blackrock Tcp Capital pays an annual dividend of $0.68 per share and has a dividend yield of 19.9%. 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$97.76M1.79$7.06M$0.8322.23
Blackrock Tcp Capital$201.79M1.42-$88.93M-$1.49N/A

In the previous week, Westwood Holdings Group had 3 more articles in the media than Blackrock Tcp Capital. MarketBeat recorded 4 mentions for Westwood Holdings Group and 1 mentions for Blackrock Tcp Capital. Blackrock Tcp Capital's average media sentiment score of 0.84 beat Westwood Holdings Group's score of -0.79 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
Blackrock Tcp Capital
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 consensus target price of $3.50, suggesting a potential upside of 2.64%. Given Blackrock Tcp Capital's higher probable upside, analysts clearly 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%

Summary

Westwood Holdings Group beats Blackrock Tcp Capital on 11 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to Stellus Capital Investment?

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

Stellus Capital Investment has a consensus target price of $10.00, suggesting a potential upside of 19.06%. Given Stellus Capital Investment's higher probable upside, analysts plainly believe Stellus Capital 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
Stellus Capital Investment
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.3%. Stellus Capital Investment pays an annual dividend of $1.36 per share and has a dividend yield of 16.2%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Stellus Capital Investment pays out 165.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Westwood Holdings Group had 3 more articles in the media than Stellus Capital Investment. MarketBeat recorded 4 mentions for Westwood Holdings Group and 1 mentions for Stellus Capital Investment. Stellus Capital Investment's average media sentiment score of 0.00 beat Westwood Holdings Group's score of -0.79 indicating that Stellus Capital Investment 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
Stellus Capital Investment
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 13.2% of Stellus Capital Investment shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by company insiders. Comparatively, 4.2% of Stellus Capital 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.

Stellus Capital Investment has higher revenue and earnings than Westwood Holdings Group. Stellus Capital 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$97.76M1.79$7.06M$0.8322.23
Stellus Capital Investment$102.14M2.38$27.05M$0.8210.24

Stellus Capital Investment has a net margin of 23.59% compared to Westwood Holdings Group's net margin of 7.40%. Stellus Capital Investment's return on equity of 9.69% 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%
Stellus Capital Investment 23.59%9.69%3.51%

Westwood Holdings Group has a beta of 0.61, suggesting that its share price is 39% less volatile than the broader market. Comparatively, Stellus Capital Investment has a beta of 0.63, suggesting that its share price is 37% less volatile than the broader market.

Summary

Stellus Capital Investment beats Westwood Holdings Group on 9 of the 17 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$175.09M$12.53B$13.91B$23.21B
Dividend Yield3.23%7.57%5.74%4.06%
P/E Ratio22.2322.1920.2031.61
Price / Sales1.794.20144.0922.84
Price / Cash11.7012.9919.5418.67
Price / Book1.373.232.254.69
Net Income$7.06M$553.89M$1.14B$1.08B
7 Day Performance2.67%-1.55%-0.19%-0.75%
1 Month Performance15.61%1.82%1.04%0.65%
1 Year Performance16.07%6.23%22.84%25.02%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
1.382 of 5 stars
$18.45
-0.7%
N/A+16.1%$175.09M$97.76M22.23130
GAIN
Gladstone Investment
3.873 of 5 stars
$15.19
-0.8%
$16.75
+10.3%
+5.0%$610.07M$99.08M3.2470
GLAD
Gladstone Capital
2.6144 of 5 stars
$19.28
+0.9%
$21.67
+12.4%
-29.6%$431.75M$89.12M10.5470
HRZN
Horizon Technology Finance
4.9281 of 5 stars
$4.37
-2.7%
$5.65
+29.3%
-42.7%$306.49M$96.02M10.16N/A
TCPC
Blackrock Tcp Capital
1.1673 of 5 stars
$3.48
-3.3%
$3.50
+0.6%
-55.0%$302.05M$201.79MN/A24,900

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This page (NYSE:WHG) was last updated on 6/22/2026 by MarketBeat.com Staff.
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