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Westwood Holdings Group (WHG) Competitors

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$19.56 -0.07 (-0.36%)
As of 08/21/2026 03:57 PM Eastern

WHG vs. SLRC, GAIN, VINP, CSHR, and FAC

Should you buy Westwood Holdings Group stock or one of its competitors? Westwood Holdings Group's main competitors and comparable companies include SLR Investment (SLRC), Gladstone Investment (GAIN), Vinci Compass Investments (VINP), CoinShares (CSHR), and Factorial Energy (FAC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Westwood Holdings Group compare to SLR Investment?

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

In the previous week, Westwood Holdings Group had 2 more articles in the media than SLR Investment. MarketBeat recorded 3 mentions for Westwood Holdings Group and 1 mentions for SLR Investment. Westwood Holdings Group's average media sentiment score of 1.04 beat SLR Investment's score of -0.39 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
SLR Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Westwood Holdings Group
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SLR Investment has a net margin of 35.20% compared to Westwood Holdings Group's net margin of 7.73%. Westwood Holdings Group's return on equity of 8.10% beat SLR Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
SLR Investment35.20% 7.96% 3.09%
Westwood Holdings Group 7.73%8.10%6.59%

SLR Investment has higher earnings, but lower revenue 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
SLR Investment$85.42M8.07$92.54M$1.359.36
Westwood Holdings Group$97.76M1.90$7.06M$0.8822.23

SLR Investment presently has a consensus target price of $14.10, suggesting a potential upside of 11.64%. Given SLR Investment's higher probable upside, research analysts clearly believe SLR Investment is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SLR Investment
2 Sell rating(s)
4 Hold rating(s)
2 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

35.3% of SLR Investment shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 8.8% of SLR Investment shares are held by insiders. Comparatively, 17.4% 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.

SLR Investment has a beta of 0.64, indicating that its stock price is 36% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.56, indicating that its stock price is 44% less volatile than the broader market.

SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.8%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. SLR Investment pays out 91.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend.

Summary

Westwood Holdings Group beats SLR Investment on 10 of the 18 factors compared between the two stocks.

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

Gladstone Investment has a net margin of 158.95% compared to Westwood Holdings Group's net margin of 7.73%. Westwood Holdings Group's return on equity of 8.10% beat Gladstone Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
Gladstone Investment 158.95%5.90%2.88%

56.6% of Westwood Holdings Group shares are owned by institutional investors. Comparatively, 11.9% of Gladstone Investment shares are owned by institutional investors. 17.4% of Westwood Holdings Group shares are owned by insiders. Comparatively, 2.3% of Gladstone Investment 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.

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$97.76M1.90$7.06M$0.8822.23
Gladstone Investment$158.12M4.12$184.75M$4.183.91

Westwood Holdings Group has a beta of 0.56, suggesting that its share price is 44% less volatile than the broader market. Comparatively, Gladstone Investment has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market.

Gladstone Investment has a consensus price target of $16.75, suggesting a potential upside of 2.38%. Given Gladstone Investment's stronger consensus rating and higher probable 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
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)
0 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.25

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 5.9%. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend. Gladstone Investment pays out 23.0% 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 and Westwood Holdings Group both had 3 articles in the media. Gladstone Investment's average media sentiment score of 1.36 beat Westwood Holdings Group's score of 1.04 indicating that Gladstone Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Gladstone Investment
2 Very Positive mention(s)
0 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 13 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to Vinci Compass Investments?

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

Vinci Compass Investments has a consensus target price of $14.00, suggesting a potential upside of 47.06%. Given Vinci Compass Investments' higher probable upside, analysts clearly believe Vinci Compass Investments 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
Vinci Compass Investments
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.50

Vinci Compass Investments has higher revenue and earnings than Westwood Holdings Group. Vinci Compass Investments 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$97.76M1.90$7.06M$0.8822.23
Vinci Compass Investments$175.01M3.56$38.97M$0.7013.60

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. Vinci Compass Investments pays an annual dividend of $0.68 per share and has a dividend yield of 7.1%. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend. Vinci Compass Investments pays out 97.1% 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 1 more articles in the media than Vinci Compass Investments. MarketBeat recorded 3 mentions for Westwood Holdings Group and 2 mentions for Vinci Compass Investments. Westwood Holdings Group's average media sentiment score of 1.04 beat Vinci Compass Investments' score of -0.26 indicating that Westwood Holdings Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Vinci Compass Investments
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Vinci Compass Investments has a net margin of 23.77% compared to Westwood Holdings Group's net margin of 7.73%. Vinci Compass Investments' return on equity of 12.65% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
Vinci Compass Investments 23.77%12.65%6.67%

Westwood Holdings Group has a beta of 0.56, meaning that its stock price is 44% less volatile than the broader market. Comparatively, Vinci Compass Investments has a beta of 0.3, meaning that its stock price is 70% less volatile than the broader market.

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 34.1% of Vinci Compass Investments shares are held by institutional investors. 17.4% of Westwood Holdings Group shares are held by insiders. Comparatively, 49.3% of Vinci Compass Investments shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Vinci Compass Investments beats Westwood Holdings Group on 10 of the 18 factors compared between the two stocks.

How does Westwood Holdings Group compare to CoinShares?

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

Westwood Holdings Group has higher earnings, but lower revenue than CoinShares. Westwood Holdings Group is trading at a lower price-to-earnings ratio than CoinShares, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Westwood Holdings Group$97.76M1.90$7.06M$0.8822.23
CoinShares$165.68M4.63$5.54M$0.1832.33

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

In the previous week, Westwood Holdings Group had 2 more articles in the media than CoinShares. MarketBeat recorded 3 mentions for Westwood Holdings Group and 1 mentions for CoinShares. Westwood Holdings Group's average media sentiment score of 1.04 beat CoinShares' score of 0.00 indicating that Westwood Holdings Group is being referred to more favorably in the media.

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

CoinShares has a consensus price target of $7.00, indicating a potential upside of 20.27%. Given CoinShares' higher possible upside, analysts clearly believe CoinShares 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
CoinShares
1 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Westwood Holdings Group has a beta of 0.56, suggesting that its share price is 44% less volatile than the broader market. Comparatively, CoinShares has a beta of -1.62, suggesting that its share price is 262% less volatile than the broader market.

Westwood Holdings Group has a net margin of 7.73% compared to CoinShares' net margin of 0.00%. Westwood Holdings Group's return on equity of 8.10% beat CoinShares' return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
CoinShares N/A -100.73%2.40%

Summary

Westwood Holdings Group beats CoinShares on 11 of the 15 factors compared between the two stocks.

How does Westwood Holdings Group compare to Factorial Energy?

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

Westwood Holdings Group has a beta of 0.56, suggesting that its stock price is 44% less volatile than the broader market. Comparatively, Factorial Energy has a beta of 1.25, suggesting that its stock price is 25% more volatile than the broader market.

Factorial Energy has a consensus target price of $18.00, suggesting a potential upside of 290.46%. Given Factorial Energy's higher probable upside, analysts plainly believe Factorial Energy 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
Factorial Energy
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

56.6% of Westwood Holdings Group shares are owned by institutional investors. 17.4% of Westwood Holdings Group shares are owned by insiders. Comparatively, 9.5% of Factorial Energy shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

In the previous week, Westwood Holdings Group and Westwood Holdings Group both had 3 articles in the media. Westwood Holdings Group's average media sentiment score of 1.04 beat Factorial Energy's score of 0.90 indicating that Westwood Holdings Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Factorial Energy
2 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 has higher revenue and earnings than Factorial Energy. Factorial Energy 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$97.76M1.90$7.06M$0.8822.23
Factorial EnergyN/AN/A$6.22M-$0.66N/A

Westwood Holdings Group has a net margin of 7.73% compared to Factorial Energy's net margin of 0.00%. Westwood Holdings Group's return on equity of 8.10% beat Factorial Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
Factorial Energy N/A -41.99%-1.91%

Summary

Westwood Holdings Group beats Factorial Energy on 11 of the 13 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 GroupCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$186.25M$5.58B$13.81B$24.12B
Dividend Yield3.06%7.38%5.89%3.71%
P/E Ratio22.2339.1029.6030.15
Price / Sales1.901,258.01518.4817.63
Price / Cash12.3648.2238.3132.42
Price / Book1.462.132.186.77
Net Income$7.06M$416.48M$1.31B$1.07B
7 Day Performance0.64%-0.25%-0.34%-0.62%
1 Month Performance1.88%1.41%1.75%2.47%
1 Year Performance4.07%7.24%10.31%14.88%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.5081 of 5 stars
$19.56
-0.4%
N/A+9.1%$186.25M$97.76M22.23130
SLRC
SLR Investment
3.4631 of 5 stars
$12.90
-0.3%
$14.10
+9.3%
-23.4%$706.01M$218.54M9.59N/A
GAIN
Gladstone Investment
3.9708 of 5 stars
$16.52
+0.3%
$16.75
+1.4%
+16.3%$658.86M$99.08M3.9670
VINP
Vinci Compass Investments
4.5229 of 5 stars
$9.88
-0.2%
$14.00
+41.7%
-2.7%$649.38M$1.02B13.41240
CSHR
CoinShares
2.2763 of 5 stars
$4.88
flat
$7.00
+43.4%
N/A$643.09M$165.68M27.1198

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This page (NYSE:WHG) was last updated on 8/22/2026 by MarketBeat.com Staff.
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