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WHG$16.01-2.73%
Fair $16.01+0.0%

WHG

Westwood Holdings Group, Inc.

Financial Services / Asset ManagementNYSE

$16.01

-0.45 (-2.73%)

Fairly Valued+0.0%Fair Value $16.01Fund rank 36/100 · PassSEC 17/17 yrs|
SA 48/C
F-Score: 6/9

Book/ROE base 3Y

$7.49

-22.4% CAGR · P/B 0.5x

Book/ROE base 5Y

$7.73

-13.6% base · -9.5% expected

Precio de entrada

$3.65

MOS 17% · confianza 92%

Book/ROE escenarios

audited · book/share $14.14 · quality 23.0/100

Pass 36/100
Bear 5Y$4.67-21.8%
Base 5Y$7.73-13.6%
Bull 5Y$18.84+3.3%
Return 0/100Downside 15/100Model quality 48/100Data QA 95/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

-9.5%

12/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 17Warnings: 0sec-companyfacts: 17
Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · WHGLocal privado en este navegador · Westwood Holdings Group, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$152M

P/E

20.8x

↑

EV/EBITDA

13.4x

↑

ROE

5.6%

↓

Gross Margin

42.0%

↓

Debt/Equity

0.08

↓
52-Week Range$16
$15$19

TradingView lightweight chart

WHG price, volumen y niveles de valoración

Último $16.01Periodo -1.4%
Buy zone: $3.650Bear 5Y: $4.670Fair value: $16.01Base 5Y: $7.730Bull 5Y: $18.84

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+5.3%

FCF CAGR

+3.7%

FCF margin

19.3%

FCF / Net income

2.66x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $97.8M · net income $7.1M · FCF $18.8M

2009-FY → 2025-FY

Gross margin

42.0%— pts

Operating margin

5.1%— pts

Net margin

7.2%-11.3% pts

FCF margin

19.3%-5.5% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
Income Statement
Revenue$97.8M$97.8M$94.7M$89.8M$68.7M$73.1M$65.1M$84.1M$122.3M$133.8M$123.0M$130.9M$113.2M$91.8M$77.5M$68.9M$55.3M$42.6M
Net Income$7.1M$7.1M$2.2M$10.6M$-4.6M$9.8M$-8.9M$5.9M$26.8M$20.0M$22.6M$27.1M$27.2M$17.8M$12.1M$14.7M$11.3M$7.9M
EBITDA$9.4M$9.4M$10.5M$8.3M$4.8M$8.4M$-805000.00$7.3M$38.5M$36.8M$36.9M———————
EPS0.790.790.261.17-0.591.23-1.120.703.132.382.773.333.452.321.652.041.581.09
Gross Margin42.0%42.0%40.9%41.1%41.6%—————————————
Operating Margin5.1%5.1%0.9%6.7%-7.1%8.2%-5.3%5.5%29.4%25.3%27.6%———————
Net Margin7.2%7.2%2.3%11.8%-6.7%13.4%-13.7%7.0%21.9%14.9%18.4%20.7%24.1%19.4%15.6%21.3%20.4%18.6%
Balance Sheet
Debt/Equity0.080.080.030.040.05—————————————
Current Ratio2.782.78————————————————
Cash Flow
Free Cash Flow$18.8M$18.8M$21.0M$-1.3M$51.2M$19.2M$-9.9M$31.6M$30.5M$47.1M———$20.5M$13.5M$17.1M$18.2M$10.5M
Returns
ROE5.6%5.6%1.8%8.8%-4.2%8.3%-6.8%4.0%16.6%12.8%15.5%20.2%24.8%20.1%15.8%20.7%18.6%16.7%
Valuation
P/E20.7820.7863.1514.03—13.35—23.465.256.905.934.934.767.089.958.0510.3915.06
EV/EBITDA13.4013.4010.839.8217.60—————————————
P/B1.161.161.161.111.161.101.000.940.870.880.921.001.181.421.571.671.84—
Growth & Yield
Revenue Growth3.2%3.2%5.5%30.7%-6.0%12.2%-22.6%-31.3%-8.6%8.7%-6.0%15.6%23.3%18.5%12.5%24.6%30.0%—
EPS Growth203.8%203.8%-77.8%298.3%-148.0%209.8%-260.0%-77.6%31.5%-14.1%-16.8%-3.5%48.7%40.6%-19.1%29.1%45.0%—
Dividend Yield3.6%3.6%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$1.42

Spread vs growth

182.2%

5Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$1.72

Spread vs growth

187.0%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$2.77

Spread vs growth

190.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +11.9%

Total return

+11.9%

Start / end P/E

56.9x → 20.3x

EPS bridge

0.26 → 0.79

Residual

-131.2%

EPS growth+203.8%
Multiple rerating-64.4%
Dividend+3.6%
Residual / FX / buybacks / cross-term-131.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.