WHG
Westwood Holdings·NYSE
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5.41 / 10
Netural
Westwood Holdings (WHG) displays moderate fundamental strength (5.4/10). Encouraging metrics include a positive Revenue-MV difference (-0.1583) and high fixed-asset turnover ratio (10.0638), both in favorable quartiles. However, negative indicators such as Net income-Revenue (-0.2043) and low Return on Total Assets (-12.4045%) suggest room for improvement in profitability and asset efficiency. The Current assets / Total assets ratio (41.2539%) is acceptable but not outstanding, while Current liabilities / Total liabilities (100.0000%) raises liquidity concerns. Overall, the fundamentals call for a neutral, yet cautiously optimistic stance.
Analysis Checks(4/10)
Revenue-MV
Value-0.16
Score3/3
Weight46.72%
1M Return8.79%
Value-0.16
Score3/3
Weight46.72%
1M Return8.79%
Net income-Revenue
Value-0.20
Score1/3
Weight3.66%
1M Return0.82%
Value-0.20
Score1/3
Weight3.66%
1M Return0.82%
Rate of return on total assets (%)
Value-12.40
Score1/3
Weight5.96%
1M Return1.42%
Value-12.40
Score1/3
Weight5.96%
1M Return1.42%
Annualized return on total assets (%)
Value-16.54
Score1/3
Weight5.96%
1M Return1.42%
Value-16.54
Score1/3
Weight5.96%
1M Return1.42%
Asset-MV
Value-0.50
Score0/3
Weight-0.91%
1M Return-0.23%
Value-0.50
Score0/3
Weight-0.91%
1M Return-0.23%
Current liabilities / Total liabilities (%)
Value100.00
Score3/3
Weight17.47%
1M Return4.15%
Value100.00
Score3/3
Weight17.47%
1M Return4.15%
Basic earnings per share (YoY growth rate %)
Value3000.00
Score0/3
Weight2.42%
1M Return0.58%
Value3000.00
Score0/3
Weight2.42%
1M Return0.58%
Fixed assets turnover ratio
Value10.06
Score2/3
Weight5.29%
1M Return1.25%
Value10.06
Score2/3
Weight5.29%
1M Return1.25%
Diluted earnings per share (YoY growth rate %)
Value2850.00
Score0/3
Weight3.76%
1M Return0.91%
Value2850.00
Score0/3
Weight3.76%
1M Return0.91%
Current assets / Total assets (%)
Value41.25
Score3/3
Weight9.66%
1M Return2.31%
Value41.25
Score3/3
Weight9.66%
1M Return2.31%
Revenue-MV
Value-0.16
Score3/3
Weight46.72%
1M Return8.79%
Value-0.16
Score3/3
Weight46.72%
1M Return8.79%
Current liabilities / Total liabilities (%)
Value100.00
Score3/3
Weight17.47%
1M Return4.15%
Value100.00
Score3/3
Weight17.47%
1M Return4.15%
Net income-Revenue
Value-0.20
Score1/3
Weight3.66%
1M Return0.82%
Value-0.20
Score1/3
Weight3.66%
1M Return0.82%
Basic earnings per share (YoY growth rate %)
Value3000.00
Score0/3
Weight2.42%
1M Return0.58%
Value3000.00
Score0/3
Weight2.42%
1M Return0.58%
Rate of return on total assets (%)
Value-12.40
Score1/3
Weight5.96%
1M Return1.42%
Value-12.40
Score1/3
Weight5.96%
1M Return1.42%
Fixed assets turnover ratio
Value10.06
Score2/3
Weight5.29%
1M Return1.25%
Value10.06
Score2/3
Weight5.29%
1M Return1.25%
Annualized return on total assets (%)
Value-16.54
Score1/3
Weight5.96%
1M Return1.42%
Value-16.54
Score1/3
Weight5.96%
1M Return1.42%
Diluted earnings per share (YoY growth rate %)
Value2850.00
Score0/3
Weight3.76%
1M Return0.91%
Value2850.00
Score0/3
Weight3.76%
1M Return0.91%
Asset-MV
Value-0.50
Score0/3
Weight-0.91%
1M Return-0.23%
Value-0.50
Score0/3
Weight-0.91%
1M Return-0.23%
Current assets / Total assets (%)
Value41.25
Score3/3
Weight9.66%
1M Return2.31%
Value41.25
Score3/3
Weight9.66%
1M Return2.31%
Is WHG undervalued or overvalued?
- WHG scores 5.41/10 on fundamentals and holds a Fair valuation at present. Backed by its 4.19% ROE, 7.62% net margin, 23.14 P/E ratio, 1.33 P/B ratio, and 148.57% earnings growth, these metrics solidify its Netural investment rating.
