WHG Valuation

Westwood Holdings Group Inc

Add to Watchlist

Advanced Chart

17.110

+0.37(2.210%)1D

Overview
Forecast
Valuation
Earnings

WHG Relative Valuation

WHG's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, WHG is overvalued; if below, it's undervalued.

Historical Valuation

Westwood Holdings Group Inc (WHG) is now in the Fair zone, suggesting that its current forward PE ratio of 3.82 is considered Fairly compared with the five-year average of 3.28. The fair price of Westwood Holdings Group Inc (WHG) is between 15.67 to 20.92 according to relative valuation methord.

Relative Value

Fair Zone

15.67-20.92

Current Price：17.21

Fair

3.82

Trailing

Forward

0.00

EV/EBITDA

Westwood Holdings Group Inc. (WHG) has a current EV/EBITDA of 0.00. The 5-year average EV/EBITDA is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward EV/EBITDA of 0.00 falls within the Strongly Undervalued range.

0.00

EV/EBIT

Westwood Holdings Group Inc. (WHG) has a current EV/EBIT of 0.00. The 5-year average EV/EBIT is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward EV/EBIT of 0.00 falls within the Strongly Undervalued range.

0.81

Westwood Holdings Group Inc. (WHG) has a current PS of 0.81. The 5-year average PS is 0.66. The thresholds are as follows: Strongly Undervalued below 0.37, Undervalued between 0.37 and 0.52, Fairly Valued between 0.80 and 0.52, Overvalued between 0.80 and 0.94, and Strongly Overvalued above 0.94. The current Forward PS of 0.81 falls within the Overvalued range.

0.00

P/OCF

Westwood Holdings Group Inc. (WHG) has a current P/OCF of 0.00. The 5-year average P/OCF is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward P/OCF of 0.00 falls within the Strongly Undervalued range.

0.00

P/FCF

Westwood Holdings Group Inc. (WHG) has a current P/FCF of 0.00. The 5-year average P/FCF is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward P/FCF of 0.00 falls within the Strongly Undervalued range.

Westwood Holdings Group Inc (WHG) has a current Price-to-Book (P/B) ratio of 1.16. Compared to its 3-year average P/B ratio of 0.90 , the current P/B ratio is approximately 28.39% higher. Relative to its 5-year average P/B ratio of 0.96, the current P/B ratio is about 21.27% higher. Westwood Holdings Group Inc (WHG) has a Forward Free Cash Flow (FCF) yield of approximately 8.26%. Compared to its 3-year average FCF yield of 21.33%, the current FCF yield is approximately -61.30% lower. Relative to its 5-year average FCF yield of 14.31% , the current FCF yield is about -42.30% lower.

1.16

P/B

Median3y

0.90

Median5y

0.96

8.26

FCF Yield

Median3y

21.33

Median5y

14.31

Competitors Valuation Multiple

The average P/S ratio for WHG's competitors is 0.78, providing a benchmark for relative valuation. Westwood Holdings Group Inc Corp (WHG) exhibits a P/S ratio of 0.81, which is 3.76% above the industry average. Given its robust revenue growth of 1.90%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

WHG.N

Westwood Holdings Group Inc

Silvercrest Asset Management Group Inc

First Western Financial Inc

Hennessy Advisors Inc

Performance Decomposition

Market capitalization of WHG increased by 20.16% over the past 1 year. The primary factor behind the change was an increase in P/E Change from 15.21 to 40.15.

The secondary factor is the Revenue Growth, contributed 1.90%to the performance.

Overall, the performance of WHG in the past 1 year is driven by P/E Change. Which is more unsustainable.

1.90%

22.69M → 23.12M

Revenue Growth

-145.74%

-9.75 → 4.46

Margin Expansion

164.00%

15.21 → 40.15

P/E Change

20.16%