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Westwood Holdings Group (WHG) Competitors

$12.70
+0.07 (+0.55%)
(As of 05/28/2024 ET)

WHG vs. DHIL, HRZN, SCM, WHF, MFIN, OFS, SVVC, BLK, BK, and AMP

Should you be buying Westwood Holdings Group stock or one of its competitors? The main competitors of Westwood Holdings Group include Diamond Hill Investment Group (DHIL), Horizon Technology Finance (HRZN), Stellus Capital Investment (SCM), WhiteHorse Finance (WHF), Medallion Financial (MFIN), OFS Capital (OFS), Firsthand Technology Value Fund (SVVC), BlackRock (BLK), Bank of New York Mellon (BK), and Ameriprise Financial (AMP). These companies are all part of the "asset management & custody banks" industry.

Westwood Holdings Group vs.

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

Westwood Holdings Group received 9 more outperform votes than Diamond Hill Investment Group when rated by MarketBeat users. Likewise, 67.71% of users gave Westwood Holdings Group an outperform vote while only 63.69% of users gave Diamond Hill Investment Group an outperform vote.

CompanyUnderperformOutperform
Diamond Hill Investment GroupOutperform Votes
207
63.69%
Underperform Votes
118
36.31%
Westwood Holdings GroupOutperform Votes
216
67.71%
Underperform Votes
103
32.29%

Diamond Hill Investment Group has a beta of 0.97, suggesting that its stock price is 3% less volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500.

65.5% of Diamond Hill Investment Group shares are owned by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are owned by institutional investors. 4.8% of Diamond Hill Investment Group shares are owned by insiders. Comparatively, 11.4% of Westwood Holdings Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Diamond Hill Investment Group pays an annual dividend of $6.00 per share and has a dividend yield of 4.0%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 4.7%. Diamond Hill Investment Group pays out 40.7% of its earnings in the form of a dividend. Westwood Holdings Group pays out 44.1% 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Diamond Hill Investment Group$139.33M2.98$42.23M$14.7610.13
Westwood Holdings Group$89.78M1.32$10.57M$1.369.34

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Diamond Hill Investment Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Diamond Hill Investment Group has a net margin of 30.60% compared to Diamond Hill Investment Group's net margin of 13.39%. Westwood Holdings Group's return on equity of 18.75% beat Diamond Hill Investment Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Diamond Hill Investment Group30.60% 18.75% 12.94%
Westwood Holdings Group 13.39%12.53%10.10%

In the previous week, Diamond Hill Investment Group had 1 more articles in the media than Westwood Holdings Group. MarketBeat recorded 3 mentions for Diamond Hill Investment Group and 2 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 0.94 beat Diamond Hill Investment Group's score of 0.03 indicating that Diamond Hill Investment Group is being referred to more favorably in the media.

Company Overall Sentiment
Diamond Hill Investment Group Positive
Westwood Holdings Group Neutral

Summary

Diamond Hill Investment Group beats Westwood Holdings Group on 12 of the 17 factors compared between the two stocks.

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 GroupInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$118.24M$9.57B$9.33B$17.68B
Dividend Yield4.75%23.96%10.58%3.53%
P/E Ratio9.3445.5648.5025.83
Price / Sales1.327.80232.5610.26
Price / Cash6.0716.3316.8915.71
Price / Book0.953.792.475.08
Net Income$10.57M$308.03M$1.01B$975.92M
7 Day Performance3.76%-0.02%-1.24%-1.61%
1 Month Performance-0.86%1.62%1.85%4.32%
1 Year Performance-0.94%24.76%25.10%23.08%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DHIL
Diamond Hill Investment Group
2.6271 of 5 stars
$150.99
-1.0%
N/A-8.4%$418.24M$136.72M10.23129Short Interest ↑
Positive News
HRZN
Horizon Technology Finance
0.4715 of 5 stars
$11.64
-0.3%
$10.38
-10.9%
-11.4%$407.63M$113.47M-27.71N/APositive News
SCM
Stellus Capital Investment
0.4456 of 5 stars
$13.90
+0.1%
$13.63
-2.0%
-0.4%$335.41M$105.85M12.872Short Interest ↑
WHF
WhiteHorse Finance
0.6148 of 5 stars
$13.37
+0.9%
$12.81
-4.2%
+13.7%$310.76M$24.11M16.31N/AShort Interest ↑
MFIN
Medallion Financial
4.2159 of 5 stars
$8.33
+5.3%
$12.00
+44.1%
+31.6%$194.76M$262.36M3.93169News Coverage
OFS
OFS Capital
0.6208 of 5 stars
$9.62
-2.7%
N/A-0.3%$128.91M$56.94M-9.7251Positive News
SVVC
Firsthand Technology Value Fund
0 of 5 stars
$0.14
-2.7%
N/A-83.7%$992,000.00$120,000.00-0.04N/AAnalyst Forecast
Gap Up
BLK
BlackRock
4.2076 of 5 stars
$772.71
-1.2%
$845.42
+9.4%
+14.7%$114.82B$17.86B19.6419,800
BK
Bank of New York Mellon
4.5953 of 5 stars
$58.82
-0.5%
$60.17
+2.3%
+42.8%$43.99B$33.81B14.3553,400Positive News
AMP
Ameriprise Financial
4.8263 of 5 stars
$436.27
-1.1%
$450.88
+3.3%
+40.7%$43.33B$15.54B14.8513,800Short Interest ↑

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This page (NYSE:WHG) was last updated on 5/29/2024 by MarketBeat.com Staff

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