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Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$15.84 -0.16 (-1.00%)
(As of 11/15/2024 ET)

WHG vs. GLAD, GAIN, DHIL, PNNT, HRZN, SCM, WHF, MFIN, OFS, and SVVC

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

Westwood Holdings Group vs.

Gladstone Capital (NASDAQ:GLAD) and Westwood Holdings Group (NYSE:WHG) 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, media sentiment, earnings, dividends, risk, institutional ownership, profitability, valuation and community ranking.

Gladstone Capital has a net margin of 97.81% compared to Westwood Holdings Group's net margin of 2.92%. Gladstone Capital's return on equity of 10.48% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Gladstone Capital97.81% 10.48% 5.82%
Westwood Holdings Group 2.92%3.27%2.64%

Gladstone Capital has a beta of 1.25, meaning that its share price is 25% more volatile than the S&P 500. Comparatively, Westwood Holdings Group has a beta of 1.13, meaning that its share price is 13% more volatile than the S&P 500.

Gladstone Capital has higher revenue and earnings than Westwood Holdings Group. Gladstone Capital 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
Gladstone Capital$96.62M6.00$42.67M$3.806.83
Westwood Holdings Group$89.78M1.64$10.57M$0.3348.00

Gladstone Capital currently has a consensus price target of $23.00, suggesting a potential downside of 11.33%. Given Gladstone Capital's stronger consensus rating and higher probable upside, analysts plainly believe Gladstone Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Gladstone Capital
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

10.7% of Gladstone Capital shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 4.1% of Gladstone Capital shares are held by insiders. Comparatively, 10.1% 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 will outperform the market over the long term.

Gladstone Capital received 39 more outperform votes than Westwood Holdings Group when rated by MarketBeat users. However, 68.77% of users gave Westwood Holdings Group an outperform vote while only 54.36% of users gave Gladstone Capital an outperform vote.

CompanyUnderperformOutperform
Gladstone CapitalOutperform Votes
268
54.36%
Underperform Votes
225
45.64%
Westwood Holdings GroupOutperform Votes
229
68.77%
Underperform Votes
104
31.23%

In the previous week, Gladstone Capital had 13 more articles in the media than Westwood Holdings Group. MarketBeat recorded 15 mentions for Gladstone Capital and 2 mentions for Westwood Holdings Group. Gladstone Capital's average media sentiment score of 0.34 beat Westwood Holdings Group's score of 0.33 indicating that Gladstone Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Gladstone Capital
3 Very Positive mention(s)
0 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Westwood Holdings Group
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Gladstone Capital pays an annual dividend of $1.98 per share and has a dividend yield of 7.6%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.8%. Gladstone Capital pays out 52.1% of its earnings in the form of a dividend. Westwood Holdings Group pays out 181.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Gladstone Capital beats Westwood Holdings Group on 15 of the 19 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 {thisCompany.Symbol} 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$146.86M$12.09B$11.20B$19.84B
Dividend Yield3.79%23.92%5.95%3.51%
P/E Ratio48.0028.3626.1835.21
Price / Sales1.645.2843.7817.75
Price / Cash7.6219.4018.6121.33
Price / Book1.223.933.714.64
Net Income$10.57M$298.28M$998.34M$982.94M
7 Day Performance2.52%-1.35%-0.06%-2.12%
1 Month Performance0.83%-0.60%1.87%-0.39%
1 Year Performance45.32%33.66%24.89%23.34%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.0252 of 5 stars
$15.84
-1.0%
N/A+45.2%$146.86M$89.78M48.00N/AShort Interest ↓
Gap Down
GLAD
Gladstone Capital
1.5512 of 5 stars
$25.34
+0.4%
N/A+28.8%$551.15M$86.43M8.4570Dividend Increase
News Coverage
GAIN
Gladstone Investment
0.613 of 5 stars
$13.49
+0.7%
N/A-5.9%$494.95M$87.31M12.7370Analyst Revision
News Coverage
DHIL
Diamond Hill Investment Group
3.7214 of 5 stars
$170.00
+1.0%
N/A+5.9%$462.40M$136.72M9.63129Insider Selling
Short Interest ↓
PNNT
PennantPark Investment
0.592 of 5 stars
$7.07
+0.4%
N/A+6.1%$461.64M$54.44M10.71N/A
HRZN
Horizon Technology Finance
0.4802 of 5 stars
$9.59
-0.2%
N/A-23.4%$365.00M$113.47M-79.92N/A
SCM
Stellus Capital Investment
1.0161 of 5 stars
$13.78
+0.4%
N/A+10.2%$358.00M$105.85M7.03599Short Interest ↑
Analyst Revision
News Coverage
WHF
WhiteHorse Finance
2.2351 of 5 stars
$10.97
-0.9%
N/A-15.6%$254.94M$103.26M24.38N/AShort Interest ↑
MFIN
Medallion Financial
4.1424 of 5 stars
$9.86
+1.2%
N/A+7.3%$227.47M$262.36M5.83140Analyst Upgrade
OFS
OFS Capital
1.7641 of 5 stars
$8.01
+0.3%
N/A-20.6%$107.33M$56.94M-88.9950Short Interest ↓
Positive News
SVVC
Firsthand Technology Value Fund
N/A$0.06
+17.6%
N/A-72.9%$413,000.00$120,000.00-0.0424News Coverage

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This page (NYSE:WHG) was last updated on 11/17/2024 by MarketBeat.com Staff
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