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Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$16.31 +0.86 (+5.54%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$16.26 -0.05 (-0.28%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

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

Westwood Holdings Group vs.

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

Westwood Holdings Group has a beta of 0.96, indicating that its stock price is 4% less volatile than the S&P 500. Comparatively, BlackRock TCP Capital has a beta of 1.21, indicating that its stock price is 21% more volatile than the S&P 500.

BlackRock TCP Capital received 165 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 62.44% of users gave BlackRock TCP Capital an outperform vote.

CompanyUnderperformOutperform
Westwood Holdings GroupOutperform Votes
229
68.77%
Underperform Votes
104
31.23%
BlackRock TCP CapitalOutperform Votes
394
62.44%
Underperform Votes
237
37.56%

In the previous week, BlackRock TCP Capital had 4 more articles in the media than Westwood Holdings Group. MarketBeat recorded 5 mentions for BlackRock TCP Capital and 1 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 0.37 beat BlackRock TCP Capital's score of 0.28 indicating that Westwood Holdings Group is being referred to more favorably in the media.

Company Overall Sentiment
Westwood Holdings Group Neutral
BlackRock TCP Capital Neutral

56.6% of Westwood Holdings Group shares are held by institutional investors. 8.2% of Westwood Holdings Group shares are held by company insiders. Comparatively, 0.2% of BlackRock TCP Capital shares are held by company 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.

BlackRock TCP Capital has a consensus target price of $8.33, indicating a potential upside of 22.73%. Given BlackRock TCP Capital's stronger consensus rating and higher possible upside, analysts plainly believe BlackRock TCP Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
BlackRock TCP Capital
1 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.7%. BlackRock TCP Capital pays an annual dividend of $1.00 per share and has a dividend yield of 14.7%. Westwood Holdings Group pays out 240.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. BlackRock TCP Capital pays out -133.3% of its earnings in the form of a dividend. BlackRock TCP Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

BlackRock TCP Capital has lower revenue, but higher earnings than Westwood Holdings Group. BlackRock TCP 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
Westwood Holdings Group$94.72M1.61$2.21M$0.2565.22
BlackRock TCP Capital-$45.40M-12.73$38.47M-$0.75-9.05

Westwood Holdings Group has a net margin of 2.33% compared to BlackRock TCP Capital's net margin of -15.22%. BlackRock TCP Capital's return on equity of 14.16% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group2.33% 2.66% 2.17%
BlackRock TCP Capital -15.22%14.16%5.80%

Summary

BlackRock TCP Capital beats Westwood Holdings Group on 10 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$152.61M$9.97B$10.84B$18.41B
Dividend Yield3.88%24.81%5.97%4.20%
P/E Ratio65.2234.6421.5331.07
Price / Sales1.617.2425.4326.55
Price / Cash8.2217.7117.6117.53
Price / Book1.223.422.564.30
Net Income$2.21M$411.75M$1.03B$1.02B
1 Month Performance2.81%-8.16%-4.09%-8.22%
1 Year Performance26.80%0.17%531.54%1.66%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.5308 of 5 stars
$16.31
+5.5%
N/A+28.9%$152.61M$94.72M65.22N/AShort Interest ↑
News Coverage
TCPC
BlackRock TCP Capital
1.9732 of 5 stars
$6.55
-0.3%
$8.33
+27.2%
-33.4%$557.25M$-45,395,366.00-13.1019,800
GLAD
Gladstone Capital
1.4898 of 5 stars
$24.52
+1.5%
$23.00
-6.2%
+20.6%$547.53M$105.41M6.0070
GAIN
Gladstone Investment
0.8051 of 5 stars
$13.46
+1.6%
$13.75
+2.2%
-0.5%$495.83M$66.70M7.0170Positive News
PNNT
PennantPark Investment
0.7431 of 5 stars
$6.30
+1.8%
$6.00
-4.8%
-8.3%$411.37M$64.78M24.23N/AEx-Dividend
DHIL
Diamond Hill Investment Group
3.19 of 5 stars
$131.79
-1.1%
N/A-13.0%$367.30M$151.10M7.46130Positive News
SCM
Stellus Capital Investment
1.7241 of 5 stars
$12.43
+1.6%
$13.13
+5.6%
-6.9%$342.07M$51.21M6.34599Short Interest ↓
HRZN
Horizon Technology Finance
1.0706 of 5 stars
$8.34
+1.5%
$9.44
+13.2%
-26.2%$336.23M$1.69M-69.50N/ADividend Cut
Analyst Forecast
Short Interest ↓
WHF
WhiteHorse Finance
1.1081 of 5 stars
$9.22
+2.2%
$10.50
+13.9%
-22.9%$214.30M$17.10M20.49N/A
MFIN
Medallion Financial
3.3566 of 5 stars
$8.22
-0.1%
N/A+10.7%$191.21M$203.62M4.86140News Coverage
Positive News
OFS
OFS Capital
1.4048 of 5 stars
$8.24
+0.1%
N/A-13.1%$110.42M$32.88M-91.5550Positive News
High Trading Volume

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This page (NYSE:WHG) was last updated on 4/19/2025 by MarketBeat.com Staff
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