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Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$15.32 +1.04 (+7.28%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Should you be buying Westwood Holdings Group stock or one of its competitors? The main competitors of Westwood Holdings Group include 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), OFS Capital (OFS), Firsthand Technology Value Fund (SVVC), and BlackRock (BLK). These companies are all part of the "asset management & custody banks" industry.

Westwood Holdings Group vs.

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

Gladstone Investment has lower revenue, but higher earnings than Westwood Holdings Group. Gladstone Investment 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$89.78M1.58$10.57M$0.3346.43
Gladstone Investment$87.31M5.57$85.31M$1.0612.50

In the previous week, Gladstone Investment had 6 more articles in the media than Westwood Holdings Group. MarketBeat recorded 8 mentions for Gladstone Investment and 2 mentions for Westwood Holdings Group. Westwood Holdings Group's average media sentiment score of 0.88 beat Gladstone Investment's score of 0.75 indicating that Westwood Holdings Group is being referred to more favorably in the media.

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

Gladstone Investment has a net margin of 41.67% compared to Westwood Holdings Group's net margin of 2.92%. Gladstone Investment's return on equity of 7.41% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group2.92% 3.27% 2.64%
Gladstone Investment 41.67%7.41%3.85%

Gladstone Investment received 138 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 60.86% of users gave Gladstone Investment an outperform vote.

CompanyUnderperformOutperform
Westwood Holdings GroupOutperform Votes
229
68.77%
Underperform Votes
104
31.23%
Gladstone InvestmentOutperform Votes
367
60.86%
Underperform Votes
236
39.14%

Gladstone Investment has a consensus price target of $13.75, suggesting a potential upside of 3.77%. Given Gladstone Investment's stronger consensus rating and higher possible upside, analysts clearly believe Gladstone Investment 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
Gladstone Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 11.9% of Gladstone Investment shares are held by institutional investors. 11.4% of Westwood Holdings Group shares are held by company insiders. Comparatively, 2.5% of Gladstone Investment shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.9%. Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 7.2%. 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 Investment pays out 90.6% 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 Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Westwood Holdings Group has a beta of 1.13, meaning that its share price is 13% more volatile than the S&P 500. Comparatively, Gladstone Investment has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500.

Summary

Gladstone Investment beats Westwood Holdings Group on 13 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$142.78M$12.52B$11.78B$19.94B
Dividend Yield3.90%24.60%6.01%3.70%
P/E Ratio46.4332.9925.1640.66
Price / Sales1.585.7828.3616.25
Price / Cash7.4118.1117.3219.88
Price / Book1.144.122.655.76
Net Income$10.57M$306.53M$1.04B$993.17M
7 Day Performance5.51%3.61%1.94%2.27%
1 Month Performance0.13%1.06%0.90%4.76%
1 Year Performance35.94%18.67%14.70%18.83%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.4677 of 5 stars
$15.32
+7.3%
N/A+35.9%$142.78M$89.78M46.43N/A
GAIN
Gladstone Investment
0.92 of 5 stars
$12.65
-0.6%
$13.75
+8.7%
-8.6%$464.12M$35.81M11.9370Dividend Announcement
PNNT
PennantPark Investment
1.2773 of 5 stars
$7.10
-0.1%
$6.00
-15.5%
-3.2%$463.60M$58.51M41.77N/AGap Down
DHIL
Diamond Hill Investment Group
3.8765 of 5 stars
$146.06
+1.0%
N/A-6.7%$397.72M$147.73M8.27130Positive News
SCM
Stellus Capital Investment
0.986 of 5 stars
$13.63
-0.1%
$13.63
0.0%
+9.3%$368.80M$50.62M6.95599
HRZN
Horizon Technology Finance
1.6217 of 5 stars
$9.22
+1.2%
$9.35
+1.4%
-27.7%$367.66M$4.21M-76.83N/A
WHF
WhiteHorse Finance
2.3526 of 5 stars
$9.70
-0.1%
$11.75
+21.1%
-20.3%$225.46M$16.30M21.56N/A
MFIN
Medallion Financial
3.6486 of 5 stars
$9.16
+1.4%
N/A-5.2%$211.30M$194.55M5.42140News Coverage
Positive News
OFS
OFS Capital
1.0145 of 5 stars
$8.04
+0.4%
N/A-32.0%$107.72M$3.48M-89.3250
SVVC
Firsthand Technology Value Fund
N/A$0.06
flat
N/A-66.0%$420,000.00$-30,127,615.000.5124Analyst Forecast
News Coverage
High Trading Volume
BLK
BlackRock
4.9277 of 5 stars
$954.19
-0.2%
$1,083.92
+13.6%
+24.7%$147.78B$19.36B23.5519,800Earnings Report

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This page (NYSE:WHG) was last updated on 1/21/2025 by MarketBeat.com Staff
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