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Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$15.19 -0.13 (-0.85%)
(As of 03:20 PM ET)

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 stock? We will contrast the two companies based on the strength of their dividends, valuation, risk, institutional ownership, analyst recommendations, media sentiment, community ranking, earnings and profitability.

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.

In the previous week, Westwood Holdings Group and Westwood Holdings Group both had 2 articles in the media. Gladstone Investment's average media sentiment score of 0.73 beat Westwood Holdings Group's score of 0.00 indicating that Gladstone Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Westwood Holdings Group
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Gladstone Investment
1 Very Positive mention(s)
0 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 has a consensus price target of $13.75, indicating a potential upside of 3.15%. Given Gladstone Investment's stronger consensus rating and higher probable upside, analysts plainly 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

Westwood Holdings Group has a beta of 1.12, indicating that its share price is 12% more volatile than the S&P 500. Comparatively, Gladstone Investment has a beta of 1.29, indicating that its share price is 29% more volatile than the S&P 500.

56.6% of Westwood Holdings Group shares are owned by institutional investors. Comparatively, 11.9% of Gladstone Investment shares are owned by institutional investors. 10.1% of Westwood Holdings Group shares are owned by insiders. Comparatively, 2.5% of Gladstone Investment shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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$92.37M1.53$10.57M$0.3346.18
Gladstone Investment$35.81M13.66$85.31M$1.0612.58

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%

Summary

Gladstone Investment beats Westwood Holdings Group on 13 of the 18 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$141.31M$12.11B$10.48B$19.68B
Dividend Yield3.86%23.82%10.35%3.51%
P/E Ratio46.1833.3449.0143.79
Price / Sales1.535.973,155.9517.84
Price / Cash7.4519.8430.5621.73
Price / Book1.144.542.765.48
Net Income$10.57M$297.73M$1.02B$987.88M
7 Day Performance-2.25%-2.30%-1.29%-2.00%
1 Month Performance-4.81%-0.41%0.03%1.00%
1 Year Performance28.83%20.95%16.41%16.82%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
2.2024 of 5 stars
$15.19
-0.8%
N/A+28.0%$140.84M$92.37M46.03N/ANews Coverage
GAIN
Gladstone Investment
0.7996 of 5 stars
$13.33
-1.6%
$13.75
+3.2%
-8.9%$489.06M$35.81M12.7870News Coverage
PNNT
PennantPark Investment
1.371 of 5 stars
$6.82
-0.7%
$6.00
-12.0%
+5.1%$445.35M$143.82M40.88N/A
DHIL
Diamond Hill Investment Group
3.1293 of 5 stars
$160.66
+0.8%
N/A-6.8%$437.00M$136.72M9.03129Positive News
SCM
Stellus Capital Investment
0.6631 of 5 stars
$13.52
-2.7%
$13.63
+0.8%
+4.3%$365.85M$105.85M7.09599High Trading Volume
HRZN
Horizon Technology Finance
1.8417 of 5 stars
$8.66
-5.7%
$9.63
+11.1%
-32.8%$329.62M$4.21M-77.42N/AAnalyst Upgrade
Insider Trade
News Coverage
High Trading Volume
WHF
WhiteHorse Finance
2.1123 of 5 stars
$10.73
+0.7%
$12.25
+14.2%
-17.7%$249.40M$16.30M23.69N/ANews Coverage
MFIN
Medallion Financial
4.1159 of 5 stars
$10.24
+0.9%
N/A+5.1%$236.24M$262.36M6.01140
OFS
OFS Capital
1.2001 of 5 stars
$8.71
+1.3%
N/A-25.9%$116.71M$56.94M0.0050
SVVC
Firsthand Technology Value Fund
N/A$0.06
+0.8%
N/A-77.7%$424,000.00$120,000.000.5124Gap Up
BLK
BlackRock
4.8755 of 5 stars
$1,070.92
+1.4%
$1,039.17
-3.0%
+28.2%$165.86B$19.36B26.0719,800Analyst Forecast
Short Interest ↓

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This page (NYSE:WHG) was last updated on 12/18/2024 by MarketBeat.com Staff
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