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Westwood Holdings Group (WHG) Competitors

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$16.64 -0.21 (-1.25%)
Closing price 03/28/2025 03:59 PM Eastern
Extended Trading
$16.80 +0.16 (+0.97%)
As of 03/28/2025 04:02 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. 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 contrast the two businesses based on the strength of their media sentiment, valuation, analyst recommendations, profitability, earnings, dividends, risk, institutional ownership and community ranking.

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, Gladstone Investment had 2 more articles in the media than Westwood Holdings Group. MarketBeat recorded 4 mentions for Gladstone Investment and 2 mentions for Westwood Holdings Group. Gladstone Investment's average media sentiment score of 1.07 beat Westwood Holdings Group's score of 0.58 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
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
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$94.72M1.65$2.21M$0.2566.56
Gladstone Investment$66.70M7.51$85.31M$1.927.08

Westwood Holdings Group has a beta of 1.13, suggesting that its stock price is 13% more volatile than the S&P 500. Comparatively, Gladstone Investment has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 7.1%. 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. Gladstone Investment pays out 50.0% of its earnings in the form of a dividend. Gladstone Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Gladstone Investment has a net margin of 78.02% compared to Westwood Holdings Group's net margin of 2.33%. Gladstone Investment's return on equity of 7.17% 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%
Gladstone Investment 78.02%7.17%3.61%

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, indicating a potential upside of 1.10%. Given Gladstone Investment's stronger consensus rating and higher probable 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

Summary

Gladstone Investment beats Westwood Holdings Group on 14 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$156.08M$10.65B$11.28B$19.37B
Dividend Yield3.74%24.31%5.57%3.75%
P/E Ratio66.5637.5722.6533.02
Price / Sales1.657.4325.7326.58
Price / Cash8.2217.7117.6117.54
Price / Book1.243.502.734.53
Net Income$2.21M$411.75M$1.04B$1.02B
7 Day Performance4.69%-2.18%0.21%-1.27%
1 Month Performance4.29%-8.15%495.52%-4.01%
1 Year Performance35.06%2.77%533.07%3.45%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
1.0421 of 5 stars
$16.64
-1.2%
N/A+35.1%$156.08M$94.72M66.56N/ANews Coverage
Positive News
GAIN
Gladstone Investment
0.7121 of 5 stars
$13.48
+0.6%
$13.75
+2.0%
-4.4%$496.56M$66.70M7.0270News Coverage
Positive News
PNNT
PennantPark Investment
0.8617 of 5 stars
$7.12
-0.1%
$6.00
-15.7%
+2.8%$464.58M$64.78M27.37N/APositive News
DHIL
Diamond Hill Investment Group
3.7945 of 5 stars
$146.02
+1.6%
N/A-6.4%$406.96M$151.10M8.27130Positive News
SCM
Stellus Capital Investment
1.472 of 5 stars
$14.27
+0.3%
$13.25
-7.2%
+9.1%$392.74M$51.21M7.28599Analyst Downgrade
Short Interest ↓
News Coverage
HRZN
Horizon Technology Finance
0.7676 of 5 stars
$9.14
-1.0%
$9.56
+4.6%
-17.2%$368.48M$1.69M-76.17N/AShort Interest ↑
WHF
WhiteHorse Finance
1.9671 of 5 stars
$9.50
-1.0%
$10.50
+10.5%
-23.1%$220.81M$17.10M21.11N/AShort Interest ↑
MFIN
Medallion Financial
3.242 of 5 stars
$8.85
+0.6%
N/A+14.5%$205.87M$203.62M5.24140Positive News
OFS
OFS Capital
1.4335 of 5 stars
$8.87
-3.6%
N/A-9.5%$118.86M$32.88M-98.5450Positive News
SVVC
Firsthand Technology Value Fund
N/A$0.05
-5.5%
N/AN/A$345,000.00$-30,127,615.000.4224Analyst Forecast
Gap Down
BLK
BlackRock
4.7774 of 5 stars
$964.28
+1.3%
$1,120.67
+16.2%
+13.8%$149.71B$20.41B22.9619,800Analyst Forecast
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This page (NYSE:WHG) was last updated on 3/29/2025 by MarketBeat.com Staff
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