Free Trial

Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$16.57 -0.53 (-3.07%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$16.48 -0.09 (-0.51%)
As of 02/21/2025 05:49 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, SCM, DHIL, 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), Stellus Capital Investment (SCM), Diamond Hill Investment Group (DHIL), 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.

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

In the previous week, Gladstone Investment had 5 more articles in the media than Westwood Holdings Group. MarketBeat recorded 5 mentions for Gladstone Investment and 0 mentions for Westwood Holdings Group. Gladstone Investment's average media sentiment score of 1.15 beat Westwood Holdings Group's score of 0.00 indicating that Gladstone Investment is being referred to more favorably in the media.

Company Overall Sentiment
Gladstone Investment Positive
Westwood Holdings Group Neutral

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

Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 7.0%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.6%. Gladstone Investment pays out 50.0% of its earnings in the form of a dividend. 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

Gladstone Investment presently has a consensus price target of $13.75, indicating a potential upside of 0.88%. 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
Gladstone Investment
0 Sell rating(s)
2 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

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

Gladstone Investment has higher earnings, but lower revenue 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
Gladstone Investment$87.31M5.75$85.31M$1.927.10
Westwood Holdings Group$94.72M1.62$2.21M$0.2566.26

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

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
Gladstone Investment78.02% 7.17% 3.61%
Westwood Holdings Group 2.33%2.66%2.17%

Summary

Gladstone Investment beats Westwood Holdings Group on 14 of the 19 factors compared between the two stocks.

Get Westwood Holdings Group News Delivered to You Automatically

Sign up to receive the latest news and ratings for WHG and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

WHG vs. The Competition

MetricWestwood Holdings GroupInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$158.45M$11.18B$11.72B$20.30B
Dividend Yield3.51%23.98%5.37%3.64%
P/E Ratio66.2640.6124.1234.82
Price / Sales1.624.7026.4315.49
Price / Cash8.2217.8217.9120.26
Price / Book1.243.892.594.80
Net Income$2.21M$412.04M$1.03B$1.02B
7 Day Performance-1.46%-2.45%-1.41%-1.07%
1 Month Performance8.27%-4.37%0.67%-1.11%
1 Year Performance36.56%13.25%14.93%13.69%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.5927 of 5 stars
$16.57
-3.1%
N/A+37.4%$158.45M$94.72M66.26N/A
GAIN
Gladstone Investment
1.03 of 5 stars
$13.97
+0.9%
$13.75
-1.6%
-6.9%$512.56M$87.31M13.1870Positive News
PNNT
PennantPark Investment
0.7018 of 5 stars
$7.22
+0.3%
$6.00
-16.8%
+6.5%$471.14M$143.82M42.44N/AEx-Dividend
SCM
Stellus Capital Investment
1.0335 of 5 stars
$15.31
+1.4%
$13.63
-11.0%
+18.7%$414.32M$105.85M7.81599Positive News
DHIL
Diamond Hill Investment Group
3.0667 of 5 stars
$147.85
+0.6%
N/A-1.3%$402.15M$136.72M8.37130
HRZN
Horizon Technology Finance
1.2022 of 5 stars
$9.86
+1.4%
$9.35
-5.2%
-25.5%$393.22M$113.47M-82.17N/AEx-Dividend
Analyst Downgrade
News Coverage
WHF
WhiteHorse Finance
1.197 of 5 stars
$10.69
+0.1%
$10.75
+0.6%
-12.8%$248.44M$103.26M23.76N/APositive News
MFIN
Medallion Financial
3.5935 of 5 stars
$8.54
+0.8%
N/A-0.9%$197.02M$262.36M5.05140
OFS
OFS Capital
0.4978 of 5 stars
$8.27
+0.9%
N/A-27.5%$110.82M$56.94M-91.8850
SVVC
Firsthand Technology Value Fund
N/A$0.06
-1.4%
N/A-72.3%$428,000.00$120,000.000.5224Analyst Forecast
News Coverage
BLK
BlackRock
4.9095 of 5 stars
$973.22
-0.7%
$1,120.67
+15.2%
+21.0%$150.73B$20.41B23.1719,800Positive News

Related Companies and Tools


This page (NYSE:WHG) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners