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Westwood Holdings Group (WHG) Competitors

Westwood Holdings Group logo
$17.04 -0.44 (-2.53%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$16.94 -0.10 (-0.57%)
As of 08/1/2025 04:04 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, MFIN, WHF, SVVC, OFS, and SLRC

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), Medallion Financial (MFIN), WhiteHorse Finance (WHF), Firsthand Technology Value Fund (SVVC), OFS Capital (OFS), and SLR Investment (SLRC). These companies are all part of the "asset management & custody banks" industry.

Westwood Holdings Group vs. Its Competitors

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

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$94.72M1.69$2.21M$0.03567.90
Gladstone Investment$93.66M5.46$65.32M$1.787.80

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.5%. Gladstone Investment pays an annual dividend of $0.96 per share and has a dividend yield of 6.9%. Westwood Holdings Group pays out 2,000.0% 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 53.9% 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 69.74% compared to Westwood Holdings Group's net margin of 0.55%. Gladstone Investment's return on equity of 7.31% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group0.55% 2.46% 2.04%
Gladstone Investment 69.74%7.31%3.63%

Westwood Holdings Group has a beta of 0.97, suggesting that its stock price is 3% less volatile than the S&P 500. Comparatively, Gladstone Investment has a beta of 0.92, suggesting that its stock price is 8% less volatile than the S&P 500.

Gladstone Investment has a consensus target price of $13.50, indicating a potential downside of 2.74%. 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)
3 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. 8.2% of Westwood Holdings Group shares are held by insiders. Comparatively, 2.4% of Gladstone Investment shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Westwood Holdings Group had 1 more articles in the media than Gladstone Investment. MarketBeat recorded 2 mentions for Westwood Holdings Group and 1 mentions for Gladstone Investment. Gladstone Investment's average media sentiment score of 1.80 beat Westwood Holdings Group's score of 0.55 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Gladstone Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Gladstone Investment beats Westwood Holdings Group on 11 of the 17 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 WHG 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 GroupFIN IndustryFinance SectorNYSE Exchange
Market Cap$163.96M$13.75B$12.08B$20.69B
Dividend Yield3.43%5.77%5.63%3.67%
P/E Ratio568.0935.9219.7429.07
Price / Sales1.696.9125.9166.55
Price / Cash14.1516.1621.3322.84
Price / Book1.292.682.094.43
Net Income$2.21M$572.21M$1.00B$994.22M
7 Day Performance-5.36%-3.53%-2.46%-3.35%
1 Month Performance9.70%-0.39%-0.96%-2.06%
1 Year Performance35.11%11.40%537.06%10.15%

Westwood Holdings Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WHG
Westwood Holdings Group
0.5669 of 5 stars
$17.04
-2.5%
N/A+31.1%$163.96M$94.72M568.09130News Coverage
Upcoming Earnings
Short Interest ↑
GAIN
Gladstone Investment
1.117 of 5 stars
$13.95
-1.1%
$13.50
-3.2%
-0.6%$519.41M$93.66M7.8470Upcoming Earnings
PNNT
PennantPark Investment
1.4509 of 5 stars
$7.26
-0.3%
$5.88
-19.0%
-0.3%$473.72M$56.93M27.90N/APositive News
SCM
Stellus Capital Investment
1.6073 of 5 stars
$14.89
-0.2%
$13.00
-12.7%
-0.3%$423.97M$41.94M10.34599News Coverage
Upcoming Earnings
DHIL
Diamond Hill Investment Group
3.4383 of 5 stars
$152.07
+0.2%
N/A-15.3%$413.82M$152.98M10.29130Positive News
Earnings Report
Dividend Announcement
Analyst Upgrade
HRZN
Horizon Technology Finance
0.8384 of 5 stars
$8.12
+0.7%
$8.40
+3.4%
-33.9%$325.26M$99.92M6.61N/AUpcoming Earnings
MFIN
Medallion Financial
3.8192 of 5 stars
$9.45
+1.7%
N/A+27.2%$215.87M$302.03M5.81140News Coverage
Earnings Report
Analyst Upgrade
High Trading Volume
WHF
WhiteHorse Finance
1.6788 of 5 stars
$8.82
-0.6%
$10.50
+19.0%
-26.6%$206.17M$92.82M6.25N/ANews Coverage
Upcoming Earnings
SVVC
Firsthand Technology Value Fund
N/A$0.07
flat
N/A+1.9%$483K-$30.13M0.5824Gap Down
OFS
OFS Capital
2.9308 of 5 stars
$8.48
flat
N/A-3.0%$0.00$47.96M3.7750News Coverage
Earnings Report
Dividend Announcement
SLRC
SLR Investment
1.0561 of 5 stars
$16.35
-0.7%
$15.96
-2.4%
+2.3%$0.00$232.43M9.41N/APositive News
Upcoming Earnings

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This page (NYSE:WHG) was last updated on 8/2/2025 by MarketBeat.com Staff
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