US · WHG
Westwood Holdings Group, Inc.
- Sector
- Financial Services · Financial - Capital Markets
- Headquarters
- Dallas, TX 75201
- Website
- westwoodgroup.com
Price · as of 2025-12-31
$15.99
Market cap 159.42M
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $45.08 | +181.93% |
| Intrinsic Value(DCF) | $9.90 | -38.09% |
| Graham-Dodd Method(GD) | $9.62 | -39.86% |
| Graham Formula(GF) | $9.46 | -40.85% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $19.35 | $52.59 | $16.96 | $2.04 | $66.80 |
| 2012 | $22.13 | $73.72 | $12.40 | $0.00 | $33.82 |
| 2013 | $31.34 | $54.96 | $149.05 | $3.67 | $62.79 |
| 2014 | $33.79 | $58.81 | $256.76 | $3.40 | $110.68 |
| 2015 | $33.74 | $71.58 | $275.07 | $0.00 | $80.55 |
| 2016 | $32.92 | $73.50 | $44.98 | $0.00 | $6.80 |
| 2017 | $34.80 | $66.41 | $24.97 | $0.00 | $40.60 |
| 2018 | $24.50 | $73.90 | $16.81 | $0.00 | $0.00 |
| 2019 | $16.10 | $38.76 | $10.56 | $0.00 | $0.00 |
| 2020 | $13.99 | $248.90 | $10.73 | $0.00 | $15.11 |
| 2021 | $12.71 | $529.37 | $11.02 | $0.00 | $24.55 |
| 2022 | $11.97 | $49.40 | $8.35 | $0.00 | $0.00 |
| 2023 | $11.18 | $238.57 | $5.89 | $6.43 | $49.89 |
| 2024 | $14.82 | $3,027.96 | $4.51 | $1.25 | $3.65 |
| 2025 | $17.27 | $45.08 | $8.42 | $9.62 | $9.46 |
AI valuation
Our deep-learning model estimates Westwood Holdings Group, Inc.'s (WHG) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $45.08
- Current price
- $15.99
- AI upside
- +181.93%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$9.90
-38.09% upside
Graham-Dodd
$9.62
-39.86% upside
Graham Formula
$9.46
-40.85% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| WHG | Westwood Holdings Group, … | $15.99 | 159.42M | +182% | -38% | -40% | -41% | 20.44 | 1.15 | 1.48 | 7.58 | 10.03 | 2.13 | 86.55% | 7.06% | 7.24% | 5.76% | 6.12% | 4.52% | 0.08 | — | 6.33 | 6.33 | -1.14 | 20385.00% | 321.00% | -1490.00% | 12.37% | 1.77 | 21.67% | 3.71% | 75.80% | 4.93% | 15.51 | 5.99 | 1.10 | 3.65 |
| BANX | ArrowMark Financial Corp. | $19.73 | 154.1M | +120% | -41% | -73% | +29% | 7.97 | 0.86 | 4.53 | 7.59 | — | 0.86 | 100.00% | 79.70% | 56.82% | 10.89% | 11.52% | 8.13% | 0.30 | 5.87 | 0.57 | 1.32 | 1.62 | -1725.00% | 274.00% | -873.00% | 10.33% | 2.93 | 6.96% | 10.02% | 79.80% | 14.99% | 7.56 | 12.88 | 6.02 | 2.00 |
| BVFL | BV Financial, Inc. | $18.68 | 166.33M | +118% | -5% | +20% | -26% | 13.76 | 0.82 | 3.28 | 5.94 | — | 0.89 | 77.05% | 33.35% | 23.83% | 5.94% | 8.83% | 1.30% | 0.26 | 1.43 | 0.17 | 0.17 | -1.18 | -2517.00% | 470.00% | 275.00% | 9.58% | 0.02 | 11.64% | 0.00% | 0.00% | 10.98% | 6.30 | 6.69 | 2.10 | -0.29 |
| CFBK | CF Bankshares Inc. | $30.22 | 194.73M | +563% | -20% | +42% | -2% | 10.88 | 1.03 | 1.52 | 2.77 | 35.57 | 1.03 | 41.85% | 17.10% | 13.50% | 9.94% | 38.34% | 0.84% | 0.69 | 0.33 | 0.91 | 0.91 | -6.10 | 3058.00% | 306.00% | -10000.00% | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 5.11% | 2.77 | — | 0.47 | 0.14 |
| HNVR | Hanover Bancorp, Inc. | $20.68 | 148.74M | +575% | -11% | +41% | -76% | 21.03 | 0.79 | 1.10 | 30.55 | — | 0.87 | 43.91% | 6.95% | 5.22% | 3.77% | 3.06% | 0.32% | 0.73 | 0.14 | 0.14 | 0.00 | 14.73 | -3976.00% | -340.00% | -10000.00% | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 30.55 | — | 2.12 | -0.51 |
| IBAC | IB Acquisition Corp. Comm… | $10.70 | 168.52M | — | — | — | — | 34.42 | 7.69 | — | -156.45 | 41.31 | 7.69 | 0.00% | — | — | 5.08% | -0.88% | 4.99% | 0.00 | — | 0.68 | 0.23 | 0.57 | 8333.00% | — | 6056.00% | -1.12% | -0.72 | -1.98% | 4.36% | 150.20% | 94.61% | -156.45 | -88.89 | — | 38.27 |
| NOAH | Noah Holdings Limited | $11.82 | 788.97M | +1,111% | +213% | — | — | 2.06 | 0.10 | 0.39 | -5.00 | — | 0.10 | 48.12% | 24.37% | 18.28% | 4.81% | 8.13% | 3.98% | 0.01 | — | 4.53 | 4.37 | -4.66 | -5354.00% | -2106.00% | -7370.00% | 30.38% | 0.27 | 6.07% | 100.35% | 206.90% | 105.66% | -6.24 | -12.97 | -1.52 | 1.96 |
| OCCI | OFS Credit Company, Inc. | $2.98 | 83.52M | +3,923% | +30,996% | — | — | -12.28 | 0.80 | 3.00 | -100.05 | — | 0.80 | 70.77% | -5.48% | -24.45% | -6.57% | -1.18% | -3.88% | 0.74 | -0.32 | 0.00 | 4.12 | -45.23 | -14333.00% | 11698.00% | -21303.00% | 28.37% | 10.21 | 18.30% | 25.26% | -310.20% | 25.26% | -100.05 | 6.43 | 5.48 | 0.39 |
| SIEB | Siebert Financial Corp. | $1.90 | 76.81M | +6,641% | +384% | +95% | +310% | 7.12 | 1.13 | 1.18 | -4.78 | 12.46 | 1.17 | 43.35% | 21.70% | 16.50% | 17.30% | -6.00% | 2.01% | 0.08 | 66.67 | 1.15 | 0.67 | -1.35 | 5714.00% | 1609.00% | -21406.00% | 8.87% | 0.02 | -3.79% | 0.00% | 0.00% | 28.82% | -5.23 | -10.88 | -1.14 | 0.65 |
| WHF | WhiteHorse Finance, Inc. | $6.30 | 146.43M | +297% | +22% | — | — | 18.24 | 0.69 | 11.58 | 44.99 | — | 0.69 | 100.00% | 70.03% | 63.47% | 3.60% | 1.81% | 1.54% | 1.23 | 0.43 | 0.45 | 0.24 | 28.46 | -4659.00% | -6925.00% | -1285.00% | 39.79% | 1.02 | 11.94% | 20.96% | 382.40% | 38.64% | 44.99 | 6.84 | 31.51 | 0.21 |
About Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
- CEO
- Brian O'Connor Casey
- Employees
- 151
- Beta
- 0.70
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($9.90 ÷ $15.99) − 1 = -38.09% (DCF, example).