Westwood Financial Statements From 2010 to 2026

Stocks . USA . 
Stock . Westwood Holdings Group
WHG Stock  USD 17.63  0.42  2.44%   
Westwood Holdings' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Westwood Holdings' valuation are provided below:
Gross Profit
40.9 M
Profit Margin
0.0754
Market Capitalization
153 M
Enterprise Value Revenue
1.3812
Revenue
96.2 M
There are over one hundred nineteen available fundamental gauges for Westwood Holdings, which can be analyzed over time and compared to other ratios. Active traders should verify all of Westwood Holdings prevalent fundamental drivers against the trend between 2010 and 2026 to make sure the company can sustain itself down the road. The Westwood Holdings' current Market Cap is estimated to increase to about 184.2 M. The Westwood Holdings' current Enterprise Value is estimated to increase to about 174.4 M

Westwood Holdings Total Revenue

73.23 Million

Check Westwood Holdings financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Holdings' main balance sheet or income statement drivers, such as Interest Expense of 6.9 M, Total Revenue of 73.2 M or Gross Profit of 43.4 M, as well as many indicators such as Price To Sales Ratio of 1.37, Dividend Yield of 0.0446 or PTB Ratio of 1.08. Westwood financial statements analysis is a perfect complement when working with Westwood Holdings Valuation or Volatility modules.
  
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Check out the analysis of Westwood Holdings Correlation against competitors.

Westwood Holdings Balance Sheet

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Total Assets110.4 M172.5 M142.1 M
Slightly volatile
Other Current Liabilities12.5 M15.4 M16.9 M
Pretty Stable
Total Current Liabilities18.2 M26.4 M22.6 M
Very volatile
Total Stockholder Equity88.1 M138.3 M113.6 M
Slightly volatile
Other Liabilities8 M15.6 M9.9 M
Pretty Stable
Accounts Payable3.8 M7.4 M3.3 M
Slightly volatile
Cash16.4 M21.7 M22.6 M
Pretty Stable
Other Assets60.1 M57.2 M15.7 M
Slightly volatile
Good Will47.7 M45.4 M24.1 M
Slightly volatile
Common Stock Shares Outstanding7.8 M9.8 M7.9 M
Slightly volatile
Short Term Investments44.5 M31.8 M50 M
Slightly volatile
Liabilities And Stockholders Equity110.4 M172.5 M142.1 M
Slightly volatile
Other Stockholder Equity78.4 M131.1 M102.8 M
Slightly volatile
Total Liabilities22.2 M31.8 M28.1 M
Pretty Stable
Intangible Assets26.2 M24.9 M15.7 M
Slightly volatile
Common Stock97.4 K140.3 K106.6 K
Pretty Stable
Non Current Assets Total107.1 M102 M56.3 M
Slightly volatile
Cash And Short Term Investments62.1 M53.5 M72 M
Very volatile
Net Receivables11.7 M17 M14.1 M
Slightly volatile
Common Stock Total Equity90.3 K132.2 K98.5 K
Slightly volatile
Non Current Liabilities Total4.1 M5.4 M5.6 M
Slightly volatile
Other Current Assets381.3 K401.4 K4 M
Slightly volatile
Total Current Assets77.7 M70.5 M90.4 M
Very volatile
Property Plant And Equipment Net4.4 M4 M5.1 M
Slightly volatile
Property Plant And Equipment Gross14.4 M13.7 M7.9 M
Slightly volatile
Property Plant Equipment3.3 M4 M3.8 M
Slightly volatile
Net Tangible Assets96.3 M52.9 M79.2 M
Very volatile
Capital Surpluse182.7 M232.6 M164.4 M
Slightly volatile
Non Current Liabilities Other4 M5.4 M3.4 M
Slightly volatile
Deferred Long Term Asset Charges2.8 M1.6 M3.7 M
Slightly volatile
Short and Long Term Debt Total5.4 M2.9 M4.8 M
Slightly volatile
Cash And Equivalents25 M17 M30.9 M
Slightly volatile
Net Invested Capital106.6 M108.3 M139.7 M
Slightly volatile
Net Working Capital61.1 M34.5 M85.5 M
Slightly volatile
Long Term Investments12.5 M17.2 M9 M
Slightly volatile
Capital Stock121.5 K140.3 K108.9 K
Slightly volatile
Capital Lease Obligations5 M2.9 M7.6 M
Slightly volatile

Westwood Holdings Income Statement

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Total Revenue73.2 M108.9 M90.3 M
Pretty Stable
Gross Profit43.4 M44.5 M44.9 M
Pretty Stable
Other Operating Expenses55.4 M108 M73 M
Slightly volatile
EBITDA18.8 M12 M20.9 M
Slightly volatile
Cost Of Revenue39.9 M64.4 M48.9 M
Slightly volatile
Total Operating Expenses23 M43.6 M27.4 M
Slightly volatile
Depreciation And Amortization5.7 M5.5 M2.7 M
Slightly volatile
Selling General Administrative17.7 M20 M18.6 M
Very volatile
Selling And Marketing Expenses3.2 M3.1 M1.9 M
Slightly volatile
Reconciled Depreciation3.4 M5.5 M3.2 M
Slightly volatile
Interest Income2.9 M2 M4 M
Slightly volatile

Westwood Holdings Cash Flow Statement

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Capital Expenditures119.1 K125.3 K622.1 K
Slightly volatile
End Period Cash Flow16.4 M21.7 M22.6 M
Pretty Stable
Begin Period Cash Flow16.2 M23.5 M21.7 M
Slightly volatile
Depreciation5.7 M5.5 M2.7 M
Slightly volatile

Financial Ratios

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio1.371.442.8394
Slightly volatile
Dividend Yield0.04460.04130.0567
Slightly volatile
PTB Ratio1.081.132.5647
Slightly volatile
Days Sales Outstanding41.6751.1555.0686
Slightly volatile
Book Value Per Share8.5513.4914.0909
Slightly volatile
Stock Based Compensation To Revenue0.120.06720.1104
Slightly volatile
Capex To Depreciation0.02510.02640.4216
Slightly volatile
PB Ratio1.081.132.5647
Slightly volatile
EV To Sales1.191.252.651
Slightly volatile
Payables Turnover9.5410.0418.7071
Slightly volatile
Sales General And Administrative To Revenue0.160.170.2055
Pretty Stable
Capex To Revenue0.00130.00130.0065
Slightly volatile
Cash Per Share6.15.138.975
Pretty Stable
Days Payables Outstanding39.4937.6124.0934
Slightly volatile
Intangibles To Total Assets0.390.370.2514
Slightly volatile
Current Ratio3.522.44.0964
Very volatile
Tangible Book Value Per Share6.226.749.6502
Very volatile
Receivables Turnover8.117.396.8086
Slightly volatile
Graham Number14.748.5322.5002
Slightly volatile
Shareholders Equity Per Share8.5413.2614.047
Slightly volatile
Debt To Equity0.0290.03060.0584
Slightly volatile
Capex Per Share0.01140.0120.0801
Slightly volatile
Revenue Per Share7.3710.4411.2695
Pretty Stable
Interest Debt Per Share0.430.451.0376
Slightly volatile
Debt To Assets0.02330.02450.0473
Slightly volatile
Enterprise Value Over EBITDA12.868.8416.167
Very volatile
Operating Cycle41.6751.1555.0686
Slightly volatile
Price Book Value Ratio1.081.132.5647
Slightly volatile
Days Of Payables Outstanding39.4937.6124.0934
Slightly volatile
Ebt Per Ebit4.574.351.9276
Slightly volatile
Company Equity Multiplier1.41.431.2828
Very volatile
Total Debt To Capitalization0.05910.02980.0568
Slightly volatile
Debt Equity Ratio0.0290.03060.0584
Slightly volatile
Quick Ratio4.983.064.2106
Pretty Stable
Net Income Per E B T0.530.50.6775
Very volatile
Cash Ratio0.610.740.9263
Slightly volatile
Cash Conversion Cycle16.4317.333.6563
Slightly volatile
Days Of Sales Outstanding41.6751.1555.0686
Slightly volatile
Free Cash Flow Operating Cash Flow Ratio0.780.90.9687
Pretty Stable
Price To Book Ratio1.081.132.5647
Slightly volatile
Fixed Asset Turnover34.431.0325.2063
Pretty Stable
Enterprise Value Multiple12.868.8416.167
Very volatile
Debt Ratio0.02330.02450.0473
Slightly volatile
Price Sales Ratio1.371.442.8394
Slightly volatile
Asset Turnover0.80.730.6712
Slightly volatile
Gross Profit Margin0.50.470.4553
Pretty Stable
Price Fair Value1.081.132.5647
Slightly volatile

Westwood Holdings Valuation Data

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Market Cap184.2 M106.6 M255.1 M
Slightly volatile
Enterprise Value174.4 M92.5 M236.5 M
Slightly volatile

Westwood Fundamental Market Drivers

Westwood Upcoming Events

21st of February 2024
Upcoming Quarterly Report
View
31st of December 2023
Next Fiscal Quarter End
View

About Westwood Holdings Financial Statements

Westwood Holdings stakeholders use historical fundamental indicators, such as Westwood Holdings' revenue or net income, to determine how well the company is positioned to perform in the future. Although Westwood Holdings investors may analyze each financial statement separately, they are all interrelated. For example, changes in Westwood Holdings' assets and liabilities are reflected in the revenues and expenses on Westwood Holdings' income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Westwood Holdings Group. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Current Deferred Revenue14.4 M15.1 M
Total Revenue108.9 M73.2 M
Cost Of Revenue64.4 M39.9 M
Stock Based Compensation To Revenue 0.07  0.12 
Sales General And Administrative To Revenue 0.17  0.16 
Revenue Per Share 10.44  7.37 
Ebit Per Revenue 0.01  0.01 

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When determining whether Westwood Holdings is a strong investment it is important to analyze Westwood Holdings' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Westwood Holdings' future performance. For an informed investment choice regarding Westwood Stock, refer to the following important reports:
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Westwood Holdings. If investors know Westwood will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Westwood Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
40
Dividend Share
0.6
Earnings Share
0.83
Revenue Per Share
11.557
Quarterly Revenue Growth
0.024
The market value of Westwood Holdings is measured differently than its book value, which is the value of Westwood that is recorded on the company's balance sheet. Investors also form their own opinion of Westwood Holdings' value that differs from its market value or its book value, called intrinsic value, which is Westwood Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Westwood Holdings' market value can be influenced by many factors that don't directly affect Westwood Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
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Please note, there is a significant difference between Westwood Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if Westwood Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Westwood Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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