Westwood Financial Statements From 2010 to 2026

Stocks . USA . 
Stock . Westwood Holdings Group
WHG Stock  USD 16.76  0.41  2.39%   
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
1.2268
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 181.2 M. The Westwood Holdings' current Enterprise Value is estimated to increase to about 171.3 M

Westwood Holdings Total Revenue

74.55 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 74.5 M or Gross Profit of 45.3 M, as well as many indicators such as Price To Sales Ratio of 1.4, Dividend Yield of 0.0441 or PTB Ratio of 1.09. 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 Assets113.1 M163.2 M141.7 M
Slightly volatile
Other Current Liabilities12.5 M15.4 M16.9 M
Pretty Stable
Total Current Liabilities17.9 M10.2 M21.6 M
Pretty Stable
Total Stockholder Equity90 M125.6 M113 M
Slightly volatile
Other Liabilities8 M15.6 M9.9 M
Pretty Stable
Accounts Payable3.8 M7.4 M3.3 M
Slightly volatile
Cash16.9 M26.2 M22.9 M
Pretty Stable
Other Assets7.6 M10.9 M9.9 M
Pretty Stable
Good Will47.7 M45.4 M24.1 M
Slightly volatile
Common Stock Shares Outstanding7.9 M8.9 M7.9 M
Slightly volatile
Short Term Investments20.4 M21.4 M48 M
Slightly volatile
Liabilities And Stockholders Equity113.1 M163.2 M141.7 M
Slightly volatile
Other Stockholder Equity80.3 M116.5 M102.1 M
Slightly volatile
Total Liabilities22.8 M35.6 M28.4 M
Slightly volatile
Intangible Assets60.6 M57.7 M19.6 M
Slightly volatile
Common Stock98.9 K124 K105.8 K
Pretty Stable
Non Current Assets Total103.8 M98.8 M55.9 M
Slightly volatile
Cash And Short Term Investments61.7 M47.7 M71.6 M
Very volatile
Net Receivables12 M16.8 M14.1 M
Slightly volatile
Common Stock Total Equity90.3 K132.2 K98.5 K
Slightly volatile
Non Current Liabilities Total26.7 M25.4 M8.1 M
Slightly volatile
Other Current Assets381.3 K401.4 K4 M
Slightly volatile
Total Current Assets77.4 M64.4 M90 M
Very volatile
Property Plant And Equipment Net10.7 M10.2 M5.9 M
Slightly volatile
Property Plant And Equipment Gross14.4 M13.7 M7.9 M
Slightly volatile
Property Plant Equipment10.7 M10.2 M4.6 M
Slightly volatile
Net Tangible Assets96.3 M52.9 M79.2 M
Very volatile
Capital Surpluse185.8 M206.1 M163 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 Total7.8 M10.2 M5.4 M
Slightly volatile
Cash And Equivalents24.6 M26.2 M31.4 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 Revenue74.5 M97.8 M89.7 M
Pretty Stable
Gross Profit45.3 M84.6 M47.3 M
Very volatile
Other Operating Expenses57.1 M90.9 M72.1 M
Slightly volatile
EBITDA18.6 M14.1 M21.1 M
Slightly volatile
Cost Of Revenue12.5 M13.2 M44.3 M
Pretty Stable
Total Operating Expenses81.6 M77.7 M32.9 M
Slightly volatile
Depreciation And Amortization4.7 M4.4 M2.5 M
Slightly volatile
Selling General Administrative17.5 M11.3 M18.1 M
Very volatile
Selling And Marketing Expenses1.6 M2.7 M1.8 M
Slightly volatile
Reconciled Depreciation3.4 M5.5 M3.2 M
Slightly volatile
Interest Income2.9 M3.6 M4.1 M
Slightly volatile

Westwood Holdings Cash Flow Statement

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Capital Expenditures81.7 K86 K617.6 K
Slightly volatile
End Period Cash Flow16.9 M26.2 M22.9 M
Pretty Stable
Begin Period Cash Flow16.4 M18.8 M21.5 M
Slightly volatile
Depreciation4.7 M4.4 M2.5 M
Slightly volatile
Dividends Paid5.1 M5.4 M12.6 M
Pretty Stable

Financial Ratios

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio1.41.47422.8432
Slightly volatile
Dividend Yield0.04410.03720.0564
Slightly volatile
PTB Ratio1.091.14732.5664
Slightly volatile
Days Sales Outstanding42.0362.540855.7598
Slightly volatile
Book Value Per Share8.715.24614.2031
Slightly volatile
Stock Based Compensation To Revenue0.050.05270.1054
Slightly volatile
Capex To Depreciation0.01840.01930.4208
Slightly volatile
PB Ratio1.091.14732.5664
Slightly volatile
EV To Sales1.241.30982.6574
Slightly volatile
Payables Turnover9.5410.0418.7071
Slightly volatile
Sales General And Administrative To Revenue0.150.11550.2017
Pretty Stable
Capex To Revenue8.0E-49.0E-40.0065
Slightly volatile
Cash Per Share6.035.69389.0041
Pretty Stable
Days Payables Outstanding39.4937.6124.0934
Slightly volatile
Intangibles To Total Assets0.370.35340.2493
Slightly volatile
Current Ratio3.586.3354.3314
Pretty Stable
Tangible Book Value Per Share6.248.35599.7464
Very volatile
Receivables Turnover8.045.83626.713
Slightly volatile
Graham Number14.6916.888322.9889
Slightly volatile
Shareholders Equity Per Share8.6715.014.157
Slightly volatile
Debt To Equity0.0660.0810.0635
Pretty Stable
Capex Per Share0.00980.01030.0799
Slightly volatile
Revenue Per Share7.4611.67411.3473
Very volatile
Interest Debt Per Share1.061.21451.1196
Slightly volatile
Debt To Assets0.05310.06230.0513
Slightly volatile
Enterprise Value Over EBITDA12.659.066416.168
Very volatile
Operating Cycle42.0362.540855.7598
Slightly volatile
Price Book Value Ratio1.091.14732.5664
Slightly volatile
Days Of Payables Outstanding39.4937.6124.0934
Slightly volatile
Ebt Per Ebit1.711.40141.5859
Slightly volatile
Company Equity Multiplier1.41.29961.2751
Pretty Stable
Total Debt To Capitalization0.0620.07490.0596
Pretty Stable
Debt Equity Ratio0.0660.0810.0635
Pretty Stable
Quick Ratio5.066.3354.4079
Slightly volatile
Net Income Per E B T0.530.73130.6911
Pretty Stable
Cash Ratio2.712.58081.1581
Slightly volatile
Cash Conversion Cycle43.2262.540837.8934
Very volatile
Days Of Sales Outstanding42.0362.540855.7598
Slightly volatile
Free Cash Flow Operating Cash Flow Ratio0.780.99520.9743
Very volatile
Price To Book Ratio1.091.14732.5664
Slightly volatile
Fixed Asset Turnover9.099.573222.4553
Slightly volatile
Enterprise Value Multiple12.659.066416.168
Very volatile
Debt Ratio0.05310.06230.0513
Slightly volatile
Price Sales Ratio1.41.47422.8432
Slightly volatile
Asset Turnover0.790.59880.6629
Slightly volatile
Gross Profit Margin0.910.86550.5026
Slightly volatile
Price Fair Value1.091.14732.5664
Slightly volatile

Westwood Holdings Valuation Data

Trends
Current ValueLast YearHistorical Average 10 Year Trend
Market Cap181.2 M144.1 M257.1 M
Slightly volatile
Enterprise Value171.3 M128 M238.4 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 Revenue97.8 M74.5 M
Cost Of Revenue13.2 M12.5 M
Stock Based Compensation To Revenue 0.05  0.05 
Sales General And Administrative To Revenue 0.12  0.15 
Revenue Per Share 11.67  7.46 
Ebit Per Revenue 0.07  0.07 

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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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What is Westwood Holdings' Net Worth?
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Check out the analysis of Westwood Holdings Correlation against competitors.
You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Can Asset Management & Custody Banks industry sustain growth momentum? Does Westwood have expansion opportunities? Factors like these will boost the valuation of Westwood Holdings. Anticipated expansion of Westwood directly elevates investor willingness to pay premium valuations. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Westwood Holdings demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
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. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. 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. Meanwhile, Westwood Holdings' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
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