Westwood Holdings Group Stock Alpha and Beta Analysis
| WHG Stock | USD 15.70 0.57 3.50% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Westwood Holdings Group. It also helps investors analyze the systematic and unsystematic risks associated with investing in Westwood Holdings over a specified time horizon. Remember, high Westwood Holdings' alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Westwood Holdings' market risk premium analysis include:
Beta 1.06 | Alpha 0.35 | Risk 3.08 | Sharpe Ratio 0.13 | Expected Return 0.4 |
Westwood Holdings Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Westwood |
Westwood Holdings Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Westwood Holdings market risk premium is the additional return an investor will receive from holding Westwood Holdings long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Westwood Holdings. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Westwood Holdings' performance over market.| α | 0.35 | β | 1.06 |
Westwood Holdings expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Westwood Holdings' Buy-and-hold return. Our buy-and-hold chart shows how Westwood Holdings performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Westwood Holdings Market Price Analysis
Market price analysis indicators help investors to evaluate how Westwood Holdings stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Westwood Holdings shares will generate the highest return on investment. By understating and applying Westwood Holdings stock market price indicators, traders can identify Westwood Holdings position entry and exit signals to maximize returns.
Westwood Holdings Return and Market Media
The median price of Westwood Holdings for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 is 14.6 with a coefficient of variation of 9.3. The daily time series for the period is distributed with a sample standard deviation of 1.34, arithmetic mean of 14.45, and mean deviation of 1.17. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
1 | Acquisition by Richard Frank of 5000 shares of Westwood Holdings at 17.75 subject to Rule 16b-3 | 09/13/2024 |
| Westwood Holdings dividend paid on 1st of October 2024 | 10/01/2024 |
2 | Good Life Advisors LLC Raises Stock Position in Valero Energy Co. | 10/18/2024 |
3 | AMI Asset Management Corp Has 2.54 Million Stock Holdings in Merit Medical Systems, Inc. | 10/30/2024 |
4 | Westwood Holdings Group Has Affirmed Its Dividend Of 0.15 | 11/04/2024 |
5 | Chuys Holdings, Inc. Given Average Recommendation of Hold by Analysts | 11/06/2024 |
6 | CPS to consider bringing charges against Tim Westwood | 11/07/2024 |
7 | NIO Shares Down 0.2 percent Should You Sell | 11/11/2024 |
8 | Jeppson Wealth Management LLC Buys 679 Shares of The Charles Schwab Co. | 11/12/2024 |
9 | Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience | 11/18/2024 |
10 | Westwood, OneVest forge wealth management technology alliance | 11/19/2024 |
11 | Jacobs Solutions Lowered to Hold Rating by Benchmark | 11/21/2024 |
12 | NIO Trading Up 3.5 percent Should You Buy | 11/22/2024 |
About Westwood Holdings Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Westwood or other stocks. Alpha measures the amount that position in Westwood Holdings has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.17 | 0.0644 | 0.055 | 0.045 | Price To Sales Ratio | 1.83 | 1.27 | 1.12 | 1.06 |
Westwood Holdings Upcoming Company Events
As portrayed in its financial statements, the presentation of Westwood Holdings' financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Westwood Holdings' leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Westwood Holdings' public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Westwood Holdings. Please utilize our Beneish M Score to check the likelihood of Westwood Holdings' management manipulating its earnings.
| 21st of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
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Check out Westwood Holdings Backtesting, Westwood Holdings Valuation, Westwood Holdings Correlation, Westwood Holdings Hype Analysis, Westwood Holdings Volatility, Westwood Holdings History and analyze Westwood Holdings Performance. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Westwood Holdings technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.