Westwood Holdings Group Stock Z Score

WHG Stock  USD 15.68  0.76  4.62%   
Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Westwood Holdings Piotroski F Score and Westwood Holdings Valuation analysis.
  
At this time, Westwood Holdings' Long Term Debt To Capitalization is most likely to slightly decrease in the upcoming years. The Westwood Holdings' current Total Debt To Capitalization is estimated to increase to 0.04, while Net Invested Capital is projected to decrease to roughly 108.1 M. At this time, Westwood Holdings' Total Operating Expenses is most likely to increase significantly in the upcoming years. The Westwood Holdings' current Depreciation And Amortization is estimated to increase to about 10.9 M, while Other Operating Expenses is projected to decrease to roughly 55.4 M.

Westwood Holdings Group Company Z Score Analysis

Westwood Holdings' Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

 = 

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

 = 

1.2 * (

Working Capital

/

Total Assets )

Second Factor

 = 

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

 = 

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

 = 

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

 = 

0.99 * (

Revenue

/

Total Assets )

Westwood Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Westwood Holdings is extremely important. It helps to project a fair market value of Westwood Stock properly, considering its historical fundamentals such as Z Score. Since Westwood Holdings' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Westwood Holdings' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Westwood Holdings' interrelated accounts and indicators.
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Click cells to compare fundamentals
To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.
Competition

As per the company's disclosures, Westwood Holdings Group has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.

Westwood Holdings ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Westwood Holdings' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Westwood Holdings' managers, analysts, and investors.
72.7%
Environmental
77.3%
Governance
Social

Westwood Holdings Institutional Holders

Institutional Holdings refers to the ownership stake in Westwood Holdings that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Westwood Holdings' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Westwood Holdings' value.
Shares
Garner Asset Management Corporation2024-12-31
140.8 K
Allred Capital Management, Llc2024-12-31
103.9 K
Aegis Financial Corporation2024-12-31
100 K
Gabelli Funds Llc2024-12-31
86.8 K
Bridgeway Capital Management, Llc2024-12-31
80.8 K
Geode Capital Management, Llc2024-12-31
65.8 K
Bank Of America Corp2024-12-31
60.9 K
Susquehanna International Group, Llp2024-12-31
47 K
Northern Trust Corp2024-12-31
37.6 K
Allspring Global Investments Holdings, Llc2024-12-31
585.8 K
Gamco Investors, Inc. Et Al2024-12-31
446.7 K

Westwood Fundamentals

Return On Equity0.0224
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Return On Asset0.0194
Profit Margin0.03 %
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31-150%-100%-50%
Operating Margin0.06 %
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Current Valuation108.47 M
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-310%100%200%300%400%
Shares Outstanding9.27 M
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Shares Owned By Insiders16.93 %
Shares Owned By Institutions60.37 %
Number Of Shares Shorted4.79 K
Price To Earning17.73 X
Price To Book1.26 X
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Price To Sales1.60 X
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Revenue94.72 M
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Gross Profit28.56 M
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EBITDA830 K
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Net Income2.21 M
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Cash And Equivalents23.86 M
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Cash Per Share8.80 X
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-3110,000%20,000%30,000%40,000%50,000%
Total Debt4.55 M
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Debt To Equity0.06 %
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Current Ratio7.22 X
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Book Value Per Share14.55 X
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Cash Flow From Operations21.12 M
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Short Ratio0.23 X
Earnings Per Share0.33 X
Beta1.14
Market Capitalization154.74 M
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Total Asset155.17 M
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Retained Earnings4.65 M
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Working Capital53.59 M
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Current Asset117.6 M
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Current Liabilities44.85 M
JavaScript chart by amCharts 3.21.152011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-31100%200%300%400%500%600%700%
Annual Yield0.04 %
Five Year Return6.55 %
Net Asset155.17 M
Last Dividend Paid0.6

About Westwood Holdings Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Westwood Holdings Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Westwood Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Westwood Holdings Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Currently Active Assets on Macroaxis

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:
Check out Westwood Holdings Piotroski F Score and Westwood Holdings Valuation analysis.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
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
(0.98)
Dividend Share
0.6
Earnings Share
0.33
Revenue Per Share
11.393
Quarterly Revenue Growth
0.084
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.
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.