Westwood Historical Financial Ratios

WHG Stock

USD 15.80 0.19 1.19%

Westwood Holdings is currently reporting on over 109 different financial statement accounts. To analyze all of these accounts together requires a lot of time and effort. However, using these accounts to derive some meaningful and actionable indicators such as Price To Sales Ratio of 1.06, Dividend Yield of 0.045, PTB Ratio of 0.79 or Days Sales Outstanding of 42.99 will help investors to properly organize and evaluate Westwood Holdings financial condition quickly.

Quick Ratio Current Ratio

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Holdings Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.

About Westwood Financial Ratios Analysis

Westwood HoldingsFinancial ratios are relationships based on a company's financial information. They can serve as useful tools to evaluate Westwood Holdings investment potential. Financial ratio analysis can also be defined as the process of presenting financial ratios, which are mathematical indicators calculated by comparing key financial information appearing on Westwood financial statements. Financial ratios are useful tools that help investors analyze and compare relationships between different pieces of financial information across Westwood Holdings history.

Westwood Holdings Financial Ratios Chart

At this time, Westwood Holdings' Return On Tangible Assets are most likely to slightly decrease in the upcoming years. The Westwood Holdings' current Earnings Yield is estimated to increase to 0.11, while Dividend Yield is projected to decrease to 0.04.

Price To Sales Ratio Dividend Yield Days Sales Outstanding Invested Capital Inventory Turnover

Add Fundamental

Price To Sales Ratio

Price to Sales Ratio is figured by comparing Westwood Holdings stock price to its revenues. An advantage to using Price to Sales ratio is that it is based on Westwood Holdings sales, a figure that is much harder to manipulate than other Westwood Holdings Group multiples. Because sales tend to be more stable P/S ratio can be a good tool for screening cyclical companies fluctuating earnings patterns. A valuation ratio that compares a company's stock price to its revenues, calculated by dividing the company's market cap by its total sales or revenue over a 12-month period.

Dividend Yield

Dividend Yield is Westwood Holdings Group dividend as a percentage of Westwood Holdings stock price. Westwood Holdings dividend yield is a measure of Westwood Holdings stock productivity, which can be interpreted as interest rate earned on an Westwood Holdings investment. A financial ratio that shows how much a company pays out in dividends each year relative to its stock price, calculated as annual dividends per share divided by price per share.

Invested Capital

Invested capital represents the total cash investment that shareholders and debt holders have contributed to Westwood Holdings Group. There are two different methods for calculating Westwood Holdings invested capital: operating approach and financing approach. Understanding Westwood Holdings invested capital allows investors to calculate measures of performance such as return on invested capital or return on capital employed.

Inventory Turnover

A ratio showing how many times a company's inventory is sold and replaced over a period, indicating the efficiency of inventory management.

Most ratios from Westwood Holdings' fundamentals are interrelated and interconnected. However, analyzing fundamentals ratios one by one will only give a small insight into Westwood Holdings current financial condition. On the other hand, looking into the entire matrix of fundamentals ratios, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Holdings Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.

	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

Dividend Yield Price To Sales Ratio

Westwood Holdings fundamentals Correlations

	Price To Sales Ratio	Dividend Yield	Ptb Ratio	Days Sales Outstanding	Book Value Per Share	Free Cash Flow Yield	Operating Cash Flow Per Share	Capex To Depreciation	Pb Ratio	Ev To Sales	Free Cash Flow Per Share	Roic	Inventory Turnover	Net Income Per Share	Days Of Inventory On Hand	Payables Turnover	Average Inventory	Capex To Revenue	Cash Per Share	Pocfratio	Interest Coverage	Payout Ratio	Capex To Operating Cash Flow	Pfcf Ratio	Days Payables Outstanding	Income Quality
Price To Sales Ratio		-0.59	0.96	-0.31	-0.29	-0.18	0.24	0.57	0.96	1.0	0.23	0.82	0.02	0.44	0.61	0.71	0.9	0.42	0.02	0.69	0.53	0.11	0.64	0.7	-0.71	0.51
Dividend Yield	-0.59		-0.68	0.31	0.45	0.12	-0.1	-0.41	-0.68	-0.6	-0.09	-0.77	0.15	-0.33	-0.72	-0.16	-0.57	-0.2	0.31	-0.04	0.09	0.42	-0.04	-0.06	0.06	-0.02
Ptb Ratio	0.96	-0.68		-0.41	-0.49	-0.18	0.14	0.51	1.0	0.98	0.13	0.89	-0.04	0.4	0.6	0.61	0.82	0.27	-0.19	0.57	0.41	-0.04	0.5	0.59	-0.59	0.44
Days Sales Outstanding	-0.31	0.31	-0.41		0.61	0.51	0.43	-0.26	-0.41	-0.34	0.43	-0.38	-0.03	-0.27	-0.28	-0.33	-0.27	0.03	0.17	0.03	0.26	-0.16	0.05	0.01	0.3	-0.46
Book Value Per Share	-0.29	0.45	-0.49	0.61		0.1	0.47	-0.16	-0.49	-0.35	0.46	-0.38	0.35	0.26	-0.12	-0.08	-0.06	0.2	0.83	0.1	0.27	0.25	0.16	0.08	-0.07	-0.06
Free Cash Flow Yield	-0.18	0.12	-0.18	0.51	0.1		0.65	-0.09	-0.18	-0.21	0.66	-0.05	0.0	-0.2	0.1	-0.41	-0.22	0.06	-0.18	0.26	0.28	-0.13	0.23	0.25	0.47	-0.73
Operating Cash Flow Per Share	0.24	-0.1	0.14	0.43	0.47	0.65		0.17	0.14	0.19	1.0	0.26	0.17	0.45	0.47	-0.05	0.35	0.43	0.39	0.53	0.49	0.14	0.54	0.53	-0.03	-0.23
Capex To Depreciation	0.57	-0.41	0.51	-0.26	-0.16	-0.09	0.17		0.51	0.57	0.15	0.49	0.05	0.38	0.47	0.47	0.57	0.83	0.15	0.44	0.31	0.05	0.64	0.46	-0.43	0.16
Pb Ratio	0.96	-0.68	1.0	-0.41	-0.49	-0.18	0.14	0.51		0.98	0.13	0.89	-0.04	0.4	0.6	0.61	0.82	0.27	-0.19	0.57	0.41	-0.04	0.5	0.59	-0.59	0.44
Ev To Sales	1.0	-0.6	0.98	-0.34	-0.35	-0.21	0.19	0.57	0.98		0.18	0.83	-0.02	0.42	0.58	0.71	0.9	0.39	-0.03	0.67	0.51	0.06	0.62	0.69	-0.71	0.5
Free Cash Flow Per Share	0.23	-0.09	0.13	0.43	0.46	0.66	1.0	0.15	0.13	0.18		0.26	0.17	0.44	0.46	-0.07	0.34	0.41	0.38	0.53	0.48	0.13	0.53	0.53	-0.02	-0.24
Roic	0.82	-0.77	0.89	-0.38	-0.38	-0.05	0.26	0.49	0.89	0.83	0.26		0.15	0.52	0.67	0.53	0.8	0.25	-0.11	0.53	0.39	-0.29	0.48	0.54	-0.48	0.22
Inventory Turnover	0.02	0.15	-0.04	-0.03	0.35	0.0	0.17	0.05	-0.04	-0.02	0.17	0.15		0.37	0.28	0.3	0.08	0.2	0.43	0.23	0.21	0.22	0.28	0.23	-0.31	0.17
Net Income Per Share	0.44	-0.33	0.4	-0.27	0.26	-0.2	0.45	0.38	0.4	0.42	0.44	0.52	0.37		0.6	0.22	0.53	0.37	0.56	0.28	0.13	0.24	0.3	0.3	-0.37	0.33
Days Of Inventory On Hand	0.61	-0.72	0.6	-0.28	-0.12	0.1	0.47	0.47	0.6	0.58	0.46	0.67	0.28	0.6		0.23	0.59	0.5	0.06	0.3	0.13	0.18	0.33	0.32	-0.2	0.15
Payables Turnover	0.71	-0.16	0.61	-0.33	-0.08	-0.41	-0.05	0.47	0.61	0.71	-0.07	0.53	0.3	0.22	0.23		0.77	0.42	0.26	0.7	0.64	0.17	0.71	0.7	-0.96	0.63
Average Inventory	0.9	-0.57	0.82	-0.27	-0.06	-0.22	0.35	0.57	0.82	0.9	0.34	0.8	0.08	0.53	0.59	0.77		0.49	0.27	0.73	0.59	0.01	0.71	0.74	-0.78	0.46
Capex To Revenue	0.42	-0.2	0.27	0.03	0.2	0.06	0.43	0.83	0.27	0.39	0.41	0.25	0.2	0.37	0.5	0.42	0.49		0.34	0.44	0.37	0.33	0.68	0.45	-0.41	0.21
Cash Per Share	0.02	0.31	-0.19	0.17	0.83	-0.18	0.39	0.15	-0.19	-0.03	0.38	-0.11	0.43	0.56	0.06	0.26	0.27	0.34		0.32	0.32	0.38	0.38	0.32	-0.42	0.22
Pocfratio	0.69	-0.04	0.57	0.03	0.1	0.26	0.53	0.44	0.57	0.67	0.53	0.53	0.23	0.28	0.3	0.7	0.73	0.44	0.32		0.91	0.15	0.95	1.0	-0.7	0.18
Interest Coverage	0.53	0.09	0.41	0.26	0.27	0.28	0.49	0.31	0.41	0.51	0.48	0.39	0.21	0.13	0.13	0.64	0.59	0.37	0.32	0.91		0.08	0.87	0.9	-0.64	0.11
Payout Ratio	0.11	0.42	-0.04	-0.16	0.25	-0.13	0.14	0.05	-0.04	0.06	0.13	-0.29	0.22	0.24	0.18	0.17	0.01	0.33	0.38	0.15	0.08		0.19	0.16	-0.3	0.57
Capex To Operating Cash Flow	0.64	-0.04	0.5	0.05	0.16	0.23	0.54	0.64	0.5	0.62	0.53	0.48	0.28	0.3	0.33	0.71	0.71	0.68	0.38	0.95	0.87	0.19		0.95	-0.71	0.18
Pfcf Ratio	0.7	-0.06	0.59	0.01	0.08	0.25	0.53	0.46	0.59	0.69	0.53	0.54	0.23	0.3	0.32	0.7	0.74	0.45	0.32	1.0	0.9	0.16	0.95		-0.71	0.18
Days Payables Outstanding	-0.71	0.06	-0.59	0.3	-0.07	0.47	-0.03	-0.43	-0.59	-0.71	-0.02	-0.48	-0.31	-0.37	-0.2	-0.96	-0.78	-0.41	-0.42	-0.7	-0.64	-0.3	-0.71	-0.71		-0.74
Income Quality	0.51	-0.02	0.44	-0.46	-0.06	-0.73	-0.23	0.16	0.44	0.5	-0.24	0.22	0.17	0.33	0.15	0.63	0.46	0.21	0.22	0.18	0.11	0.57	0.18	0.18	-0.74

Click cells to compare fundamentals

Westwood Holdings Account Relationship Matchups

Westwood Holdings fundamentals Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Price To Sales Ratio	2.96	1.78	1.83	1.27	1.12	1.06
Dividend Yield	0.1	0.0953	0.17	0.0644	0.055	0.045
Ptb Ratio	1.76	1.68	0.89	1.13	0.79	0.83
Days Sales Outstanding	57.2	62.5	56.88	73.87	58.52	42.99
Book Value Per Share	17.64	16.36	14.97	14.11	15.37	8.41
Free Cash Flow Yield	0.12	(0.0852)	0.14	0.59	(0.0133)	(0.0126)
Operating Cash Flow Per Share	3.83	(1.22)	2.46	6.61	(0.15)	(0.14)
Capex To Depreciation	0.45	0.0352	0.075	0.12	0.0305	0.029
Pb Ratio	1.76	1.68	0.89	1.13	0.79	0.83
Ev To Sales	1.98	2.48	1.7	1.01	0.94	0.89
Free Cash Flow Per Share	3.69	(1.23)	2.44	6.57	(0.17)	(0.16)
Roic	0.0185	0.0448	(0.008336)	0.0837	0.0378	0.0359
Inventory Turnover	43.61	(0.61)	(0.65)	(2.62)	(3.01)	(2.86)
Net Income Per Share	0.7	(1.12)	1.24	(0.59)	1.33	1.14
Days Of Inventory On Hand	8.37	(602.33)	(558.02)	(139.56)	(160.5)	(168.52)
Payables Turnover	23.38	25.9	16.13	7.07	8.63	8.2
Capex To Revenue	0.014	0.001428	0.002437	0.004659	0.001637	0.001555
Cash Per Share	11.9	10.34	10.19	5.0	6.67	6.17
Pocfratio	7.74	(11.85)	6.88	1.68	(84.48)	(80.26)
Payout Ratio	0.92	4.41	(1.23)	2.35	(1.22)	0.49
Capex To Operating Cash Flow	0.0315	0.0366	(0.009519)	0.009182	0.006169	(0.12)
Pfcf Ratio	8.04	(11.74)	6.95	1.69	(75.16)	(71.4)
Days Payables Outstanding	15.61	14.09	22.63	51.65	42.28	44.4
Income Quality	1.18	5.44	1.09	1.99	(11.21)	(0.12)
Roe	0.0399	(0.0684)	0.0828	(0.0418)	0.0878	0.0834
Ev To Operating Cash Flow	6.48	(11.32)	6.41	1.34	(71.09)	(67.54)
Pe Ratio	42.13	(12.95)	13.66	(18.87)	9.47	9.0
Ev To Free Cash Flow	6.73	(11.22)	6.47	1.35	(63.25)	(60.08)
Earnings Yield	0.0941	0.0237	(0.0772)	0.0732	(0.053)	0.11
Net Debt To E B I T D A	(4.43)	(3.66)	(1.52)	(1.36)	(1.92)	(2.02)
Current Ratio	5.44	5.48	8.17	5.92	3.33	3.62
Tangible Book Value Per Share	13.47	12.62	11.38	5.86	7.3	6.23
Receivables Turnover	6.38	5.84	6.42	4.94	6.24	7.98
Graham Number	16.7	20.31	20.44	13.68	21.25	14.94
Shareholders Equity Per Share	17.64	16.36	14.97	14.11	15.12	8.4

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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:

How To Invest In Westwood

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Is Westwood Stock a good investment?

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What is Westwood Holdings' Net Worth?

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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

(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.

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Price To Sales Ratio	Dividend Yield
Ptb Ratio	Days Sales Outstanding
Book Value Per Share	Free Cash Flow Yield
Invested Capital	Operating Cash Flow Per Share
Average Payables	Stock Based Compensation To Revenue
Capex To Depreciation	Pb Ratio
Ev To Sales	Free Cash Flow Per Share
Roic	Inventory Turnover
Net Income Per Share	Days Of Inventory On Hand
Payables Turnover	Sales General And Administrative To Revenue
Average Inventory	Research And Ddevelopement To Revenue
Capex To Revenue	Cash Per Share
Pocfratio	Interest Coverage
Payout Ratio	Capex To Operating Cash Flow
Pfcf Ratio	Days Payables Outstanding
Net Current Asset Value	Income Quality
Roe	Tangible Asset Value
Ev To Operating Cash Flow	Pe Ratio
Return On Tangible Assets	Ev To Free Cash Flow
Earnings Yield	Intangibles To Total Assets
Net Debt To E B I T D A	Current Ratio
Tangible Book Value Per Share	Receivables Turnover
Graham Number	Shareholders Equity Per Share
Debt To Equity	Capex Per Share
Graham Net Net	Average Receivables
Revenue Per Share	Interest Debt Per Share
Debt To Assets	Enterprise Value Over E B I T D A
Short Term Coverage Ratios	Price Earnings Ratio
Operating Cycle	Price Book Value Ratio
Price Earnings To Growth Ratio	Days Of Payables Outstanding
Dividend Payout Ratio	Price To Operating Cash Flows Ratio
Price To Free Cash Flows Ratio	Pretax Profit Margin
Ebt Per Ebit	Operating Profit Margin
Effective Tax Rate	Company Equity Multiplier
Long Term Debt To Capitalization	Total Debt To Capitalization
Return On Capital Employed	Debt Equity Ratio
Ebit Per Revenue	Quick Ratio
Dividend Paid And Capex Coverage Ratio	Net Income Per E B T
Cash Ratio	Cash Conversion Cycle
Operating Cash Flow Sales Ratio	Days Of Inventory Outstanding
Days Of Sales Outstanding	Free Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage Ratios	Price To Book Ratio
Fixed Asset Turnover	Capital Expenditure Coverage Ratio
Price Cash Flow Ratio	Enterprise Value Multiple
Debt Ratio	Cash Flow To Debt Ratio
Price Sales Ratio	Return On Assets
Asset Turnover	Net Profit Margin
Gross Profit Margin	Price Fair Value
Return On Equity

Westwood Historical Financial Ratios

About Westwood Financial Ratios Analysis

Westwood Holdings Financial Ratios Chart

Price To Sales Ratio

Dividend Yield

Invested Capital

Inventory Turnover

Westwood Holdings fundamentals Correlations

Westwood Holdings Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Westwood Holdings fundamentals Accounts

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Ev To Sales	+ 1.0	Price To Sales Ratio
Pb Ratio	+ 1.0	Ptb Ratio
Free Cash Flow Per Share	+ 1.0	Operating Cash Flow Per Share
Pfcf Ratio	+ 1.0	Pocfratio
Ev To Sales	+ 0.98	Ptb Ratio
Ev To Sales	+ 0.98	Pb Ratio

Days Payables Outstanding	- 0.96	Payables Turnover
Days Payables Outstanding	- 0.78	Average Inventory
Roic	- 0.77	Dividend Yield
Income Quality	- 0.74	Days Payables Outstanding
Income Quality	- 0.73	Free Cash Flow Yield
Days Of Inventory On Hand	- 0.72	Dividend Yield