Intrinsiqq
Westwood Holdings Group Inc. logoWestwood Holdings Group Inc.WHG
$18.55-0.80%
Westwood Holdings Group Inc. logo

Westwood Holdings Group Inc.

WHG

$18.55

-$0.15 (-0.80%)

⊜ Compare
ProfitabilityThin marginsGrowthModeratingCash FlowStrong conversionValuationFairly valued
What stands out

Operating margin is thin at 5.09%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.

What's changing

Revenue grew 3.2%, steady but not accelerating. Free cash flow declined 10% despite revenue growth, conversion is weakening.

What deserves caution

Free cash flow declined 10% versus the prior year, cash generation momentum has weakened.

Valuation context

21.1x earnings, 9.5x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.

Price History

+10.7%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$177M
EPS$0.88
P/E21.08
P/FCF9.48
EV/EBITDA18.33
FCF Yield10.5%
Div. Yield3.08%
Net Debt/FCF-1.6x
52-Week Range
$14.76$20.34

Profitability & Returns

Revenue (TTM)

$102M

▲ +3.2% YoY

Net Income (TTM)

$8M

▲ +220.1% YoY

Op. Margin

4.66%

▲ +4.2pp YoY

ROIC

2.76%

▲ +2.5pp YoY

Cash Flow & Balance Sheet

FCF (TTM)

$19M

▼ -10.4% YoY

Op. Cash Flow (TTM)

$20M

▼ -10.4% YoY

Net Debt

-$30M

Net Cash Position

Cash & Equiv.

$42M

5Y CAGR: +8.5%

Continue Research

SourceComputed from the 10-Q filed 22 Oct 2025, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 12 Oct 2026. How this is calculated.

Price from market data, last close as of 22 Oct 2026. Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically.

Is Westwood Holdings Group (WHG) overvalued?

At a P/E of 21.1 and a price-to-free-cash-flow of 9.5, Westwood Holdings Group (WHG) trades below a two-stage DCF intrinsic value of about $38.93 per share, so at $18.55 the stock looks undervalued (109.9% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, Westwood Holdings Group scores 63/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 3.1%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

What is Westwood Holdings Group's fair value?+

Intrinsiqq's two-stage DCF estimates an intrinsic value of about $38.93 per share for WHG, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $29.20. At today's $18.55, that puts the stock about 109.9% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.

Is Westwood Holdings Group a high-quality business?+

Westwood Holdings Group scores 63 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 4.7% operating margin and a 2.8% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Does Westwood Holdings Group (WHG) pay a dividend, and how much?+

Yes, Westwood Holdings Group pays a regular dividend of about $0.60 per share per year (typically in quarterly installments), a yield of roughly 3.1% at the current price. That is a payout ratio of about 69.3% of earnings, so the dividend is covered, with less cushion. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For WHG's full payout history, growth streak and dividend-safety score, see the dividends tab.

Is Westwood Holdings Group a good stock to buy right now?+

That depends on valuation and quality together, not either alone. WHG currently trades below its estimated intrinsic value and scores 63/100 on quality (solid). It also yields about 3.1%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.

Related stocks: Investment Advice

Spot a number that looks wrong? Check it in WHG's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.