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Westwood Holdings Group Inc. Quality Score

WHG

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Quality63

Growth is the primary weakness (avg 50/100). Valuation is the relative bright spot.

Broad-market heuristics · Not a buy/sell signal

Valuation and growth

Earnings Multiple
80/100
21.9x

20–25x range, moderate premium

Cash Flow Multiple
100/100
9.8x

Under 20x cash flow, well covered

Revenue Growth
100/100
10.3%

Above 10% CAGR, strong compounder

Cash Flow Growth
0/100
-22.3%

Below 2%, essentially flat

Business Quality & Capital Allocation

Share Dilution
0/100
15.8%

Heavy dilution above 5%

Margin Trend
100/100
+11.8pp

Expanded 3+pp, strong improvement

Capital Structure
100/100
-$30M

Net cash position, no leverage concern

2022
$39.0M
$6.00M
2023
$53.0M
$5.00M
2024
$47.0M
$3.00M
2025
$48.0M
$10.0M
TTM
$42.0M
$12.0M
CashDebt
Return on Capital
0/100
2.8%

Below 8%, may not cover cost of capital

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Westwood Holdings Group (WHG) quality: score, margins and returns

Westwood Holdings Group (WHG) scores 63/100 on Intrinsiqq's quality score (a solid business), a weighted blend of 8 metrics each scored 0 to 100, on 4.7% operating margins and 2.8% ROIC. Every metric is computed from SEC filings; this is analysis, not investment advice.

Frequently asked

Is Westwood Holdings Group (WHG) 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 rates it a solid business on these measures. Recent figures include a 4.7% operating margin and a 2.8% return on invested capital. Quality and price are separate questions: even a great business can be a poor investment if you overpay, so read this score alongside the valuation. The metric-by-metric breakdown is on this scorecard.

What does Westwood Holdings Group's quality score measure?+

Intrinsiqq's quality score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, change in share count, and balance-sheet strength, each computed from WHG's SEC filings rather than opinion or sentiment. A higher score means a more durable, capital-efficient business; it is not a buy or sell signal. Open each metric on this page to see exactly where Westwood Holdings Group scores well and where it falls behind.

What is Westwood Holdings Group's return on invested capital (ROIC)?+

Westwood Holdings Group earns about 2.8% on its invested capital, which is weak. ROIC measures how much profit a company generates per dollar put to work; sustained ROIC above its cost of capital is one of the clearest signs of a real competitive moat. Compare it to WHG's margins and growth on this scorecard to judge durability.

How profitable is Westwood Holdings Group?+

Westwood Holdings Group runs an operating margin of about 4.7% and a net margin of about 7.7%. Revenue has grown at roughly 8.5% a year recently. High, stable margins usually point to pricing power and operating discipline. Margins are most telling next to growth and returns on capital, all of which feed this quality score. This is analysis from SEC filings, not investment advice.

How the market compares: US profitability statistics

SourceQuality score computed 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.

Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically. Checks use broad-market heuristics, so sector norms may differ, and the valuation checks are more cyclical than the quality checks.

Peers

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Held by ETFs

WHG is in 5 US ETFs. The largest of them, with WHG's weight in each:

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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Not financial advice. Analytical data for research only.

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