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Upturn AI SWOT - About
Westwood Holdings Group Inc (WHG)
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Upturn Advisory Summary
03/06/2025: WHG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -31.13% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/06/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 154.74M USD | Price to earnings Ratio 50.58 | 1Y Target Price - |
Price to earnings Ratio 50.58 | 1Y Target Price - | ||
Volume (30-day avg) 16125 | Beta 1.14 | 52 Weeks Range 10.54 - 17.69 | Updated Date 03/30/2025 |
52 Weeks Range 10.54 - 17.69 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 3.59% | Basic EPS (TTM) 0.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.96% | Operating Margin (TTM) 5.61% |
Management Effectiveness
Return on Assets (TTM) 1.94% | Return on Equity (TTM) 2.24% |
Valuation
Trailing PE 50.58 | Forward PE - | Enterprise Value 106543206 | Price to Sales(TTM) 1.58 |
Enterprise Value 106543206 | Price to Sales(TTM) 1.58 | ||
Enterprise Value to Revenue 1.12 | Enterprise Value to EBITDA 10.18 | Shares Outstanding 9271570 | Shares Floating 5371713 |
Shares Outstanding 9271570 | Shares Floating 5371713 | ||
Percent Insiders 16.94 | Percent Institutions 60.37 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Westwood Holdings Group Inc
Company Overview
History and Background
Westwood Holdings Group Inc. was founded in 1983. It is an investment management firm providing investment advisory services to corporate pension plans, public retirement funds, endowments and foundations, high net worth individuals, and other institutions.
Core Business Areas
- Investment Advisory: Provides a range of investment strategies, including U.S. equities, global and emerging market equities, multi-asset solutions, and wealth management services.
- Wealth Management: Offers financial planning and investment management services to high-net-worth individuals and families.
Leadership and Structure
Brian Casey serves as the Chief Executive Officer and President. The company has a board of directors and operates with a team of portfolio managers, analysts, and client service professionals.
Top Products and Market Share
Key Offerings
- U.S. Equities: Investment strategies focused on U.S. equity markets. The market for U.S. equity strategies is highly competitive, with competitors including BlackRock, Vanguard, and State Street. Market share data is difficult to determine precisely for individual strategies within these larger firms. Westwood's share would be small relative to these behemoths.
- competitors: BlackRock, Vanguard, State Street
- Global and Emerging Market Equities: Investment strategies focusing on global and emerging market equity opportunities. Competitors include firms like GQG Partners and Artisan Partners.
- competitors: GQG Partners, Artisan Partners
Market Dynamics
Industry Overview
The investment management industry is highly competitive and subject to market fluctuations, regulatory changes, and evolving client preferences. Trends include the rise of passive investing, increased focus on ESG considerations, and fee compression.
Positioning
Westwood is a boutique investment firm focused on active management strategies. Its competitive advantage lies in its specialized investment expertise and client-centric approach.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Westwood's TAM is related to the specific segments where it operates, such as active equity management. It aims to increase its share within actively managed assets.
Upturn SWOT Analysis
Strengths
- Experienced investment professionals
- Client-focused approach
- Strong track record in specific strategies
- Boutique firm agility
Weaknesses
- Smaller scale compared to larger competitors
- Dependence on key personnel
- Vulnerable to market downturns affecting AUM
- Limited brand recognition
Opportunities
- Expanding into new investment strategies
- Acquiring complementary businesses
- Growing wealth management business
- Capitalizing on ESG investing trends
Threats
- Market volatility
- Increased competition from larger firms
- Fee compression
- Regulatory changes
Competitors and Market Share
Key Competitors
- BLK
- Vanguard
- GS
- APAM
- AMG
Competitive Landscape
Westwood competes with larger asset managers based on investment performance and client service. Its smaller size allows for greater agility, but limits its resources compared to larger competitors. AMG is a collection of independent managers.
Major Acquisitions
Woodbridge Capital Management
- Year: 2010
- Acquisition Price (USD millions): 20
- Strategic Rationale: Expanded investment capabilities in fixed income.
Growth Trajectory and Initiatives
Historical Growth: Historical growth would depend on AUM growth, investment performance, and client acquisition.
Future Projections: Future growth depends on market conditions, investment performance, and strategic initiatives. Analyst estimates would provide projections for revenue and earnings growth.
Recent Initiatives: Recent initiatives might include launching new investment products, expanding into new markets, or making strategic acquisitions.
Summary
Westwood Holdings Group is a boutique asset manager that provides investment advisory and wealth management services. The company's strength lies in its experienced investment professionals and client-focused approach. However, it faces challenges due to its smaller size and increased competition from larger firms. The company needs to focus on expanding into new investment strategies and growing its wealth management business.
Similar Companies
AMG
Affiliated Managers Group Inc
AMG
Affiliated Managers Group Inc
APAM
Artisan Partners Asset Management Inc
APAM
Artisan Partners Asset Management Inc
BLK
BlackRock Inc
BLK
BlackRock Inc
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
Sources and Disclaimers
Data Sources:
- Company filings (SEC), Financial data providers, Industry reports, Analyst estimates.
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Westwood Holdings Group Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2002-06-13 | CEO of Westwood Holdings Group, CEO of Westwood Wealth Management & Director Mr. Brian O'Connor Casey CFP | ||
Sector Financial Services | Industry Asset Management | Full time employees 151 | Website https://www.westwoodgroup.com |
Full time employees 151 | Website https://www.westwoodgroup.com | ||
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
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