WHG
Price:
$14.75
Market Cap:
$136.76M
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...[Read more]
Industry
Financial - Capital Markets
IPO Date
2002-06-13
Stock Exchange
NYSE
Ticker
WHG
According to Westwood Holdings Group, Inc.’s latest financial reports and current stock price. The company's current Enterprise Value is 117.53M. This represents a change of 36.32% compared to the average of 86.22M of the last 4 quarters.
The mean historical Enterprise Value of Westwood Holdings Group, Inc. over the last ten years is 260.54M. The current 117.53M Enterprise Value has changed 4.41% with respect to the historical average. Over the past ten years (40 quarters), WHG's Enterprise Value was at its highest in in the September 2017 quarter at 498.28M. The Enterprise Value was at its lowest in in the September 2022 quarter at 59.01M.
Average
260.54M
Median
225.68M
Minimum
69.51M
Maximum
491.61M
Discovering the peaks and valleys of Westwood Holdings Group, Inc. Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 21.19%
Maximum Annual Enterprise Value = 491.61M
Minimum Annual Increase = -50.62%
Minimum Annual Enterprise Value = 69.51M
Year | Enterprise Value | Change |
---|---|---|
2023 | 84.24M | 21.19% |
2022 | 69.51M | -44.09% |
2021 | 124.34M | 12.38% |
2020 | 110.64M | -46.97% |
2019 | 208.63M | -14.05% |
2018 | 242.74M | -50.62% |
2017 | 491.61M | 10.19% |
2016 | 446.13M | 17.00% |
2015 | 381.30M | -14.56% |
2014 | 446.28M | 0.73% |
The current Enterprise Value of Westwood Holdings Group, Inc. (WHG) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
92.70M
5-year avg
119.47M
10-year avg
260.54M
Westwood Holdings Group, Inc.’s Enterprise Value is less than Invesco High Income 2023 Target Term Fund (246.51M), greater than Nuveen Corporate Income 2023 Target Term Fund (99.10M), less than Virtus Convertible & Income 2024 Target Term Fund (179.18M), greater than MFS Investment Grade Municipal Trust (108.31M), less than Eaton Vance National Municipal Opportunities Trust (299.76M), less than Invesco Trust for Investment Grade New York Municipals (337.54M), less than Invesco California Value Municipal Income Trust (848.76M), greater than GAMCO Natural Resources, Gold & Income Trust (88.03M), less than Nuveen Pennsylvania Quality Municipal Income Fund (419.21M), less than Invesco Advantage Municipal Income Trust II (624.75M), greater than PIMCO New York Municipal Income Fund (99.56M), less than Invesco Pennsylvania Value Municipal Income Trust (387.22M), less than BlackRock MuniHoldings New York Quality Fund, Inc. (557.09M), less than Nuveen New York Quality Municipal Income Fund (344.08M), less than Invesco Municipal Trust (825.73M), less than Invesco Trust for Investment Grade Municipals (833.48M), less than Invesco Quality Municipal Income Trust (788.71M), less than Invesco Municipal Opportunity Trust (1.04B), less than MFS High Income Municipal Trust (196.56M), greater than Invesco High Income 2024 Target Term Fund (22.93M),
Company | Enterprise Value | Market cap |
---|---|---|
246.51M | $167.09M | |
99.10M | $74.64M | |
179.18M | $167.75M | |
108.31M | $64.51M | |
299.76M | $259.06M | |
337.54M | $205.30M | |
848.76M | $512.91M | |
88.03M | $88.72M | |
419.21M | $416.10M | |
624.75M | $382.78M | |
99.56M | $58.65M | |
387.22M | $243.54M | |
557.09M | $311.49M | |
344.08M | $342.28M | |
825.73M | $527.90M | |
833.48M | $534.73M | |
788.71M | $507.16M | |
1.04B | $638.66M | |
196.56M | $115.07M | |
22.93M | $66.25M |
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What is the Enterprise Value?
How can you use the Enterprise Value?
What is Westwood Holdings Group, Inc.'s Enterprise Value?
What is the highest Enterprise Value for Westwood Holdings Group, Inc. (WHG)?
What is the 3-year average Enterprise Value for Westwood Holdings Group, Inc. (WHG)?
What is the 5-year average Enterprise Value for Westwood Holdings Group, Inc. (WHG)?
How does the current Enterprise Value for Westwood Holdings Group, Inc. (WHG) compare to its historical average?