Income statement
USD
Annual
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 98M | 95M | 90M | 69M | 73M |
| Gross Profit | 85M | 39M | 37M | 29M | 31M |
| Operating Income | 7M | 830K | 6M | -5M | 6M |
| EBITDA | 14M | 10M | 8M | 5M | 8M |
| Net Income | 7M | 2M | 11M | -5M | 10M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$18.58
+3.22% today
1Y Change
+10.91%
Window
Jun 23, 2025 → Jun 17, 2026
Coverage: 248 bars · Jun 23, 2025 → Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Westwood Holdings Group, Inc. (WHG) is a Financial Services stock with a market cap of $150.00M and listed on NYSE. The stock last traded around $18.58 and up 10.9% across the available one-year price window (Jun 23, 2025 → Jun 17, 2026). Baseline metrics include revenue growth of +3.2%, EPS growth of +211.1%, a dividend yield of 3.9%. What stands out right now is revenue +3.2%, EPS +211.1%, free cash flow -14.9% with operating margin 5.5% and ROIC 3.2%. The dividend matters to the case here, with a current yield around 3.9%. Valuation is more restrained than many high-expectation growth names at P/E 18.0 and price/sales 1.5. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines WHG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
WHG
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
WHG Max Drawdown
-21.86%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for WHG and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$73.1M
+6.4% YoY
FY Net Income
$9.8M
+311.0% YoY
Free Cash Flow
$19.2M
-62.7% YoY
Revenue Growth
+3.2%
EPS Growth
+211.1%
Gross Margin
78.4%
Net Margin
7.4%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 98M | 95M | 90M | 69M | 73M |
| Gross Profit | 85M | 39M | 37M | 29M | 31M |
| Operating Income | 7M | 830K | 6M | -5M | 6M |
| EBITDA | 14M | 10M | 8M | 5M | 8M |
| Net Income | 7M | 2M | 11M | -5M | 10M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 26M | 19M | 20M | 24M | 15M |
| Total Assets | 163M | 150M | 155M | 146M | 140M |
| Total Liabilities | 36M | 28M | 33M | 36M | 22M |
| Shareholder Equity | 126M | 120M | 120M | 111M | 118M |
| Total Debt | 10M | 3M | 9M | 6M | 6M |
| Net Debt | -16M | -16M | -11M | -18M | -9M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
19M
-62.6% YoY
Capital Expenditures
178K
+44.4% YoY
Free Cash Flow
19M
-62.7% YoY
Key ratios
Gross Margin
78.4%
Operating Margin
5.5%
Net Margin
7.4%
ROE
6.0%
Debt / Equity
0.08x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.