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WHG

Westwood Holdings Group Inc
Chart
19.49 USD
Latest Week 2026-07-10
Financial ServicesAsset ManagementMICRO
Snapshot 2026-07-12 · 0.9w · Fresh
0.73
OS Score
66.0%
Value
78.0%
Quality
31.0%
Momentum
5/9
F-Score
0.717
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
5 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
QV 0.717
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
3.1%
💰
High Yield
Div 3.1%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
Val 66%
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 1.00
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
66.0%ile
P/E
25.1×
P/S
1.9×
P/B
1.5×
E/P
0.0478
FCF Yield
0.120
EBITDA/EV
0.072
SH Yield
0.031
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
34.00000000
/100 — 1=cheapest
VC2 (Trending Value)
33.00000000
/100
VC3 (Buyback)
35.00000000
/100
FCF yield of 12.0% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
78.0%ile
ROE
0.059
ROA
0.049
Net Margin
0.074
Op Margin
0.083
GPA
0.519
D/E
0.19
Current
26.35
F-Score
5/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.044
Stability
1.760
lower=better
Accruals
-0.086
lower=better
5yr Consist
No
Conservative balance sheet with D/E of 0.19.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
31.0%ile
6M Return
13.2%
12M Return
20.5%
12-1 Mom
7.7%
Risk-Adj
0.26
Vol 252d
30.2%
Vol 60d
60.0%
↑ Expanding
Max DD 12M
-19.1%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (60%) is expanding vs long-term (30%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.73
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
17.2%
Sector Quality %ile
60.3%
P/E z-score
0.30
P/B z-score
-0.05
Sector Avg OS
85.7%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
BAP Credicorp Ltd 99.0% 97.0% 96.0% 86.0%
RILYL BRC Group Holdings, Inc. 99.0% 95.0% 87.0% 97.0%
RILY BRC Group Holdings, Inc. 99.0% 95.0% 88.0% 92.0%
CARE Carter Bank and Trust 99.0% 96.0% 95.0% 92.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 89.0% 81.0%
PEBK Peoples Bancorp of North Carolina 98.0% 89.0% 90.0% 87.0%
MRX Marex Group plc Ordinary Shares 98.0% 92.0% 80.0% 92.0%
KINS Kingstone Companies Inc 98.0% 92.0% 94.0% 81.0%
Factor Interactions
Volatility Expanding
60-day vol (60%) significantly exceeds 252-day (30%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
63.5% avg (7 factors)
Quality
B
63.8% avg (8 factors)
Momentum
C
46.2% avg (4 factors)
Risk
B
66.3% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.730—6—
Value %ile0.660—0—
Quality %ile0.780—6—
Momentum %ile0.310—0—
F-Score5.000—0—
Confidence0.980—6—
Volatility0.302—0—
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
25.11
Earnings Yield (E/P)
0.0478
Price / Sales
1.86
Price / Book
1.48
Price / Cash Flow
9.11
FCF Yield
12.0%
EBITDA / EV
7.2%
Sales Yield (1/P·S)
0.5762
Shareholder Yield
Div + net buyback / mktcap
3.1%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
5.9%
Return on Assets
4.9%
Net Margin
7.4%
Operating Margin
8.3%
Gross Profit / Assets
Novy-Marx GPA
51.9%
Debt / Equity
0.19
Current Ratio
26.35
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.086
MomentumPrice trend strength over different horizons
6M Return
13.2%
12M Return
20.5%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
7.7%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.26
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
4.4%
Earnings Stability (CV)
Lower = more stable
1.760
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
5
Dividend Yield
3.1%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
34
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
33
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
35
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity