Westwood Holdings Group Inc Common Stock (WHG)

FairStock Score: 44/100 — MIXED

Key Financials

Strengths

• Generates $16 million in annual free cash flow (10.3% yield on market cap)
• Conservative balance sheet with debt-to-equity of just 0.08, providing financial flexibility
• Attractive 3.8% dividend yield providing steady income returns

AI Analysis

Westwood Holdings Group Inc Common Stock is a micro-cap financial services company valued at $153 million. Revenue stands at $98 million. From a quality standpoint, Westwood shows solid Piotroski F-Score of 6/9 and healthy Altman Z-Score of 3.1. On valuation, the stock is reasonably priced at 20.3x earnings, with trades above its Graham Number with a negative 5% margin. Growth dynamics show revenue growing at 5.9% and profit growth of -11.3%. The 3.8% dividend yield adds an income component for patient holders. Our composite FairStock Score of 44/100 reflects below-average fundamentals overall. Investors should weigh the business quality against the current price and their own margin of safety requirements.

Bull Case

Improving fundamentals and sector tailwinds could drive meaningful earnings growth, compressing the effective multiple for patient investors. With $16 million in annual free cash flow (10.3% yield), management has ample capital for buybacks, dividends, or accretive acquisitions.

Bear Case

Macro headwinds or sector-specific disruption could pressure margins, particularly if competitive intensity increases in the financial services space. Regulatory changes, input cost inflation, or demand normalization represent underappreciated risks that could materially impact forward estimates.

Data from SEC filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer