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    WESTWOOD HOLDINGS GROUP (WHG) stock price & financials

    View WHG earnings calls

    Overview

    Price

    Market Cap

    Sector

    Rank

    Performance+10.1% 1Y

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly
    MetricQ3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Trend
    EarningsRevenue
    $15.41M
    $20.46M
    $23.25M
    $23.12M
    $24.29M
    +57.7%
    $27.10M
    +32.5%
    $24.97M
    +7.4%
    $25.34M
    +9.6%
    Strengthening
    Operating Profit
    -$494.0K
    $2.56M
    -$68.0K
    $868.0K
    $2.01M
    $2.16M
    -15.5%
    -$1.50M
    -2100.0%
    $2.06M
    +137.8%
    Weakening
    Net Profit
    -$1.18M
    -$3.13M
    $477.0K
    $1.03M
    $3.73M
    $1.84M
    $782.0K
    +63.9%
    $1.53M
    +48.1%
    Strengthening
    EPS
    $-0.15
    $-0.40
    $0.06
    $0.12
    $0.44
    $0.09
    +50.0%
    $0.18
    +50.0%
    Strengthening
    Other Income
    Interest
    Depreciation
    Profit before Tax
    -$1.02M
    -$4.31M
    $592.0K
    $1.47M
    $4.69M
    $2.92M
    $828.0K
    +39.9%
    $2.25M
    +53.4%
    Strengthening
    MarginsOPM
    -3.2%
    12.5%
    -0.3%
    3.8%
    8.3%
    8.0%
    -36.3%
    -6.0%
    -1965.5%
    8.1%
    +117.1%
    Weakening
    Tax
    -30.2%
    -29.5%
    19.4%
    29.8%
    20.5%
    37.1%
    5.6%
    -71.4%
    32.2%
    +8.1%
    Weakening
    ReturnsROIC
    -13.7%
    -36.5%
    5.6%
    12.0%
    43.5%
    21.5%
    9.1%
    +63.9%
    17.8%
    +48.1%
    Strengthening

    Balance Sheet

    Balance Sheet

    USD · Annual
    Line itemFY18FY19FY20FY21FY22FY23FY24FY25TTM
    AssetsCash & Equivalents$52.45M$49.77M$13.02M$15.21M$23.86M$20.42M$18.85M$26.25M$22.62M
    Short-Term Investments
    Total Current Assets$139.74M$116.96M$96.31M$93.86M$58.19M$72.24M
    Net PP&E$13.15M$11.71M$9.29M$6.98M$6.80M$5.12M$3.51M$10.21M$12.44M
    Goodwill$19.80M$19.80M$16.40M$16.40M$35.73M$39.50M$39.50M$39.50M$39.50M
    Intangibles$15.96M$15.26M$13.54M$11.91M$28.95M$24.80M$21.67M$18.20M$16.77M
    Total Assets$199.18M$178.71M$149.15M$139.60M$146.43M$155.17M$149.99M$162.30M$155.38M
    LiabilitiesTotal Current Liabilities$27.13M$21.36M$11.79M$15.84M$17.61M$18.65M
    Short-Term Debt
    Long-Term Debt
    Long-Term Leases$9.33M$7.76M$6.12M$4.72M$4.56M$3.27M
    Total Liabilities$38.03M$30.42M$18.44M$21.70M$35.78M$32.72M$27.66M$35.58M$27.92M
    EquityCommon Stock & APIC$102.0K$103.0K$105.0K$107.0K$115.0K$119.0K$122.0K$124.0K$127.0K
    Retained Earnings$30.52M$10.97M-$1.70M$4.36M-$4.25M$4.65M$6.21M$8.98M$8.44M
    Total Equity$161.15M$148.29M$130.71M$117.91M$110.65M$122.33M$122.33M$125.61M$126.34M
    HighlightsNet Cash / (Debt)

    Cash Flow

    Cash Flow

    USD · Annual
    Line itemFY18FY19FY20FY21FY22FY23FY24FY25TTM
    ActivitiesCash from Operating$31.48M$32.17M-$9.77M$19.39M$51.49M-$1.19M$21.12M$18.92M$19.54M
    Cash from Investing$3.60M-$4.85M-$4.0K$9.57M-$33.74M$4.11M-$4.61M-$3.67M-$4.63M
    Cash from Financing-$34.12M-$31.87M-$25.81M-$26.81M-$9.10M-$6.36M-$18.08M-$7.85M-$7.70M
    SummaryCapital Expenditure-$991.0K-$593.0K-$93.0K-$178.0K-$320.0K-$147.0K-$109.0K-$86.0K-$860.0K
    Free Cash Flow$30.49M$31.58M-$9.86M$19.21M$51.17M-$1.33M$21.01M$18.84M$18.68M
    FCF Margin24.9%37.6%-15.1%26.3%74.5%-1.5%22.2%19.3%18.4%

    Ratios