Company Valuation: Westwood Holdings Group, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2020 2021 2022 2023 2024 2025
Market Cap 1 113.6 132.3 88.86 101.1 118.1 143.5
Change - 16.44% -32.83% 13.76% 16.83% 21.5%
Enterprise Value (EV) 1 38.9 58.2 55.72 52.54 76.69 109.5
Change - 49.61% -4.26% -5.72% 45.98% 42.79%
P/E -12.9x 13.8x -18.9x 10.7x 55.8x 21.8x
PBR 0.87x 1.12x 0.78x 0.84x 0.98x 1.15x
PEG - -0x 0x -0x -0.7x 0x
Capitalization / Revenue 1.75x 1.81x 1.29x 1.13x 1.25x 1.47x
EV / Revenue 0.6x 0.8x 0.81x 0.59x 0.81x 1.12x
EV / EBITDA 38.4x 6.98x 11.6x 6.36x 7.33x 11.6x
EV / EBIT -23.9x 9.77x 25.1x 15.2x 13.4x 22x
EV / FCF 23.5x 3.58x 9.34x 3.64x 5.34x 6.95x
FCF Yield 4.25% 27.9% 10.7% 27.5% 18.7% 14.4%
Dividend per Share 2 0.43 0.45 0.6 0.6 0.6 0.6
Rate of return 2.97% 2.66% 5.39% 4.77% 4.14% 3.49%
EPS 2 -1.12 1.23 -0.59 1.17 0.26 0.79
Distribution rate -38.4% 36.6% -102% 51.3% 231% 75.9%
Net sales 1 65.11 73.05 68.68 89.78 94.72 97.76
EBITDA 1 1.014 8.333 4.796 8.265 10.46 9.419
EBIT 1 -1.628 5.959 2.22 3.446 5.711 4.973
Net income 1 -8.947 9.763 -4.628 9.52 2.215 7.058
Net Debt 1 -74.72 -74.1 -33.14 -48.54 -41.4 -33.96
Reference price 2 14.50 16.94 11.13 12.57 14.51 17.21
Nbr of stocks (in thousands) 7,836 7,810 7,981 8,041 8,139 8,337
Announcement Date 3/4/21 3/4/22 3/13/23 3/7/24 3/5/25 3/4/26
1USD in Million2USD
Estimates


P/E (N) EV / Sales (N) EV / EBITDA (N) Dividend Yield (N) Capi.($)
- - - - 160M
23.23x6.33x13.68x1.87% 189B
14.26x3.39x - 2.52% 146B
16.43x7.42x - 1.51% 103B
20.16x7.18x12.79x4.23% 96.12B
19.58x11.5x17.92x0.8% 87.47B
20.96x13.14x21.94x3.9% 82.38B
15.5x11.62x9.05x1.81% 72.9B
12.9x4.88x - 2.02% 47.19B
Average 17.88x 8.18x 15.08x 2.33% 92B
Weighted average by Cap. 18.54x 7.66x 14.87x 2.31%

Y-o-Y evolution of P/E

Valuation ratios - P/E - Westwood Holdings Group, Inc.

Historical PBR trend

Valuation ratios - PBR - Westwood Holdings Group, Inc.

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - Westwood Holdings Group, Inc.

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - Westwood Holdings Group, Inc.

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