Westwood Holdings Group (Westwood Holdings Group) GF Value Rank : 10 (As of Apr. 27, 2024)

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What is Westwood Holdings Group GF Value Rank?

Westwood Holdings Group has the GF Value Rank of 10.

The GF Value Rank is determined by the price-to-GF-Value (P/GF Value) ratio, a proprietary metric calculated based on historical multiples along with an adjustment factor based on a company's past returns and growth and future estimates of the business' performance.

GuruFocus found that for valuation, we cannot simply give stocks a better GF Value rank simply because they have a lower P/GF Value ratio. Backtesting shows that over the long term, the two worst-performing groups are the most expensive group (with the highest P/GF Value ratio) and the least expensive group (with the lowest P/GF Value ratio).

We can understand why the most expensive group underperforms. We were initially puzzled by the underperformance of the least expensive group, but we realized there is a reason why some stocks are super cheap. If they look too undervalued, it is often because the businesses behind them are poor quality. The market realized this and gave them low valuations. In a way, the market is efficient.

After multiple backtesting analyses, we granted the stocks in third-cheapest percentile the highest GF Value rank, as they have performed the best over a full market cycle. Stock performance is actually not as sensitive to valuation as it is to growth and profitability. On average, the companies in the 20%-50% valuation groups have similar performances. Therefore, we should avoid the most expensive and the least expensive stocks. We can be more tolerant of valuation.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of Westwood Holdings Group's GF Value Rank

For the Asset Management subindustry, Westwood Holdings Group's GF Value Rank, along with its competitors' market caps and GF Value Rank data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Westwood Holdings Group's GF Value Rank Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Westwood Holdings Group's GF Value Rank distribution charts can be found below:

* The bar in red indicates where Westwood Holdings Group's GF Value Rank falls into.

Westwood Holdings Group GF Value Rank Related Terms

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Westwood Holdings Group (Westwood Holdings Group) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Westwood Holdings Group Inc (NYSE:WHG) » Definitions » GF Value Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201

Website

https://www.westwoodgroup.com

Westwood Holdings Group Inc through its subsidiaries is engaged in managing investment assets and providing services for its clients. The company operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of revenue from the United States.

Executives

John Porter Montgomery	officer: COO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Leah Bennett	officer: President-Westwood Wealth Mgmt	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Ehinger John Anthony Jr	officer: Head of Legal, CCO	279 BENSON LAN, COPPELL TX 75019
Matthew Lockridge	officer: Head, U.S. Value Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Management, Llc	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Adrian Helfert	officer: CIO, Multi-Asset Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Richard M Frank	director	4441 W AIRPORT FREEWAY, IRVING TX 75062
Brian O Casey	director, officer: President & CEO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Raymond E Wooldridge	director	200 CRESCENT COURT, STE 1200, DALLAS TX 75201
Fabian Gomez	officer: Chief Operating Officer	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Randy A Bowman	director	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Holdings, Llc	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partners, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partnership, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
James C Pappas	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027