Westwood Holdings Gr - Public Comps and Valuation Multiples

Westwood Holdings Gr Overview

About Westwood Holdings Gr

Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It 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 its advisory segment 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 its revenue from the United States.

Founded

2001

HQ

Employees

151

Website

westwoodgroup.com

Sectors

Asset Management

Financials

Last FY Revenue $94.7M

Last FY EBITDA $10.5M

EV

$132M

Valuation Multiples

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Westwood Holdings Gr Financials

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Westwood Holdings Gr P&L

In the most recent fiscal year, Westwood Holdings Gr reported revenue of $94.7M and EBITDA of $10.5M.

Westwood Holdings Gr expects next 12-month revenue of XXX and NTM EBITDA of XXX

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	NTM	Last FY	FY 2025	FY 2026	FY 2027
Revenue	XXX	$94.7M	XXX	XXX	XXX
Gross Profit	XXX	$38.7M	XXX	XXX	XXX
Gross Margin	XXX	41%	XXX	XXX	XXX
EBITDA	XXX	$10.5M	XXX	XXX	XXX
EBITDA Margin	XXX	11%	XXX	XXX	XXX
EBIT	XXX	$5.7M	XXX	XXX	XXX
EBIT Margin	XXX	6%	XXX	XXX	XXX
Net Profit	XXX	$2.2M	XXX	XXX	XXX
Net Margin	XXX	2%	XXX	XXX	XXX
Net Debt	XXX	n/a	XXX	XXX	XXX

Financial data powered by Morningstar, Inc.

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Financial performance metrics for Westwood Holdings Gr including revenue, profitability, and margin analysis across different time periods. In the most recent fiscal year, Westwood Holdings Gr achieved $94.7M in revenue and $10.5M in EBITDA.
Financial Metric	Next Twelve Months (NTM)	Most Recent Fiscal Year	Current Fiscal Year (2025)	Next Fiscal Year (2026)	Two Years Forward (2027)
Total Revenue	Analyst estimates available to subscribers	$94.7M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Gross Profit	Analyst estimates available to subscribers	$38.7M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Gross Profit Margin	Analyst estimates available to subscribers	40.9% gross profit margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBITDA (Earnings Before Interest, Taxes, Depreciation, Amortization)	Analyst estimates available to subscribers	$10.5M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBITDA Margin	Analyst estimates available to subscribers	11.0% EBITDA margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBIT (Earnings Before Interest and Taxes)	Analyst estimates available to subscribers	$5.7M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBIT Margin	Analyst estimates available to subscribers	6.0% EBIT margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Income (Net Profit)	Analyst estimates available to subscribers	$2.2M	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Profit Margin	Analyst estimates available to subscribers	2.3% net profit margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Debt Position	Detailed debt information available to subscribers	n/a	Detailed debt information available to subscribers	Detailed debt information available to subscribers	Detailed debt information available to subscribers

Financial Performance Summary for Westwood Holdings Gr

This financial data table provides comprehensive performance metrics for Westwood Holdings Gr, a company based in United States of America. The metrics include revenue, profitability measures, and operational efficiency indicators across multiple time periods.

Fiscal Year Performance

In the most recent fiscal year, Westwood Holdings Gr reported $94.7M in total revenue.
Fiscal year EBITDA was $10.5M.
The company maintained a gross profit margin of 40.9% in the most recent fiscal year.
EBITDA margin for the fiscal year was 11.0%.
Net profit margin reached 2.3% in the most recent fiscal year.

This financial data is sourced from Morningstar, Inc. and represents the most recent available information for Westwood Holdings Gr. Forward-looking estimates and detailed financial projections are available through our premium subscription service.

Westwood Holdings Gr Stock Performance

Westwood Holdings Gr has current market cap of $155M, and EV of $132M.

Market Cap Evolution

Westwood Holdings Gr Stock Data

As of October 3, 2025, Westwood Holdings Gr's stock price is $17.

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EV	Market Cap	Price 1D	Price 1M	Price 3M	Price 12M	EPS
$132M	$155M	XXX	XXX	XXX	XXX	n/a

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Westwood Holdings Gr Valuation Multiples

Westwood Holdings Gr's trades at 1.4x EV/Revenue multiple, and 12.7x EV/EBITDA.

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Westwood Holdings Gr Financial Valuation Multiples

As of October 3, 2025, Westwood Holdings Gr has market cap of $155M and EV of $132M.

Equity research analysts estimate Westwood Holdings Gr's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX

Westwood Holdings Gr's P/E ratio is not available.

	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Market cap (current)	$155M	XXX	$155M	XXX	XXX	XXX
EV (current)	$132M	XXX	$132M	XXX	XXX	XXX
EV/Revenue	n/a	XXX	1.4x	XXX	XXX	XXX
EV/EBITDA	n/a	XXX	12.7x	XXX	XXX	XXX
EV/EBIT	n/a	XXX	23.2x	XXX	XXX	XXX
EV/Gross Profit	n/a	XXX	n/a	XXX	XXX	XXX
P/E	n/a	XXX	70.2x	XXX	XXX	XXX
EV/FCF	n/a	XXX	6.6x	XXX	XXX	XXX

Valuation data powered by FactSet, Inc. and Morningstar, Inc.

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Westwood Holdings Gr Margins & Growth Rates

Westwood Holdings Gr's revenue per employee in the last FY averaged $0.6M, while opex per employee averaged $0.2M for the same period.

Westwood Holdings Gr's rule of 40 is unknown (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).

Westwood Holdings Gr's rule of X is unknown (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).

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Westwood Holdings Gr Operational Valuation Multiples

	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Revenue Growth	n/a	XXX	n/a	XXX	XXX	XXX
EBITDA Margin	n/a	XXX	11%	XXX	XXX	XXX
EBITDA Growth	n/a	XXX	n/a	XXX	XXX	XXX
Rule of 40	n/a	XXX	n/a	XXX	XXX	XXX
Bessemer Rule of X	XXX	XXX	n/a	XXX	XXX	XXX
Revenue per Employee	XXX	XXX	$0.6M	XXX	XXX	XXX
Opex per Employee	XXX	XXX	$0.2M	XXX	XXX	XXX
S&M Expenses to Revenue	XXX	XXX	3%	XXX	XXX	XXX
G&A Expenses to Revenue	XXX	XXX	n/a	XXX	XXX	XXX
R&D Expenses to Revenue	XXX	XXX	n/a	XXX	XXX	XXX
Opex to Revenue	XXX	XXX	35%	XXX	XXX	XXX

Valuation data powered by FactSet, Inc. and Morningstar, Inc.

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