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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.
2001
151
Last FY Revenue $94.7M
Last FY EBITDA $10.5M
$146M
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
In the most recent fiscal year, Westwood Holdings Gr achieved revenue of $94.7M and an EBITDA of $10.5M.
Westwood Holdings Gr expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Westwood Holdings Gr valuation multiples based on analyst estimates| 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 |
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As of August 18, 2025, Westwood Holdings Gr's stock price is $18.
Westwood Holdings Gr has current market cap of $169M, and EV of $146M.
See Westwood Holdings Gr trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $146M | $169M | XXX | XXX | XXX | XXX | n/a |
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Start Free TrialAs of August 18, 2025, Westwood Holdings Gr has market cap of $169M and EV of $146M.
Westwood Holdings Gr's trades at 1.5x EV/Revenue multiple, and 14.0x EV/EBITDA.
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.
See valuation multiples for Westwood Holdings Gr and 15K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $169M | XXX | $169M | XXX | XXX | XXX |
| EV (current) | $146M | XXX | $146M | XXX | XXX | XXX |
| EV/Revenue | n/a | XXX | 1.5x | XXX | XXX | XXX |
| EV/EBITDA | n/a | XXX | 14.0x | XXX | XXX | XXX |
| EV/EBIT | n/a | XXX | 25.6x | XXX | XXX | XXX |
| EV/Gross Profit | n/a | XXX | n/a | XXX | XXX | XXX |
| P/E | n/a | XXX | 76.4x | XXX | XXX | XXX |
| EV/FCF | n/a | XXX | 7.3x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Start Free TrialWestwood 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).
See operational valuation multiples for Westwood Holdings Gr and other 15K+ public comps| 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 |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| Investcorp Capital | XXX | XXX | XXX | XXX | XXX | XXX |
| Waha Capital | XXX | XXX | XXX | XXX | XXX | XXX |
| ASR Nederland | XXX | XXX | XXX | XXX | XXX | XXX |
| CVC Capital Partners | XXX | XXX | XXX | XXX | XXX | XXX |
| Eurocommercial Props | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Westwood Holdings Gr acquired XXX companies to date.
Last acquisition by Westwood Holdings Gr was XXXXXXXX, XXXXX XXXXX XXXXXX . Westwood Holdings Gr acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Start Free Trial| When was Westwood Holdings Gr founded? | Westwood Holdings Gr was founded in 2001. |
| Where is Westwood Holdings Gr headquartered? | Westwood Holdings Gr is headquartered in United States of America. |
| How many employees does Westwood Holdings Gr have? | As of today, Westwood Holdings Gr has 151 employees. |
| Who is the CEO of Westwood Holdings Gr? | Westwood Holdings Gr's CEO is Mr. Brian O. Casey. |
| Is Westwood Holdings Gr publicy listed? | Yes, Westwood Holdings Gr is a public company listed on NYS. |
| What is the stock symbol of Westwood Holdings Gr? | Westwood Holdings Gr trades under WHG ticker. |
| When did Westwood Holdings Gr go public? | Westwood Holdings Gr went public in 2002. |
| Who are competitors of Westwood Holdings Gr? | Similar companies to Westwood Holdings Gr include e.g. Investcorp Capital, Waha Capital, ASR Nederland, CVC Capital Partners. |
| What is the current market cap of Westwood Holdings Gr? | Westwood Holdings Gr's current market cap is $169M |
| Is Westwood Holdings Gr profitable? | Yes, Westwood Holdings Gr is EBITDA-positive (as of the last 12 months). |
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