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Westwood Holdings Group Valuation Multiples
Discover revenue and EBITDA valuation multiples for Westwood Holdings Group and similar public comparables like ISC Freshwater Investment, Ban Group Holding, Quercus TFI, BriQ Properties and more.
Westwood Holdings Group Overview
About Westwood Holdings Group
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
Sectors
Financials (FY)
EV
$120M
Westwood Holdings Group Financials
Westwood Holdings Group reported last fiscal year revenue of $95M and EBITDA of $10M.
In the same fiscal year, Westwood Holdings Group generated $39M in gross profit, $10M in EBITDA, and $2M in net income.
Westwood Holdings Group P&L
In the most recent fiscal year, Westwood Holdings Group reported revenue of $95M and EBITDA of $10M.
Westwood Holdings Group expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | — | XXX | $95M | XXX | XXX | XXX |
| Gross Profit | — | XXX | $39M | XXX | XXX | XXX |
| Gross Margin | — | XXX | 41% | XXX | XXX | XXX |
| EBITDA | — | XXX | $10M | XXX | XXX | XXX |
| EBITDA Margin | — | XXX | 11% | XXX | XXX | XXX |
| EBIT Margin | — | XXX | 6% | XXX | XXX | XXX |
| Net Profit | — | XXX | $2M | XXX | XXX | XXX |
| Net Margin | — | XXX | 2% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Westwood Holdings Group Stock Performance
Westwood Holdings Group has current market cap of $157M, and enterprise value of $120M.
Market Cap Evolution
Westwood Holdings Group's stock price is $16.76.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $120M | $157M | 0.0% | XXX | XXX | XXX | $0.24 |
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Start Free TrialWestwood Holdings Group Valuation Multiples
Westwood Holdings Group trades at 1.3x EV/Revenue multiple, and 11.5x EV/EBITDA.
Westwood Holdings Group Financial Valuation Multiples
As of March 7, 2026, Westwood Holdings Group has market cap of $157M and EV of $120M.
Equity research analysts estimate Westwood Holdings Group's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Westwood Holdings Group has a P/E ratio of 71.2x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $157M | XXX | $157M | XXX | XXX | XXX |
| EV (current) | $120M | XXX | $120M | XXX | XXX | XXX |
| EV/Revenue | — | XXX | 1.3x | XXX | XXX | XXX |
| EV/EBITDA | — | XXX | 11.5x | XXX | XXX | XXX |
| EV/EBIT | — | XXX | 21.0x | XXX | XXX | XXX |
| EV/Gross Profit | — | XXX | 3.1x | XXX | XXX | XXX |
| P/E | — | XXX | 71.2x | XXX | XXX | XXX |
| EV/FCF | — | XXX | 6.0x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Westwood Holdings Group Valuation Multiples
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Westwood Holdings Group Margins & Growth Rates
Westwood Holdings Group's revenue in the last fiscal year grew by 6%.
Westwood Holdings Group Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | — | XXX | 6% | XXX | XXX | XXX |
| EBITDA Margin | — | XXX | 11% | XXX | XXX | XXX |
| EBITDA Growth | — | XXX | 27% | XXX | XXX | XXX |
| S&M Expenses to Revenue | — | XXX | 3% | XXX | XXX | XXX |
| G&A Expenses to Revenue | — | XXX | 18% | XXX | XXX | XXX |
| Opex to Revenue | — | XXX | 35% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Westwood Holdings Group Public Comps
See public comps and valuation multiples for other Asset Management comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| ISC Freshwater Investment | XXX | XXX | XXX | XXX | XXX | XXX |
| Ban Group Holding | XXX | XXX | XXX | XXX | XXX | XXX |
| Quercus TFI | XXX | XXX | XXX | XXX | XXX | XXX |
| BriQ Properties | XXX | XXX | XXX | XXX | XXX | XXX |
| ArrowMark Financial | 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 Group M&A Activity
Westwood Holdings Group acquired XXX companies to date.
Last acquisition by Westwood Holdings Group was on XXXXXXXX, XXXXX. Westwood Holdings Group acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Westwood Holdings Group
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialWestwood Holdings Group Investment Activity
Westwood Holdings Group invested in XXX companies to date.
Westwood Holdings Group made its latest investment on XXXXXXXX, XXXXX. Westwood Holdings Group invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Westwood Holdings Group
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout Westwood Holdings Group
| When was Westwood Holdings Group founded? | Westwood Holdings Group was founded in 2001. |
| Where is Westwood Holdings Group headquartered? | Westwood Holdings Group is headquartered in United States. |
| How many employees does Westwood Holdings Group have? | As of today, Westwood Holdings Group has over 151 employees. |
| Who is the CEO of Westwood Holdings Group? | Westwood Holdings Group's CEO is Brian O. Casey. |
| Is Westwood Holdings Group publicly listed? | Yes, Westwood Holdings Group is a public company listed on NYSE. |
| What is the stock symbol of Westwood Holdings Group? | Westwood Holdings Group trades under WHG ticker. |
| When did Westwood Holdings Group go public? | Westwood Holdings Group went public in 2002. |
| Who are competitors of Westwood Holdings Group? | Westwood Holdings Group main competitors are ISC Freshwater Investment, Ban Group Holding, Quercus TFI, BriQ Properties. |
| What is the current market cap of Westwood Holdings Group? | Westwood Holdings Group's current market cap is $157M. |
| What is the current revenue of Westwood Holdings Group? | Westwood Holdings Group's last fiscal year revenue is $95M. |
| What is the current EV/Revenue multiple of Westwood Holdings Group? | Current revenue multiple of Westwood Holdings Group is 1.3x. |
| Is Westwood Holdings Group profitable? | No, Westwood Holdings Group is not profitable. |
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