WHG Stock Analysis
WH
Neutral
Based on Eyestock quantitative analysis, WHG`s fundamental data and valuation indicate an investment grade of Neutral at the current time.
Rating
To assess the quality of a company's business, we have collected all financial data from the statements and presented them in the form of a single number - the company's rating. Rating value of 100 is the threshold for determining a viable investment.
Moderate score
Upside
To determine whether the current price is a reasonable to buy a stock, we compare it to our estimate of fair value. The more undervalued a stock is, the higher the upside.
Overvalued
Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The company is headquartered in Dallas, Texas and currently employs 152 full-time employees. The company went IPO on 2002-06-13. The company provides investment advisory services to institutional investors, a family of mutual funds called the Westwood Funds, other mutual funds, individuals and clients of Westwood Trust. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. The company also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals.