Westwood Holdings (WHG) Return on Capital Employed (2011 - 2024)
Westwood Holdings (WHG) recorded quarterly Return on Capital Employed of 0.83% in Q3 2024, up 635.02% quarter-over-quarter from 0.11% in Q2 2024, and up 133.0% on a YoY basis from 0.36% in Q4 2023.
Westwood Holdings (WHG) Return on Capital Employed (2011 - 2024) Analysis & Trends
Westwood Holdings' Return on Capital Employed history runs 14 years deep, the most recent figure standing at 0.83% for Q3 2024.
- In Q3 2024, Return on Capital Employed rose 133.0% year-over-year to 0.83%; the TTM figure through Sep 2024 stood at 0.83% (up 133.0% YoY), while the FY2023 annual figure was 4.54%, up 843.0% from the prior year.
- Return on Capital Employed was 0.83% for Q3 2024 at Westwood Holdings, up from 0.11% in the prior quarter.
- In the past five years, Return on Capital Employed ranged from a high of 5.82% in Q1 2024 to a low of 4.97% in Q3 2020.
- Historically, Return on Capital Employed has averaged 0.71% across 5 years, with a median of 0.11% in 2024.
- The sharpest annual moves came in 2020 and 2021: Return on Capital Employed plunged 1344 bps in 2020, then jumped 950 bps in 2021.
- A 5-year view of Return on Capital Employed shows it stood at 2.55% in 2020, then soared by 292 bps to 4.9% in 2021, then tumbled by 182 bps to 4.02% in 2022, then jumped by 211 bps to 4.47% in 2023, then plunged by 81 bps to 0.83% in 2024.
- The last three Return on Capital Employed figures came in at 0.83% (Q3 2024), 0.11% (Q2 2024), and 5.82% (Q1 2024), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | - |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | - |
| 10 | Westwood Holdings | 156.37 Mn | 118.48 Mn | 24.31 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2024 | 0.83% |
| Jun 30, 2024 | 0.11% |
| Mar 31, 2024 | 5.82% |
| Dec 31, 2023 | 4.47% |
| Sep 30, 2023 | -0.50% |
| Jun 30, 2023 | -0.22% |
| Mar 31, 2023 | -3.32% |
| Dec 31, 2022 | -4.02% |
| Sep 30, 2022 | 1.10% |
| Jun 30, 2022 | 3.67% |
| Mar 31, 2022 | 4.43% |
| Dec 31, 2021 | 4.90% |
| Sep 30, 2021 | 4.53% |
| Jun 30, 2021 | -0.13% |
| Mar 31, 2021 | -2.22% |
| Dec 31, 2020 | -2.55% |
| Sep 30, 2020 | -4.97% |
| Jun 30, 2020 | -0.80% |
| Mar 31, 2020 | 2.28% |
| Dec 31, 2019 | 2.96% |