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
DateValue
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%