Westwood Holdings WHG
NYSE WHG
$19.65 +0.02 (+0.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

Westwood Holdings (WHG) Return on Capital Employed (2011 - 2024)

Westwood Holdings (WHG) posted quarterly Return on Capital Employed of 0.83% for Q3 2024, up 133.0% year-over-year from 0.36% in Q4 2023, and up 635.02% quarter-over-quarter from 0.11% in Q2 2024.

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 for Q3 2024 stood at 0.83%, up from 0.11% in the prior quarter.
  • The five-year high for Return on Capital Employed was 5.82% in Q1 2024, with the low at 4.97% in Q3 2020.
  • The 5-year median for Return on Capital Employed is 0.11% (2024), against an average of 0.71%.
  • The sharpest annual moves came in 2020 and 2021: Return on Capital Employed tumbled 1344 bps in 2020, then soared 950 bps in 2021.
  • Westwood Holdings' Return on Capital Employed stood at 2.55% in 2020, then surged by 292 bps to 4.9% in 2021, then slumped by 182 bps to 4.02% in 2022, then soared by 211 bps to 4.47% in 2023, then tumbled by 81 bps to 0.83% in 2024.
  • Business Quant data shows WHG's Return on Capital Employed at 0.83% in Q3 2024, 0.11% in Q2 2024, and 5.82% in Q1 2024.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - -
2 Blackstone 114.83 Bn 112.32 Bn - -
3 Kkr 97.26 Bn -179.81 Bn - -
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn -
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - -
10 Westwood Holdings 169.39 Mn 127.16 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%