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| 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% |