Westwood Holdings (WHG) Return on Capital Employed (2011 - 2024)
Westwood Holdings' quarterly Return on Capital Employed came in at 0.83% in Q3 2024, up 133.0% year-on-year from 0.36% in Q4 2023, and up 635.02% quarter-over-quarter from 0.11% in Q2 2024.
Westwood Holdings has reported Return on Capital Employed for 14 years, with the latest figure at 0.83% in Q3 2024.
- For the quarter ending Q3 2024, Return on Capital Employed rose 133.0% year-over-year to 0.83%; the trailing twelve-month figure through Sep 2024 stood at 0.83% (up 133.0% YoY), and the FY2023 full-year result 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.
- Average Return on Capital Employed over 5 years is 0.71%, with a median of 0.11% recorded in 2024.
- Year-over-year, Return on Capital Employed plunged 1344 bps in 2020 and soared 950 bps in 2021.
- Tracing WHG's Return on Capital Employed over 5 years: stood at 2.55% in 2020, then jumped by 292 bps to 4.9% in 2021, then slumped by 182 bps to 4.02% in 2022, then surged by 211 bps to 4.47% in 2023, then tumbled 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 | 158.51 Bn | 148.89 Bn | - | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | - |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | - |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | - |
| 10 | Westwood Holdings | 135.80 Mn | 97.91 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% |
| Sep 30, 2019 | 8.41% |
| Jun 30, 2019 | 11.63% |
| Mar 31, 2019 | 15.71% |
| Dec 31, 2018 | 21.29% |
| Sep 30, 2018 | 23.11% |
| Jun 30, 2018 | 22.83% |
| Mar 31, 2018 | 21.53% |
| Dec 31, 2017 | 21.12% |
| Sep 30, 2017 | 22.75% |
| Jun 30, 2017 | 24.11% |
| Mar 31, 2017 | 21.63% |
| Dec 31, 2016 | 22.13% |
| Sep 30, 2016 | 20.70% |
| Jun 30, 2016 | 21.47% |
| Mar 31, 2016 | 26.91% |
| Dec 31, 2015 | 31.32% |
| Sep 30, 2015 | 32.30% |
| Jun 30, 2015 | 36.85% |
| Mar 31, 2015 | 34.04% |
| Dec 31, 2014 | 37.02% |
| Sep 30, 2014 | 40.65% |
| Jun 30, 2014 | 38.92% |
| Mar 31, 2014 | 31.06% |
| Dec 31, 2013 | 31.34% |
| Sep 30, 2013 | 29.42% |
| Jun 30, 2013 | 28.66% |
| Dec 31, 2012 | 25.03% |
| Mar 31, 2012 | 29.14% |
| Dec 31, 2011 | 31.65% |
| Sep 30, 2011 | 31.15% |