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

Westwood Holdings' (WHG) 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 (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.

  • On a quarterly basis, Return on Capital Employed rose 133.0% year-over-year to 0.83% in Q3 2024; TTM through Sep 2024 was 0.83%, a 133.0% increase from a year earlier, with the FY2023 full-year figure at 4.54%, up 843.0% from the prior year.
  • Return on Capital Employed rose to 0.83% in Q3 2024 per WHG's latest filing, from 0.11% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 5.82% in Q1 2024 and bottomed 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%.
  • Across the five-year window, Return on Capital Employed plunged 1344 bps in 2020 and soared 950 bps in 2021, its largest moves.
  • Year by year, Return on Capital Employed stood at 2.55% in 2020, then soared by 292 bps to 4.9% in 2021, then sank by 182 bps to 4.02% in 2022, then jumped by 211 bps to 4.47% in 2023, then slumped by 81 bps to 0.83% in 2024.
  • Per Business Quant, the three latest WHG Return on Capital Employed figures stand at 0.83% (Q3 2024), 0.11% (Q2 2024), and 5.82% (Q1 2024).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Westwood Holdings 163.51 Mn 124.51 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%