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| 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% |