Westwood Holdings (WHG) Return on Capital Employed [ROCE] (2011 - 2024)
Westwood Holdings' Return on Capital Employed [ROCE] came in at 0.83% for Q3 2024, up 1.33 percentage points from -0.50% a year earlier and up 0.72 percentage points from the prior quarter.
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Analysis
Westwood Holdings (WHG) Return on Capital Employed [ROCE] (2011 - 2024) Analysis & Trends
For FY2023, Westwood Holdings' Return on Capital Employed [ROCE] was 4.54%, up 8.43 percentage points from FY2022.
- Return on Capital Employed [ROCE] carries a five-year change of -16.75 percentage points (FY2018 to FY2023).
- Going back by year, Return on Capital Employed [ROCE] was -3.89% in FY2022 (-8.52 pp), 4.64% in FY2021 (+6.90 pp), -2.27% in FY2020 (-5.04 pp) and 2.77% in FY2019 (-18.52 pp).
- The five-year range for quarterly Return on Capital Employed [ROCE] is -4.97% (Q3 2020) to 5.82% (Q1 2024).
- Year-over-year, Return on Capital Employed [ROCE] has increased for four consecutive quarters, with an average year-over-year change of -0.36 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Capital Employed [ROCE] over five years came in Q3 2021 (a gain of 9.50 percentage points), and the weakest in Q4 2019 (a drop of 18.33 percentage points).
- Business Quant data shows WHG's Return on Capital Employed [ROCE] at 0.11% (Q2 2024), 5.82% (Q1 2024) and 4.47% (Q4 2023) in the three quarters before Q3 2024.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | - |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | - |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 21.24% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 20.87% |
| 10 | Westwood Holdings | 173.94 Mn | 4.82 Mn | - | - |
Historic Data
Download Data
Historic 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% |
API Access
Westwood Holdings Return on Capital Employed [ROCE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "ticker": "WHG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-capital-employed-%5Broce%5D&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();