Westwood Holdings (WHG) Return on Sales [ROS] (2010 - 2026)
Westwood Holdings (WHG) recorded Return on Sales [ROS] of 8.14% in Q2 2026, up 4.39 percentage points from 3.75% a year earlier and up 14.14 percentage points from the prior quarter.
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Analysis
Westwood Holdings (WHG) Return on Sales [ROS] (2010 - 2026) Analysis & Trends
On a TTM basis, Westwood Holdings' Return on Sales [ROS] came in at 4.66% as of Jun 30, 2026, up 1.18 percentage points year-over-year; for FY2025, it came in at 5.09%, up 4.21 percentage points from FY2024.
- Annual Return on Sales [ROS] has a five-year change of +10.38 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Sales [ROS] came in at 0.88% in FY2024 (-5.81 pp), 6.69% in FY2023 (+13.78 pp), -7.10% in FY2022 (-15.25 pp) and 8.16% in FY2021 (+13.45 pp).
- Quarterly Return on Sales [ROS] has ranged from -26.78% in Q2 2024 to 20.98% in Q2 2023 over the past five years.
- On a year-over-year basis, Return on Sales [ROS] rose in four of the last eight quarters, with an average year-over-year change of +2.70 percentage points.
- Peak year-over-year performance for Return on Sales [ROS] in the last five years was a gain of 37.61 percentage points in Q3 2021, against a drop of 47.76 percentage points in Q2 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at -5.99% (Q1 2026), 7.98% (Q4 2025) and 8.27% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 189.49 Bn | 132.01 Bn | - | 30.03% |
| 2 | Spdr Gold Trust | 136.18 Bn | -421.83 Bn | - | - |
| 3 | Blackstone | 99.34 Bn | 89.32 Bn | - | 58.55% |
| 4 | Brookfield | 96.21 Bn | -87.10 Bn | - | - |
| 5 | Kkr | 87.88 Bn | 8.03 Bn | - | 36.27% |
| 6 | Brookfield Asset Management | 86.41 Bn | 81.21 Bn | - | 79.12% |
| 7 | Apollo Global Management | 73.51 Bn | -12.65 Bn | 4.14 Bn | -29.25% |
| 8 | Wheaton Precious Metals | 64.70 Bn | 60.12 Bn | 687.86 Mn | - |
| 9 | Franco Nevada | 50.60 Bn | 47.97 Bn | 451.00 Mn | 76.73% |
| 10 | Westwood Holdings | 160.46 Mn | -16.21 Mn | - | 5.20% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 5.20% |
| Jun 30, 2026 | 8.14% |
| Mar 31, 2026 | -5.99% |
| Dec 31, 2025 | 7.98% |
| Sep 30, 2025 | 8.27% |
| Jun 30, 2025 | 3.75% |
| Mar 31, 2025 | -0.29% |
| Dec 31, 2024 | 12.52% |
| Sep 30, 2024 | -3.21% |
| Jun 30, 2024 | -26.78% |
| Mar 31, 2024 | 17.08% |
| Dec 31, 2023 | 14.66% |
| Sep 30, 2023 | -8.14% |
| Jun 30, 2023 | 20.98% |
| Mar 31, 2023 | 5.16% |
| Dec 31, 2022 | -19.64% |
| Sep 30, 2022 | -6.06% |
| Jun 30, 2022 | -2.28% |
| Mar 31, 2022 | 2.27% |
| Dec 31, 2021 | 12.21% |
API Access
Westwood Holdings Return on Sales [ROS] 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-sales-%5Bros%5D&ticker=WHG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-sales-[ros]", "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-sales-%5Bros%5D&ticker=WHG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();