Westwood Holdings Ratios (2010-2026) | WHG

Frequency:

Period:

1Y 3Y 5Y 7Y 10Y All

Values in:

Download Data

Ratios	Jun2021	Sep2021	Dec2021	Mar2022	Jun2022	Sep2022	Dec2022	Mar2023	Jun2023	Sep2023	Dec2023	Mar2024	Jun2024	Sep2024	Dec2024	Mar2025	Jun2025	Sep2025	Dec2025	Mar2026
Profitability
Gross Margin (Quarter)	97.88%	98.37%	98.00%	97.37%	97.09%	98.12%	96.51%	95.96%	95.63%	96.22%	95.82%	96.35%	95.16%	95.82%	96.87%	96.73%	97.16%	97.39%	97.44%	97.36%
EBT Margin (Quarter)	8.10%	13.21%	16.57%	38.29%	8.10%	13.21%	16.57%	38.29%	8.10%	13.21%	16.57%	3.45%	-2.94%	-6.63%	-21.08%	2.55%	6.35%	19.32%	10.79%	3.32%
EBIT Margin (Quarter)	4.45%	11.44%	12.21%	2.27%	-2.28%	-6.06%	-19.64%	5.16%	20.98%	-8.14%	14.66%	17.08%	-26.78%	-3.21%	12.52%	-0.29%	3.75%	8.27%	7.98%	-5.99%
EBITDA Margin (Quarter)	5.55%	10.52%	14.51%	0.27%	-2.16%	-6.58%	-16.12%	3.90%	16.58%	24.50%	7.90%	13.34%	-14.38%	0.68%	10.06%	2.06%	4.41%	15.23%	6.87%	3.13%
Operating Margin (Quarter)	4.45%	11.44%	12.21%	2.27%	-2.28%	-6.06%	-19.64%	5.16%	20.98%	-8.14%	14.66%	17.08%	-26.78%	-3.21%	12.52%	-0.29%	3.75%	8.27%	7.98%	-5.99%
Net Margin (Quarter)	5.55%	10.52%	14.51%	35.32%	8.56%	12.35%	22.68%	34.05%	0.98%	14.98%	10.55%	-4.77%	4.71%	-8.63%	-27.31%	2.05%	4.46%	15.35%	6.79%	3.13%
FCF Margin (Quarter)	32.78%	124.69%	-8.13%	47.71%	18.98%	17.56%	187.17%	-17.81%	-4.21%	-10.10%	23.82%	47.22%	22.63%	3.37%	26.60%	-21.10%	31.59%	34.84%	18.19%	-11.27%
Efficiency
Assets Average (Quarter)	150.96M	143.76M	137.43M	135.31M	130.47M	130.46M	138.71M	144.11M	141.95M	146.43M	152.96M	152.10M	148.21M	149.44M	150.75M	142.49M	140.63M	150.16M	158.17M	156.34M
Equity Average (Quarter)	116.49M	57.92M	59.01M	114.89M	113.48M	114.30M	112.08M	117.20M	122.11M	120.13M	121.07M	17.70M	-87.47M	16.19M	16.05M	16.55M	121.87M	123.13M	124.76M	125.29M
Invested Capital (Quarter)	115.72M	0.12M	117.91M	111.87M	115.10M	113.51M	110.65M	123.75M	120.47M	119.80M	122.33M	-86.93M	-88.00M	120.38M	-88.28M	121.39M	122.36M	123.90M	125.61M	124.96M
Asset Utilization Ratio (Quarter)	0.45	0.49	0.53	0.54	0.56	0.56	0.53	0.51	0.51	0.50	0.48	0.47	0.47	0.45	0.46	0.52	0.58	0.61	0.62	0.64
Leverage & Solvency
Debt to Equity (Quarter)
Debt Ratio (Quarter)
Equity Ratio (Quarter)	0.76	0.00	0.84	0.85	0.89	0.87	0.76	0.87	0.85	0.79	0.79	-0.58	-0.60	0.79	-0.59	0.90	0.84	0.80	0.77	0.83
Dividends & Payouts
FCF Payout Ratio (Quarter)	0.14	0.92	-0.51	0.23	0.39	0.38	0.03	-0.56	-1.65	-0.68	0.27	0.21	0.36	2.36	0.23	-0.32	0.18	0.15	0.25	-0.58
Valuation
Enterprise Value (Quarter)	-92.31M	-76.56M	-80.23M	-73.49M	-73.58M	-74.03M	-39.20M	-31.33M	-37.10M	-46.45M	-51.29M	-44.64M	-42.19M	-46.31M	-44.50M	-27.07M	-33.12M	-39.25M	-46.57M	-37.89M
Return Ratios
Return on Sales (Quarter)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Capital Employed (Quarter)	-0.13%	4.53%	4.90%	4.43%	3.67%	1.10%	-4.02%	-3.32%	-0.22%	-0.50%	4.47%	5.82%	0.11%	0.83%
Return on Invested Capital (Quarter)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Assets (Quarter)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Return on Equity (Quarter)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Research Tools

Westwood Holdings Ratios (2010-2026) | WHG

Create an account

Sign In

Reset Password