FMP
Westwood Holdings Group, Inc.
WHG
NYSE
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
14.29 USD
-0.46 (-3.22%)
DuPont Analysis
The DuPont analysis, pioneered by the DuPont Corporation, offers a structured approach to assessing fundamental performance. It involves breaking down the return on equity (ROE) into various components, aiding investors in comprehending the factors influencing a company's returns.
ROE = Net Income / Average Total Equity
ROE = (Net Income / Sales) * (Revenue / Average Total Assets) * (Average Total Assets / Average Total Equity)
The company's tax burden is (Net income ÷ Pretax profit). This is the proportion of the company's profits retained after paying income taxes. [NI/EBT] The company's interest burden is (Pretax income ÷ EBIT). This will be 1.00 for a firm with no debt or financial leverage. [EBT/EBIT] The company's operating income margin or return on sales (ROS) is (EBIT ÷ Revenue). This is the operating income per dollar of sales. [EBIT/Revenue] The company's asset turnover (ATO) is (Revenue ÷ Average Total Assets). The company's equity multiplier is (Average Total Assets ÷ Average Total Equity). This is a measure of financial leverage. Profitability (measured by profit margin) Asset efficiency (measured by asset turnover) Financial leverage (measured by equity multiplier)
