WHG
Westwood Holdings Group, Inc.
Financial - Capital Markets
Market Cap$155M
5Y Perf.-7.6%
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Stock Comparison
WHG vs GROW
Revenue, margins, valuation, and 5-year total return — side by side.
GROW
U.S. Global Investors, Inc.
Asset Management - Global
Market Cap$35M
5Y Perf.+25.4%
WHG vs GROW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | WHG | GROW |
|---|---|---|
| Industry | Financial - Capital Markets | Asset Management - Global |
| Market Cap | $155M | $35M |
| Revenue (TTM) | $98M | $8M |
| Net Income (TTM) | $7M | $98K |
| Gross Margin | 86.5% | 41.7% |
| Operating Margin | 7.1% | -35.3% |
| Forward P/E | 2.0x | — |
| Total Debt | $10M | $83K |
| Cash & Equiv. | $26M | $25M |
WHG vs GROW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
WHG
GROW
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Westwood Holdings G… (WHG) | 100 | 92.4 | -7.6% |
| U.S. Global Investo… (GROW) | 100 | 125.4 | +25.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WHG vs GROW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GROW leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Westwood Holdings Group, Inc. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
WHG
Westwood Holdings Group, Inc.
The Banking Pick
WHG is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.60, yield 3.7%
- Rev growth 3.2%, EPS growth 203.8%
- Lower volatility, beta 0.60, Low D/E 8.0%, current ratio 1.81x
Best for: income & stability and growth exposure
GROW
U.S. Global Investors, Inc.
The Banking Pick
GROW carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 67.4% 10Y total return vs WHG's -43.9%
- Better valuation composite
- Efficiency ratio 0.8% vs WHG's 0.8% (lower = leaner)
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WHG | 3.2% NII/revenue growth vs GROW's -23.1% |
| Value | GROW | Better valuation composite |
| Quality / Margins | GROW | Efficiency ratio 0.8% vs WHG's 0.8% (lower = leaner) |
| Stability / Safety | WHG | Beta 0.60 vs GROW's 0.71 |
| Dividends | WHG | 3.7% yield, vs GROW's 3.5% |
| Momentum (1Y) | GROW | +27.8% vs WHG's +8.7% |
| Efficiency (ROA) | GROW | Efficiency ratio 0.8% vs WHG's 0.8% |
WHG vs GROW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
WHG vs GROW — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLWHGLAGGINGGROW
GROWU.S. Global Investors…
1leads
WHGWestwood Holdings Gro…
3leads
6 Total Categories
CATEGORYLEADERvs GROWMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
WHG4/4
Valuation MetricsMultiples, price ratios, and targets
GROW2/3
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
WHG5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
Tied
—
Risk & VolatilityBeta, volatility, and downside exposure
WHG2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
WHG leads this category, winning 4 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
WHG is the larger business by revenue, generating $98M annually — 11.6x GROW's $8M. WHG is the more profitable business, keeping 7.2% of every revenue dollar as net income compared to GROW's -4.0%.
| Metric | WHGWestwood Holdings… | GROWU.S. Global Inves… |
|---|---|---|
| RevenueTrailing 12 months | $98M | $8M |
| EBITDAEarnings before interest/tax | $12M | -$2M |
| Net IncomeAfter-tax profit | $7M | $98,000 |
| Free Cash FlowCash after capex | $20M | -$235,000 |
| Gross MarginGross profit ÷ Revenue | +86.5% | +41.7% |
| Operating MarginEBIT ÷ Revenue | +7.1% | -35.3% |
| Net MarginNet income ÷ Revenue | +7.2% | -4.0% |
| FCF MarginFCF ÷ Revenue | +18.3% | -9.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +65.4% | — |
WHG leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
GROW leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | WHGWestwood Holdings… | GROWU.S. Global Inves… |
|---|---|---|
| Market CapShares × price | $155M | $35M |
| Enterprise ValueMkt cap + debt − cash | $139M | $10M |
| Trailing P/EPrice ÷ TTM EPS | 20.73x | -104.80x |
| Forward P/EPrice ÷ next-FY EPS est. | 2.02x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 12.27x | — |
| Price / SalesMarket cap ÷ Revenue | 1.59x | 4.14x |
| Price / BookPrice ÷ Book value/share | 1.15x | 0.77x |
| Price / FCFMarket cap ÷ FCF | 8.69x | — |
GROW leads this category, winning 2 of 3 comparable metrics.
Profitability & Efficiency
WHG leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
WHG delivers a 5.9% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $0 for GROW. GROW carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to WHG's 0.08x. On the Piotroski fundamental quality scale (0–9), WHG scores 5/9 vs GROW's 2/9, reflecting solid financial health.
| Metric | WHGWestwood Holdings… | GROWU.S. Global Inves… |
|---|---|---|
| ROE (TTM)Return on equity | +5.9% | +0.2% |
| ROA (TTM)Return on assets | +4.8% | +0.2% |
| ROICReturn on invested capital | +3.9% | -4.7% |
| ROCEReturn on capital employed | +5.4% | -6.2% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 2 |
| Debt / EquityFinancial leverage | 0.08x | 0.00x |
| Net DebtTotal debt minus cash | -$16M | -$24M |
| Cash & Equiv.Liquid assets | $26M | $25M |
| Total DebtShort + long-term debt | $10M | $83,000 |
| Interest CoverageEBIT ÷ Interest expense | — | 600.00x |
WHG leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
Evenly matched — WHG and GROW each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WHG five years ago would be worth $10,994 today (with dividends reinvested), compared to $4,143 for GROW. Over the past 12 months, GROW leads with a +27.8% total return vs WHG's +8.7%. The 3-year compound annual growth rate (CAGR) favors WHG at 13.6% vs GROW's 1.1% — a key indicator of consistent wealth creation.
| Metric | WHGWestwood Holdings… | GROWU.S. Global Inves… |
|---|---|---|
| YTD ReturnYear-to-date | -6.2% | +7.7% |
| 1-Year ReturnPast 12 months | +8.7% | +27.8% |
| 3-Year ReturnCumulative with dividends | +46.7% | +3.3% |
| 5-Year ReturnCumulative with dividends | +9.9% | -58.6% |
| 10-Year ReturnCumulative with dividends | -43.9% | +67.4% |
| CAGR (3Y)Annualised 3-year return | +13.6% | +1.1% |
Evenly matched — WHG and GROW each lead in 3 of 6 comparable metrics.
Risk & Volatility
WHG leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WHG is the less volatile stock with a 0.60 beta — it tends to amplify market swings less than GROW's 0.71 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WHG currently trades 86.3% from its 52-week high vs GROW's 71.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | WHGWestwood Holdings… | GROWU.S. Global Inves… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.60x | 0.71x |
| 52-Week HighHighest price in past year | $18.99 | $3.65 |
| 52-Week LowLowest price in past year | $14.51 | $2.10 |
| % of 52W HighCurrent price vs 52-week peak | +86.3% | +71.8% |
| RSI (14)Momentum oscillator 0–100 | 46.3 | 46.5 |
| Avg Volume (50D)Average daily shares traded | 12K | 25K |
WHG leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WHG and GROW each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, WHG offers the higher dividend yield at 3.69% vs GROW's 3.46%.
| Metric | WHGWestwood Holdings… | GROWU.S. Global Inves… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | — |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | — | — |
| Dividend YieldAnnual dividend ÷ price | +3.7% | +3.5% |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.60 | $0.09 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.9% | +5.6% |
Evenly matched — WHG and GROW each lead in 1 of 2 comparable metrics.
Key Takeaway
WHG leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). GROW leads in 1 (Valuation Metrics). 2 tied.
Best OverallWestwood Holdings Group, In… (WHG)Leads 3 of 6 categories
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WHG vs GROW: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WHG or GROW a better buy right now?
For growth investors, Westwood Holdings Group, Inc.
(WHG) is the stronger pick with 3. 2% revenue growth year-over-year, versus -23. 1% for U. S. Global Investors, Inc. (GROW). Westwood Holdings Group, Inc. (WHG) offers the better valuation at 20. 7x trailing P/E (2. 0x forward), making it the more compelling value choice. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — WHG or GROW?
Over the past 5 years, Westwood Holdings Group, Inc.
(WHG) delivered a total return of +9. 9%, compared to -58. 6% for U. S. Global Investors, Inc. (GROW). Over 10 years, the gap is even starker: GROW returned +67. 4% versus WHG's -43. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — WHG or GROW?
By beta (market sensitivity over 5 years), Westwood Holdings Group, Inc.
(WHG) is the lower-risk stock at 0. 60β versus U. S. Global Investors, Inc. 's 0. 71β — meaning GROW is approximately 19% more volatile than WHG relative to the S&P 500. On balance sheet safety, U. S. Global Investors, Inc. (GROW) carries a lower debt/equity ratio of 0% versus 8% for Westwood Holdings Group, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — WHG or GROW?
By revenue growth (latest reported year), Westwood Holdings Group, Inc.
(WHG) is pulling ahead at 3. 2% versus -23. 1% for U. S. Global Investors, Inc. (GROW). On earnings-per-share growth, the picture is similar: Westwood Holdings Group, Inc. grew EPS 203. 8% year-over-year, compared to -126. 6% for U. S. Global Investors, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — WHG or GROW?
Westwood Holdings Group, Inc.
(WHG) is the more profitable company, earning 7. 2% net margin versus -4. 0% for U. S. Global Investors, Inc. — meaning it keeps 7. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WHG leads at 7. 1% versus -35. 3% for GROW. At the gross margin level — before operating expenses — WHG leads at 86. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — WHG or GROW?
All stocks in this comparison pay dividends.
Westwood Holdings Group, Inc. (WHG) offers the highest yield at 3. 7%, versus 3. 5% for U. S. Global Investors, Inc. (GROW).
07Is WHG or GROW better for a retirement portfolio?
For long-horizon retirement investors, Westwood Holdings Group, Inc.
(WHG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 60), 3. 7% yield). Both have compounded well over 10 years (WHG: -43. 9%, GROW: +67. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between WHG and GROW?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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