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Stock Comparison

WHG vs BLK

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
WHG
Westwood Holdings Group, Inc.

Financial - Capital Markets

Financial ServicesNYSE • US
Market Cap$155M
5Y Perf.-7.6%
BLK
BlackRock, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$165.65B
5Y Perf.+102.0%

WHG vs BLK — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
WHG logoWHG
BLK logoBLK
IndustryFinancial - Capital MarketsAsset Management
Market Cap$155M$165.65B
Revenue (TTM)$98M$20.41B
Net Income (TTM)$7M$6.10B
Gross Margin86.5%49.4%
Operating Margin7.1%37.1%
Forward P/E2.0x20.1x
Total Debt$10M$14.22B
Cash & Equiv.$26M$12.76B

WHG vs BLKLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

WHG
BLK
StockMay 20May 26Return
Westwood Holdings G… (WHG)10092.4-7.6%
BlackRock, Inc. (BLK)100202.0+102.0%

Price return only. Dividends and distributions are not included.

Quick Verdict: WHG vs BLK

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: BLK leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Westwood Holdings Group, Inc. is the stronger pick specifically for valuation and capital efficiency 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 sleep-well-at-night.

  • Dividend streak 0 yrs, beta 0.60, yield 3.7%
  • Lower volatility, beta 0.60, Low D/E 8.0%, current ratio 1.81x
  • Beta 0.60, yield 3.7%, current ratio 1.81x
Best for: income & stability and sleep-well-at-night
BLK
BlackRock, Inc.
The Banking Pick

BLK carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.

  • Rev growth 14.3%, EPS growth 15.1%
  • 245.8% 10Y total return vs WHG's -43.9%
  • 14.3% NII/revenue growth vs WHG's 3.2%
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthBLK logoBLK14.3% NII/revenue growth vs WHG's 3.2%
ValueWHG logoWHGLower P/E (2.0x vs 20.1x)
Quality / MarginsBLK logoBLKEfficiency ratio 0.1% vs WHG's 0.8% (lower = leaner)
Stability / SafetyWHG logoWHGBeta 0.60 vs BLK's 1.28, lower leverage
DividendsWHG logoWHG3.7% yield, vs BLK's 1.9%
Momentum (1Y)BLK logoBLK+18.3% vs WHG's +8.7%
Efficiency (ROA)BLK logoBLKEfficiency ratio 0.1% vs WHG's 0.8%

WHG vs BLK — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

WHGWestwood Holdings Group, Inc.
FY 2025
Asset Management
76.7%$75M
Fiduciary and Trust
22.1%$22M
Investment Performance
0.9%$874,000
Trust performance-based fees
0.3%$260,000
BLKBlackRock, Inc.
FY 2024
Investment Advice
78.9%$16.1B
Technology Service
7.9%$1.6B
Distribution and Shareholder Service
6.2%$1.3B
Investment Performance
5.9%$1.2B
Service, Other
1.1%$224M

WHG vs BLK — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLBLKLAGGINGWHG

Income & Cash Flow (Last 12 Months)

BLK leads this category, winning 3 of 5 comparable metrics.

BLK is the larger business by revenue, generating $20.4B annually — 208.7x WHG's $98M. BLK is the more profitable business, keeping 31.2% of every revenue dollar as net income compared to WHG's 7.2%.

MetricWHG logoWHGWestwood Holdings…BLK logoBLKBlackRock, Inc.
RevenueTrailing 12 months$98M$20.4B
EBITDAEarnings before interest/tax$12M$8.3B
Net IncomeAfter-tax profit$7M$6.1B
Free Cash FlowCash after capex$20M$3.9B
Gross MarginGross profit ÷ Revenue+86.5%+49.4%
Operating MarginEBIT ÷ Revenue+7.1%+37.1%
Net MarginNet income ÷ Revenue+7.2%+31.2%
FCF MarginFCF ÷ Revenue+18.3%+23.0%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+65.4%-22.7%
BLK leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

WHG leads this category, winning 6 of 6 comparable metrics.

At 20.7x trailing earnings, WHG trades at a 18% valuation discount to BLK's 25.4x P/E. On an enterprise value basis, WHG's 12.3x EV/EBITDA is more attractive than BLK's 20.6x.

MetricWHG logoWHGWestwood Holdings…BLK logoBLKBlackRock, Inc.
Market CapShares × price$155M$165.7B
Enterprise ValueMkt cap + debt − cash$139M$167.1B
Trailing P/EPrice ÷ TTM EPS20.73x25.42x
Forward P/EPrice ÷ next-FY EPS est.2.02x20.10x
PEG RatioP/E ÷ EPS growth rate3.13x
EV / EBITDAEnterprise value multiple12.27x20.62x
Price / SalesMarket cap ÷ Revenue1.59x8.12x
Price / BookPrice ÷ Book value/share1.15x3.28x
Price / FCFMarket cap ÷ FCF8.69x35.24x
WHG leads this category, winning 6 of 6 comparable metrics.

Profitability & Efficiency

Evenly matched — WHG and BLK each lead in 4 of 8 comparable metrics.

BLK delivers a 9.9% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $6 for WHG. WHG carries lower financial leverage with a 0.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to BLK's 0.29x. On the Piotroski fundamental quality scale (0–9), BLK scores 6/9 vs WHG's 5/9, reflecting solid financial health.

MetricWHG logoWHGWestwood Holdings…BLK logoBLKBlackRock, Inc.
ROE (TTM)Return on equity+5.9%+9.9%
ROA (TTM)Return on assets+4.8%+3.7%
ROICReturn on invested capital+3.9%+9.9%
ROCEReturn on capital employed+5.4%+5.8%
Piotroski ScoreFundamental quality 0–956
Debt / EquityFinancial leverage0.08x0.29x
Net DebtTotal debt minus cash-$16M$1.5B
Cash & Equiv.Liquid assets$26M$12.8B
Total DebtShort + long-term debt$10M$14.2B
Interest CoverageEBIT ÷ Interest expense9.27x
Evenly matched — WHG and BLK each lead in 4 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

BLK leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in BLK five years ago would be worth $13,352 today (with dividends reinvested), compared to $10,994 for WHG. Over the past 12 months, BLK leads with a +18.3% total return vs WHG's +8.7%. The 3-year compound annual growth rate (CAGR) favors BLK at 20.7% vs WHG's 13.6% — a key indicator of consistent wealth creation.

MetricWHG logoWHGWestwood Holdings…BLK logoBLKBlackRock, Inc.
YTD ReturnYear-to-date-6.2%-1.1%
1-Year ReturnPast 12 months+8.7%+18.3%
3-Year ReturnCumulative with dividends+46.7%+75.7%
5-Year ReturnCumulative with dividends+9.9%+33.5%
10-Year ReturnCumulative with dividends-43.9%+245.8%
CAGR (3Y)Annualised 3-year return+13.6%+20.7%
BLK leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — WHG and BLK each lead in 1 of 2 comparable metrics.

WHG is the less volatile stock with a 0.60 beta — it tends to amplify market swings less than BLK's 1.28 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.

MetricWHG logoWHGWestwood Holdings…BLK logoBLKBlackRock, Inc.
Beta (5Y)Sensitivity to S&P 5000.60x1.28x
52-Week HighHighest price in past year$18.99$1219.94
52-Week LowLowest price in past year$14.51$914.84
% of 52W HighCurrent price vs 52-week peak+86.3%+87.5%
RSI (14)Momentum oscillator 0–10046.361.3
Avg Volume (50D)Average daily shares traded12K790K
Evenly matched — WHG and BLK each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — WHG and BLK each lead in 1 of 2 comparable metrics.

For income investors, WHG offers the higher dividend yield at 3.69% vs BLK's 1.92%.

MetricWHG logoWHGWestwood Holdings…BLK logoBLKBlackRock, Inc.
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$1311.78
# AnalystsCovering analysts33
Dividend YieldAnnual dividend ÷ price+3.7%+1.9%
Dividend StreakConsecutive years of raises015
Dividend / ShareAnnual DPS$0.60$20.46
Buyback YieldShare repurchases ÷ mkt cap+0.9%+1.2%
Evenly matched — WHG and BLK each lead in 1 of 2 comparable metrics.
Key Takeaway

BLK leads in 2 of 6 categories (Income & Cash Flow, Total Returns). WHG leads in 1 (Valuation Metrics). 3 tied.

Best OverallBlackRock, Inc. (BLK)Leads 2 of 6 categories
Loading custom metrics...

WHG vs BLK: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is WHG or BLK a better buy right now?

For growth investors, BlackRock, Inc.

(BLK) is the stronger pick with 14. 3% revenue growth year-over-year, versus 3. 2% for Westwood Holdings Group, Inc. (WHG). 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. Analysts rate BlackRock, Inc. (BLK) a "Buy" — based on 33 analyst ratings — the highest consensus in this comparison. 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.

02

Which has the better valuation — WHG or BLK?

On trailing P/E, Westwood Holdings Group, Inc.

(WHG) is the cheapest at 20. 7x versus BlackRock, Inc. at 25. 4x. On forward P/E, Westwood Holdings Group, Inc. is actually cheaper at 2. 0x.

03

Which is the better long-term investment — WHG or BLK?

Over the past 5 years, BlackRock, Inc.

(BLK) delivered a total return of +33. 5%, compared to +9. 9% for Westwood Holdings Group, Inc. (WHG). Over 10 years, the gap is even starker: BLK returned +245. 8% 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.

04

Which is safer — WHG or BLK?

By beta (market sensitivity over 5 years), Westwood Holdings Group, Inc.

(WHG) is the lower-risk stock at 0. 60β versus BlackRock, Inc. 's 1. 28β — meaning BLK is approximately 116% more volatile than WHG relative to the S&P 500. On balance sheet safety, Westwood Holdings Group, Inc. (WHG) carries a lower debt/equity ratio of 8% versus 29% for BlackRock, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — WHG or BLK?

By revenue growth (latest reported year), BlackRock, Inc.

(BLK) is pulling ahead at 14. 3% versus 3. 2% for Westwood Holdings Group, Inc. (WHG). On earnings-per-share growth, the picture is similar: Westwood Holdings Group, Inc. grew EPS 203. 8% year-over-year, compared to 15. 1% for BlackRock, 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.

06

Which has better profit margins — WHG or BLK?

BlackRock, Inc.

(BLK) is the more profitable company, earning 31. 2% net margin versus 7. 2% for Westwood Holdings Group, Inc. — meaning it keeps 31. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BLK leads at 37. 1% versus 7. 1% for WHG. 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.

07

Is WHG or BLK more undervalued right now?

On forward earnings alone, Westwood Holdings Group, Inc.

(WHG) trades at 2. 0x forward P/E versus 20. 1x for BlackRock, Inc. — 18. 1x cheaper on a one-year earnings basis.

08

Which pays a better dividend — WHG or BLK?

All stocks in this comparison pay dividends.

Westwood Holdings Group, Inc. (WHG) offers the highest yield at 3. 7%, versus 1. 9% for BlackRock, Inc. (BLK).

09

Is WHG or BLK 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%, BLK: +245. 8%), 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.

10

What are the main differences between WHG and BLK?

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.

In terms of investment character: WHG is a small-cap income-oriented stock; BLK is a mid-cap quality compounder stock. 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

WHG

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Net Margin > 5%
  • Dividend Yield > 1.4%
Run This Screen
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BLK

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 7%
  • Net Margin > 18%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform WHG and BLK on the metrics below

Revenue Growth>
%
(WHG: 3.2% · BLK: 14.3%)
Net Margin>
%
(WHG: 7.2% · BLK: 31.2%)
P/E Ratio<
x
(WHG: 20.7x · BLK: 25.4x)

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