Last 48 quarters of trend data · Financial Services · Financial - Capital Markets
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
Westwood Holdings Group, Inc.'s quarterly P/E stands at 45.8x, down 38.5% year-over-year — suggesting improving earnings relative to price. EV/EBITDA has compressed 48.8% YoY to 15.7x, reflecting multiple compression or accelerating EBITDA.
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 20.73 | 45.75 | 20.49 | 10.05 | 32.50 | 74.45 | 15.11 | 286.29 | — | 11.41 | 10.14 | 4.70 | 8.61 |
| — | -38.5% | +35.6% | -96.5% | — | +552.6% | +49.1% | +5992.5% | — | -63.5% | — | — | — | |
| P/S Ratio | 1.59 | 1.49 | 1.43 | 1.52 | 1.49 | 1.53 | 1.21 | 1.27 | 1.10 | 1.14 | 1.11 | 0.94 | 1.15 |
| — | -2.5% | +18.4% | +19.5% | +34.8% | +34.5% | +9.1% | +35.0% | -4.0% | +15.7% | +4.7% | -22.7% | -34.6% | |
| P/B Ratio | 1.15 | 1.18 | 1.21 | 1.17 | 1.12 | 1.17 | 1.01 | 1.00 | 0.83 | 0.84 | 0.84 | 0.69 | 0.88 |
| — | +0.8% | +20.2% | +16.9% | +35.2% | +40.3% | +20.2% | +45.6% | -5.1% | +4.6% | +7.4% | +4.0% | -7.5% | |
| P/FCF | 8.69 | — | 5.52 | 4.36 | 4.73 | — | 3.95 | 2.24 | 7.09 | 3.18 | 5.75 | — | — |
| — | — | +39.8% | +94.4% | -33.3% | — | -31.4% | — | — | — | +866.6% | — | — | |
| EV / EBITDA | 12.27 | 15.66 | 6.91 | 10.67 | 16.32 | 30.59 | 7.17 | 38.67 | — | 4.92 | 5.66 | — | 4.64 |
| — | -48.8% | -3.6% | -72.4% | — | +522.3% | +26.7% | — | — | -46.3% | — | — | -96.4% | |
| EV / EBIT | 20.17 | — | 5.05 | 16.94 | 38.18 | — | 6.78 | 19.04 | 31.90 | — | 8.38 | 16.97 | — |
| — | — | -25.4% | -11.0% | +19.7% | — | -19.1% | +12.2% | — | — | +60.3% | — | — |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
Westwood Holdings Group, Inc.'s operating margin was 8.0% in Q1 2026, down 7.1 pp QoQ and up 8.3 pp YoY. Gross margin contracted 39.9% YoY, suggesting cost inflation or competitive pricing pressure.
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 86.5% | 22.6% | 203.7% | 45.3% | 41.7% | 37.6% | 44.9% | 42.8% | 39.9% | 35.3% | 46.8% | 42.1% | 37.6% |
| — | -39.9% | +353.5% | +5.9% | +4.6% | +6.7% | -3.9% | +1.5% | +6.0% | -5.9% | +2.6% | +10.4% | -9.3% | |
| Operating Margin | 7.1% | 8.0% | 15.1% | 8.3% | 3.8% | -0.3% | 10.0% | -2.1% | -18.4% | 12.9% | 12.2% | -6.6% | 16.7% |
| — | +2845.2% | +51.0% | +497.1% | +120.4% | -102.3% | -18.2% | +68.6% | -210.1% | +210.8% | +165.7% | +5.4% | +755.4% | |
| Net Margin | 7.2% | 3.1% | 6.9% | 15.2% | 4.4% | 2.1% | 8.0% | 0.7% | -9.9% | 10.1% | 11.1% | 20.0% | 13.2% |
| — | +52.7% | -14.5% | +2172.0% | +144.6% | -79.7% | -27.7% | -96.6% | -174.8% | +221.5% | +172.8% | +362.2% | +645.3% |
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 5.7% | 0.6% | 1.5% | 3.0% | 0.8% | 0.4% | 1.7% | 0.1% | -1.8% | 1.9% | 2.1% | 3.7% | 2.6% |
| — | +57.5% | -13.3% | +2156.8% | +145.5% | -79.0% | -20.5% | -96.5% | -171.9% | +190.6% | +176.5% | +463.3% | +887.2% | |
| ROA | 4.5% | 0.5% | 1.2% | 2.5% | 0.7% | 0.3% | 1.4% | 0.1% | -1.5% | 1.5% | 1.7% | 3.0% | 2.0% |
| — | +49.0% | -13.9% | +2215.1% | +147.9% | -77.8% | -19.2% | -96.4% | -174.1% | +204.7% | +175.0% | +431.7% | +804.9% | |
| ROIC | 3.9% | 1.1% | 2.2% | 1.1% | 0.5% | -0.0% | 1.5% | -0.3% | -2.5% | 1.7% | 1.7% | -0.9% | 2.3% |
| — | +2891.7% | +45.5% | +475.2% | +120.4% | -102.4% | -7.5% | +66.5% | -207.3% | +180.9% | +169.0% | -32.4% | +1047.4% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
The current ratio has improved 728.1% YoY to 26.35x, strengthening the short-term liquidity position.
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.08 | — | 0.08 | 0.08 | 0.09 | 0.02 | 0.03 | 0.03 | 0.03 | 0.03 | 0.07 | 0.04 | 0.04 |
| — | — | +204.8% | +176.8% | +162.8% | -31.2% | -64.9% | -24.5% | -25.2% | -35.2% | +35.6% | -30.7% | -9.2% | |
| Debt / EBITDA | 0.90 | — | 2.02 | 3.24 | 5.16 | 2.57 | 0.85 | 5.44 | — | 1.02 | 2.25 | — | 1.03 |
| — | — | +138.3% | -40.5% | — | +153.0% | -62.2% | — | — | -63.0% | — | — | -96.6% | |
| Current Ratio | 1.81 | 26.35 | 4.23 | 39.28 | 2.04 | 3.18 | 2.66 | 4.24 | 4.76 | 4.55 | 3.01 | 4.01 | 3.76 |
| — | +728.1% | +58.7% | +825.6% | -57.2% | -30.0% | -11.4% | +5.8% | +26.4% | +13.7% | -9.0% | -44.4% | -57.3% | |
| Quick Ratio | 1.81 | 26.35 | 4.23 | 39.28 | 2.04 | 3.18 | 2.66 | 4.24 | 4.76 | 4.55 | 3.01 | 4.01 | 3.76 |
| — | +728.1% | +58.7% | +825.6% | -57.2% | -30.0% | -11.4% | +5.8% | +26.4% | +13.7% | -9.0% | -44.4% | -57.3% | |
| Interest Coverage | — | — | — | — | — | — | — | — | — | — | 9.16 | — | — |
| — | — | — | — | — | — | — | — | — | — | — | — | — |
Includes 30+ ratios · 48 years · Updated daily
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Westwood Holdings Group, Inc.'s current P/E is 20.7x. The average P/E over the last 4 quarters is 27.2x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Westwood Holdings Group, Inc.'s current operating margin is 7.1%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Westwood Holdings Group, Inc.'s business trajectory between earnings reports.