WHG - NYSE
Westwood Holdings Group, Inc.
$17.01
+3.6%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.
At a Glance
Live SnapshotWestwood Holdings Group, Inc. Fair Value Envelope
Owner Earnings Valuation Tool
Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation
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Owner Earnings Projections
Operating Cash Flow - Maintenance CapEx = Owner Earnings
| Metric | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Year 7 | Year 8 | Year 9 | Year 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $15.3M | $13.0M | $11.1M | $9.4M | $8.0M | $6.8M | $5.8M | $4.9M | $4.2M | $3.6M |
| Maintenance CapEx | -$14.6K | -$12.5K | -$10.6K | -$9.0K | -$7.7K | -$6.5K | -$5.6K | -$4.7K | -$4.0K | -$3.4K |
| Owner Earnings | $15.3M | $13.0M | $11.1M | $9.4M | $8.0M | $6.8M | $5.8M | $4.9M | $4.2M | $3.6M |
| Discount Factor | 0.926 | 0.857 | 0.794 | 0.735 | 0.681 | 0.630 | 0.583 | 0.540 | 0.500 | 0.463 |
| Present Value | $14.1M | $11.1M | $8.8M | $6.9M | $5.5M | $4.3M | $3.4M | $2.7M | $2.1M | $1.7M |
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