15 years of revenue, profit, cash flow and balance-sheet history through FY2025, from SEC filings — with a computed, factual read of the trend. Updated Overview →
| FY | Revenue | Net income | Gross M | Op M | ROE | ROA | FCF | Total debt | Cash |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $98M | $7M | 0.0% | 5.1% | 5.6% | 4.4% | $19M | — | $26M |
| 2024 | $95M | $2M | 0.0% | 0.9% | 1.8% | 1.5% | $21M | — | $19M |
| 2023 | $90M | $11M | 0.0% | 6.7% | 8.6% | 6.8% | -$1M | — | $20M |
| 2022 | $69M | -$5M | 0.0% | -7.1% | -4.2% | -3.2% | $51M | — | $24M |
| 2021 | $73M | $10M | 0.0% | 8.2% | 8.3% | 7.0% | $19M | — | $15M |
| 2020 | $65M | -$9M | 0.0% | -5.3% | -6.8% | -6.0% | -$10M | — | $13M |
| 2019 | $84M | $6M | 0.0% | 5.5% | 4.0% | 3.3% | $32M | — | $50M |
| 2018 | $122M | $27M | 0.0% | 29.4% | 16.6% | 13.4% | $30M | — | $52M |
| 2017 | $134M | $20M | 0.0% | 25.3% | 12.8% | 10.4% | $47M | — | $54M |
| 2016 | $123M | $23M | 0.0% | 27.6% | 15.5% | 12.6% | — | — | $34M |
| 2015 | — | $27M | — | — | 20.2% | 14.9% | — | — | $23M |
| 2014 | — | $27M | — | — | 24.8% | 19.5% | — | — | $18M |
| 2013 | — | $18M | — | — | 20.1% | 15.4% | $21M | — | $11M |
| 2012 | — | $12M | — | — | 15.8% | 12.5% | $14M | — | $4M |
| 2011 | — | $15M | — | — | 20.7% | 16.2% | $17M | — | $5M |
| Quarter | Revenue | Net income | Gross M | Op M | ROE | ROA | FCF | Total debt | Cash |
|---|---|---|---|---|---|---|---|---|---|
| Jun '26 | $25M | $2M | 0.0% | 8.1% | 1.2% | 1.0% | $5M | — | $23M |
| Mar '26 | $25M | $782000 | 0.0% | -6.0% | 0.6% | 0.5% | -$3M | — | $23M |
| Dec '25 | $27M | $2M | 0.0% | 8.0% | 1.5% | 1.2% | $8M | — | $26M |
| Sep '25 | $24M | $4M | 0.0% | 8.3% | 3.0% | 2.4% | $8M | — | $22M |
| Jun '25 | $23M | $1M | 0.0% | 3.8% | 0.8% | 0.7% | $7M | — | $15M |
| Mar '25 | $23M | $477000 | 0.0% | -0.3% | 0.4% | 0.4% | -$5M | — | $9M |
| Dec '24 | $26M | -$3M | 0.0% | 10.0% | -2.6% | -2.1% | $9M | — | $19M |
| Sep '24 | $24M | -$1M | 0.0% | -2.1% | -1.0% | -0.8% | $519000 | — | $23M |
| Jun '24 | $23M | -$378000 | 0.0% | -18.4% | -0.3% | -0.3% | $4M | — | $24M |
| Mar '24 | $23M | $2M | 0.0% | 12.9% | 1.8% | 1.5% | $8M | — | $26M |
| Dec '23 | $23M | $3M | 0.0% | 12.2% | 2.3% | 1.8% | $4M | — | $20M |
| Sep '23 | $22M | $2M | 0.0% | -6.6% | 1.6% | 1.2% | -$2M | — | $17M |
| Jun '23 | $22M | $970000 | 0.0% | 16.7% | 0.8% | 0.7% | -$736000 | — | $15M |
| Mar '23 | $23M | $693000 | 0.0% | 4.2% | 0.6% | 0.5% | -$3M | — | $17M |
| Dec '22 | $20M | $3M | 0.0% | -18.6% | 2.5% | 1.9% | $36M | — | $24M |
| Sep '22 | $15M | $2M | 0.0% | -7.0% | 1.7% | 1.4% | $3M | — | $22M |
| Jun '22 | $16M | $970000 | 0.0% | -2.6% | 0.8% | 0.7% | $3M | — | $22M |
| Mar '22 | $17M | $50000 | 0.0% | 2.4% | 0.0% | 0.0% | $9M | — | $21M |
| Dec '21 | $19M | $3M | 0.0% | 12.2% | 2.4% | 2.0% | -$2M | — | $15M |
| Sep '21 | $18M | $2M | 0.0% | 11.4% | 1623.6% | 1.4% | $22M | — | $18M |
How the market has priced WHG against its own fundamentals since 2023-03 — each month-end's share price set against the most recent annual filing, so the multiple moves as price runs ahead of (or behind) earnings. Split-adjusted.
Over the past 5 years, WESTWOOD HOLDINGS GROUP INC's revenue has grown 8.5% per year. These are computed facts, not advice.
As of FY2025, WESTWOOD HOLDINGS GROUP INC reported — of total debt against $26M of cash.
In FY2025, gross margin was —, operating margin 5.1%, and net margin 7.2%.
As of Sep '26, WESTWOOD HOLDINGS GROUP INC traded at a price-to-earnings ratio of about 23.9× (market cap ÷ latest annual net income). The valuation charts above show how its P/E, P/S and dividend yield have moved with the share price. These are computed facts, not advice.
All figures are extracted from the company’s SEC EDGAR/XBRL filings — 10-K annual reports and 10-Q quarterly reports (use the Annual / Quarterly toggle). Quarterly figures are derived from the as-filed statements (year-to-date amounts are differenced into discrete quarters). Growth rates and ratios are computed by tradmap; nothing here is investment advice.
Source: SEC EDGAR / XBRL (10-K + 10-Q filings) · prices EOD (Databento), corporate-action-adjusted · growth rates, valuation multiples & ratios computed by tradmap. Valuation uses each month-end price against the latest annual filing. Informational only — not investment advice.