IWSH vs WHG: stock comparison and AI forecast
Wright Investors Service Holdings, Inc. (IWSH) and Westwood Holdings Group Inc (WHG) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
IWSH Wright Investors Service Holdings, Inc.
- Price
- $0.10 -41.2% · 6M
- Market Cap
- $2M
- P/E Ratio
- –
- Size
- small-cap
- AI Forecast
WHG Westwood Holdings Group Inc
- Price
- $18.50 +12.9% · 6M
- Market Cap
- $165M
- P/E Ratio
- 25.7x
- Size
- small-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Six-month price performance
Closing prices rebased to 100 at the start of the window.
Key facts
- WHG is 80.0 times larger than IWSH by market capitalization ($165M against $2M).
- Over the last six months WHG returned +12.9% and IWSH -41.2%.
- WHG carries 0.25 times debt per unit of equity, against 0.18 times for IWSH.
- WHG yields 3.33% in dividends; IWSH pays none.
- Both companies share the SEC industry classification Investment Advice.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | IWSH | WHG |
|---|---|---|
| Market Cap | $2M | $165M |
| P/E Ratio | – | 25.68x |
| P/B Ratio | 2.57x | 1.28x |
| Dividend Yield | – | 3.33% |
| EPS | $-0.05 | $0.72 |
| Book Value/Share | $0.04 | $14.50 |
| Revenue/Share | – | $11.68 |
| FCF/Share | – | $1.81 |
Profitability & Margins
| Metric | IWSH | WHG |
|---|---|---|
| ROE | -128.0% | 5.6% |
| ROA | -108.2% | 4.5% |
| ROIC | -133.6% | – |
| Operating Margin | – | 4.0% |
| Net Margin | – | 7.0% |
| EBT Margin | – | 10.2% |
| Tax Rate | – | 31.4% |
Financial Health
| Metric | IWSH | WHG |
|---|---|---|
| Current Ratio | 6.41x | – |
| D/E Ratio | 0.18x | 0.25x |
| Financial Leverage | 1.18x | 1.26x |
| Working Capital | $800K | – |
Cash Flow
| Metric | IWSH | WHG |
|---|---|---|
| Operating Cash Flow | -$940K | $17M |
| Free Cash Flow | – | $16M |
| Capital Spending | – | -$840K |
| OCF Growth YoY | – | -14.7% |
| FCF Growth YoY | – | -18.2% |
| FCF/Sales | – | 15.5% |
| CapEx/Sales | – | 0.8% |
Operational Efficiency
| Metric | IWSH | WHG |
|---|---|---|
| Asset Turnover | – | 0.64x |
| Receivables Turnover | – | 6.7x |
| Fixed Assets Turnover | – | 33.8x |
| Days Sales Outstanding | – | 55 days |
Income Statement
| Metric | IWSH | WHG |
|---|---|---|
| Total Revenue | – | $104M |
| Operating Income | -$1M | $4M |
| Net Income | -$1M | $7M |
| SG&A Expense | – | $23M |
Dividend & Shareholder Information
| Metric | IWSH | WHG |
|---|---|---|
| Dividends Per Share | – | $0.62 |
| Payout Ratio | – | 86.1% |
| Shares Outstanding | 21M | 9M |
| Net Income Growth | – | -0.3% |
| EPS Growth | – | 9.1% |
IWSH vs WHG: stock comparison and AI forecast
Which is bigger, IWSH or WHG?
WHG is 80.0 times larger than IWSH by market capitalization ($165M against $2M).
Which stock performed better over the last six months, IWSH or WHG?
Over the last six months WHG returned +12.9% and IWSH -41.2%.
Which one does Intratio's AI model rank higher, IWSH or WHG?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.