As Asset Management companies, Moelis & Company (NYSE:MC) and Westwood Holdings Group Inc. (NYSE:WHG) are our subject to compare. And more specifically their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.
Earnings & Valuation
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Moelis & Company||37||2.33||N/A||2.29||15.91|
|Westwood Holdings Group Inc.||33||2.67||N/A||2.26||13.87|
Table 1 shows top-line revenue, earnings per share and valuation of the two companies. Westwood Holdings Group Inc. appears to has lower revenue and earnings than Moelis & Company. The business with a higher P/E ratio is presently more expensive of the two stocks. Moelis & Company has been trading at a higher P/E ratio than Westwood Holdings Group Inc., which means that it is at the moment the more expensive of the two companies.
Table 2 provides the return on assets, net margins and return on equity of the two firms.
|Net Margins||Return on Equity||Return on Assets|
|Moelis & Company||0.00%||32.3%||15.4%|
|Westwood Holdings Group Inc.||0.00%||11.9%||10.1%|
Volatility & Risk
A 2 beta means Moelis & Company’s volatility is 100.00% more than S&P 500’s volatility. Westwood Holdings Group Inc.’s 37.00% more volatile than S&P 500 which is a result of the 1.37 beta.
The table delivered features the ratings and recommendations for Moelis & Company and Westwood Holdings Group Inc.
|Sell Ratings||Hold Ratings||Buy Ratings||Rating Score|
|Moelis & Company||0||2||2||2.50|
|Westwood Holdings Group Inc.||0||0||0||0.00|
Moelis & Company has a consensus price target of $43.5, and a 24.82% upside potential.
Institutional & Insider Ownership
Institutional investors owned 93% of Moelis & Company shares and 68.2% of Westwood Holdings Group Inc. shares. Insiders owned roughly 0.7% of Moelis & Company’s shares. Comparatively, 10% are Westwood Holdings Group Inc.’s share owned by insiders.
Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.
|Performance (W)||Performance (M)||Performance (Q)||Performance (HY)||Performance (Y)||Performance (YTD)|
|Moelis & Company||1.42%||5.5%||-4.83%||-14.84%||-37.83%||8.94%|
|Westwood Holdings Group Inc.||-4.98%||-9.04%||-0.13%||-14.95%||-45.57%||-7.94%|
For the past year Moelis & Company had bullish trend while Westwood Holdings Group Inc. had bearish trend.
Moelis & Company beats Westwood Holdings Group Inc. on 10 of the 11 factors.
Moelis & Company provides strategic and financial advisory services in the United States and internationally. The company advises clients in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. Moelis & Company offers its services to public multinational corporations, governments, financial sponsors, middle market private companies, and individual entrepreneurs. The company has strategic alliances with Sumitomo Mitsui Banking Corporation and SMBC Nikko Securities Inc.; and Alfaro, DÃ¡vila y RÃos, S.C. Moelis & Company was founded in 2007 and is headquartered in New York, New York.
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.
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