COMP <GO>
WHG vs BAC // FORWARD P/E MULTIPLE
Westwood Holdings Group Inc (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: WHG 4
— BAC 7
▲ FORWARD P/E MULTIPLE LEADER: BAC
LAST: $18.94 (+0.48%) • MKT CAP: $180.7M
forward-pe
23.7x
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
forward-pe
10.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WHG VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WHG | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.00% | 2.50% | +1.50 | WHG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.6x | 30.2x | +0.40 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 10.42% | 2.10% | +8.32 | WHG | /fcf-yield <GO> |
| Operating Margin | 5.10% | 32.90% | -27.80 | BAC | /operating-margins <GO> |
| Net Profit Margin | 7.20% | 27.00% | -19.80 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 3.20% | 6.80% | -3.60 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.97% | 0.00% | +2.97 | WHG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.4 | 38.3 | +12.10 | WHG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 23.7x | 10.9x | +12.80 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $180.7M | $357.61B | -$357.43B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WHG REV | BAC REV | WHG GROSS % | BAC GROSS % | WHG FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $97.8M | $113.10B | — | — | $18.8M | $7.52B |
| FY 2024 | $94.7M | $105.86B | — | — | $21.0M | -$13.57B |
| FY 2023 | $89.8M | $102.77B | — | — | -$1.2M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WHG // BETA —
BAC // BETA 0.90