Westwood Holdings Group Inc (WHG) exhibits 45.0% gross margins and 4.0% return on invested capital within Financials (Investment Managers), balanced against a 30.6x enterprise multiple and 4.8% implied options volatility.
Sustained 45.0% gross profitability converts into 5.1% operating margin and 4.0% ROIC, outpacing sector cost of capital.
ROIC: 4.0% // GM: 45.0%YoY revenue trajectory of +3.2% paired with 10.42% free cash flow yield supports self-funded R&D and capital return.
REV YOY: +3.2% // FCF YLD: 10.42%Altman Z-Score of 3.80 and Piotroski F-Score of 5/9 indicate low near-term refinancing stress.
ALTMAN Z: 3.80 // F-SCORE: 5/9Trading at 25.5x trailing P/E (23.7x Fwd P/E) leaves valuation vulnerable if real 10Y TIPS yields spike.
P/E: 25.5x // EV/EBITDA: 30.6xOptions market prices a ±5.2% implied move with a 0.85 put/call ratio around $18.94 max pain.
IMPL MOVE: ±5.2% // P/C: 0.85Elevated industry capital intensity and customer concentration in Investment Managers require continuous execution to defend 7.2% net margins.
NET MARGIN: 7.2% // D/E: 0.45x| FILER | SIDE | $ VALUE |
|---|---|---|
| INSPECT FULL OWNERSHIP LEDGER IN OWN <GO> | ||
| STRIKE / EXP | TYPE | PREMIUM |
|---|---|---|
| INSPECT GEX & CHAIN IN OPT <GO> | ||
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