Manages investment assets for various clients. Provides investment advisory services to corporate retirement plans. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
This is an established company with proven profits.
Average growth of 8% a year over the last 4 years. Red columns mark years that ended in a loss.
The market pays 25.2× for every dollar of annual profit — around what a business like this usually costs.
Against companies in its own sector, it looks cheaper than 88% of them.
No analyst target is on record for this company.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Clearly above the class average — a step short of the very top.
For a bank, strength is measured by capital buffers and reserves — not cash minus debt.
The price looks reasonable next to what the company earns.
This grade is a blend: the profit side is strong, the sales tempo slow.
Clearly above the class average — a step short of the very top.
No real weak spot in any of the five subjects — a balanced report card.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
It pays out $0.60 per share each year — regular cash for whoever holds the stock.
Over the last 12 months, executives reported 83 sells against just 14 buys. Not an alarm bell by itself, but a number worth watching.
No clear buy-side message is coming from the executive floor.
On our five-subject report card, WHG sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”
The takeaway: WHG is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.
Not covered, because the filings we hold do not carry it: earnings execution.