BCSF
Price
$15.44
Change
+$0.40 (+2.66%)
Updated
Apr 24 closing price
Capitalization
1B
17 days until earnings call
WHG
Price
$16.76
Change
+$0.17 (+1.02%)
Updated
Apr 24 closing price
Capitalization
111.65M
Ad is loading...

BCSF vs WHG

Header iconBCSF vs WHG Comparison
Open Charts BCSF vs WHGBanner chart's image
Bain Capital Specialty Finance
Price$15.44
Change+$0.40 (+2.66%)
Volume$218.88K
Capitalization1B
Westwood Holdings Group
Price$16.76
Change+$0.17 (+1.02%)
Volume$9.98K
Capitalization111.65M
BCSF vs WHG Comparison Chart
Loading...
BCSF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
BCSF vs. WHG commentary
Apr 25, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCSF is a StrongBuy and WHG is a Buy.

Ad is loading...
COMPARISON
Comparison
Apr 25, 2025
Stock price -- (BCSF: $15.44 vs. WHG: $16.76)
Brand notoriety: BCSF and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BCSF: 55% vs. WHG: 55%
Market capitalization -- BCSF: $1B vs. WHG: $111.65M
BCSF [@Investment Managers] is valued at $1B. WHG’s [@Investment Managers] market capitalization is $111.65M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BCSF’s FA Score shows that 3 FA rating(s) are green whileWHG’s FA Score has 2 green FA rating(s).

  • BCSF’s FA Score: 3 green, 2 red.
  • WHG’s FA Score: 2 green, 3 red.
According to our system of comparison, BCSF is a better buy in the long-term than WHG.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BCSF’s TA Score shows that 5 TA indicator(s) are bullish while WHG’s TA Score has 6 bullish TA indicator(s).

  • BCSF’s TA Score: 5 bullish, 3 bearish.
  • WHG’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, BCSF is a better buy in the short-term than WHG.

Price Growth

BCSF (@Investment Managers) experienced а +3.21% price change this week, while WHG (@Investment Managers) price change was +3.01% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.90%. For the same industry, the average monthly price growth was -4.21%, and the average quarterly price growth was -3.83%.

Reported Earning Dates

BCSF is expected to report earnings on Aug 12, 2025.

WHG is expected to report earnings on Feb 12, 2025.

Industries' Descriptions

@Investment Managers (+1.90% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
BCSF($1B) has a higher market cap than WHG($112M). WHG has higher P/E ratio than BCSF: WHG (11.18) vs BCSF (8.14). WHG YTD gains are higher at: 16.614 vs. BCSF (-9.427). WHG has more cash in the bank: 53.1M vs. BCSF (43M). WHG has less debt than BCSF: WHG (4.55M) vs BCSF (1.26B). BCSF has higher revenues than WHG: BCSF (138M) vs WHG (89.8M).
BCSFWHGBCSF / WHG
Capitalization1B112M896%
EBITDAN/A8.27M-
Gain YTD-9.42716.614-57%
P/E Ratio8.1411.1873%
Revenue138M89.8M154%
Total Cash43M53.1M81%
Total Debt1.26B4.55M27,592%
FUNDAMENTALS RATINGS
BCSF vs WHG: Fundamental Ratings
BCSF
WHG
OUTLOOK RATING
1..100
418
VALUATION
overvalued / fair valued / undervalued
1..100
11
Undervalued
29
Undervalued
PROFIT vs RISK RATING
1..100
1476
SMR RATING
1..100
1188
PRICE GROWTH RATING
1..100
6143
P/E GROWTH RATING
1..100
472
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

BCSF's Valuation (11) in the Investment Trusts Or Mutual Funds industry is in the same range as WHG (29) in the Investment Banks Or Brokers industry. This means that BCSF’s stock grew similarly to WHG’s over the last 12 months.

BCSF's Profit vs Risk Rating (14) in the Investment Trusts Or Mutual Funds industry is somewhat better than the same rating for WHG (76) in the Investment Banks Or Brokers industry. This means that BCSF’s stock grew somewhat faster than WHG’s over the last 12 months.

BCSF's SMR Rating (11) in the Investment Trusts Or Mutual Funds industry is significantly better than the same rating for WHG (88) in the Investment Banks Or Brokers industry. This means that BCSF’s stock grew significantly faster than WHG’s over the last 12 months.

WHG's Price Growth Rating (43) in the Investment Banks Or Brokers industry is in the same range as BCSF (61) in the Investment Trusts Or Mutual Funds industry. This means that WHG’s stock grew similarly to BCSF’s over the last 12 months.

WHG's P/E Growth Rating (2) in the Investment Banks Or Brokers industry is somewhat better than the same rating for BCSF (47) in the Investment Trusts Or Mutual Funds industry. This means that WHG’s stock grew somewhat faster than BCSF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BCSFWHG
RSI
ODDS (%)
Bullish Trend 1 day ago
68%
Bearish Trend 1 day ago
81%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
40%
Bearish Trend 1 day ago
75%
Momentum
ODDS (%)
Bullish Trend 1 day ago
49%
Bullish Trend 1 day ago
79%
MACD
ODDS (%)
Bullish Trend 1 day ago
53%
Bullish Trend 1 day ago
79%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
53%
Bullish Trend 1 day ago
73%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
44%
Bullish Trend 1 day ago
69%
Advances
ODDS (%)
Bullish Trend 1 day ago
55%
Bullish Trend 9 days ago
72%
Declines
ODDS (%)
Bearish Trend 15 days ago
40%
Bearish Trend 15 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
47%
Bearish Trend 1 day ago
70%
Aroon
ODDS (%)
Bearish Trend 1 day ago
36%
Bullish Trend 1 day ago
80%
View a ticker or compare two or three
Ad is loading...
BCSF
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CIVCX17.750.25
+1.43%
American Funds International Vntg 529-E
QKBGX20.65N/A
N/A
Federated Hermes MDT Balanced R6
DAREX12.56N/A
N/A
Dunham Real Estate Stock A
GSATX28.32N/A
N/A
Goldman Sachs Small Cp Val Insghts A
TRIHX58.31N/A
N/A
Nuveen Large Cap Gr Idx I

BCSF and

Correlation & Price change

A.I.dvisor indicates that over the last year, BCSF has been closely correlated with FDUS. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if BCSF jumps, then FDUS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCSF
1D Price
Change %
BCSF100%
+2.66%
FDUS - BCSF
80%
Closely correlated
+0.90%
FSK - BCSF
80%
Closely correlated
+1.62%
ARCC - BCSF
79%
Closely correlated
+1.69%
NMFC - BCSF
79%
Closely correlated
+2.33%
MAIN - BCSF
77%
Closely correlated
+1.85%
More

WHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHG has been loosely correlated with OWL. These tickers have moved in lockstep 33% of the time. This A.I.-generated data suggests there is some statistical probability that if WHG jumps, then OWL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
+1.02%
OWL - WHG
33%
Loosely correlated
+4.53%
VRTS - WHG
33%
Poorly correlated
+1.90%
APO - WHG
31%
Poorly correlated
+5.35%
AMP - WHG
29%
Poorly correlated
+0.47%
BCSF - WHG
29%
Poorly correlated
+2.66%
More