OWL
Price
$19.04
Change
-$0.62 (-3.15%)
Updated
Aug 15 closing price
Capitalization
12.4B
75 days until earnings call
WHG
Price
$17.95
Change
+$0.28 (+1.58%)
Updated
Aug 15 closing price
Capitalization
168.88M
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OWL vs WHG

Header iconOWL vs WHG Comparison
Open Charts OWL vs WHGBanner chart's image
Blue Owl Capital
Price$19.04
Change-$0.62 (-3.15%)
Volume$7.43M
Capitalization12.4B
Westwood Holdings Group
Price$17.95
Change+$0.28 (+1.58%)
Volume$11.21K
Capitalization168.88M
OWL vs WHG Comparison Chart in %
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OWL
Daily Signalchanged days ago
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WHG
Daily Signalchanged days ago
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OWL vs. WHG commentary
Aug 16, 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 OWL is a Hold and WHG is a Hold.

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COMPARISON
Comparison
Aug 16, 2025
Stock price -- (OWL: $19.04 vs. WHG: $17.95)
Brand notoriety: OWL and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: OWL: 102% vs. WHG: 27%
Market capitalization -- OWL: $12.4B vs. WHG: $168.88M
OWL [@Investment Managers] is valued at $12.4B. WHG’s [@Investment Managers] market capitalization is $168.88M. The market cap for tickers in the [@Investment Managers] industry ranges from $175.76B to $0. The average market capitalization across the [@Investment Managers] industry is $7.67B.

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).

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

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

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.

OWL’s TA Score shows that 3 TA indicator(s) are bullish while WHG’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

OWL (@Investment Managers) experienced а -2.50% price change this week, while WHG (@Investment Managers) price change was +9.58% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.96%. For the same industry, the average monthly price growth was +1.72%, and the average quarterly price growth was +13.52%.

Reported Earning Dates

OWL is expected to report earnings on Oct 30, 2025.

Industries' Descriptions

@Investment Managers (+0.96% 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
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FUNDAMENTALS
Fundamentals
OWL($12.4B) has a higher market cap than WHG($169M). OWL has higher P/E ratio than WHG: OWL (173.09) vs WHG (42.74). WHG YTD gains are higher at: 26.173 vs. OWL (-15.641). OWL has higher annual earnings (EBITDA): 804M vs. WHG (10.4M). WHG has less debt than OWL: WHG (2.85M) vs OWL (3.6B). OWL has higher revenues than WHG: OWL (2.62B) vs WHG (95.2M).
OWLWHGOWL / WHG
Capitalization12.4B169M7,337%
EBITDA804M10.4M7,731%
Gain YTD-15.64126.173-60%
P/E Ratio173.0942.74405%
Revenue2.62B95.2M2,751%
Total CashN/A27M-
Total Debt3.6B2.85M126,192%
FUNDAMENTALS RATINGS
WHG: Fundamental Ratings
WHG
OUTLOOK RATING
1..100
75
VALUATION
overvalued / fair valued / undervalued
1..100
20
Undervalued
PROFIT vs RISK RATING
1..100
60
SMR RATING
1..100
89
PRICE GROWTH RATING
1..100
42
P/E GROWTH RATING
1..100
7
SEASONALITY SCORE
1..100
85

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.

TECHNICAL ANALYSIS
Technical Analysis
OWLWHG
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
72%
Momentum
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
85%
MACD
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
71%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
65%
Bullish Trend 2 days ago
74%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
71%
Advances
ODDS (%)
Bullish Trend about 1 month ago
76%
Bullish Trend 5 days ago
73%
Declines
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 3 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
68%
Bullish Trend 2 days ago
86%
Aroon
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
66%
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OWL
Daily Signalchanged days ago
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WHG
Daily Signalchanged days ago
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WHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHG has been loosely correlated with AC. These tickers have moved in lockstep 34% of the time. This A.I.-generated data suggests there is some statistical probability that if WHG jumps, then AC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
+1.58%
AC - WHG
34%
Loosely correlated
-0.38%
AMP - WHG
29%
Poorly correlated
-2.07%
BCSF - WHG
29%
Poorly correlated
-1.38%
BLK - WHG
28%
Poorly correlated
-2.17%
OWL - WHG
27%
Poorly correlated
-3.15%
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