OWL
Price
$18.47
Change
+$0.80 (+4.53%)
Updated
Apr 24 closing price
Capitalization
8.65B
6 days until earnings call
WHG
Price
$16.61
Change
+$0.01 (+0.06%)
Updated
Apr 24, 04:57 PM (EDT)
Capitalization
111.65M
Ad is loading...

OWL vs WHG

Header iconOWL vs WHG Comparison
Open Charts OWL vs WHGBanner chart's image
Blue Owl Capital
Price$18.47
Change+$0.80 (+4.53%)
Volume$9.54M
Capitalization8.65B
Westwood Holdings Group
Price$16.61
Change+$0.01 (+0.06%)
Volume$100
Capitalization111.65M
OWL vs WHG Comparison Chart
Loading...
OWL
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
OWL 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 OWL is a StrongBuy and WHG is a Buy.

Ad is loading...
COMPARISON
Comparison
Apr 25, 2025
Stock price -- (OWL: $18.47 vs. WHG: $16.76)
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: 101% vs. WHG: 55%
Market capitalization -- OWL: $8.65B vs. WHG: $111.65M
OWL [@Investment Managers] is valued at $8.65B. 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).

OWL’s FA Score shows that 1 FA rating(s) are green whileWHG’s FA Score has 2 green FA rating(s).

  • OWL’s FA Score: 1 green, 4 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 6 TA indicator(s) are bullish while WHG’s TA Score has 6 bullish TA indicator(s).

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

Price Growth

OWL (@Investment Managers) experienced а +6.09% 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

OWL is expected to report earnings on Jul 31, 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
OWL($8.65B) has a higher market cap than WHG($112M). OWL has higher P/E ratio than WHG: OWL (185.70) vs WHG (11.18). WHG YTD gains are higher at: 16.614 vs. OWL (-19.997). OWL has higher annual earnings (EBITDA): 633M vs. WHG (8.27M). OWL has more cash in the bank: 104M vs. WHG (53.1M). WHG has less debt than OWL: WHG (4.55M) vs OWL (2B). OWL has higher revenues than WHG: OWL (1.73B) vs WHG (89.8M).
OWLWHGOWL / WHG
Capitalization8.65B112M7,721%
EBITDA633M8.27M7,659%
Gain YTD-19.99716.614-120%
P/E Ratio185.7011.181,661%
Revenue1.73B89.8M1,929%
Total Cash104M53.1M196%
Total Debt2B4.55M43,959%
FUNDAMENTALS RATINGS
WHG: Fundamental Ratings
WHG
OUTLOOK RATING
1..100
12
VALUATION
overvalued / fair valued / undervalued
1..100
30
Undervalued
PROFIT vs RISK RATING
1..100
73
SMR RATING
1..100
88
PRICE GROWTH RATING
1..100
42
P/E GROWTH RATING
1..100
2
SEASONALITY SCORE
1..100
50

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 (%)
Bullish Trend 1 day ago
89%
Bearish Trend 2 days ago
69%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
76%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bullish Trend 1 day ago
79%
Bullish Trend 2 days ago
83%
MACD
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 2 days ago
79%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
68%
Bullish Trend 2 days ago
69%
Advances
ODDS (%)
Bullish Trend 1 day ago
77%
Bullish Trend 8 days ago
72%
Declines
ODDS (%)
Bearish Trend 14 days ago
66%
Bearish Trend 14 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
78%
Bearish Trend 2 days ago
76%
Aroon
ODDS (%)
Bearish Trend 1 day ago
69%
Bullish Trend 2 days ago
77%
View a ticker or compare two or three
Ad is loading...
OWL
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
ETFs / NAMEPrice $Chg $Chg %
DALI23.590.41
+1.77%
First Trust Dorsey Wright DALI 1 ETF
PHYS25.450.40
+1.60%
Sprott Physical Gold Trust
GOVI27.330.18
+0.66%
Invesco Equal Weight 0-30 Years Trs ETF
DFJ81.930.08
+0.10%
WisdomTree Japan SmallCap Dividend ETF
LFEQ45.47-0.02
-0.03%
VanEck Lg/Flat Trend ETF

OWL and

Correlation & Price change

A.I.dvisor indicates that over the last year, OWL has been closely correlated with ARES. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if OWL jumps, then ARES could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OWL
1D Price
Change %
OWL100%
+4.53%
ARES - OWL
83%
Closely correlated
+4.81%
KKR - OWL
82%
Closely correlated
+6.03%
APO - OWL
81%
Closely correlated
+5.35%
CG - OWL
78%
Closely correlated
+6.01%
BX - OWL
76%
Closely correlated
+5.94%
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 34% 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
34%
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