OWL
Price
$16.01
Change
-$1.90 (-10.61%)
Updated
Apr 4, 04:22 PM (EDT)
Capitalization
8.65B
27 days until earnings call
WHG
Price
$15.13
Change
-$0.49 (-3.13%)
Updated
Apr 4, 02:17 PM (EDT)
Capitalization
111.65M
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OWL vs WHG

Header iconOWL vs WHG Comparison
Open Charts OWL vs WHGBanner chart's image
Blue Owl Capital
Price$16.01
Change-$1.90 (-10.61%)
Volume$22.09K
Capitalization8.65B
Westwood Holdings Group
Price$15.13
Change-$0.49 (-3.13%)
Volume$100
Capitalization111.65M
OWL vs WHG Comparison Chart
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OWL
Daily Signalchanged days ago
Gain/Loss if bought
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WHG
Daily Signalchanged days ago
Gain/Loss if bought
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OWL vs. WHG commentary
Apr 04, 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 Buy.

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COMPARISON
Comparison
Apr 04, 2025
Stock price -- (OWL: $17.91 vs. WHG: $15.63)
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: 219% vs. WHG: 78%
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 3 TA indicator(s) are bullish while WHG’s TA Score has 2 bullish TA indicator(s).

  • OWL’s TA Score: 3 bullish, 5 bearish.
  • WHG’s TA Score: 2 bullish, 7 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 -12.21% price change this week, while WHG (@Investment Managers) price change was -7.24% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -3.94%. For the same industry, the average monthly price growth was -4.62%, and the average quarterly price growth was -4.00%.

Reported Earning Dates

OWL is expected to report earnings on May 01, 2025.

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

Industries' Descriptions

@Investment Managers (-3.94% 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($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: 8.751 vs. OWL (-22.422). 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-22.4228.751-256%
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
66
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
PROFIT vs RISK RATING
1..100
100
SMR RATING
1..100
88
PRICE GROWTH RATING
1..100
43
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 2 days ago
81%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
58%
MACD
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
69%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
69%
Advances
ODDS (%)
Bullish Trend 3 days ago
77%
Bullish Trend 9 days ago
72%
Declines
ODDS (%)
Bearish Trend 5 days ago
65%
Bearish Trend 2 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
66%
Bearish Trend 2 days ago
80%
Aroon
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
61%
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OWL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WHG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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WHG and

Correlation & Price change

A.I.dvisor tells us that WHG and VRTS have been poorly correlated (+33% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WHG and VRTS's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
-2.01%
VRTS - WHG
33%
Poorly correlated
-7.57%
BCSF - WHG
29%
Poorly correlated
-1.34%
OWL - WHG
28%
Poorly correlated
-15.36%
NXDT - WHG
26%
Poorly correlated
-5.85%
BK - WHG
25%
Poorly correlated
-5.12%
More