Oversold

WHG

Valuation41/ 100
Cash flow & growth69/ 100
Upside potential35/ 100
Risk potential35/ 100

WHG's valuation appears fair while fundamentals provide solid support.

Score change since last week

The score fell 3 points, mainly due to valuation and price changes. Price fell 4.7%, from $19.78 to $18.85.

Valuation and price changes subtracted 2.6 points. The comparison uses the same available inputs on both dates. Displayed changes are rounded to whole points.

Valuation

Historical cheapness: current PE is 21.4× versus the full-history median of 19.2× shown in the valuation table, producing 42.5/100. Positive weekly observations receive equal weight; lower past EPS alone does not disqualify them.

Outlook-adjusted valuation: 41.1/100. The model applies a 7.8% earnings-growth assumption and a 10% annual return hurdle, with positive credit limited by evidence coverage and confidence.

Forward price scenarios use recent PE history separately. Recent history has a separately weighted median of 20.4× (18-month half-life). The favorable scenario uses 21.1× PE and $1.1 projected EPS, informed by growth, margins and earnings-quality checks. This is a model scenario, not an analyst target. A return to the full-history median is not assumed.

Cash flow & growth

Business trends are strong. Over the past year: revenue +6.3%, earnings +106.2%, operating margin +3.6 percentage points. The business score is 69.1/100. Growth, margins and cash generation drive the score. Missing or older data receives less weight.

Favorable scenario

Stronger earnings and valuation could support a higher share price.

Our favorable case uses $1.06 of EPS and a 21.1× PE, suggesting a share price of about $22.27. Valuation history and outlook inform the PE.

The displayed favorable scenario is 18.1% upside, or about $22.26.

This is a scenario based on our model, not a forecast or probability.

Downside scenario

Weaker than expected earnings could put pressure on the share price.

Our downside case uses $0.69 of EPS and a 17.8× PE, suggesting a share price of about $12.22 — 35% below today’s price. Valuation history and outlook inform the PE.

This is a scenario based on our model, not a forecast or probability.

WHG vs Historical averages

MetricCurrentAverageRelative
PE21x40x46% lower
PE percentile625023% higher
EPS$0.88$0.31185% higher
FCF$15.7M$17.7M11% lower
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WHG’s fundamentals are mixed relative to their historical averages, while its earnings multiple is lower.

WHG Forward outlook

MetricOutlook
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WHG PE Valuation

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This table applies WHG's historical price-to-earnings (PE) landmarks to current earnings. The implied prices are valuation scenarios, not price forecasts or targets.

WHG Earnings Per Share

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This chart tracks WHG's trailing twelve-month diluted earnings per share, calculated from four consecutive reported quarters to reduce seasonal noise.

WHG Quarterly Revenue

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This chart tracks WHG's quarterly revenue over time and shows how sales are changing from year to year.

WHG Free Cash Flow

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This chart tracks WHG's free cash flow over time, showing whether the business is consistently generating cash after operating costs and capital spending.

WHG Total Shares

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This chart tracks changes in WHG's diluted share count. A rising count can dilute existing owners, while a falling count often reflects share repurchases.

WHG Net Leverage

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Quarterly Net Leverage uses the last 12 months of EBITDA. A falling multiple generally indicates less debt relative to earnings capacity. Negative values mean net cash; missing data or nonpositive LTM EBITDA are N/A. The table shows each period’s Net Leverage and status.

WHG PE vs Financial Services Sector

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This chart compares WHG's price-to-earnings (PE) ratio with the Financial Services sector average. A discount or premium can reflect differences in expected growth, profitability, or risk.

WHG Weekly Price

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This chart uses WHG's weekly closing prices to show the longer-term trend. The lower panes show weekly RSI and Stochastic momentum.

WHG Weekly Moving Averages

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This chart compares WHG's 8, 20, 50, 100, and 200-week moving averages from 2020 onward. Shorter averages react faster to price changes, while longer averages show the broader trend.

WHG Yearly ROI

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Each line starts at 0% using the year’s first dependable weekly close and tracks the return through December, or through the latest available week for the current year.