OZ vs WHG

Comparison between Belpointe REIT Inc (OZ, Company) and Westwood Holdings Group Inc (WHG, Company).

OZ is from the Real Estate sector, while WHG is from the Financial Services sector.

5-Year PerformanceWHG has outperformed OZ, delivering a return of -0.4% compared to -18.7%

OZ vs WHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OZ(COMPANY)	WHG(COMPANY)
Market Cap	$175M	$174M
Max Drawdown	75.28%	87.34%
Sharpe Ratio	-1.05	0.54
5Y Beta	0.22	0.48
Industry	Real Estate - Development	Asset Management
P/E Ratio	-4.34	23.55
Forward P/E	N/A	24.88
PEG Ratio	-0.04	0.01
Dividend Yield	N/A	3.13%
5Y Dividends CAGR	N/A	49.63%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	-14.15%	12.04%
P/S Ratio	15.01	1.86
P/B Ratio	0.66	1.50

Market Cap

Winner

$175M

WHG

$174M

Max Drawdown

Winner

75.28%

WHG

87.34%

Sharpe Ratio

-1.05

Winner

WHG

0.54

5Y Beta

Winner

0.22

WHG

0.48

Industry

Real Estate - Development

WHG

Asset Management

P/E Ratio

Winner

-4.34

WHG

23.55

Forward P/E

N/A

WHG

24.88

PEG Ratio

Winner

-0.04

WHG

0.01

Dividend Yield

N/A

WHG

3.13%

5Y Dividends CAGR

N/A

WHG

49.63%

Debt to Equity

N/A

WHG

0.00%

Free Cash Flow Yield

-14.15%

Winner

WHG

12.04%

P/S Ratio

15.01

Winner

WHG

1.86

P/B Ratio

Winner

0.66

WHG

1.50

OZ vs WHG - Historical Returns

Returns include dividend reinvestment.

Period	OZ	WHG
1 month	+2.69%	-3.60%
3 months	-8.68%	+24.86%
6 months	-6.76%	+7.41%
1 year	-26.87%	+15.66%
5 years(CAGR)	-18.67%	-0.42%
10 years(CAGR)	N/A	-4.38%
Max(CAGR)	-10.79%	+5.68%

Winner

+2.69%

WHG

-3.60%

-8.68%

Winner

WHG

+24.86%

-6.76%

Winner

WHG

+7.41%

-26.87%

Winner

WHG

+15.66%

5Y(CAGR)

-18.67%

Winner

WHG

-0.42%

10Y(CAGR)

N/A

WHG

-4.38%

Max(CAGR)

-10.79%

Winner

WHG

+5.68%

OZ vs WHG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	OZ	WHG
2026	-16.99%	+11.25%
2025	-7.76%	+19.76%
2024	+4.59%	+19.47%
2023	-18.90%	+12.79%
2022	+0.01%	-31.63%
2021	-0.73%	+34.84%
2020	+9.98%	-49.02%
2019	+0.25%	-8.59%
2018	N/A	-45.28%
2017	N/A	+13.34%
2016	N/A	+24.04%
2015	N/A	-10.84%
2014	N/A	+4.90%
2013	N/A	+53.22%
2012	N/A	+14.35%
2011	N/A	-6.03%
2010	N/A	+11.29%
2009	N/A	+35.74%
2008	N/A	-18.47%
2007	N/A	+65.33%
2006	N/A	+35.10%
2005	N/A	-1.76%
2004	N/A	+16.61%
2003	N/A	+42.21%
2002	N/A	-17.19%

OZ vs WHG Drawdown Comparison

The maximum drawdown for OZ was -75.28%, occurring on Jun 29, 2026. This drawdown has not yet recovered.

The maximum drawdown for WHG was -83.72%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The current OZ drawdown is -74.10%. The current WHG drawdown is -55.18%.

Rank	OZ	WHG
#1	-75.28% Sep 8, 2021 - Jun 29, 2026	-83.72% Oct 20, 2017 - Oct 30, 2020
#2	-37.94% Sep 2, 2020 - Sep 7, 2021	-53.21% Sep 19, 2008 - Feb 12, 2013
#3	-5.94% Dec 6, 2019 - Aug 27, 2020	-34.86% Nov 3, 2014 - Dec 7, 2016
#4	N/A	-30.12% Jul 9, 2007 - Oct 2, 2007
#5	N/A	-28.57% Jun 13, 2002 - Aug 12, 2002
#6	N/A	-25.00% Aug 12, 2002 - Jun 16, 2003
#7	N/A	-19.60% Oct 25, 2007 - May 20, 2008
#8	N/A	-19.58% Dec 14, 2004 - Feb 2, 2006
#9	N/A	-19.11% Jul 22, 2008 - Sep 19, 2008
#10	N/A	-17.94% Dec 8, 2016 - Sep 18, 2017
#11	N/A	-17.79% Apr 2, 2014 - Oct 28, 2014
#12	N/A	-14.72% Jul 29, 2003 - Aug 25, 2004
#13	N/A	-13.39% Dec 31, 2013 - Mar 21, 2014
#14	N/A	-12.99% Dec 5, 2006 - May 31, 2007
#15	N/A	-12.06% May 27, 2008 - Jun 16, 2008