SEVN vs WHG

Comparison between Seven Hills Realty Trust . (SEVN, Company) and Westwood Holdings Group Inc (WHG, Company).

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

5-Year PerformanceSEVN has outperformed WHG, delivering a return of +3.4% compared to -0.4%

SEVN vs WHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEVN(COMPANY)	WHG(COMPANY)
Market Cap	$173M	$174M
Max Drawdown	47.78%	87.34%
Sharpe Ratio	-0.64	0.54
5Y Beta	0.54	0.48
Industry	Reit - Mortgage	Asset Management
P/E Ratio	9.42	23.55
Forward P/E	9.29	24.88
PEG Ratio	N/A	0.01
Dividend Yield	14.80%	3.13%
5Y Dividends CAGR	31.95%	49.63%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	9.46%	12.04%
P/S Ratio	6.70	1.86
P/B Ratio	0.56	1.50

Market Cap

SEVN

$173M

Winner

WHG

$174M

Max Drawdown

Winner

SEVN

47.78%

WHG

87.34%

Sharpe Ratio

SEVN

-0.64

Winner

WHG

0.54

5Y Beta

SEVN

0.54

Winner

WHG

0.48

Industry

SEVN

Reit - Mortgage

WHG

Asset Management

P/E Ratio

Winner

SEVN

9.42

WHG

23.55

Forward P/E

Winner

SEVN

9.29

WHG

24.88

PEG Ratio

SEVN

N/A

WHG

0.01

Dividend Yield

Winner

SEVN

14.80%

WHG

3.13%

5Y Dividends CAGR

SEVN

31.95%

Winner

WHG

49.63%

Debt to Equity

SEVN

0.00%

WHG

0.00%

Free Cash Flow Yield

SEVN

9.46%

Winner

WHG

12.04%

P/S Ratio

SEVN

6.70

Winner

WHG

1.86

P/B Ratio

Winner

SEVN

0.56

WHG

1.50

SEVN vs WHG - Historical Returns

Returns include dividend reinvestment.

Period	SEVN	WHG
1 month	-7.63%	-3.60%
3 months	-4.04%	+24.86%
6 months	-6.91%	+7.41%
1 year	-15.31%	+15.66%
5 years(CAGR)	+3.44%	-0.42%
10 years(CAGR)	N/A	-4.38%
Max(CAGR)	+3.12%	+5.68%

SEVN

-7.63%

Winner

WHG

-3.60%

SEVN

-4.04%

Winner

WHG

+24.86%

SEVN

-6.91%

Winner

WHG

+7.41%

SEVN

-15.31%

Winner

WHG

+15.66%

5Y(CAGR)

Winner

SEVN

+3.44%

WHG

-0.42%

10Y(CAGR)

SEVN

N/A

WHG

-4.38%

Max(CAGR)

SEVN

+3.12%

Winner

WHG

+5.68%

SEVN vs WHG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SEVN	WHG
2026	-4.99%	+11.25%
2025	-23.11%	+19.76%
2024	+11.77%	+19.47%
2023	+61.26%	+12.79%
2022	-7.39%	-31.63%
2021	+3.44%	+34.84%
2020	-6.68%	-49.02%
2019	N/A	-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%

SEVN vs WHG Drawdown Comparison

The maximum drawdown for SEVN was -39.86%, occurring on Nov 2, 2020. Recovery took 132 trading sessions.

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

The current SEVN drawdown is -32.97%. The current WHG drawdown is -55.18%.

Rank	SEVN	WHG
#1	-39.86% Jul 30, 2020 - Feb 8, 2021	-83.72% Oct 20, 2017 - Oct 30, 2020
#2	-34.02% Oct 16, 2024 - Jul 30, 2026	-53.21% Sep 19, 2008 - Feb 12, 2013
#3	-24.62% Feb 10, 2021 - Jan 19, 2023	-34.86% Nov 3, 2014 - Dec 7, 2016
#4	-16.37% Jan 16, 2024 - Jul 11, 2024	-30.12% Jul 9, 2007 - Oct 2, 2007
#5	-15.84% Jan 24, 2023 - Jul 13, 2023	-28.57% Jun 13, 2002 - Aug 12, 2002
#6	-11.10% Sep 26, 2023 - Nov 6, 2023	-25.00% Aug 12, 2002 - Jun 16, 2003
#7	-9.28% Jul 23, 2024 - Aug 23, 2024	-19.60% Oct 25, 2007 - May 20, 2008
#8	-6.35% Jul 19, 2023 - Aug 23, 2023	-19.58% Dec 14, 2004 - Feb 2, 2006
#9	-4.53% Sep 20, 2024 - Oct 16, 2024	-19.11% Jul 22, 2008 - Sep 19, 2008
#10	-2.84% Dec 15, 2023 - Dec 27, 2023	-17.94% Dec 8, 2016 - Sep 18, 2017
#11	-2.24% Aug 23, 2024 - Sep 13, 2024	-17.79% Apr 2, 2014 - Oct 28, 2014
#12	-2.16% Sep 18, 2023 - Sep 22, 2023	-14.72% Jul 29, 2003 - Aug 25, 2004
#13	-1.83% Aug 31, 2023 - Sep 11, 2023	-13.39% Dec 31, 2013 - Mar 21, 2014
#14	-1.51% Dec 5, 2023 - Dec 7, 2023	-12.99% Dec 5, 2006 - May 31, 2007
#15	-1.29% Nov 6, 2023 - Nov 10, 2023	-12.06% May 27, 2008 - Jun 16, 2008

Correlation

Correlation between SEVN and WHG is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2002 - 2026)

SEVN vs WHG dividend yield comparison.

Year	SEVN	WHG
2026	10.98%	1.56%
2025	14.16%	3.49%
2024	10.70%	4.14%
2023	10.82%	4.77%
2022	11.00%	5.39%
2021	4.34%	17.41%
2020	1.89%	2.97%
2019	0.00%	9.72%
2018	0.00%	8.12%
2017	0.00%	3.84%
2016	0.00%	3.88%
2015	0.00%	3.97%
2014	0.00%	2.94%
2013	0.00%	2.65%
2012	0.00%	3.69%
2011	0.00%	3.89%
2010	0.00%	4.13%
2009	0.00%	3.38%
2008	0.00%	4.22%
2007	0.00%	3.06%
2006	0.00%	5.78%
2005	0.00%	5.98%
2004	0.00%	5.03%
2003	0.00%	7.08%
2002	0.00%	0.30%