SMID vs WHG

Comparison between Smith-Midland Corp (SMID, Company) and Westwood Holdings Group Inc (WHG, Company).

SMID is from the Basic Materials sector, while WHG is from the Financial Services sector.

5-Year PerformanceSMID has outperformed WHG, delivering a return of +8.9% compared to +3.5%

SMID vs WHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMID(COMPANY)	WHG(COMPANY)
Market Cap	$157M	$157M
Max Drawdown	72.37%	87.34%
Sharpe Ratio	0.13	0.60
5Y Beta	1.61	0.53
Industry	Building Materials	Asset Management
P/E Ratio	19.10	21.22
Forward P/E	17.01	24.88
PEG Ratio	0.06	0.01
Dividend Yield	N/A	3.52%
5Y Dividends CAGR	N/A	49.63%
5Y EPS CAGR	31.01%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	2.29%	13.36%
P/S Ratio	1.83	1.67
P/B Ratio	3.10	1.33

Market Cap

SMID

$157M

Winner

WHG

$157M

Max Drawdown

Winner

SMID

72.37%

WHG

87.34%

Sharpe Ratio

SMID

0.13

Winner

WHG

0.60

5Y Beta

SMID

1.61

Winner

WHG

0.53

Industry

SMID

Building Materials

WHG

Asset Management

P/E Ratio

Winner

SMID

19.10

WHG

21.22

Forward P/E

Winner

SMID

17.01

WHG

24.88

PEG Ratio

SMID

0.06

Winner

WHG

0.01

Dividend Yield

SMID

N/A

WHG

3.52%

5Y Dividends CAGR

SMID

N/A

WHG

49.63%

5Y EPS CAGR

SMID

31.01%

WHG

N/A

Debt to Equity

SMID

0.00%

WHG

0.00%

Free Cash Flow Yield

SMID

2.29%

Winner

WHG

13.36%

P/S Ratio

SMID

1.83

Winner

WHG

1.67

P/B Ratio

SMID

3.10

Winner

WHG

1.33

SMID vs WHG - Historical Returns

Returns include dividend reinvestment.

Period	SMID	WHG
1 month	+1.92%	+8.60%
3 months	-5.71%	+13.43%
6 months	-7.93%	-0.06%
1 year	+6.45%	+17.08%
5 years(CAGR)	+8.92%	+3.46%
10 years(CAGR)	+28.93%	-6.02%
Max(CAGR)	+24.68%	+5.27%

SMID

+1.92%

Winner

WHG

+8.60%

SMID

-5.71%

Winner

WHG

+13.43%

SMID

-7.93%

Winner

WHG

-0.06%

SMID

+6.45%

Winner

WHG

+17.08%

5Y(CAGR)

Winner

SMID

+8.92%

WHG

+3.46%

10Y(CAGR)

Winner

SMID

+28.93%

WHG

-6.02%

Max(CAGR)

Winner

SMID

+24.68%

WHG

+5.27%

SMID vs WHG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SMID	WHG
2026	-16.38%	+0.68%
2025	-17.45%	+19.76%
2024	+12.93%	+19.47%
2023	+93.34%	+12.79%
2022	-44.05%	-31.63%
2021	+405.45%	+34.84%
2020	+54.92%	-49.02%
2019	-18.49%	-8.59%
2018	+9.35%	-45.28%
2017	+30.22%	+13.34%
2016	+66.47%	+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%

SMID vs WHG Drawdown Comparison

The maximum drawdown for SMID was -72.37%, occurring on Jul 6, 2022. Recovery took 734 trading sessions.

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

The current SMID drawdown is -37.34%. The current WHG drawdown is -59.44%.

Rank	SMID	WHG
#1	-72.37% Dec 28, 2021 - Nov 27, 2024	-83.72% Oct 20, 2017 - Oct 30, 2020
#2	-53.84% Jan 31, 2018 - Jan 13, 2021	-53.21% Sep 19, 2008 - Feb 12, 2013
#3	-48.85% Dec 2, 2024 - Apr 8, 2025	-34.86% Nov 3, 2014 - Dec 7, 2016
#4	-47.04% Jul 14, 2021 - Nov 17, 2021	-30.12% Jul 9, 2007 - Oct 2, 2007
#5	-30.91% Jan 7, 2016 - Aug 26, 2016	-28.57% Jun 13, 2002 - Aug 12, 2002
#6	-25.33% Oct 5, 2017 - Jan 18, 2018	-25.00% Aug 12, 2002 - Jun 16, 2003
#7	-19.88% May 12, 2017 - Oct 5, 2017	-19.60% Oct 25, 2007 - May 20, 2008
#8	-15.70% Mar 15, 2021 - May 11, 2021	-19.58% Dec 14, 2004 - Feb 2, 2006
#9	-15.43% Nov 30, 2021 - Dec 14, 2021	-19.11% Jul 22, 2008 - Sep 19, 2008
#10	-12.39% Mar 3, 2021 - Mar 15, 2021	-17.94% Dec 8, 2016 - Sep 18, 2017
#11	-10.43% Feb 22, 2017 - Mar 31, 2017	-17.79% Apr 2, 2014 - Oct 28, 2014
#12	-10.38% Jun 1, 2021 - Jun 7, 2021	-14.72% Jul 29, 2003 - Aug 25, 2004
#13	-9.60% Aug 26, 2016 - Dec 1, 2016	-13.39% Dec 31, 2013 - Mar 21, 2014
#14	-8.27% Nov 19, 2021 - Nov 29, 2021	-12.99% Dec 5, 2006 - May 31, 2007
#15	-5.33% Jan 26, 2021 - Feb 16, 2021	-12.06% May 27, 2008 - Jun 16, 2008

Correlation

Correlation between SMID and WHG is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101

Dividend Comparison (2002 - 2026)

SMID vs WHG dividend yield comparison.

Year	SMID	WHG
2026	0.00%	1.72%
2025	0.00%	3.49%
2024	0.00%	4.14%
2023	0.00%	4.77%
2022	0.00%	5.39%
2021	0.00%	17.41%
2020	0.00%	2.97%
2019	0.92%	9.72%
2018	0.74%	8.12%
2017	0.73%	3.84%
2016	0.19%	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%