WHG vs AMPY

Comparison between Westwood Holdings Group Inc (WHG, Company) and Amplify Energy Corp (AMPY, Company).

WHG is from the Financial Services sector, while AMPY is from the Energy sector.

5-Year PerformanceAMPY has outperformed WHG, delivering a return of +5.5% compared to +2.9%

WHG vs AMPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	AMPY(COMPANY)
Market Cap	$171M	$170M
Max Drawdown	87.34%	97.70%
Sharpe Ratio	0.38	0.33
5Y Beta	0.51	0.72
Industry	Asset Management	Oil & Gas E&p
P/E Ratio	23.15	13.76
Forward P/E	24.88	28.33
PEG Ratio	0.01	N/A
Dividend Yield	3.12%	N/A
5Y Dividends CAGR	49.63%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	12.25%	16.60%
P/S Ratio	1.73	0.74
P/B Ratio	1.46	0.40

Market Cap

Winner

WHG

$171M

AMPY

$170M

Max Drawdown

Winner

WHG

87.34%

AMPY

97.70%

Sharpe Ratio

Winner

WHG

0.38

AMPY

0.33

5Y Beta

Winner

WHG

0.51

AMPY

0.72

Industry

WHG

Asset Management

AMPY

Oil & Gas E&p

P/E Ratio

WHG

23.15

Winner

AMPY

13.76

Forward P/E

Winner

WHG

24.88

AMPY

28.33

PEG Ratio

WHG

0.01

AMPY

N/A

Dividend Yield

WHG

3.12%

AMPY

N/A

5Y Dividends CAGR

WHG

49.63%

AMPY

N/A

Debt to Equity

WHG

0.00%

AMPY

0.00%

Free Cash Flow Yield

WHG

12.25%

Winner

AMPY

16.60%

P/S Ratio

WHG

1.73

Winner

AMPY

0.74

P/B Ratio

WHG

1.46

Winner

AMPY

0.40

WHG vs AMPY - Historical Returns

Returns include dividend reinvestment.

Period	WHG	AMPY
1 month	+3.67%	+5.22%
3 months	+21.17%	-29.80%
6 months	+8.20%	-12.21%
1 year	+10.67%	+7.40%
5 years(CAGR)	+2.90%	+5.46%
10 years(CAGR)	-4.95%	+21.48%
Max(CAGR)	+5.68%	-7.45%

WHG

+3.67%

Winner

AMPY

+5.22%

Winner

WHG

+21.17%

AMPY

-29.80%

Winner

WHG

+8.20%

AMPY

-12.21%

Winner

WHG

+10.67%

AMPY

+7.40%

5Y(CAGR)

WHG

+2.90%

Winner

AMPY

+5.46%

10Y(CAGR)

WHG

-4.95%

Winner

AMPY

+21.48%

Max(CAGR)

Winner

WHG

+5.68%

AMPY

-7.45%

WHG vs AMPY - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	WHG	AMPY
2026	+11.02%	-10.69%
2025	+19.76%	-25.08%
2024	+19.47%	+0.17%
2023	+12.79%	-25.41%
2022	-31.63%	+152.59%
2021	+34.84%	+144.88%
2020	-49.02%	-77.52%
2019	-8.59%	-11.22%
2018	-45.28%	-54.73%
2017	+13.34%	-21.05%
2016	+24.04%	+947.47%
2015	-10.84%	+30.32%
2014	+4.90%	-76.84%
2013	+53.22%	-7.80%
2012	+14.35%	-54.07%
2011	-6.03%	N/A
2010	+11.29%	N/A
2009	+35.74%	N/A
2008	-18.47%	N/A
2007	+65.33%	N/A
2006	+35.10%	N/A
2005	-1.76%	N/A
2004	+16.61%	N/A
2003	+42.21%	N/A
2002	-17.19%	N/A

WHG vs AMPY Drawdown Comparison

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

The maximum drawdown for AMPY was -97.31%, occurring on Jul 22, 2015. Recovery took 1130 trading sessions.

The current WHG drawdown is -55.27%. The current AMPY drawdown is -78.02%.

Rank	WHG	AMPY
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-97.31% Apr 27, 2012 - Oct 24, 2016
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-97.24% Oct 24, 2016 - Mar 18, 2020
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-1.67% Apr 23, 2012 - Apr 26, 2012
#4	-30.12% Jul 9, 2007 - Oct 2, 2007	N/A
#5	-28.57% Jun 13, 2002 - Aug 12, 2002	N/A
#6	-25.00% Aug 12, 2002 - Jun 16, 2003	N/A
#7	-19.60% Oct 25, 2007 - May 20, 2008	N/A
#8	-19.58% Dec 14, 2004 - Feb 2, 2006	N/A
#9	-19.11% Jul 22, 2008 - Sep 19, 2008	N/A
#10	-17.94% Dec 8, 2016 - Sep 18, 2017	N/A
#11	-17.79% Apr 2, 2014 - Oct 28, 2014	N/A
#12	-14.72% Jul 29, 2003 - Aug 25, 2004	N/A
#13	-13.39% Dec 31, 2013 - Mar 21, 2014	N/A
#14	-12.99% Dec 5, 2006 - May 31, 2007	N/A
#15	-12.06% May 27, 2008 - Jun 16, 2008	N/A

Correlation

Correlation between WHG and AMPY is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27

-101

Dividend Comparison (2002 - 2026)

WHG vs AMPY dividend yield comparison.

Year	WHG	AMPY
2026	1.56%	0.00%
2025	3.49%	0.00%
2024	4.14%	0.00%
2023	4.77%	0.00%
2022	5.39%	0.00%
2021	17.41%	0.00%
2020	2.97%	7.63%
2019	9.72%	6.05%
2018	8.12%	0.00%
2017	3.84%	0.00%
2016	3.88%	0.00%
2015	3.97%	0.00%
2014	2.94%	0.00%
2013	2.65%	0.00%
2012	3.69%	0.00%
2011	3.89%	0.00%
2010	4.13%	0.00%
2009	3.38%	0.00%
2008	4.22%	0.00%
2007	3.06%	0.00%
2006	5.78%	0.00%
2005	5.98%	0.00%
2004	5.03%	0.00%
2003	7.08%	0.00%
2002	0.30%	0.00%