WHG vs BRLT

Comparison between Westwood Holdings Group Inc (WHG, Company) and Brilliant Earth Group Inc Class A (BRLT, Company).

WHG is from the Financial Services sector, while BRLT is from the Consumer Cyclical sector.

5-Year PerformanceWHG has outperformed BRLT, delivering a return of -0.4% compared to -42.4%

WHG vs BRLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	BRLT(COMPANY)
Market Cap	$174M	$174M
Max Drawdown	87.34%	94.71%
Sharpe Ratio	0.54	0.07
5Y Beta	0.48	0.86
Industry	Asset Management	Luxury Goods
P/E Ratio	23.55	-36.26
Forward P/E	24.88	52.63
PEG Ratio	0.01	N/A
Dividend Yield	3.13%	N/A
5Y Dividends CAGR	49.63%	N/A
Debt to Equity	0.00%	337.69%
Free Cash Flow Yield	12.04%	-3.30%
P/S Ratio	1.86	0.25
P/B Ratio	1.50	1.61

Market Cap

WHG

$174M

Winner

BRLT

$174M

Max Drawdown

Winner

WHG

87.34%

BRLT

94.71%

Sharpe Ratio

Winner

WHG

0.54

BRLT

0.07

5Y Beta

Winner

WHG

0.48

BRLT

0.86

Industry

WHG

Asset Management

BRLT

Luxury Goods

P/E Ratio

WHG

23.55

Winner

BRLT

-36.26

Forward P/E

Winner

WHG

24.88

BRLT

52.63

PEG Ratio

WHG

0.01

BRLT

N/A

Dividend Yield

WHG

3.13%

BRLT

N/A

5Y Dividends CAGR

WHG

49.63%

BRLT

N/A

Debt to Equity

Winner

WHG

0.00%

BRLT

337.69%

Free Cash Flow Yield

Winner

WHG

12.04%

BRLT

-3.30%

P/S Ratio

WHG

1.86

Winner

BRLT

0.25

P/B Ratio

Winner

WHG

1.50

BRLT

1.61

WHG vs BRLT - Historical Returns

Returns include dividend reinvestment.

Period	WHG	BRLT
1 month	-3.60%	-7.89%
3 months	+24.86%	-29.05%
6 months	+7.41%	-32.26%
1 year	+15.66%	-20.65%
5 years(CAGR)	-0.42%	-42.37%
10 years(CAGR)	-4.38%	N/A
Max(CAGR)	+5.68%	-42.37%

Winner

WHG

-3.60%

BRLT

-7.89%

Winner

WHG

+24.86%

BRLT

-29.05%

Winner

WHG

+7.41%

BRLT

-32.26%

Winner

WHG

+15.66%

BRLT

-20.65%

5Y(CAGR)

Winner

WHG

-0.42%

BRLT

-42.37%

10Y(CAGR)

WHG

-4.38%

BRLT

N/A

Max(CAGR)

Winner

WHG

+5.68%

BRLT

-42.37%

WHG vs BRLT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	WHG	BRLT
2026	+11.25%	-41.34%
2025	+19.76%	-8.96%
2024	+19.47%	-42.47%
2023	+12.79%	-8.15%
2022	-31.63%	-76.36%
2021	+34.84%	+5.49%
2020	-49.02%	N/A
2019	-8.59%	N/A
2018	-45.28%	N/A
2017	+13.34%	N/A
2016	+24.04%	N/A
2015	-10.84%	N/A
2014	+4.90%	N/A
2013	+53.22%	N/A
2012	+14.35%	N/A
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 BRLT 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 BRLT was -94.08%, occurring on Jun 26, 2026. This drawdown has not yet recovered.

The current WHG drawdown is -55.18%. The current BRLT drawdown is -93.97%.

Rank	WHG	BRLT
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-94.08% Dec 8, 2021 - Jun 26, 2026
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-37.32% Sep 23, 2021 - Nov 12, 2021
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-17.57% Nov 16, 2021 - Dec 8, 2021
#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 BRLT is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.17

-101

Dividend Comparison (2002 - 2026)

WHG vs BRLT dividend yield comparison.

Year	WHG	BRLT
2026	1.56%	0.00%
2025	3.49%	14.29%
2024	4.14%	0.00%
2023	4.77%	0.00%
2022	5.39%	0.00%
2021	17.41%	0.00%
2020	2.97%	0.00%
2019	9.72%	0.00%
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%