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WHG vs ENJ

Comparison between Westwood Holdings Group Inc (WHG, Company) and Entergy New Orleans Inc (ENJ, Company).

5-Year PerformanceWHG has outperformed ENJ, delivering a return of +2.6% compared to +0.7%

WHG vs ENJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WHG
$177M
ENJ
$177M
Max Drawdown
WHG
87.34%
Winner
ENJ
30.77%
Sharpe Ratio
Winner
WHG
0.64
ENJ
0.01
5Y Beta
WHG
0.51
Winner
ENJ
0.10
Industry
WHG
Asset Management
ENJ
N/A
P/E Ratio
WHG
24.04
Winner
ENJ
3.50
Forward P/E
WHG
24.88
ENJ
N/A
PEG Ratio
WHG
0.01
Winner
ENJ
0.00
Dividend Yield
WHG
3.03%
Winner
ENJ
4.96%
5Y Dividends CAGR
Winner
WHG
49.63%
ENJ
4.56%
Debt to Equity
WHG
0.00%
ENJ
N/A
Free Cash Flow Yield
WHG
11.79%
ENJ
N/A
P/S Ratio
WHG
1.91
Winner
ENJ
0.91
P/B Ratio
WHG
1.51
Winner
ENJ
0.56

WHG vs ENJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WHG
+5.78%
ENJ
-0.10%
3M
Winner
WHG
+20.19%
ENJ
+1.22%
6M
Winner
WHG
+6.66%
ENJ
-1.89%
1Y
Winner
WHG
+17.52%
ENJ
+2.32%
5Y(CAGR)
Winner
WHG
+2.65%
ENJ
+0.73%
10Y(CAGR)
WHG
-4.89%
Winner
ENJ
+2.77%
Max(CAGR)
Winner
WHG
+5.68%
ENJ
+3.57%

WHG vs ENJ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearWHGENJ
2026+11.08%-0.63%
2025+19.76%+3.59%
2024+19.47%+3.80%
2023+12.79%+3.89%
2022-31.63%-8.06%
2021+34.84%+4.13%
2020-49.02%+4.34%
2019-8.59%+16.85%
2018-45.28%-1.97%
2017+13.34%+17.78%
2016+24.04%-5.09%
2015-10.84%+9.34%
2014+4.90%+32.47%
2013+53.22%-18.75%
2012+14.35%+0.08%
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 ENJ 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 ENJ was -24.48%, occurring on Dec 12, 2013. Recovery took 278 trading sessions.

The current WHG drawdown is -55.25%. The current ENJ drawdown is -7.30%.

RankWHGENJ
#1-83.72%
Oct 20, 2017 - Oct 30, 2020
-24.48%
Apr 23, 2013 - May 30, 2014
#2-53.21%
Sep 19, 2008 - Feb 12, 2013
-19.75%
Sep 23, 2016 - May 17, 2019
#3-34.86%
Nov 3, 2014 - Dec 7, 2016
-18.00%
Feb 27, 2023 - Mar 15, 2024
#4-30.12%
Jul 9, 2007 - Oct 2, 2007
-14.64%
Jan 9, 2020 - Jul 29, 2020
#5-28.57%
Jun 13, 2002 - Aug 12, 2002
-13.91%
Oct 2, 2024 - Oct 24, 2025
#6-25.00%
Aug 12, 2002 - Jun 16, 2003
-13.53%
Aug 15, 2022 - Feb 27, 2023
#7-19.60%
Oct 25, 2007 - May 20, 2008
-9.65%
Oct 24, 2025 - May 21, 2026
#8-19.58%
Dec 14, 2004 - Feb 2, 2006
-8.51%
Mar 21, 2022 - Aug 1, 2022
#9-19.11%
Jul 22, 2008 - Sep 19, 2008
-8.19%
Mar 15, 2024 - Aug 27, 2024
#10-17.94%
Dec 8, 2016 - Sep 18, 2017
-5.09%
Aug 9, 2016 - Sep 16, 2016
#11-17.79%
Apr 2, 2014 - Oct 28, 2014
-4.42%
Nov 30, 2015 - Mar 29, 2016
#12-14.72%
Jul 29, 2003 - Aug 25, 2004
-4.33%
May 28, 2015 - Oct 6, 2015
#13-13.39%
Dec 31, 2013 - Mar 21, 2014
-4.11%
Sep 4, 2024 - Oct 2, 2024
#14-12.99%
Dec 5, 2006 - May 31, 2007
-4.04%
Jun 10, 2014 - Aug 29, 2014
#15-12.06%
May 27, 2008 - Jun 16, 2008
-3.43%
Apr 21, 2021 - Sep 1, 2021

Correlation

Correlation between WHG and ENJ is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.72
-101

Dividend Comparison (2002 - 2026)

WHG vs ENJ dividend yield comparison.

YearWHGENJ
20261.56%3.11%
20253.49%6.01%
20244.14%5.94%
20234.77%5.77%
20225.39%5.65%
202117.41%4.93%
20202.97%4.85%
20199.72%4.81%
20188.12%3.97%
20173.84%5.01%
20163.88%5.60%
20153.97%4.93%
20142.94%5.13%
20132.65%6.52%
20123.69%0.00%
20113.89%0.00%
20104.13%0.00%
20093.38%0.00%
20084.22%0.00%
20073.06%0.00%
20065.78%0.00%
20055.98%0.00%
20045.03%0.00%
20037.08%0.00%
20020.30%0.00%

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