WHG vs HTLM

Comparison between Westwood Holdings Group Inc (WHG, Company) and HomesToLife Ltd (HTLM, Company).

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

WHG vs HTLM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	HTLM(COMPANY)
Market Cap	$171M	$170M
Max Drawdown	87.34%	87.25%
Sharpe Ratio	0.44	-0.42
5Y Beta	0.48	0.01
Industry	Asset Management	Specialty Retail
P/E Ratio	23.10	10.26
Forward P/E	24.88	N/A
PEG Ratio	0.01	N/A
Dividend Yield	3.12%	N/A
5Y Dividends CAGR	49.63%	N/A
Debt to Equity	0.00%	37.32%
Free Cash Flow Yield	12.27%	7.27%
P/S Ratio	1.73	0.43
P/B Ratio	1.46	5.53

Market Cap

Winner

WHG

$171M

HTLM

$170M

Max Drawdown

WHG

87.34%

Winner

HTLM

87.25%

Sharpe Ratio

Winner

WHG

0.44

HTLM

-0.42

5Y Beta

WHG

0.48

Winner

HTLM

0.01

Industry

WHG

Asset Management

HTLM

Specialty Retail

P/E Ratio

WHG

23.10

Winner

HTLM

10.26

Forward P/E

WHG

24.88

HTLM

N/A

PEG Ratio

WHG

0.01

HTLM

N/A

Dividend Yield

WHG

3.12%

HTLM

N/A

5Y Dividends CAGR

WHG

49.63%

HTLM

N/A

Debt to Equity

Winner

WHG

0.00%

HTLM

37.32%

Free Cash Flow Yield

Winner

WHG

12.27%

HTLM

7.27%

P/S Ratio

WHG

1.73

Winner

HTLM

0.43

P/B Ratio

Winner

WHG

1.46

HTLM

5.53

WHG vs HTLM - Historical Returns

Returns include dividend reinvestment.

Period	WHG	HTLM
1 month	-4.84%	-7.50%
3 months	+21.81%	+5.11%
6 months	+9.94%	-25.89%
1 year	+13.75%	-50.26%
5 years(CAGR)	+0.68%	N/A
10 years(CAGR)	-4.44%	N/A
Max(CAGR)	+5.68%	-33.09%

Winner

WHG

-4.84%

HTLM

-7.50%

Winner

WHG

+21.81%

HTLM

+5.11%

Winner

WHG

+9.94%

HTLM

-25.89%

Winner

WHG

+13.75%

HTLM

-50.26%

5Y(CAGR)

WHG

+0.68%

HTLM

N/A

10Y(CAGR)

WHG

-4.44%

HTLM

N/A

Max(CAGR)

Winner

WHG

+5.68%

HTLM

-33.09%

WHG vs HTLM - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	WHG	HTLM
2026	+11.25%	-20.87%
2025	+19.76%	-74.92%
2024	+19.47%	+105.72%
2023	+12.79%	N/A
2022	-31.63%	N/A
2021	+34.84%	N/A
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 HTLM 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 HTLM was -87.25%, occurring on Apr 7, 2026. This drawdown has not yet recovered.

The current WHG drawdown is -55.18%. The current HTLM drawdown is -84.74%.

Rank	WHG	HTLM
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-87.25% Dec 20, 2024 - Apr 7, 2026
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-37.50% Oct 21, 2024 - Nov 27, 2024
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-33.62% Nov 27, 2024 - Dec 12, 2024
#4	-30.12% Jul 9, 2007 - Oct 2, 2007	-5.36% Oct 9, 2024 - Oct 21, 2024
#5	-28.57% Jun 13, 2002 - Aug 12, 2002	-4.67% Dec 16, 2024 - Dec 19, 2024
#6	-25.00% Aug 12, 2002 - Jun 16, 2003	-1.23% Oct 3, 2024 - Oct 8, 2024
#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 HTLM is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101

Dividend Comparison (2002 - 2026)

WHG vs HTLM dividend yield comparison.

Year	WHG	HTLM
2026	1.56%	3.51%
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%	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%