WHG vs IPHA

Comparison between Westwood Holdings Group Inc (WHG, Company) and Innate Pharma (IPHA, Company).

WHG is from the Financial Services sector, while IPHA is from the Healthcare sector.

5-Year PerformanceWHG has outperformed IPHA, delivering a return of +6.2% compared to -12.9%

WHG vs IPHA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	IPHA(COMPANY)
Market Cap	$165M	$165M
Max Drawdown	87.34%	85.73%
Sharpe Ratio	0.64	0.28
5Y Beta	0.54	0.62
Industry	Asset Management	Biotechnology
P/E Ratio	22.42	-1.37
Forward P/E	24.88	N/A
PEG Ratio	0.01	-0.01
Dividend Yield	3.31%	N/A
5Y Dividends CAGR	49.63%	N/A
5Y EPS CAGR	N/A	1.02%
Debt to Equity	0.00%	-104.00%
Free Cash Flow Yield	12.65%	-63.92%

Market Cap

Winner

WHG

$165M

IPHA

$165M

Max Drawdown

WHG

87.34%

Winner

IPHA

85.73%

Sharpe Ratio

Winner

WHG

0.64

IPHA

0.28

5Y Beta

Winner

WHG

0.54

IPHA

0.62

Industry

WHG

Asset Management

IPHA

Biotechnology

P/E Ratio

WHG

22.42

Winner

IPHA

-1.37

Forward P/E

WHG

24.88

IPHA

N/A

PEG Ratio

WHG

0.01

Winner

IPHA

-0.01

Dividend Yield

WHG

3.31%

IPHA

N/A

5Y Dividends CAGR

WHG

49.63%

IPHA

N/A

5Y EPS CAGR

WHG

N/A

IPHA

1.02%

Debt to Equity

WHG

0.00%

Winner

IPHA

-104.00%

Free Cash Flow Yield

Winner

WHG

12.65%

IPHA

-63.92%

WHG vs IPHA - Historical Returns

Returns include dividend reinvestment.

Period	WHG	IPHA
1 month	+16.99%	-19.56%
3 months	+27.06%	+38.17%
6 months	+4.19%	+2.84%
1 year	+19.54%	-4.74%
5 years(CAGR)	+6.22%	-12.85%
10 years(CAGR)	-5.24%	N/A
Max(CAGR)	+5.55%	-16.55%

Winner

WHG

+16.99%

IPHA

-19.56%

WHG

+27.06%

Winner

IPHA

+38.17%

Winner

WHG

+4.19%

IPHA

+2.84%

Winner

WHG

+19.54%

IPHA

-4.74%

5Y(CAGR)

Winner

WHG

+6.22%

IPHA

-12.85%

10Y(CAGR)

WHG

-5.24%

IPHA

N/A

Max(CAGR)

Winner

WHG

+5.55%

IPHA

-16.55%

WHG vs IPHA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	WHG	IPHA
2026	+7.32%	-0.55%
2025	+19.76%	-6.42%
2024	+19.47%	-32.35%
2023	+12.79%	-17.65%
2022	-31.63%	-22.29%
2021	+34.84%	+5.80%
2020	-49.02%	-43.97%
2019	-8.59%	+6.45%
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 IPHA 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 IPHA was -85.73%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current WHG drawdown is -56.76%. The current IPHA drawdown is -77.93%.

Rank	WHG	IPHA
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-85.73% May 11, 2020 - Mar 20, 2026
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-52.20% Feb 19, 2020 - May 11, 2020
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-12.06% Nov 11, 2019 - Jan 2, 2020
#4	-30.12% Jul 9, 2007 - Oct 2, 2007	-10.16% Jan 23, 2020 - Feb 13, 2020
#5	-28.57% Jun 13, 2002 - Aug 12, 2002	-9.99% Jan 8, 2020 - Jan 23, 2020
#6	-25.00% Aug 12, 2002 - Jun 16, 2003	-8.86% Oct 21, 2019 - Nov 5, 2019
#7	-19.60% Oct 25, 2007 - May 20, 2008	-4.27% Feb 13, 2020 - Feb 18, 2020
#8	-19.58% Dec 14, 2004 - Feb 2, 2006	-3.22% Nov 7, 2019 - Nov 11, 2019
#9	-19.11% Jul 22, 2008 - Sep 19, 2008	-1.78% Jan 2, 2020 - Jan 6, 2020
#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