WHG vs PDEX

Comparison between Westwood Holdings Group Inc (WHG, Company) and Pro-Dex Inc (co) (PDEX, Company).

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

5-Year PerformancePDEX has outperformed WHG, delivering a return of +13.2% compared to +2.9%

WHG vs PDEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	PDEX(COMPANY)
Market Cap	$171M	$171M
Max Drawdown	87.34%	93.65%
Sharpe Ratio	0.38	0.49
5Y Beta	0.51	0.73
Industry	Asset Management	Medical Instruments & Supplies
P/E Ratio	23.15	14.38
Forward P/E	24.88	19.61
PEG Ratio	0.01	0.47
Dividend Yield	3.12%	N/A
5Y Dividends CAGR	49.63%	N/A
5Y EPS CAGR	N/A	17.59%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	12.25%	3.46%
P/S Ratio	1.73	2.40
P/B Ratio	1.46	3.85

Market Cap

Winner

WHG

$171M

PDEX

$171M

Max Drawdown

Winner

WHG

87.34%

PDEX

93.65%

Sharpe Ratio

WHG

0.38

Winner

PDEX

0.49

5Y Beta

Winner

WHG

0.51

PDEX

0.73

Industry

WHG

Asset Management

PDEX

Medical Instruments & Supplies

P/E Ratio

WHG

23.15

Winner

PDEX

14.38

Forward P/E

WHG

24.88

Winner

PDEX

19.61

PEG Ratio

Winner

WHG

0.01

PDEX

0.47

Dividend Yield

WHG

3.12%

PDEX

N/A

5Y Dividends CAGR

WHG

49.63%

PDEX

N/A

5Y EPS CAGR

WHG

N/A

PDEX

17.59%

Debt to Equity

WHG

0.00%

PDEX

0.00%

Free Cash Flow Yield

Winner

WHG

12.25%

PDEX

3.46%

P/S Ratio

Winner

WHG

1.73

PDEX

2.40

P/B Ratio

Winner

WHG

1.46

PDEX

3.85

WHG vs PDEX - Historical Returns

Returns include dividend reinvestment.

Period	WHG	PDEX
1 month	+3.67%	-13.76%
3 months	+21.17%	+7.28%
6 months	+8.20%	+39.75%
1 year	+10.67%	+8.04%
5 years(CAGR)	+2.90%	+13.24%
10 years(CAGR)	-4.95%	+25.70%
Max(CAGR)	+5.68%	+10.65%

Winner

WHG

+3.67%

PDEX

-13.76%

Winner

WHG

+21.17%

PDEX

+7.28%

WHG

+8.20%

Winner

PDEX

+39.75%

Winner

WHG

+10.67%

PDEX

+8.04%

5Y(CAGR)

WHG

+2.90%

Winner

PDEX

+13.24%

10Y(CAGR)

WHG

-4.95%

Winner

PDEX

+25.70%

Max(CAGR)

WHG

+5.68%

Winner

PDEX

+10.65%

WHG vs PDEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WHG	PDEX
2026	+11.02%	+44.94%
2025	+19.76%	-17.00%
2024	+19.47%	+165.63%
2023	+12.79%	+10.19%
2022	-31.63%	-34.90%
2021	+34.84%	-20.65%
2020	-49.02%	+76.07%
2019	-8.59%	+44.33%
2018	-45.28%	+77.65%
2017	+13.34%	+36.00%
2016	+24.04%	+95.02%
2015	-10.84%	-1.40%
2014	+4.90%	+4.22%
2013	+53.22%	+18.54%
2012	+14.35%	-19.30%
2011	-6.03%	+20.62%
2010	+11.29%	+32.67%
2009	+35.74%	+1.06%
2008	-18.47%	-71.14%
2007	+65.33%	-0.68%
2006	+35.10%	-40.82%
2005	-1.76%	-9.59%
2004	+16.61%	-9.80%
2003	+42.21%	+492.45%
2002	-17.19%	-43.21%
2001	N/A	-71.48%
2000	N/A	+103.90%
1999	N/A	+15.34%

WHG vs PDEX 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 PDEX was -93.65%, occurring on Mar 3, 2009. Recovery took 4695 trading sessions.

The current WHG drawdown is -55.27%. The current PDEX drawdown is -20.77%.

Rank	WHG	PDEX
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-93.65% Mar 17, 2000 - Nov 13, 2018
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-69.11% Dec 18, 2020 - Nov 6, 2024
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-65.36% Apr 28, 2025 - Oct 16, 2025
#4	-30.12% Jul 9, 2007 - Oct 2, 2007	-44.62% Jan 6, 2025 - Apr 9, 2025
#5	-28.57% Jun 13, 2002 - Aug 12, 2002	-41.23% May 9, 2019 - Feb 7, 2020
#6	-25.00% Aug 12, 2002 - Jun 16, 2003	-36.90% Mar 4, 2020 - Aug 10, 2020
#7	-19.60% Oct 25, 2007 - May 20, 2008	-24.97% Nov 30, 1999 - Jan 21, 2000
#8	-19.58% Dec 14, 2004 - Feb 2, 2006	-21.51% Nov 30, 2018 - Jan 29, 2019
#9	-19.11% Jul 22, 2008 - Sep 19, 2008	-18.18% Nov 5, 1999 - Nov 12, 1999
#10	-17.94% Dec 8, 2016 - Sep 18, 2017	-15.32% Nov 12, 2024 - Nov 26, 2024
#11	-17.79% Apr 2, 2014 - Oct 28, 2014	-15.03% Dec 3, 2024 - Jan 6, 2025
#12	-14.72% Jul 29, 2003 - Aug 25, 2004	-14.58% Feb 16, 2000 - Mar 8, 2000
#13	-13.39% Dec 31, 2013 - Mar 21, 2014	-14.23% Sep 14, 2020 - Oct 20, 2020
#14	-12.99% Dec 5, 2006 - May 31, 2007	-14.06% Feb 12, 2019 - Apr 24, 2019
#15	-12.06% May 27, 2008 - Jun 16, 2008	-12.06% Mar 9, 2000 - Mar 17, 2000