WHG vs SEVN

Comparison between Westwood Holdings Group Inc (WHG, Company) and Seven Hills Realty Trust . (SEVN, Company).

WHG is from the Financial Services sector, while SEVN is from the Real Estate sector.

5-Year PerformanceSEVN has outperformed WHG, delivering a return of +3.4% compared to -0.4%

WHG vs SEVN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	SEVN(COMPANY)
Market Cap	$174M	$173M
Max Drawdown	87.34%	47.78%
Sharpe Ratio	0.54	-0.64
5Y Beta	0.48	0.54
Industry	Asset Management	Reit - Mortgage
P/E Ratio	23.55	9.42
Forward P/E	24.88	9.29
PEG Ratio	0.01	N/A
Dividend Yield	3.13%	14.80%
5Y Dividends CAGR	49.63%	31.95%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	12.04%	9.46%
P/S Ratio	1.86	6.70
P/B Ratio	1.50	0.56

Market Cap

Winner

WHG

$174M

SEVN

$173M

Max Drawdown

WHG

87.34%

Winner

SEVN

47.78%

Sharpe Ratio

Winner

WHG

0.54

SEVN

-0.64

5Y Beta

Winner

WHG

0.48

SEVN

0.54

Industry

WHG

Asset Management

SEVN

Reit - Mortgage

P/E Ratio

WHG

23.55

Winner

SEVN

9.42

Forward P/E

WHG

24.88

Winner

SEVN

9.29

PEG Ratio

WHG

0.01

SEVN

N/A

Dividend Yield

WHG

3.13%

Winner

SEVN

14.80%

5Y Dividends CAGR

Winner

WHG

49.63%

SEVN

31.95%

Debt to Equity

WHG

0.00%

SEVN

0.00%

Free Cash Flow Yield

Winner

WHG

12.04%

SEVN

9.46%

P/S Ratio

Winner

WHG

1.86

SEVN

6.70

P/B Ratio

WHG

1.50

Winner

SEVN

0.56

WHG vs SEVN - Historical Returns

Returns include dividend reinvestment.

Period	WHG	SEVN
1 month	-3.60%	-7.63%
3 months	+24.86%	-4.04%
6 months	+7.41%	-6.91%
1 year	+15.66%	-15.31%
5 years(CAGR)	-0.42%	+3.44%
10 years(CAGR)	-4.38%	N/A
Max(CAGR)	+5.68%	+3.12%

Winner

WHG

-3.60%

SEVN

-7.63%

Winner

WHG

+24.86%

SEVN

-4.04%

Winner

WHG

+7.41%

SEVN

-6.91%

Winner

WHG

+15.66%

SEVN

-15.31%

5Y(CAGR)

WHG

-0.42%

Winner

SEVN

+3.44%

10Y(CAGR)

WHG

-4.38%

SEVN

N/A

Max(CAGR)

Winner

WHG

+5.68%

SEVN

+3.12%

WHG vs SEVN - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	WHG	SEVN
2026	+11.25%	-4.99%
2025	+19.76%	-23.11%
2024	+19.47%	+11.77%
2023	+12.79%	+61.26%
2022	-31.63%	-7.39%
2021	+34.84%	+3.44%
2020	-49.02%	-6.68%
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 SEVN 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 SEVN was -39.86%, occurring on Nov 2, 2020. Recovery took 132 trading sessions.

The current WHG drawdown is -55.18%. The current SEVN drawdown is -32.97%.

Rank	WHG	SEVN
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-39.86% Jul 30, 2020 - Feb 8, 2021
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-34.02% Oct 16, 2024 - Jul 30, 2026
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-24.62% Feb 10, 2021 - Jan 19, 2023
#4	-30.12% Jul 9, 2007 - Oct 2, 2007	-16.37% Jan 16, 2024 - Jul 11, 2024
#5	-28.57% Jun 13, 2002 - Aug 12, 2002	-15.84% Jan 24, 2023 - Jul 13, 2023
#6	-25.00% Aug 12, 2002 - Jun 16, 2003	-11.10% Sep 26, 2023 - Nov 6, 2023
#7	-19.60% Oct 25, 2007 - May 20, 2008	-9.28% Jul 23, 2024 - Aug 23, 2024
#8	-19.58% Dec 14, 2004 - Feb 2, 2006	-6.35% Jul 19, 2023 - Aug 23, 2023
#9	-19.11% Jul 22, 2008 - Sep 19, 2008	-4.53% Sep 20, 2024 - Oct 16, 2024
#10	-17.94% Dec 8, 2016 - Sep 18, 2017	-2.84% Dec 15, 2023 - Dec 27, 2023
#11	-17.79% Apr 2, 2014 - Oct 28, 2014	-2.24% Aug 23, 2024 - Sep 13, 2024
#12	-14.72% Jul 29, 2003 - Aug 25, 2004	-2.16% Sep 18, 2023 - Sep 22, 2023
#13	-13.39% Dec 31, 2013 - Mar 21, 2014	-1.83% Aug 31, 2023 - Sep 11, 2023
#14	-12.99% Dec 5, 2006 - May 31, 2007	-1.51% Dec 5, 2023 - Dec 7, 2023
#15	-12.06% May 27, 2008 - Jun 16, 2008	-1.29% Nov 6, 2023 - Nov 10, 2023

Correlation

Correlation between WHG and SEVN is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2002 - 2026)

WHG vs SEVN dividend yield comparison.

Year	WHG	SEVN
2026	1.56%	10.98%
2025	3.49%	14.16%
2024	4.14%	10.70%
2023	4.77%	10.82%
2022	5.39%	11.00%
2021	17.41%	4.34%
2020	2.97%	1.89%
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%