WHG vs SMID

Comparison between Westwood Holdings Group Inc (WHG, Company) and Smith-Midland Corp (SMID, Company).

WHG is from the Financial Services sector, while SMID is from the Basic Materials sector.

5-Year PerformanceSMID has outperformed WHG, delivering a return of +8.9% compared to +3.5%

WHG vs SMID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	SMID(COMPANY)
Market Cap	$157M	$157M
Max Drawdown	87.34%	72.37%
Sharpe Ratio	0.60	0.13
5Y Beta	0.53	1.61
Industry	Asset Management	Building Materials
P/E Ratio	21.22	19.10
Forward P/E	24.88	17.01
PEG Ratio	0.01	0.06
Dividend Yield	3.52%	N/A
5Y Dividends CAGR	49.63%	N/A
5Y EPS CAGR	N/A	31.01%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	13.36%	2.29%
P/S Ratio	1.67	1.83
P/B Ratio	1.33	3.10

Market Cap

Winner

WHG

$157M

SMID

$157M

Max Drawdown

WHG

87.34%

Winner

SMID

72.37%

Sharpe Ratio

Winner

WHG

0.60

SMID

0.13

5Y Beta

Winner

WHG

0.53

SMID

1.61

Industry

WHG

Asset Management

SMID

Building Materials

P/E Ratio

WHG

21.22

Winner

SMID

19.10

Forward P/E

WHG

24.88

Winner

SMID

17.01

PEG Ratio

Winner

WHG

0.01

SMID

0.06

Dividend Yield

WHG

3.52%

SMID

N/A

5Y Dividends CAGR

WHG

49.63%

SMID

N/A

5Y EPS CAGR

WHG

N/A

SMID

31.01%

Debt to Equity

WHG

0.00%

SMID

0.00%

Free Cash Flow Yield

Winner

WHG

13.36%

SMID

2.29%

P/S Ratio

Winner

WHG

1.67

SMID

1.83

P/B Ratio

Winner

WHG

1.33

SMID

3.10

WHG vs SMID - Historical Returns

Returns include dividend reinvestment.

Period	WHG	SMID
1 month	+8.60%	+1.92%
3 months	+13.43%	-5.71%
6 months	-0.06%	-7.93%
1 year	+17.08%	+6.45%
5 years(CAGR)	+3.46%	+8.92%
10 years(CAGR)	-6.02%	+28.93%
Max(CAGR)	+5.27%	+24.68%

Winner

WHG

+8.60%

SMID

+1.92%

Winner

WHG

+13.43%

SMID

-5.71%

Winner

WHG

-0.06%

SMID

-7.93%

Winner

WHG

+17.08%

SMID

+6.45%

5Y(CAGR)

WHG

+3.46%

Winner

SMID

+8.92%

10Y(CAGR)

WHG

-6.02%

Winner

SMID

+28.93%

Max(CAGR)

WHG

+5.27%

Winner

SMID

+24.68%

WHG vs SMID - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	WHG	SMID
2026	+0.68%	-16.38%
2025	+19.76%	-17.45%
2024	+19.47%	+12.93%
2023	+12.79%	+93.34%
2022	-31.63%	-44.05%
2021	+34.84%	+405.45%
2020	-49.02%	+54.92%
2019	-8.59%	-18.49%
2018	-45.28%	+9.35%
2017	+13.34%	+30.22%
2016	+24.04%	+66.47%
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 SMID 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 SMID was -72.37%, occurring on Jul 6, 2022. Recovery took 734 trading sessions.

The current WHG drawdown is -59.44%. The current SMID drawdown is -37.34%.

Rank	WHG	SMID
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-72.37% Dec 28, 2021 - Nov 27, 2024
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-53.84% Jan 31, 2018 - Jan 13, 2021
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-48.85% Dec 2, 2024 - Apr 8, 2025
#4	-30.12% Jul 9, 2007 - Oct 2, 2007	-47.04% Jul 14, 2021 - Nov 17, 2021
#5	-28.57% Jun 13, 2002 - Aug 12, 2002	-30.91% Jan 7, 2016 - Aug 26, 2016
#6	-25.00% Aug 12, 2002 - Jun 16, 2003	-25.33% Oct 5, 2017 - Jan 18, 2018
#7	-19.60% Oct 25, 2007 - May 20, 2008	-19.88% May 12, 2017 - Oct 5, 2017
#8	-19.58% Dec 14, 2004 - Feb 2, 2006	-15.70% Mar 15, 2021 - May 11, 2021
#9	-19.11% Jul 22, 2008 - Sep 19, 2008	-15.43% Nov 30, 2021 - Dec 14, 2021
#10	-17.94% Dec 8, 2016 - Sep 18, 2017	-12.39% Mar 3, 2021 - Mar 15, 2021
#11	-17.79% Apr 2, 2014 - Oct 28, 2014	-10.43% Feb 22, 2017 - Mar 31, 2017
#12	-14.72% Jul 29, 2003 - Aug 25, 2004	-10.38% Jun 1, 2021 - Jun 7, 2021
#13	-13.39% Dec 31, 2013 - Mar 21, 2014	-9.60% Aug 26, 2016 - Dec 1, 2016
#14	-12.99% Dec 5, 2006 - May 31, 2007	-8.27% Nov 19, 2021 - Nov 29, 2021
#15	-12.06% May 27, 2008 - Jun 16, 2008	-5.33% Jan 26, 2021 - Feb 16, 2021

Correlation

Correlation between WHG and SMID is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101

Dividend Comparison (2002 - 2026)

WHG vs SMID dividend yield comparison.

Year	WHG	SMID
2026	1.72%	0.00%
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%	0.92%
2018	8.12%	0.74%
2017	3.84%	0.73%
2016	3.88%	0.19%
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%