WHG vs SOCA
Comparison between Westwood Holdings Group Inc (WHG, Company) and Solarius Capital Acquisition Corp - Class A (SOCA, Company).
Both WHG and SOCA are from the Financial Services sector.
WHG vs SOCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
WHG
$177M
SOCA
$177M
Max Drawdown
WHG
87.34%
Winner
SOCA
0.99%
Sharpe Ratio
Winner
WHG
0.64
SOCA
-0.03
5Y Beta
WHG
0.51
Winner
SOCA
0.00
Industry
WHG
Asset Management
SOCA
Shell Companies
P/E Ratio
WHG
24.04
SOCA
N/A
Forward P/E
WHG
24.88
SOCA
N/A
PEG Ratio
WHG
0.01
SOCA
N/A
Dividend Yield
WHG
3.03%
SOCA
N/A
5Y Dividends CAGR
WHG
49.63%
SOCA
N/A
Debt to Equity
WHG
0.00%
SOCA
0.00%
Free Cash Flow Yield
Winner
WHG
11.79%
SOCA
-0.19%
P/S Ratio
WHG
1.91
SOCA
N/A
P/B Ratio
WHG
1.51
Winner
SOCA
1.41
WHG vs SOCA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WHG
+5.78%
SOCA
+0.00%
3M
Winner
WHG
+20.19%
SOCA
+1.18%
6M
Winner
WHG
+6.66%
SOCA
+1.88%
1Y
Winner
WHG
+17.52%
SOCA
+3.21%
5Y(CAGR)
WHG
+2.65%
SOCA
N/A
10Y(CAGR)
WHG
-4.89%
SOCA
N/A
Max(CAGR)
Winner
WHG
+5.68%
SOCA
+3.69%
WHG vs SOCA - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | WHG | SOCA |
|---|---|---|
| 2026 | +11.08% | +2.19% |
| 2025 | +19.76% | +0.90% |
| 2024 | +19.47% | N/A |
| 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 SOCA 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 SOCA was -0.99%, occurring on Dec 18, 2025. Recovery took 97 trading sessions.
The current WHG drawdown is -55.25%. The current SOCA drawdown is -0.10%.
| Rank | WHG | SOCA |
|---|---|---|
| #1 | -83.72% Oct 20, 2017 - Oct 30, 2020 | -0.99% Nov 7, 2025 - Mar 31, 2026 |
| #2 | -53.21% Sep 19, 2008 - Feb 12, 2013 | -0.90% Sep 25, 2025 - Oct 16, 2025 |
| #3 | -34.86% Nov 3, 2014 - Dec 7, 2016 | -0.79% Oct 21, 2025 - Nov 4, 2025 |
| #4 | -30.12% Jul 9, 2007 - Oct 2, 2007 | -0.68% May 29, 2026 - Jun 16, 2026 |
| #5 | -28.57% Jun 13, 2002 - Aug 12, 2002 | -0.49% May 11, 2026 - May 19, 2026 |
| #6 | -25.00% Aug 12, 2002 - Jun 16, 2003 | -0.29% Mar 31, 2026 - Apr 23, 2026 |
| #7 | -19.60% Oct 25, 2007 - May 20, 2008 | -0.19% Jun 16, 2026 - Jul 14, 2026 |
| #8 | -19.58% Dec 14, 2004 - Feb 2, 2006 | -0.15% Sep 5, 2025 - Sep 10, 2025 |
| #9 | -19.11% Jul 22, 2008 - Sep 19, 2008 | -0.10% Sep 10, 2025 - Sep 18, 2025 |
| #10 | -17.94% Dec 8, 2016 - Sep 18, 2017 | -0.10% Sep 19, 2025 - Sep 24, 2025 |
| #11 | -17.79% Apr 2, 2014 - Oct 28, 2014 | -0.10% Jul 14, 2026 - Jul 15, 2026 |
| #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 SOCA is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
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