WHG vs SVCCU

Comparison between Westwood Holdings Group Inc (WHG, Company) and Stellar V Capital Corp - Units (1 Ord Cls A & 1/2 War) (SVCCU, Company).

Both WHG and SVCCU are from the Financial Services sector.

WHG vs SVCCU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WHG(COMPANY)	SVCCU(COMPANY)
Market Cap	$165M	$166M
Max Drawdown	87.34%	9.27%
Sharpe Ratio	0.64	0.07
5Y Beta	0.54	0.06
Industry	Asset Management	Shell Companies
P/E Ratio	22.42	29.29
Forward P/E	24.88	N/A
PEG Ratio	0.01	N/A
Dividend Yield	3.31%	N/A
5Y Dividends CAGR	49.63%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	12.65%	-0.26%

Market Cap

WHG

$165M

Winner

SVCCU

$166M

Max Drawdown

WHG

87.34%

Winner

SVCCU

9.27%

Sharpe Ratio

Winner

WHG

0.64

SVCCU

0.07

5Y Beta

WHG

0.54

Winner

SVCCU

0.06

Industry

WHG

Asset Management

SVCCU

Shell Companies

P/E Ratio

Winner

WHG

22.42

SVCCU

29.29

Forward P/E

WHG

24.88

SVCCU

N/A

PEG Ratio

WHG

0.01

SVCCU

N/A

Dividend Yield

WHG

3.31%

SVCCU

N/A

5Y Dividends CAGR

WHG

49.63%

SVCCU

N/A

Debt to Equity

WHG

0.00%

SVCCU

0.00%

Free Cash Flow Yield

Winner

WHG

12.65%

SVCCU

-0.26%

WHG vs SVCCU - Historical Returns

Returns include dividend reinvestment.

Period	WHG	SVCCU
1 month	+16.99%	+0.95%
3 months	+27.06%	+1.23%
6 months	+4.19%	+1.24%
1 year	+19.54%	+3.30%
5 years(CAGR)	+6.22%	N/A
10 years(CAGR)	-5.24%	N/A
Max(CAGR)	+5.55%	+4.59%

Winner

WHG

+16.99%

SVCCU

+0.95%

Winner

WHG

+27.06%

SVCCU

+1.23%

Winner

WHG

+4.19%

SVCCU

+1.24%

Winner

WHG

+19.54%

SVCCU

+3.30%

5Y(CAGR)

WHG

+6.22%

SVCCU

N/A

10Y(CAGR)

WHG

-5.24%

SVCCU

N/A

Max(CAGR)

Winner

WHG

+5.55%

SVCCU

+4.59%

WHG vs SVCCU - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	WHG	SVCCU
2026	+7.32%	+1.24%
2025	+19.76%	+5.09%
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 SVCCU 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 SVCCU was -9.27%, occurring on Jul 18, 2025. Recovery took 86 trading sessions.

The current WHG drawdown is -56.76%. The current SVCCU drawdown is -7.23%.

Rank	WHG	SVCCU
#1	-83.72% Oct 20, 2017 - Oct 30, 2020	-9.27% Jul 16, 2025 - Nov 14, 2025
#2	-53.21% Sep 19, 2008 - Feb 12, 2013	-8.97% Nov 14, 2025 - Dec 1, 2025
#3	-34.86% Nov 3, 2014 - Dec 7, 2016	-2.50% Apr 29, 2025 - May 5, 2025
#4	-30.12% Jul 9, 2007 - Oct 2, 2007	-2.38% May 5, 2025 - Jul 14, 2025
#5	-28.57% Jun 13, 2002 - Aug 12, 2002	-0.39% Mar 18, 2025 - Apr 29, 2025
#6	-25.00% Aug 12, 2002 - Jun 16, 2003	-0.20% Feb 14, 2025 - Mar 4, 2025
#7	-19.60% Oct 25, 2007 - May 20, 2008	-0.20% Mar 12, 2025 - Mar 18, 2025
#8	-19.58% Dec 14, 2004 - Feb 2, 2006	-0.05% Feb 12, 2025 - Feb 14, 2025
#9	-19.11% Jul 22, 2008 - Sep 19, 2008	N/A
#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