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1.61%Capital Expenditures Margin
VS
Market
Sector
Industry
History
$ 16.57Close
$ 13.92 - $ 18.76 52-Week Range
Ticker Information
Ticker
WHGCompany Name
WESTWOOD HOLDINGS GROUP INCSector
Financial ServicesIndustry
Asset ManagementExchange
NYSEWESTWOOD HOLDINGS GROUP INC - Capital Expenditures Margin Chart Analysis (TTM)
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WHG - CapEx % Historical data
| Date | Capital Expenditure | Capital Expenditures Margin | Revenues |
|---|---|---|---|
| 6/30/2025 | $ 1.54M | 1.61% | $ 95.67M |
| 3/31/2025 | $ 1.53M | 1.6% | $ 95.24M |
| 12/31/2024 | $ 1.11M | 1.18% | $ 94.72M |
| 9/30/2024 | $ 62K | 0.07% | $ 92.37M |
| 6/30/2024 | $ 74K | 0.08% | $ 90.53M |
| 3/31/2024 | $ 66K | 0.07% | $ 89.79M |
| 12/31/2023 | $ 147K | 0.16% | $ 89.78M |
| 9/30/2023 | $ 316K | 0.36% | $ 87.01M |
| 6/30/2023 | $ 335K | 0.42% | $ 80.53M |
| 3/31/2023 | $ 374K | 0.5% | $ 74.19M |
Key Performance Insights, Last 5 Years
- WESTWOOD HOLDINGS GROUP INC's latest trailing twelve months (TTM) CapEx % stands at 0.25%.
- Over the past 5 years, WESTWOOD HOLDINGS GROUP INC's average CapEx % has been 0.47%.
- The median CapEx % for WESTWOOD HOLDINGS GROUP INC during this period was 0.28%
- WESTWOOD HOLDINGS GROUP INC reached its highest CapEx % over the past 5 years at 1.61%.
- The lowest CapEx % recorded by WESTWOOD HOLDINGS GROUP INC in the same timeframe 0.01%
WESTWOOD HOLDINGS GROUP INC's CapEx % vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
CapEx % Benchmarks
Similar metrics to Revenues:
- Capital Expenditures to Operating Cash Flow - [Calculation] The CapEx to Operating Cash Flow ratio, measures how much of a company’s operating cash flow is reinvested into productive [Assets]. It is capital expenditures [CapEx] divided by net operating cash flow [NCFO].
- Capital Expenditure - [Cash Flow Statement] CapEX, also know as capital expenditures, is a component of investing cash flow [NCFI] that refers to funds that are used to acquire, improve or maintain long-term assets [AssestsNC] of the company. Capital expense may include the purchase of new equipment, machinery, buildings or warehouses, furniture, software or intangibles such as intellectual property.
- Capital Expenditures Coverage - [Calculation] The Capital Expenditure Ratio, or capex coverage, describes the ability of a business to generate enough cash from day-to-day operations to cover capital expenditures. It is calculated by dividing the cash flow from operations [NCFO] by its capital expenditures [CapEx].
- Revenues - [Income Statement] The sum of revenue generated from all sold goods and rendered services.
- Cost of Revenue Margin - [Calculation] The Cost of Revenue [CoR] expressed as a percentage of [Revenue]. Also named Cost Revenue Ratio.
Definition of Capital Expenditures Margin
[Calculation] The CapEx Margin, also named Capex to Revenue Ratio, measures how much of a company’s revenue is reinvested into productive [Assets]. It is capital expenditures [CapEx] divided by [Revenue].CapEx / Revenues
(=) CapEx % CapEx % for WESTWOOD HOLDINGS GROUP INC is calculated as follows: CapEx [ $ 169K ] / Revenues [ $ 66.61M ]
(=) CapEx % [ 0.25% ] WHG - Capital Expenditures Margin, Last 5 years
0.01%
Minimum
Dec 31, 2020
1.61%
Maximum
Jun 30, 2025
0.47%
Average
0.28%
Median
CapEx % Benchmark AnalysisMarket
The chart above depicts the distribution of CapEx % for companies in the Total Stock Market. The average CapEx % of the companies is 3.47% with a standard deviation of 3.28%.
The following table provides additional summary stats:
CapEx % in the Market:
| filtered constituents | 2.85K |
|---|---|
| min | 0% |
| max | 15.04% |
| average | 3.47% |
| median | 2.44% |
| std | 3.28% |