AC
Price
$37.38
Change
+$0.27 (+0.73%)
Updated
Jul 25 closing price
Capitalization
703.04M
WHG
Price
$18.03
Change
+$0.04 (+0.22%)
Updated
Jul 25 closing price
Capitalization
111.65M
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AC vs WHG

Header iconAC vs WHG Comparison
Open Charts AC vs WHGBanner chart's image
Associated Capital Group
Price$37.38
Change+$0.27 (+0.73%)
Volume$4.69K
Capitalization703.04M
Westwood Holdings Group
Price$18.03
Change+$0.04 (+0.22%)
Volume$6.6K
Capitalization111.65M
AC vs WHG Comparison Chart in %
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AC
Daily Signalchanged days ago
Gain/Loss if bought
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WHG
Daily Signalchanged days ago
Gain/Loss if bought
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AC vs. WHG commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AC is a Hold and WHG is a Buy.

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COMPARISON
Comparison
Jul 27, 2025
Stock price -- (AC: $37.38 vs. WHG: $18.03)
Brand notoriety: AC and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: AC: 140% vs. WHG: 14%
Market capitalization -- AC: $703.04M vs. WHG: $111.65M
AC [@Investment Managers] is valued at $703.04M. WHG’s [@Investment Managers] market capitalization is $111.65M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.22B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

AC’s FA Score shows that 0 FA rating(s) are green whileWHG’s FA Score has 2 green FA rating(s).

  • AC’s FA Score: 0 green, 5 red.
  • WHG’s FA Score: 2 green, 3 red.
According to our system of comparison, WHG is a better buy in the long-term than AC.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

AC’s TA Score shows that 3 TA indicator(s) are bullish while WHG’s TA Score has 6 bullish TA indicator(s).

  • AC’s TA Score: 3 bullish, 5 bearish.
  • WHG’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, WHG is a better buy in the short-term than AC.

Price Growth

AC (@Investment Managers) experienced а +0.35% price change this week, while WHG (@Investment Managers) price change was +10.68% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.61%. For the same industry, the average monthly price growth was +8.47%, and the average quarterly price growth was +15.52%.

Industries' Descriptions

@Investment Managers (+0.61% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
AC($703M) has a higher market cap than WHG($112M). AC has higher P/E ratio than WHG: AC (18.85) vs WHG (11.18). WHG YTD gains are higher at: 26.736 vs. AC (9.398). AC has higher annual earnings (EBITDA): 47.7M vs. WHG (8.27M). AC has more cash in the bank: 407M vs. WHG (53.1M). WHG has higher revenues than AC: WHG (89.8M) vs AC (12.7M).
ACWHGAC / WHG
Capitalization703M112M628%
EBITDA47.7M8.27M577%
Gain YTD9.39826.73635%
P/E Ratio18.8511.18169%
Revenue12.7M89.8M14%
Total Cash407M53.1M766%
Total DebtN/A4.55M-
FUNDAMENTALS RATINGS
AC vs WHG: Fundamental Ratings
AC
WHG
OUTLOOK RATING
1..100
735
VALUATION
overvalued / fair valued / undervalued
1..100
47
Fair valued
33
Fair valued
PROFIT vs RISK RATING
1..100
7662
SMR RATING
1..100
8389
PRICE GROWTH RATING
1..100
5344
P/E GROWTH RATING
1..100
591
SEASONALITY SCORE
1..100
50n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

WHG's Valuation (33) in the Investment Banks Or Brokers industry is in the same range as AC (47) in the Investment Managers industry. This means that WHG’s stock grew similarly to AC’s over the last 12 months.

WHG's Profit vs Risk Rating (62) in the Investment Banks Or Brokers industry is in the same range as AC (76) in the Investment Managers industry. This means that WHG’s stock grew similarly to AC’s over the last 12 months.

AC's SMR Rating (83) in the Investment Managers industry is in the same range as WHG (89) in the Investment Banks Or Brokers industry. This means that AC’s stock grew similarly to WHG’s over the last 12 months.

WHG's Price Growth Rating (44) in the Investment Banks Or Brokers industry is in the same range as AC (53) in the Investment Managers industry. This means that WHG’s stock grew similarly to AC’s over the last 12 months.

WHG's P/E Growth Rating (1) in the Investment Banks Or Brokers industry is somewhat better than the same rating for AC (59) in the Investment Managers industry. This means that WHG’s stock grew somewhat faster than AC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ACWHG
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
79%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
70%
Bearish Trend 3 days ago
72%
Momentum
ODDS (%)
Bullish Trend 3 days ago
55%
Bullish Trend 3 days ago
80%
MACD
ODDS (%)
N/A
Bullish Trend 3 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 3 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
70%
Advances
ODDS (%)
Bullish Trend 18 days ago
62%
Bullish Trend 5 days ago
73%
Declines
ODDS (%)
Bearish Trend 10 days ago
67%
Bearish Trend 13 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
71%
Bearish Trend 3 days ago
75%
Aroon
ODDS (%)
Bearish Trend 3 days ago
57%
Bullish Trend 3 days ago
63%
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AC
Daily Signalchanged days ago
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WHG
Daily Signalchanged days ago
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AC and

Correlation & Price change

A.I.dvisor indicates that over the last year, AC has been loosely correlated with SEIC. These tickers have moved in lockstep 41% of the time. This A.I.-generated data suggests there is some statistical probability that if AC jumps, then SEIC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AC
1D Price
Change %
AC100%
+0.73%
SEIC - AC
41%
Loosely correlated
+0.22%
FDUS - AC
40%
Loosely correlated
-0.28%
BN - AC
40%
Loosely correlated
+0.22%
PFLT - AC
40%
Loosely correlated
N/A
PFG - AC
38%
Loosely correlated
+0.90%
More

WHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHG has been loosely correlated with AC. These tickers have moved in lockstep 34% of the time. This A.I.-generated data suggests there is some statistical probability that if WHG jumps, then AC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
+0.22%
AC - WHG
34%
Loosely correlated
+0.73%
OWL - WHG
31%
Poorly correlated
-1.43%
AMP - WHG
30%
Poorly correlated
+0.77%
BLK - WHG
28%
Poorly correlated
+0.44%
CG - WHG
27%
Poorly correlated
+1.83%
More