BLK
Price
$1082.15
Change
+$11.58 (+1.08%)
Updated
Jul 3 closing price
Capitalization
124.17B
8 days until earnings call
WHG
Price
$15.52
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Capitalization
111.65M
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BLK vs WHG

Header iconBLK vs WHG Comparison
Open Charts BLK vs WHGBanner chart's image
Blackrock
Price$1082.15
Change+$11.58 (+1.08%)
Volume$342.68K
Capitalization124.17B
Westwood Holdings Group
Price$15.52
Change-$0.00 (-0.00%)
Volume$27.67K
Capitalization111.65M
BLK vs WHG Comparison Chart in %
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BLK
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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BLK vs. WHG commentary
Jul 07, 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 BLK is a Buy and WHG is a Hold.

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COMPARISON
Comparison
Jul 07, 2025
Stock price -- (BLK: $1082.15 vs. WHG: $15.52)
Brand notoriety: BLK and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BLK: 57% vs. WHG: 59%
Market capitalization -- BLK: $124.17B vs. WHG: $111.65M
BLK [@Investment Managers] is valued at $124.17B. 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 $6.16B.

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).

BLK’s FA Score shows that 3 FA rating(s) are green whileWHG’s FA Score has 2 green FA rating(s).

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

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.

BLK’s TA Score shows that 5 TA indicator(s) are bullish while WHG’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

BLK (@Investment Managers) experienced а +4.98% price change this week, while WHG (@Investment Managers) price change was -3.00% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

BLK is expected to report earnings on Jul 15, 2025.

Industries' Descriptions

@Investment Managers (+2.13% 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
BLK($124B) has a higher market cap than WHG($112M). BLK has higher P/E ratio than WHG: BLK (22.65) vs WHG (11.18). WHG YTD gains are higher at: 9.092 vs. BLK (6.703). BLK has higher annual earnings (EBITDA): 7.87B vs. WHG (8.27M). BLK has more cash in the bank: 10.6B vs. WHG (53.1M). WHG has less debt than BLK: WHG (4.55M) vs BLK (9.7B). BLK has higher revenues than WHG: BLK (17.9B) vs WHG (89.8M).
BLKWHGBLK / WHG
Capitalization124B112M110,714%
EBITDA7.87B8.27M95,269%
Gain YTD6.7039.09274%
P/E Ratio22.6511.18203%
Revenue17.9B89.8M19,933%
Total Cash10.6B53.1M19,962%
Total Debt9.7B4.55M213,137%
FUNDAMENTALS RATINGS
BLK vs WHG: Fundamental Ratings
BLK
WHG
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
49
Fair valued
29
Undervalued
PROFIT vs RISK RATING
1..100
2796
SMR RATING
1..100
5689
PRICE GROWTH RATING
1..100
1451
P/E GROWTH RATING
1..100
241
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 (29) in the Investment Banks Or Brokers industry is in the same range as BLK (49) in the Investment Managers industry. This means that WHG’s stock grew similarly to BLK’s over the last 12 months.

BLK's Profit vs Risk Rating (27) in the Investment Managers industry is significantly better than the same rating for WHG (96) in the Investment Banks Or Brokers industry. This means that BLK’s stock grew significantly faster than WHG’s over the last 12 months.

BLK's SMR Rating (56) in the Investment Managers industry is somewhat better than the same rating for WHG (89) in the Investment Banks Or Brokers industry. This means that BLK’s stock grew somewhat faster than WHG’s over the last 12 months.

BLK's Price Growth Rating (14) in the Investment Managers industry is somewhat better than the same rating for WHG (51) in the Investment Banks Or Brokers industry. This means that BLK’s stock grew somewhat faster than WHG’s over the last 12 months.

WHG's P/E Growth Rating (1) in the Investment Banks Or Brokers industry is in the same range as BLK (24) in the Investment Managers industry. This means that WHG’s stock grew similarly to BLK’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BLKWHG
RSI
ODDS (%)
Bearish Trend 4 days ago
51%
N/A
Stochastic
ODDS (%)
Bearish Trend 4 days ago
57%
Bearish Trend 4 days ago
67%
Momentum
ODDS (%)
Bullish Trend 4 days ago
53%
Bearish Trend 4 days ago
60%
MACD
ODDS (%)
Bullish Trend 4 days ago
63%
Bearish Trend 4 days ago
69%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
64%
Bearish Trend 4 days ago
67%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
59%
Bullish Trend 4 days ago
70%
Advances
ODDS (%)
Bullish Trend 4 days ago
60%
Bullish Trend 19 days ago
72%
Declines
ODDS (%)
Bearish Trend 24 days ago
58%
Bearish Trend 24 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
47%
Bearish Trend 4 days ago
79%
Aroon
ODDS (%)
Bullish Trend 4 days ago
50%
Bullish Trend 4 days ago
62%
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BLK
Daily Signalchanged days ago
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WHG
Daily Signalchanged days ago
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BLK and

Correlation & Price change

A.I.dvisor indicates that over the last year, BLK has been closely correlated with IVZ. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLK jumps, then IVZ could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BLK
1D Price
Change %
BLK100%
+1.08%
IVZ - BLK
78%
Closely correlated
+0.84%
BN - BLK
77%
Closely correlated
+2.67%
STT - BLK
77%
Closely correlated
N/A
JHG - BLK
76%
Closely correlated
+0.47%
BX - BLK
75%
Closely correlated
+1.02%
More

WHG and

Correlation & Price change

A.I.dvisor tells us that WHG and AC have been poorly correlated (+32% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that WHG and AC's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
N/A
AC - WHG
32%
Poorly correlated
-0.19%
OWL - WHG
31%
Poorly correlated
+0.88%
AMP - WHG
29%
Poorly correlated
+0.16%
CG - WHG
27%
Poorly correlated
+2.30%
BLK - WHG
27%
Poorly correlated
+1.08%
More