STT
Price
$120.90
Change
+$1.88 (+1.58%)
Updated
Dec 3 closing price
Capitalization
33.77B
43 days until earnings call
Intraday BUY SELL Signals
WHG
Price
$16.55
Change
+$0.39 (+2.41%)
Updated
Dec 3 closing price
Capitalization
155.61M
69 days until earnings call
Intraday BUY SELL Signals
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STT vs WHG

Header iconSTT vs WHG Comparison
Open Charts STT vs WHGBanner chart's image
State Street
Price$120.90
Change+$1.88 (+1.58%)
Volume$1.63M
Capitalization33.77B
Westwood Holdings Group
Price$16.55
Change+$0.39 (+2.41%)
Volume$11.14K
Capitalization155.61M
STT vs WHG Comparison Chart in %
STT
Daily Signal:
Gain/Loss:
WHG
Daily Signal:
Gain/Loss:
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VS
STT vs. WHG commentary
Dec 04, 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 STT is a StrongBuy and WHG is a StrongBuy.

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COMPARISON
Comparison
Dec 04, 2025
Stock price -- (STT: $119.07 vs. WHG: $16.22)
Brand notoriety: STT and WHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: STT: 12% vs. WHG: 6%
Market capitalization -- STT: $33.77B vs. WHG: $155.7M
STT [@Investment Managers] is valued at $33.77B. WHG’s [@Investment Managers] market capitalization is $155.7M. The market cap for tickers in the [@Investment Managers] industry ranges from $167.54B to $0. The average market capitalization across the [@Investment Managers] industry is $7.18B.

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).

STT’s FA Score shows that 4 FA rating(s) are green whileWHG’s FA Score has 1 green FA rating(s).

  • STT’s FA Score: 4 green, 1 red.
  • WHG’s FA Score: 1 green, 4 red.
According to our system of comparison, STT 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.

STT’s TA Score shows that 7 TA indicator(s) are bullish while WHG’s TA Score has 6 bullish TA indicator(s).

  • STT’s TA Score: 7 bullish, 2 bearish.
  • WHG’s TA Score: 6 bullish, 3 bearish.
According to our system of comparison, STT is a better buy in the short-term than WHG.

Price Growth

STT (@Investment Managers) experienced а +2.57% price change this week, while WHG (@Investment Managers) price change was -4.19% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.24%. For the same industry, the average monthly price growth was -0.38%, and the average quarterly price growth was +9.27%.

Reported Earning Dates

STT is expected to report earnings on Jan 16, 2026.

WHG is expected to report earnings on Feb 11, 2026.

Industries' Descriptions

@Investment Managers (+0.24% 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
STT($33.8B) has a higher market cap than WHG($156M). WHG has higher P/E ratio than STT: WHG (19.93) vs STT (12.83). STT YTD gains are higher at: 25.101 vs. WHG (14.984). STT has more cash in the bank: 4.02B vs. WHG (33.2M). WHG has less debt than STT: WHG (10.5M) vs STT (35.8B). STT has higher revenues than WHG: STT (13.3B) vs WHG (95.7M).
STTWHGSTT / WHG
Capitalization33.8B156M21,667%
EBITDAN/A10.6M-
Gain YTD25.10114.984168%
P/E Ratio12.8319.9364%
Revenue13.3B95.7M13,898%
Total Cash4.02B33.2M12,108%
Total Debt35.8B10.5M340,952%
FUNDAMENTALS RATINGS
STT vs WHG: Fundamental Ratings
STT
WHG
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
24
Undervalued
19
Undervalued
PROFIT vs RISK RATING
1..100
2654
SMR RATING
1..100
987
PRICE GROWTH RATING
1..100
2751
P/E GROWTH RATING
1..100
6596
SEASONALITY SCORE
1..100
2075

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 (19) in the Investment Banks Or Brokers industry is in the same range as STT (24) in the Regional Banks industry. This means that WHG’s stock grew similarly to STT’s over the last 12 months.

STT's Profit vs Risk Rating (26) in the Regional Banks industry is in the same range as WHG (54) in the Investment Banks Or Brokers industry. This means that STT’s stock grew similarly to WHG’s over the last 12 months.

STT's SMR Rating (9) in the Regional Banks industry is significantly better than the same rating for WHG (87) in the Investment Banks Or Brokers industry. This means that STT’s stock grew significantly faster than WHG’s over the last 12 months.

STT's Price Growth Rating (27) in the Regional Banks industry is in the same range as WHG (51) in the Investment Banks Or Brokers industry. This means that STT’s stock grew similarly to WHG’s over the last 12 months.

STT's P/E Growth Rating (65) in the Regional Banks industry is in the same range as WHG (96) in the Investment Banks Or Brokers industry. This means that STT’s stock grew similarly to WHG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
STTWHG
RSI
ODDS (%)
N/A
Bullish Trend 7 days ago
72%
Stochastic
ODDS (%)
Bullish Trend 7 days ago
75%
Bearish Trend 7 days ago
75%
Momentum
ODDS (%)
Bullish Trend 7 days ago
76%
Bullish Trend 7 days ago
83%
MACD
ODDS (%)
Bullish Trend 7 days ago
71%
Bullish Trend 7 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 7 days ago
65%
Bullish Trend 7 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 7 days ago
62%
Bullish Trend 7 days ago
70%
Advances
ODDS (%)
Bullish Trend 7 days ago
64%
Bullish Trend 14 days ago
72%
Declines
ODDS (%)
Bearish Trend 18 days ago
57%
Bearish Trend 18 days ago
71%
BollingerBands
ODDS (%)
Bullish Trend 7 days ago
81%
Bullish Trend 7 days ago
72%
Aroon
ODDS (%)
Bullish Trend 7 days ago
63%
Bearish Trend 7 days ago
72%
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STT
Daily Signal:
Gain/Loss:
WHG
Daily Signal:
Gain/Loss:
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WHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHG has been loosely correlated with ACGP. 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 ACGP could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHG
1D Price
Change %
WHG100%
-1.93%
ACGP - WHG
34%
Loosely correlated
N/A
BLK - WHG
31%
Poorly correlated
-0.12%
AMP - WHG
30%
Poorly correlated
+0.41%
OWL - WHG
29%
Poorly correlated
-0.80%
STT - WHG
29%
Poorly correlated
+0.80%
More