WHG vs VALU

Head-to-Head Stock Analysis & Investment Rating

Last Updated: Aug 22, 2026

WHG

50.0
AI Score
VS
VALU Wins

VALU

56.3
AI Score

Investment Advisor Scores

WHG

50score
Recommendation
HOLD

VALU

56score
Recommendation
HOLD

AI Analyst Insights

AI insights temporarily unavailable

Detailed Metrics Comparison

Metric WHG VALU Winner
Revenue 50.31M 27.00M WHG
Net Income 2.31M 13.28M VALU
Net Margin 4.6% 49.2% VALU
Operating Income 568,000 2.76M VALU
ROE 1.8% 29.8% VALU
ROA 1.5% 15.1% VALU
Total Assets 155.38M 87.84M WHG
Cash 22.62M 4.22M WHG
Free Cash Flow 2.24M 4.03M VALU

Relative Price Performance (Last 90 Days)

WHG 1M: +2.2% · 3M: +22.2% VALU 1M: -3.1% · 3M: +8.8%

Current Technical Phase

WHG

Markup
Hold / add on dips

Price above SMA50, rising 50-day trend (6.5% over 20 days), RSI 56

RSI (14): 56.5 · Price: $19.65

VALU

Neutral
Hold

Mixed signals - no dominant trend phase, RSI 49

RSI (14): 48.9 · Price: $36.73

Fundamentals Snapshot

Metric WHG VALU
Market Cap
Forward P/E 24.9 21.7
Trailing P/E 22.6 16.5
Revenue (TTM)
Revenue Growth 0.1% 0.0%
Gross Margin 0.4% 0.8%
Operating Margin 0.1% 0.0%
EPS 0.87 2.30
Dividend Yield 0.03% 0.04%

Frequently Asked Questions

Based on our detailed analysis, VALU is currently the stronger investment candidate, winning 6 of the key financial metrics based on our comprehensive scoring model.

We analyze revenue and earnings growth rates in the "Growth" section above. Generally, the company with higher year-over-year revenue and EPS growth is fostering better expansion. Check the table above for the specific growth percentages.

Valuation is determined by metrics like the P/E Ratio and PEG Ratio. A lower P/E typically suggests a stock is cheaper relative to its earnings. Refer to the "Valuation" section in our comparison table to see which stock currently trades at a more attractive multiple.