WhiteHorse Finance, Inc. (WHF)
Company Info
| ISIN | US96524V1061 |
|---|---|
| CUSIP | 96524V106 |
| Sector | Financial Services |
| Industry | Asset Management |
| IPO Date | Dec 5, 2012 |
Highlights
| Market Cap | $246.14M |
|---|---|
| EPS (TTM) | $0.45 |
| PE Ratio | 23.53 |
| PEG Ratio | 1.01 |
| Total Revenue (TTM) | $79.68M |
| Gross Profit (TTM) | $85.70M |
| EBITDA (TTM) | $46.68M |
| Year Range | $10.39 - $12.38 |
| Target Price | $11.50 |
| Short % | 1.12% |
| Short Ratio | 2.30 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: WHF vs. HTGC, WHF vs. SLRC, WHF vs. SCHD, WHF vs. VTI, WHF vs. MAIN, WHF vs. SPY, WHF vs. TSLX, WHF vs. AJG, WHF vs. ARCC, WHF vs. GAIN
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WhiteHorse Finance, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WhiteHorse Finance, Inc. had a return of -3.61% year-to-date (YTD) and 0.47% in the last 12 months. Over the past 10 years, WhiteHorse Finance, Inc. had an annualized return of 10.83%, while the S&P 500 had an annualized return of 11.39%, indicating that WhiteHorse Finance, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.61% | 25.45% |
| 1 month | -6.41% | 2.91% |
| 6 months | -11.95% | 14.05% |
| 1 year | 0.47% | 35.64% |
| 5 years (annualized) | 6.63% | 14.13% |
| 10 years (annualized) | 10.83% | 11.39% |
Monthly Returns
The table below presents the monthly returns of WHF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.71% | -0.48% | 2.69% | 3.87% | -0.23% | -1.61% | -2.85% | -0.25% | 0.46% | 3.66% | -3.61% | ||
| 2023 | 1.00% | 1.74% | -3.41% | -3.99% | -3.83% | 14.32% | 4.60% | -2.98% | 0.86% | -7.91% | 3.32% | 4.31% | 6.43% |
| 2022 | -1.03% | -0.13% | 0.79% | -2.06% | -4.06% | -4.79% | 7.23% | 3.97% | -22.24% | 13.79% | 6.12% | 0.49% | -6.23% |
| 2021 | -0.44% | 8.34% | 5.72% | 1.45% | 1.56% | -2.50% | 1.95% | 3.23% | -0.73% | 0.95% | 1.77% | 2.29% | 25.77% |
| 2020 | 1.39% | -9.50% | -41.04% | 33.19% | 3.50% | 8.84% | -6.02% | 10.64% | -5.51% | 3.48% | 34.37% | 3.75% | 15.05% |
| 2019 | 10.85% | -4.25% | 7.86% | 2.54% | -0.07% | -3.06% | 1.96% | -5.14% | 7.42% | 1.53% | 2.80% | -2.00% | 20.83% |
| 2018 | -3.20% | -15.24% | 15.88% | 3.78% | 11.09% | 3.65% | 0.21% | -4.68% | 2.81% | -10.50% | 5.71% | -0.73% | 4.80% |
| 2017 | 2.55% | 3.69% | 12.52% | 1.88% | 1.07% | -3.56% | -0.22% | 5.55% | 7.32% | -2.91% | -1.61% | -2.33% | 25.28% |
| 2016 | -17.60% | 4.76% | 8.40% | -3.76% | 4.70% | 6.91% | 6.19% | 0.61% | -2.46% | -1.92% | 9.24% | 6.94% | 20.36% |
| 2015 | -2.60% | 10.13% | 3.10% | 2.66% | 2.98% | -0.92% | -6.48% | 7.18% | -5.81% | 0.43% | 9.07% | -7.20% | 11.18% |
| 2014 | -2.05% | -0.20% | -2.31% | -3.06% | 1.54% | 5.81% | -2.87% | 4.18% | -6.09% | -2.87% | -3.27% | -4.28% | -15.00% |
| 2013 | 1.28% | 0.33% | 7.65% | 0.13% | -2.90% | 4.66% | 0.64% | -4.73% | 2.30% | 2.05% | 0.39% | 0.04% | 11.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WHF is 37, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WhiteHorse Finance, Inc. (WHF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WhiteHorse Finance, Inc. provided a 16.86% dividend yield over the last twelve months, with an annual payout of $1.79 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.79 | $1.55 | $1.47 | $1.56 | $1.55 | $1.62 | $1.42 | $1.78 | $1.42 | $1.42 | $1.42 | $1.42 |
Dividend yield | 16.86% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% | 9.40% |
Monthly Dividends
The table displays the monthly dividend distributions for WhiteHorse Finance, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.25 | $0.00 | $1.40 | |
| 2023 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.39 | $1.55 |
| 2022 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.05 | $0.00 | $0.36 | $1.47 |
| 2021 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.14 | $0.00 | $0.36 | $1.56 |
| 2020 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.13 | $0.00 | $0.36 | $1.55 |
| 2019 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.20 | $0.00 | $0.36 | $1.62 |
| 2018 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $1.42 |
| 2017 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $1.78 |
| 2016 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $1.42 |
| 2015 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $1.42 |
| 2014 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $1.42 |
| 2013 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $1.42 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WhiteHorse Finance, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WhiteHorse Finance, Inc. was 57.48%, occurring on Mar 18, 2020. Recovery took 170 trading sessions.
The current WhiteHorse Finance, Inc. drawdown is 13.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.48% | Feb 21, 2020 | 19 | Mar 18, 2020 | 170 | Nov 17, 2020 | 189 |
| -28.65% | Oct 19, 2015 | 85 | Feb 19, 2016 | 205 | Dec 9, 2016 | 290 |
| -25.52% | Aug 17, 2022 | 33 | Oct 3, 2022 | 194 | Jul 13, 2023 | 227 |
| -25.07% | Oct 23, 2017 | 89 | Mar 1, 2018 | 59 | May 24, 2018 | 148 |
| -19.14% | Nov 11, 2013 | 277 | Dec 16, 2014 | 99 | May 11, 2015 | 376 |
Volatility
Volatility Chart
The current WhiteHorse Finance, Inc. volatility is 7.14%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of WhiteHorse Finance, Inc. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for WHF in comparison to other companies of the Asset Management industry. Currently, WHF has a PE value of 23.5. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for WHF in comparison to other companies of the Asset Management industry. Currently, WHF has a PEG value of 1.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for WhiteHorse Finance, Inc..
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Income Statement
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