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WhiteHorse Finance, Inc. (WHF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US96524V1061

CUSIP

96524V106

IPO Date

Dec 5, 2012

Highlights

Market Cap

$227.78M

EPS (TTM)

$0.47

PE Ratio

20.85

PEG Ratio

1.01

Total Revenue (TTM)

$51.76M

Gross Profit (TTM)

$46.20M

EBITDA (TTM)

$24.66M

Year Range

$8.44 - $11.47

Target Price

$10.00

Short %

1.70%

Short Ratio

2.97

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.


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.


200.00%250.00%300.00%NovemberDecember2025FebruaryMarchApril
201.14%
292.06%
WHF (WhiteHorse Finance, Inc.)
Benchmark (^GSPC)

Returns By Period

WhiteHorse Finance, Inc. had a return of 5.19% year-to-date (YTD) and -11.01% in the last 12 months. Over the past 10 years, WhiteHorse Finance, Inc. had an annualized return of 10.06%, which was very close to the S&P 500 benchmark's annualized return of 10.15%.


WHF

YTD

5.19%

1M

2.62%

6M

-10.37%

1Y

-11.01%

5Y*

13.37%

10Y*

10.06%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.09%6.91%-11.19%1.55%5.19%
20241.71%-0.48%2.69%3.87%-0.23%-1.61%-2.85%-0.25%0.46%3.66%-9.62%-5.36%-8.52%
20231.00%1.75%-3.41%-3.99%-3.83%14.32%4.60%-2.98%0.86%-7.91%3.32%4.31%6.42%
2022-1.03%-0.13%0.79%-2.06%-4.06%-4.78%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%
20201.39%-9.50%-41.04%33.19%3.50%8.84%-6.02%10.64%-5.51%3.48%34.37%3.75%15.05%
201910.85%-4.26%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%3.66%0.21%-4.68%2.81%-10.50%5.71%-0.73%4.80%
20172.55%3.69%12.52%1.88%1.07%-3.56%-0.22%5.55%7.32%-2.92%-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%-0.91%-6.48%7.18%-5.81%0.43%9.07%-7.20%11.18%
2014-2.05%-0.20%-2.31%-3.05%1.54%5.81%-2.87%4.18%-6.10%-2.87%-3.26%-4.28%-15.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WHF is 25, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WHF is 2525
Overall Rank
The Sharpe Ratio Rank of WHF is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of WHF is 2323
Sortino Ratio Rank
The Omega Ratio Rank of WHF is 2424
Omega Ratio Rank
The Calmar Ratio Rank of WHF is 2525
Calmar Ratio Rank
The Martin Ratio Rank of WHF is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for WHF, currently valued at -0.48, compared to the broader market-2.00-1.000.001.002.003.00
WHF: -0.48
^GSPC: 0.46
The chart of Sortino ratio for WHF, currently valued at -0.53, compared to the broader market-6.00-4.00-2.000.002.004.00
WHF: -0.53
^GSPC: 0.77
The chart of Omega ratio for WHF, currently valued at 0.93, compared to the broader market0.501.001.502.00
WHF: 0.93
^GSPC: 1.11
The chart of Calmar ratio for WHF, currently valued at -0.43, compared to the broader market0.001.002.003.004.005.00
WHF: -0.43
^GSPC: 0.47
The chart of Martin ratio for WHF, currently valued at -0.96, compared to the broader market-5.000.005.0010.0015.0020.00
WHF: -0.96
^GSPC: 1.94

The current WhiteHorse Finance, Inc. Sharpe ratio is -0.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WhiteHorse Finance, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.48
0.46
WHF (WhiteHorse Finance, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

WhiteHorse Finance, Inc. provided a 18.21% dividend yield over the last twelve months, with an annual payout of $1.79 per share. The company has been increasing its dividends for 2 consecutive years.


10.00%12.00%14.00%16.00%18.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.79$1.79$1.55$1.47$1.56$1.55$1.62$1.42$1.78$1.42$1.42$1.42

Dividend yield

18.21%18.44%12.60%11.26%10.03%11.35%11.79%11.16%13.23%11.67%12.37%12.29%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.39$0.00$0.39
2024$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.25$0.00$0.39$1.79
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$0.36$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
5.0%10.0%15.0%20.0%25.0%
WHF: 18.2%
WhiteHorse Finance, Inc. has a dividend yield of 18.21%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
WHF: 86.8%
WhiteHorse Finance, Inc. has a payout ratio of 86.79%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.36%
-10.07%
WHF (WhiteHorse Finance, Inc.)
Benchmark (^GSPC)

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 13.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.48%Feb 21, 202019Mar 18, 2020170Nov 17, 2020189
-28.65%Oct 19, 201585Feb 19, 2016205Dec 9, 2016290
-25.52%Aug 17, 202233Oct 3, 2022194Jul 13, 2023227
-25.06%Oct 23, 201789Mar 1, 201859May 24, 2018148
-23.35%May 28, 2024217Apr 8, 2025

Volatility

Volatility Chart

The current WhiteHorse Finance, Inc. volatility is 9.17%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
9.17%
14.23%
WHF (WhiteHorse Finance, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of WhiteHorse Finance, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how WhiteHorse Finance, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
WHF: 20.9
The chart displays the Price-to-Earnings (P/E) ratio for WHF, comparing it with other companies in the Asset Management industry. Currently, WHF has a P/E ratio of 20.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
WHF: 1.0
The chart shows the Price/Earnings to Growth (PEG) ratio for WHF compared to other companies in the Asset Management industry. WHF currently has a PEG ratio of 1.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
20.040.060.080.0100.0
WHF: 2.5
This chart shows the Price-to-Sales (P/S) ratio for WHF relative to other companies in the Asset Management industry. Currently, WHF has a P/S ratio of 2.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.010.0
WHF: 0.8
The chart illustrates the Price-to-Book (P/B) ratio for WHF in comparison with other companies in the Asset Management industry. Currently, WHF has a P/B value of 0.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items