WHF vs. AJG
Compare and contrast key facts about WhiteHorse Finance, Inc. (WHF) and Arthur J. Gallagher & Co. (AJG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHF or AJG.
Key characteristics
| WHF | AJG | |
|---|---|---|
| YTD Return | -3.61% | 32.21% |
| 1Y Return | 0.47% | 20.27% |
| 3Y Return (Ann) | -0.22% | 22.62% |
| 5Y Return (Ann) | 6.63% | 27.91% |
| 10Y Return (Ann) | 10.83% | 22.49% |
| Sharpe Ratio | 0.05 | 1.08 |
| Sortino Ratio | 0.19 | 1.44 |
| Omega Ratio | 1.02 | 1.20 |
| Calmar Ratio | 0.07 | 1.57 |
| Martin Ratio | 0.21 | 4.09 |
| Ulcer Index | 4.68% | 4.90% |
| Daily Std Dev | 17.60% | 18.62% |
| Max Drawdown | -57.48% | -57.95% |
| Current Drawdown | -13.22% | -1.43% |
Fundamentals
| WHF | AJG | |
|---|---|---|
| Market Cap | $246.14M | $64.80B |
| EPS | $0.45 | $5.24 |
| PE Ratio | 23.53 | 56.35 |
| PEG Ratio | 1.01 | 1.03 |
| Total Revenue (TTM) | $79.68M | $11.20B |
| Gross Profit (TTM) | $85.70M | $7.65B |
| EBITDA (TTM) | $46.68M | $2.96B |
Correlation
The correlation between WHF and AJG is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WHF vs. AJG - Performance Comparison
In the year-to-date period, WHF achieves a -3.61% return, which is significantly lower than AJG's 32.21% return. Over the past 10 years, WHF has underperformed AJG with an annualized return of 10.83%, while AJG has yielded a comparatively higher 22.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WHF vs. AJG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WhiteHorse Finance, Inc. (WHF) and Arthur J. Gallagher & Co. (AJG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WHF vs. AJG - Dividend Comparison
WHF's dividend yield for the trailing twelve months is around 16.86%, more than AJG's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 16.86% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% | 9.40% |
AJG Arthur J. Gallagher & Co. | 0.80% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% | 3.06% | 2.98% |
Drawdowns
WHF vs. AJG - Drawdown Comparison
The maximum WHF drawdown since its inception was -57.48%, roughly equal to the maximum AJG drawdown of -57.95%. Use the drawdown chart below to compare losses from any high point for WHF and AJG. For additional features, visit the drawdowns tool.
Volatility
WHF vs. AJG - Volatility Comparison
WhiteHorse Finance, Inc. (WHF) has a higher volatility of 7.14% compared to Arthur J. Gallagher & Co. (AJG) at 4.41%. This indicates that WHF's price experiences larger fluctuations and is considered to be riskier than AJG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WHF vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between WhiteHorse Finance, Inc. and Arthur J. Gallagher & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities