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.
Performance
WHF vs. AJG - Performance Comparison
Returns By Period
In the year-to-date period, WHF achieves a -4.52% return, which is significantly lower than AJG's 35.42% return. Over the past 10 years, WHF has underperformed AJG with an annualized return of 11.00%, while AJG has yielded a comparatively higher 22.71% annualized return.
WHF
-4.52%
-10.10%
-13.45%
-1.69%
6.44%
11.00%
AJG
35.42%
5.30%
21.05%
21.60%
28.66%
22.71%
Fundamentals
| WHF | AJG | |
|---|---|---|
| Market Cap | $243.59M | $66.37B |
| EPS | $0.45 | $5.24 |
| PE Ratio | 23.29 | 57.72 |
| PEG Ratio | 1.01 | 1.05 |
| Total Revenue (TTM) | $79.68M | $11.20B |
| Gross Profit (TTM) | $85.70M | $7.65B |
| EBITDA (TTM) | $23.39M | $2.96B |
Key characteristics
| WHF | AJG | |
|---|---|---|
| Sharpe Ratio | -0.10 | 1.22 |
| Sortino Ratio | -0.02 | 1.61 |
| Omega Ratio | 1.00 | 1.23 |
| Calmar Ratio | -0.12 | 1.77 |
| Martin Ratio | -0.33 | 4.62 |
| Ulcer Index | 5.17% | 4.90% |
| Daily Std Dev | 17.40% | 18.61% |
| Max Drawdown | -57.48% | -57.95% |
| Current Drawdown | -14.03% | 0.00% |
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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.
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 17.02%, more than AJG's 0.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 17.02% | 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. | 0.78% | 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 6.65% compared to Arthur J. Gallagher & Co. (AJG) at 5.03%. 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