WHF Stock Overview
WhiteHorse Finance, Inc. is business development company, non-diversified, closed end management company specializing in originating senior secured loans, lower middle market, growth capital industries. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 1/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
WhiteHorse Finance, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$10.62 |
| 52 Week High | US$13.44 |
| 52 Week Low | US$9.45 |
| Beta | 1.32 |
| 1 Month Change | 9.37% |
| 3 Month Change | 0.95% |
| 1 Year Change | -16.64% |
| 3 Year Change | -30.54% |
| 5 Year Change | -25.16% |
| Change since IPO | -23.60% |
Recent News & Updates
WhiteHorse Finance: Growing Non-Accruals And Lower Earnings (Rating Downgrade)
Sep 02WhiteHorse Finance: Well-Covered Dividend But Lacks NAV Growth
May 22Recent updates
WhiteHorse Finance: Growing Non-Accruals And Lower Earnings (Rating Downgrade)
Sep 02WhiteHorse Finance: Well-Covered Dividend But Lacks NAV Growth
May 22WhiteHorse Finance: 12% BDC Yield, Mr. Market Says 'Meh'
Apr 19WhiteHorse Finance declares $0.05 special dividend
Oct 14WhiteHorse Finance GAAP EPS of $0.32 misses by $0.02, total investment income of $20M misses by $0.47M
Aug 10WhiteHorse Finance: 9% Yield, Steady Dividends Since 2012, Selling Below NAV
Jan 07WhiteHorse Finance: An Undercovered Strong BDC Performer With A 10.25% Yield
Dec 14WhiteHorse Finance EPS in-line, misses on Total investment income
May 10WhiteHorse Finance NII beats by $0.09, beats on total investment income
Nov 09Shareholder Returns
| WHF | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 2.5% | -0.4% | 0.2% |
| 1Y | -16.6% | 41.7% | 23.1% |
Return vs Industry: WHF underperformed the US Capital Markets industry which returned 38.3% over the past year.
Return vs Market: WHF underperformed the US Market which returned 21% over the past year.
Price Volatility
| WHF volatility | |
|---|---|
| WHF Average Weekly Movement | 2.8% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 5.9% |
| 10% most volatile stocks in US Market | 18.3% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: WHF has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: WHF's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2011 | n/a | Stuart Aronson | www.whitehorsefinance.com |
WhiteHorse Finance, Inc. is business development company, non-diversified, closed end management company specializing in originating senior secured loans, lower middle market, growth capital industries. It invests in broadline retail, office services and supplies, building products, health care services, health care supplies, research and consulting services, application software, home furnishings, specialized consumer services, data processing and outsourced services, leisure facilities, cable, and satellite. It prefers to invest in United States.
WhiteHorse Finance, Inc. Fundamentals Summary
| WHF fundamental statistics | |
|---|---|
| Market cap | US$243.59m |
| Earnings (TTM) | US$10.38m |
| Revenue (TTM) | US$97.44m |
23.8x
P/E Ratio2.5x
P/S RatioIs WHF overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WHF income statement (TTM) | |
|---|---|
| Revenue | US$97.44m |
| Cost of Revenue | US$0 |
| Gross Profit | US$97.44m |
| Other Expenses | US$87.07m |
| Earnings | US$10.38m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
Mar 07, 2025
| Earnings per share (EPS) | 0.45 |
| Gross Margin | 100.00% |
| Net Profit Margin | 10.65% |
| Debt/Equity Ratio | 118.8% |
How did WHF perform over the long term?
See historical performance and comparisonDividends
16.8%
Current Dividend Yield345%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/11 20:11 |
| End of Day Share Price | 2025/02/11 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
WhiteHorse Finance, Inc. is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Bryce Rowe | Baird |
| Kannan Venkateshwar | Barclays |
| Vernon Plack | BB&T Capital Markets |