Company Analysis WhiteHorse Finance, Inc.
1. Summary
Advantages
- Dividends (13.45%) are higher than the sector average (1.72%).
- The stock's return over the last year (-20.73%) is higher than the sector average (-26.38%).
- The company's current efficiency (ROE=6.44%) is higher than the sector average (ROE=5.61%)
Disadvantages
- Price (12.52 $) is higher than fair price (9.11 $)
- Current debt level 52.93% has increased over 5 years from 47.35%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| WhiteHorse Finance, Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | -1.8% | 0.4% | 0.7% |
| 90 days | -15.1% | -32.9% | 2.2% |
| 1 year | -20.7% | -26.4% | 26% |
WHF vs Sector: WhiteHorse Finance, Inc. has outperformed the "Financials" sector by 5.65% over the past year.
WHF vs Market: WhiteHorse Finance, Inc. has significantly underperformed the market by -46.71% over the past year.
Stable price: WHF is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: WHF with weekly volatility of -0.3987% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (12.52 $) is higher than the fair price (9.11 $).
Price is higher than fair: The current price (12.52 $) is 27.2% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (13.89) is lower than that of the sector as a whole (38.91).
P/E vs Market: The company's P/E (13.89) is lower than that of the market as a whole (49.04).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.8952) is higher than that of the sector as a whole (0.6287).
P/BV vs Market: The company's P/BV (0.8952) is lower than that of the market as a whole (3.17).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.75) is lower than that of the sector as a whole (4.98).
P/S vs Market: The company's P/S indicator (2.75) is lower than that of the market as a whole (10.24).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (12.76) is lower than that of the sector as a whole (40.84).
EV/Ebitda vs Market: The company's EV/Ebitda (12.76) is lower than that of the market as a whole (28.32).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -7.12% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-7.12%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-15.99%).
5.4. ROE
ROE vs Sector: The company's ROE (6.44%) is higher than that of the sector as a whole (5.61%).
ROE vs Market: The company's ROE (6.44%) is lower than that of the market as a whole (10.71%).
5.5. ROA
ROA vs Sector: The company's ROA (2.79%) is lower than that of the sector as a whole (5.48%).
ROA vs Market: The company's ROA (2.79%) is lower than that of the market as a whole (6.47%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.79%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 13.45% is higher than the average for the sector '1.72%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 13.45% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 13.45% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
7.3. Payout percentage
Dividend Coverage: Current payments from income (173.08%) are at an uncomfortable level.
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