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WhiteHorse Finance (WHF) Competitors

$12.85
+0.05 (+0.39%)
(As of 05/31/2024 ET)

WHF vs. CSWC, TCPC, SLRC, FDUS, GAIN, GLAD, PNNT, DHIL, HRZN, and SCM

Should you be buying WhiteHorse Finance stock or one of its competitors? The main competitors of WhiteHorse Finance include Capital Southwest (CSWC), BlackRock TCP Capital (TCPC), SLR Investment (SLRC), Fidus Investment (FDUS), Gladstone Investment (GAIN), Gladstone Capital (GLAD), PennantPark Investment (PNNT), Diamond Hill Investment Group (DHIL), Horizon Technology Finance (HRZN), and Stellus Capital Investment (SCM). These companies are all part of the "asset management & custody banks" industry.

WhiteHorse Finance vs.

Capital Southwest (NASDAQ:CSWC) and WhiteHorse Finance (NASDAQ:WHF) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their media sentiment, community ranking, valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership and risk.

Capital Southwest pays an annual dividend of $2.28 per share and has a dividend yield of 8.9%. WhiteHorse Finance pays an annual dividend of $1.54 per share and has a dividend yield of 12.0%. Capital Southwest pays out 111.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. WhiteHorse Finance pays out 187.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has raised its dividend for 1 consecutive years and WhiteHorse Finance has raised its dividend for 2 consecutive years. WhiteHorse Finance is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Capital Southwest has higher revenue and earnings than WhiteHorse Finance. Capital Southwest is trading at a lower price-to-earnings ratio than WhiteHorse Finance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$109.06M10.57$83.39M$2.0512.48
WhiteHorse Finance$24.11M12.39$20.41M$0.8215.67

Capital Southwest currently has a consensus target price of $25.50, suggesting a potential downside of 0.31%. WhiteHorse Finance has a consensus target price of $12.81, suggesting a potential downside of 0.29%. Given Capital Southwest's higher probable upside, analysts clearly believe WhiteHorse Finance is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
WhiteHorse Finance
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

23.4% of Capital Southwest shares are held by institutional investors. Comparatively, 13.2% of WhiteHorse Finance shares are held by institutional investors. 4.8% of Capital Southwest shares are held by company insiders. Comparatively, 2.3% of WhiteHorse Finance shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Capital Southwest has a beta of 1.19, suggesting that its stock price is 19% more volatile than the S&P 500. Comparatively, WhiteHorse Finance has a beta of 1.24, suggesting that its stock price is 24% more volatile than the S&P 500.

In the previous week, WhiteHorse Finance had 4 more articles in the media than Capital Southwest. MarketBeat recorded 8 mentions for WhiteHorse Finance and 4 mentions for Capital Southwest. WhiteHorse Finance's average media sentiment score of 0.85 beat Capital Southwest's score of 0.77 indicating that Capital Southwest is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
WhiteHorse Finance
3 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

WhiteHorse Finance received 78 more outperform votes than Capital Southwest when rated by MarketBeat users. However, 62.02% of users gave Capital Southwest an outperform vote while only 61.39% of users gave WhiteHorse Finance an outperform vote.

CompanyUnderperformOutperform
Capital SouthwestOutperform Votes
240
62.02%
Underperform Votes
147
37.98%
WhiteHorse FinanceOutperform Votes
318
61.39%
Underperform Votes
200
38.61%

Capital Southwest has a net margin of 46.81% compared to Capital Southwest's net margin of 18.40%. WhiteHorse Finance's return on equity of 15.88% beat Capital Southwest's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.81% 15.88% 7.67%
WhiteHorse Finance 18.40%13.40%5.74%

Summary

Capital Southwest beats WhiteHorse Finance on 12 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WHF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WHF vs. The Competition

MetricWhiteHorse FinanceInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$298.67M$7.15B$9.72B$7.96B
Dividend Yield11.95%6.27%5.96%4.01%
P/E Ratio15.670.4545.5118.57
Price / Sales12.3917.30109.7891.65
Price / Cash7.477.8216.4131.51
Price / Book0.951.003.304.59
Net Income$20.41M$73.96M$1.01B$213.90M
7 Day Performance-3.02%-0.54%0.39%0.87%
1 Month Performance-0.16%1.76%3.04%3.60%
1 Year Performance11.26%5.38%17.32%7.91%

WhiteHorse Finance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
1.1935 of 5 stars
$25.37
+0.3%
$25.50
+0.5%
+37.7%$1.14B$178.13M12.3826Short Interest ↑
TCPC
BlackRock TCP Capital
1.2362 of 5 stars
$10.95
+0.5%
$10.67
-2.6%
+5.3%$937.21M$209.33M31.2919,800Analyst Downgrade
Short Interest ↑
News Coverage
SLRC
SLR Investment
1.8474 of 5 stars
$16.30
+0.2%
$14.88
-8.7%
+15.9%$889.33M$229.31M9.16N/AShort Interest ↓
Positive News
FDUS
Fidus Investment
0.9052 of 5 stars
$19.93
flat
$22.00
+10.4%
+5.7%$628.79M$130.11M6.85N/AShort Interest ↑
Positive News
GAIN
Gladstone Investment
0.9006 of 5 stars
$13.89
+0.1%
$14.00
+0.8%
+7.3%$509.62M$87.31M5.60N/APositive News
GLAD
Gladstone Capital
0.8477 of 5 stars
$22.28
+0.5%
$22.00
-1.3%
+18.9%$484.59M$86.43M8.07N/AShort Interest ↑
PNNT
PennantPark Investment
0.5405 of 5 stars
$7.40
+0.5%
$6.94
-6.3%
+35.4%$482.67M$74.18M8.04N/A
DHIL
Diamond Hill Investment Group
2.2817 of 5 stars
$149.30
+0.4%
N/A-7.5%$413.56M$136.72M10.12129Short Interest ↑
HRZN
Horizon Technology Finance
0.4763 of 5 stars
$11.61
+0.4%
$10.38
-10.6%
-2.4%$406.58M$113.47M-27.64N/APositive News
SCM
Stellus Capital Investment
0.5553 of 5 stars
$13.89
-0.4%
$13.63
-1.9%
+0.1%$335.17M$105.85M12.862Short Interest ↑

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This page (NASDAQ:WHF) was last updated on 6/2/2024 by MarketBeat.com Staff

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