Is WhiteHorse Finance Stock a Good Investment?
WhiteHorse Finance Investment Advice | WHF |
- Examine WhiteHorse Finance's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research WhiteHorse Finance's leadership team and their track record. Good management can help WhiteHorse Finance navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact WhiteHorse Finance's business and its evolving consumer preferences.
- Compare WhiteHorse Finance's performance and market position to its competitors. Analyze how WhiteHorse Finance is positioned in terms of product offerings, innovation, and market share.
- Check if WhiteHorse Finance pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about WhiteHorse Finance's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in WhiteHorse Finance stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if WhiteHorse Finance is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine WhiteHorse Finance Stock
Researching WhiteHorse Finance's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 21.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 0.82. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. WhiteHorse Finance has Price/Earnings To Growth (PEG) ratio of 1.01. The entity last dividend was issued on the 20th of December 2024.
To determine if WhiteHorse Finance is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding WhiteHorse Finance's research are outlined below:
| WhiteHorse Finance generated a negative expected return over the last 90 days | |
| About 21.0% of the company outstanding shares are owned by insiders | |
| On 2nd of October 2024 WhiteHorse Finance paid $ 0.385 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Empire Today Announces Agreement for New Capital to Strengthen Liquidity |
WhiteHorse Finance uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in WhiteHorse Finance. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to WhiteHorse Finance's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 29th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 29th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact WhiteHorse Finance's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises WhiteHorse Finance's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2020-08-10 | 2020-06-30 | 0.28 | 0.25 | -0.03 | 10 | ||
2014-05-07 | 2014-03-31 | 0.3 | 0.27 | -0.03 | 10 | ||
2016-11-03 | 2016-09-30 | 0.36 | 0.4 | 0.04 | 11 | ||
2016-05-05 | 2016-03-31 | 0.33 | 0.37 | 0.04 | 12 | ||
2015-08-05 | 2015-06-30 | 0.35 | 0.39 | 0.04 | 11 | ||
2015-05-06 | 2015-03-31 | 0.32 | 0.36 | 0.04 | 12 | ||
2015-03-03 | 2014-12-31 | 0.29 | 0.33 | 0.04 | 13 | ||
2023-03-02 | 2022-12-31 | 0.43 | 0.48 | 0.05 | 11 |
Know WhiteHorse Finance's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as WhiteHorse Finance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WhiteHorse Finance backward and forwards among themselves. WhiteHorse Finance's institutional investor refers to the entity that pools money to purchase WhiteHorse Finance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Virtus Etf Advisers Llc | 2024-06-30 | 76.4 K | Blackrock Inc | 2024-06-30 | 73.9 K | Royal Bank Of Canada | 2024-06-30 | 72.2 K | Connor Clark & Lunn Inv Mgmt Ltd | 2024-06-30 | 71.5 K | Atria Wealth Solutions, Inc. | 2024-06-30 | 64.3 K | Ubs Group Ag | 2024-06-30 | 59.3 K | Marshall Wace Asset Management Ltd | 2024-06-30 | 52.7 K | Lpl Financial Corp | 2024-06-30 | 51.2 K | Quadrature Capital Llp | 2024-06-30 | 46.6 K | Sound Income Strategies | 2024-09-30 | 895.1 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 330.2 K |
WhiteHorse Finance's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 243.59 M.Market Cap |
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WhiteHorse Finance's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.06 | 0.11 |
Determining WhiteHorse Finance's profitability involves analyzing its financial statements and using various financial metrics to determine if WhiteHorse Finance is a good buy. For example, gross profit margin measures WhiteHorse Finance's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of WhiteHorse Finance's profitability and make more informed investment decisions.
Evaluate WhiteHorse Finance's management efficiency
WhiteHorse Finance has Return on Asset of 0.0611 % which means that on every $100 spent on assets, it made $0.0611 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0335 %, implying that it generated $0.0335 on every 100 dollars invested. WhiteHorse Finance's management efficiency ratios could be used to measure how well WhiteHorse Finance manages its routine affairs as well as how well it operates its assets and liabilities. At this time, WhiteHorse Finance's Return On Capital Employed is most likely to slightly decrease in the upcoming years. The WhiteHorse Finance's current Return On Equity is estimated to increase to 0.11, while Return On Tangible Assets are projected to decrease to 0.03. At this time, WhiteHorse Finance's Asset Turnover is most likely to increase slightly in the upcoming years.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 13.63 | 16.51 | |
| Tangible Book Value Per Share | 13.63 | 16.51 | |
| Enterprise Value Over EBITDA | 18.35 | 10.10 | |
| Price Book Value Ratio | 0.90 | 0.71 | |
| Enterprise Value Multiple | 18.35 | 10.10 | |
| Price Fair Value | 0.90 | 0.71 | |
| Enterprise Value | 661.9 M | 362.2 M |
Examining the leadership quality of WhiteHorse Finance offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Dividend Yield 0.1462 | Forward Dividend Yield 0.1462 | Forward Dividend Rate 1.54 | Beta 1.34 |
Basic technical analysis of WhiteHorse Stock
As of the 22nd of November, WhiteHorse Finance maintains the Standard Deviation of 1.16, mean deviation of 0.8508, and Market Risk Adjusted Performance of (1.33). Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of WhiteHorse Finance, as well as the relationship between them. Please check out WhiteHorse Finance variance and value at risk to decide if WhiteHorse Finance is priced fairly, providing market reflects its latest price of 10.49 per share. Given that WhiteHorse Finance has information ratio of (0.15), we strongly advise you to confirm WhiteHorse Finance's prevalent market performance to make sure the company can sustain itself at a future point.WhiteHorse Finance's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WhiteHorse Finance insiders, such as employees or executives, is commonly permitted as long as it does not rely on WhiteHorse Finance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WhiteHorse Finance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Smith G Stacy over a month ago Acquisition by Smith G Stacy of 4000 shares of WhiteHorse Finance at 10.02 subject to Rule 16b-3 | ||
Bolduc John over three months ago Acquisition by Bolduc John of 6357 shares of WhiteHorse Finance at 11.48 subject to Rule 16b-3 | ||
Tamer Anthony over three months ago Disposition of 1000000 shares by Tamer Anthony of WhiteHorse Finance at 12.15 subject to Rule 16b-3 | ||
Volpe John Paul over six months ago Disposition of tradable shares by Volpe John Paul of WhiteHorse Finance subject to Rule 16b-3 | ||
Frier Rick Patrick over six months ago Insider Trading | ||
Smith G Stacy over six months ago Disposition of 3000 shares by Smith G Stacy of WhiteHorse Finance at 14.473 subject to Rule 16b-3 | ||
Gerhard Lombard over six months ago Acquisition by Gerhard Lombard of 1300 shares of WhiteHorse Finance at 9.92 subject to Rule 16b-3 | ||
Tamer Anthony over a year ago Purchase by Tamer Anthony of 7700 shares of WhiteHorse Finance |
WhiteHorse Finance's Outstanding Corporate Bonds
WhiteHorse Finance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WhiteHorse Finance uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WhiteHorse bonds can be classified according to their maturity, which is the date when WhiteHorse Finance has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand WhiteHorse Finance's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing WhiteHorse Finance's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (1.33) | |||
| Mean Deviation | 0.8508 | |||
| Coefficient Of Variation | (1,585) | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.36 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | (1.34) | |||
| Maximum Drawdown | 7.36 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.54 | |||
| Skewness | (0.98) | |||
| Kurtosis | 3.39 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (1.33) | |||
| Mean Deviation | 0.8508 | |||
| Coefficient Of Variation | (1,585) | |||
| Standard Deviation | 1.16 | |||
| Variance | 1.36 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | (1.34) | |||
| Maximum Drawdown | 7.36 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.54 | |||
| Skewness | (0.98) | |||
| Kurtosis | 3.39 |
Consider WhiteHorse Finance's intraday indicators
WhiteHorse Finance intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WhiteHorse Finance stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
WhiteHorse Finance Corporate Filings
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 15th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 14th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 20th of June 2024 Other Reports | ViewVerify |
WhiteHorse Stock media impact
Far too much social signal, news, headlines, and media speculation about WhiteHorse Finance that are available to investors today. That information is available publicly through WhiteHorse media outlets and privately through word of mouth or via WhiteHorse internal channels. However, regardless of the origin, that massive amount of WhiteHorse data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of WhiteHorse Finance news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of WhiteHorse Finance relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to WhiteHorse Finance's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive WhiteHorse Finance alpha.
WhiteHorse Finance Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards WhiteHorse Finance can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
WhiteHorse Finance Corporate Management
| Joyson Thomas | CFO Officer | Profile | |
| Brian Schaffer | Investor Contact | Profile | |
| Marco Collazos | Chief Officer | Profile | |
| Richard JD | Secretary | Profile |
Already Invested in WhiteHorse Finance?
The danger of trading WhiteHorse Finance is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WhiteHorse Finance is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WhiteHorse Finance. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WhiteHorse Finance is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WhiteHorse Finance is a strong investment it is important to analyze WhiteHorse Finance's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WhiteHorse Finance's future performance. For an informed investment choice regarding WhiteHorse Stock, refer to the following important reports: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WhiteHorse Finance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. For more detail on how to invest in WhiteHorse Stock please use our How to Invest in WhiteHorse Finance guide.You can also try the Stocks Directory module to find actively traded stocks across global markets.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of WhiteHorse Finance. If investors know WhiteHorse will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about WhiteHorse Finance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.02 | Dividend Share 1.54 | Earnings Share 0.45 | Revenue Per Share 4.192 | Quarterly Revenue Growth (0.12) |
The market value of WhiteHorse Finance is measured differently than its book value, which is the value of WhiteHorse that is recorded on the company's balance sheet. Investors also form their own opinion of WhiteHorse Finance's value that differs from its market value or its book value, called intrinsic value, which is WhiteHorse Finance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WhiteHorse Finance's market value can be influenced by many factors that don't directly affect WhiteHorse Finance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between WhiteHorse Finance's value and its price, as these two are different measures arrived at by various means. Investors typically determine if WhiteHorse Finance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WhiteHorse Finance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.