Whitehorse Finance Stock Performance
| WHF Stock | USD 10.52 0.01 0.1% |
The firm maintains a market beta of 0.0905, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WhiteHorse Finance's returns are expected to increase less than the market. However, during the bear market, the loss of holding WhiteHorse Finance is expected to be smaller as well. At this point, WhiteHorse Finance has a negative expected return of -0.094%. Please make sure to check out WhiteHorse Finance's maximum drawdown, as well as the relationship between the accumulation distribution and day typical price , to decide if WhiteHorse Finance performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days WhiteHorse Finance has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical indicators, WhiteHorse Finance is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 1.25 | Five Day Return 5.09 | Year To Date Return 5.72 | Ten Year Return (6.40) | All Time Return (24.24) |
Forward Dividend Yield 0.1481 | Payout Ratio | Forward Dividend Rate 1.54 | Dividend Date 2025-01-03 | Ex Dividend Date 2024-12-20 |
1 | Short Interest in WhiteHorse Finance, Inc. Rises By 16.6 percent - MarketBeat | 11/15/2024 |
2 | H.I.G. Capital Completes Acquisition of Northwest Pump and Equipment Co. | 11/22/2024 |
3 | Acquisition by Bolduc John of 2379 shares of WhiteHorse Finance at 11.5 subject to Rule 16b-3 | 12/02/2024 |
4 | H.I.G. Realty Acquires Last-Mile Logistics and Parcel Delivery in France | 12/04/2024 |
5 | H.I.G. Capital Closes 1 Billion Bayside Loan Opportunity Fund VII | 12/05/2024 |
6 | H.I.G. Realty Invests in Second Living Sector Project in Central London | 12/09/2024 |
| WhiteHorse Finance dividend paid on 10th of December 2024 | 12/10/2024 |
7 | WhiteHorse Finance stock hits 52-week low at 10.06 - Investing.com | 12/20/2024 |
| WhiteHorse Finance dividend paid on 3rd of January 2025 | 01/03/2025 |
8 | Blackmailed By Uncle Over Private Photos, Bengaluru Techie Dies By Suicide | 01/16/2025 |
9 | Sound Income Strategies LLC Acquires 70,234 Shares of WhiteHorse Finance, Inc. - MarketBeat | 01/24/2025 |
| Begin Period Cash Flow | 26.3 M |
WhiteHorse |
WhiteHorse Finance Relative Risk vs. Return Landscape
If you would invest 1,119 in WhiteHorse Finance on November 1, 2024 and sell it today you would lose (67.00) from holding WhiteHorse Finance or give up 5.99% of portfolio value over 90 days. WhiteHorse Finance is generating negative expected returns assuming volatility of 1.3346% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than WhiteHorse, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WhiteHorse Finance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WhiteHorse Finance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as WhiteHorse Finance, and traders can use it to determine the average amount a WhiteHorse Finance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0704
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WHF |
Estimated Market Risk
| 1.33 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WhiteHorse Finance is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WhiteHorse Finance by adding WhiteHorse Finance to a well-diversified portfolio.
WhiteHorse Finance Fundamentals Growth
WhiteHorse Stock prices reflect investors' perceptions of the future prospects and financial health of WhiteHorse Finance, and WhiteHorse Finance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WhiteHorse Stock performance.
| Return On Equity | 0.0335 | ||||
| Return On Asset | 0.0611 | ||||
| Profit Margin | 0.11 % | ||||
| Operating Margin | 0.72 % | ||||
| Current Valuation | 583.36 M | ||||
| Shares Outstanding | 23.24 M | ||||
| Price To Earning | 8.80 X | ||||
| Price To Book | 0.82 X | ||||
| Price To Sales | 2.51 X | ||||
| Revenue | 103.26 M | ||||
| Gross Profit | 97.44 M | ||||
| EBITDA | 50.62 M | ||||
| Net Income | 20.41 M | ||||
| Cash And Equivalents | 9.23 M | ||||
| Cash Per Share | 0.40 X | ||||
| Total Debt | 386.76 M | ||||
| Debt To Equity | 1.22 % | ||||
| Current Ratio | 1.17 X | ||||
| Book Value Per Share | 12.77 X | ||||
| Cash Flow From Operations | 90.37 M | ||||
| Earnings Per Share | 0.45 X | ||||
| Market Capitalization | 244.75 M | ||||
| Total Asset | 730.75 M | ||||
| Retained Earnings | (21.53 M) | ||||
About WhiteHorse Finance Performance
By analyzing WhiteHorse Finance's fundamental ratios, stakeholders can gain valuable insights into WhiteHorse Finance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WhiteHorse Finance has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WhiteHorse Finance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.03 | 0.06 | |
| Return On Capital Employed | 0.09 | 0.05 | |
| Return On Assets | 0.03 | 0.06 | |
| Return On Equity | 0.07 | 0.11 |
Things to note about WhiteHorse Finance performance evaluation
Checking the ongoing alerts about WhiteHorse Finance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WhiteHorse Finance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| WhiteHorse Finance generated a negative expected return over the last 90 days | |
| WhiteHorse Finance is unlikely to experience financial distress in the next 2 years | |
| About 21.0% of the company outstanding shares are owned by insiders | |
| On 3rd of January 2025 WhiteHorse Finance paid $ 0.385 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Sound Income Strategies LLC Acquires 70,234 Shares of WhiteHorse Finance, Inc. - MarketBeat |
- Analyzing WhiteHorse Finance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WhiteHorse Finance's stock is overvalued or undervalued compared to its peers.
- Examining WhiteHorse Finance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating WhiteHorse Finance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WhiteHorse Finance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of WhiteHorse Finance's stock. These opinions can provide insight into WhiteHorse Finance's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for WhiteHorse Stock analysis
When running WhiteHorse Finance's price analysis, check to measure WhiteHorse Finance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WhiteHorse Finance is operating at the current time. Most of WhiteHorse Finance's value examination focuses on studying past and present price action to predict the probability of WhiteHorse Finance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WhiteHorse Finance's price. Additionally, you may evaluate how the addition of WhiteHorse Finance to your portfolios can decrease your overall portfolio volatility.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |