Whitehorse Finance Stock Performance
| WHF Stock | USD 9.60 0.27 2.74% |
WhiteHorse Finance has a performance score of 4 on a scale of 0 to 100. The firm maintains a market beta of 0.55, which attests to possible diversification benefits within a given portfolio. 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. WhiteHorse Finance right now maintains a risk of 1.41%. Please check out WhiteHorse Finance sortino ratio, skewness, price action indicator, as well as the relationship between the potential upside and rate of daily change , to decide if WhiteHorse Finance will be following its historical returns.
Risk-Adjusted Performance
Insignificant
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Compared to the overall equity markets, risk-adjusted returns on investments in WhiteHorse Finance are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. 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
| WhiteHorse Finance dividend paid on 3rd of January 2025 | 01/03/2025 |
| Begin Period Cash Flow | 24.5 M |
WhiteHorse |
WhiteHorse Finance Relative Risk vs. Return Landscape
If you would invest 917.00 in WhiteHorse Finance on December 22, 2024 and sell it today you would earn a total of 43.00 from holding WhiteHorse Finance or generate 4.69% return on investment over 90 days. WhiteHorse Finance is generating 0.0862% of daily returns assuming volatility of 1.4091% on return distribution over 90 days investment horizon. In other words, 12% 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 = 0.0612
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Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average WhiteHorse Finance is performing at about 4% of its full potential. 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 it 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 | 0.036 | ||||
| Return On Asset | 0.0588 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.70 % | ||||
| Current Valuation | 581.03 M | ||||
| Shares Outstanding | 23.24 M | ||||
| Price To Earning | 8.80 X | ||||
| Price To Book | 0.84 X | ||||
| Price To Sales | 2.57 X | ||||
| Revenue | 92.82 M | ||||
| EBITDA | 50.62 M | ||||
| Cash And Equivalents | 9.23 M | ||||
| Cash Per Share | 0.40 X | ||||
| Total Debt | 390.69 M | ||||
| Debt To Equity | 1.22 % | ||||
| Book Value Per Share | 12.31 X | ||||
| Cash Flow From Operations | 78.76 M | ||||
| Earnings Per Share | 0.47 X | ||||
| Total Asset | 676.82 M | ||||
| Retained Earnings | (51.09 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.
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 typically invests between 5 million to 25 million in companies having enterprise value of between 50 million and 350 million. Whitehorse Finance is traded on NASDAQ Exchange in the United States.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.Evaluating WhiteHorse Finance's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate WhiteHorse Finance's stock performance include:- 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.
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