WhiteHorse Finance, Inc. WHF FINANCIAL
Company Overview
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 invests in broadline retail, office services and supplies, building products, health care services, health care supplies, research and consulting services, application software, home furnishings, specialized consumer services, data processing and outsourced services, leisure facilities, cable, and satellite. It prefers to invest in United States. It typically invests between $5 million to $25 million in companies having enterprise value of between $50 million and $350 million.
Why Investors Should Care
Trades at a P/E of 10.2, below the sector median of 13.6.
Maintains a net profit margin of 26.9%.
Offers a dividend yield of 13.42%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue -23.7%, earnings +398.5%.
- 5-Year Trend Long-term compounding — profit CAGR -14.7%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | -23.70% |
Compounded Profit Growth
| 5 Years: | -14.67% |
| 1 Year: | 398.50% |
Stock Price Performance
| 1 Year: | +9.77% |
| 6 Months: | +13.45% |
| 3 Months: | +25.99% |
| 1 Month: | +12.75% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)72.65 · Overbought
P/E of 10.21 is below the sector median of 13.55 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 26.9%.
- Attractive dividend yield of 13.42%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -14.7% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WHF WhiteHorse Finance, Inc. FINANCIAL | 7.96 | 10.21 | $170.95M | 13.42% | - | 6.65% | - | -14.67% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income | 8.28M | 5.71M | 7.35M | 3.85M | 7.51M | 3.88M | 5.60M | 5.97M | 7.84M | -6.86M | 4.26M | 2.25M | -556.00K | -687.00K | 10.41M |
| Diluted EPS | 0.40 | 0.25 | 0.32 | 0.17 | 0.32 | 0.17 | 0.24 | 0.26 | 0.34 | -0.30 | 0.18 | 0.10 | -0.02 | -0.03 | 0.48 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Net Income | 31.68M | 30.09M | 15.68M | 20.41M | 10.85M | 14.34M |
| Diluted EPS | 1.55 | 1.42 | 0.68 | 0.88 | 0.47 | 0.62 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 851.02M | 796.47M | 730.75M | 676.82M | 615.13M |
| Total Equity | 312.95M | 312.90M | 349.75M | 332.39M | 316.77M | 286.13M | 259.79M |
| Cash & Equivalents | - | 8.06M | 12.19M | 9.51M | 10.75M | 12.42M | 7.03M |
| Long Term Debt | - | - | 475.96M | 440.43M | 386.45M | 353.12M | 323.83M |
| Total Liabilities | - | - | 501.27M | 464.09M | 413.98M | 390.69M | 355.34M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | -64.60M | -90.19M | 71.99M | 90.37M | 78.76M | 77.27M |
| Financing Cash Flow | 52.98M | 97.01M | -68.49M | -92.12M | -75.40M | -75.42M |
| Share Buybacks | - | - | - | - | - | 7.42M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - |
| Net Margin % | - | - | - | - | - | - |
| ROE % | 10.1% | 8.6% | 4.7% | 6.4% | 3.8% | 5.5% |
| ROCE % | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Lalia Capital, LLC | 3.32% | 712.77K | $5.00M |
| 2 | Two Sigma Investments, LP | 2.00% | 430.60K | $3.02M |
| 3 | Ethos Financial Group, LLC | 1.68% | 360.53K | $2.53M |
| 4 | Castleknight Management LP | 0.96% | 205.66K | $1.44M |
| 5 | Bank of America Corporation | 0.86% | 185.01K | $1.30M |
| 6 | Legal & General Group PLC | 0.81% | 174.88K | $1.23M |
| 7 | Bank of Montreal /CAN/ | 0.53% | 114.84K | $806.19K |
| 8 | Raymond James Financial, Inc. | 0.49% | 105.50K | $740.62K |
| 9 | Blue Trust, Inc. | 0.45% | 95.60K | $671.12K |
| 10 | Trexquant Investment, LP | 0.42% | 90.53K | $635.53K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for WHF
WhiteHorse Finance, Inc. Estimates – NASDAQ:WHF - TradingView
<a href="https://news.google.com/rss/articles/CBMid0FVX3lxTFB5UGtNNGNnN0lmdHBxaWdIcXNTWWdzVTA4OXVGVEFOMnB6R2s0MGc2XzZNdkZHNjJWNWZVbzlWU3dIY2NBSEFzZ1dfeGZQNFpHbU4tM0NFaDEtWHpqVkRpV21jQXlzM0NTS29WLWJFRnRzVUN6WTNV?oc=5" target="_blank">WhiteHo…
Why is WhiteHorse Finance stock slipping today? - Investing.com
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Raymond James Upgrades WhiteHorse Finance to Outperform, $9 Price Target - Yahoo Finance
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WhiteHorse Finance: 15% Yield Sustainable With Range-Bound Trading Until NII Grows - Seeking Alpha
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WhiteHorse Finance Shares Rise After Raymond James Upgrade - marketscreener.com
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WhiteHorse Finance gains as Raymond James upgrades on strategic review - Investing.com
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WHF — Frequently Asked Questions
What is the current share price of WhiteHorse Finance, Inc. (WHF)?
As of 2026-10-23 16:27 PDT, WhiteHorse Finance, Inc. (WHF) trades at $7.96 on NasdaqGS. Its 52-week range is $5.57 to $7.96.
What is the market capitalisation of WHF?
WhiteHorse Finance, Inc. (WHF) has a market capitalisation of $170.95M on NasdaqGS.
What is the P/E ratio of WHF?
WHF trades at a trailing price-to-earnings (P/E) ratio of 10.21. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 0.63.
Does WHF pay a dividend?
WhiteHorse Finance, Inc. (WHF) currently offers a dividend yield of 13.42%.
What is the return on equity (ROE) of WHF?
WHF has a return on equity (ROE) of 6.65%.
Is WHF a good stock to buy?
This page provides a data-driven analysis of WhiteHorse Finance, Inc. (WHF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.