WhiteHorse Finance (WHF) and Liberty All-Star Equity Fund (USA) Head-To-Head Review

Liberty All-Star Equity Fund (NYSE: USA) and WhiteHorse Finance (NASDAQ:WHF) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, risk, valuation, analyst recommendations, profitability, institutional ownership and earnings.

Analyst Ratings

This is a breakdown of current recommendations and price targets for Liberty All-Star Equity Fund and WhiteHorse Finance, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Liberty All-Star Equity Fund 0 0 0 0 N/A
WhiteHorse Finance 0 2 3 0 2.60

WhiteHorse Finance has a consensus target price of $13.80, indicating a potential downside of 1.57%. Given WhiteHorse Finance’s higher possible upside, analysts plainly believe WhiteHorse Finance is more favorable than Liberty All-Star Equity Fund.

Earnings and Valuation

This table compares Liberty All-Star Equity Fund and WhiteHorse Finance’s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Liberty All-Star Equity Fund N/A N/A N/A N/A N/A
WhiteHorse Finance $54.80 million 5.25 $34.44 million $1.35 10.39

WhiteHorse Finance has higher revenue and earnings than Liberty All-Star Equity Fund.

Profitability

This table compares Liberty All-Star Equity Fund and WhiteHorse Finance’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Liberty All-Star Equity Fund N/A N/A N/A
WhiteHorse Finance 66.87% 9.83% 5.80%

Insider and Institutional Ownership

25.3% of Liberty All-Star Equity Fund shares are held by institutional investors. Comparatively, 9.3% of WhiteHorse Finance shares are held by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are held by insiders. Comparatively, 1.4% of WhiteHorse Finance shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Dividends

Liberty All-Star Equity Fund pays an annual dividend of $0.17 per share and has a dividend yield of 2.7%. WhiteHorse Finance pays an annual dividend of $1.42 per share and has a dividend yield of 10.1%. WhiteHorse Finance pays out 105.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Volatility & Risk

Liberty All-Star Equity Fund has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500. Comparatively, WhiteHorse Finance has a beta of 0.63, suggesting that its share price is 37% less volatile than the S&P 500.

Summary

WhiteHorse Finance beats Liberty All-Star Equity Fund on 8 of the 11 factors compared between the two stocks.

About Liberty All-Star Equity Fund

There is no company description available for Liberty All-Star Equity.

About WhiteHorse Finance

WhiteHorse Finance, LLC is a business development company.

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