瑞士Helvetia基金(紐約證券交易所代碼：SWZ)與白馬金融公司(納斯達克：WHF)財務評論

The Swiss Helvetia Fund (NYSE:SWZ – Get Rating) and WhiteHorse Finance (NASDAQ:WHF – Get Rating) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings.

Risk and Volatility

The Swiss Helvetia Fund has a beta of 0.77, suggesting that its stock price is 23% less volatile than the S&P 500. Comparatively, WhiteHorse Finance has a beta of 1.25, suggesting that its stock price is 25% more volatile than the S&P 500.

This is a summary of current ratings and price targets for The Swiss Helvetia Fund and WhiteHorse Finance, as provided by MarketBeat.

WhiteHorse Finance has a consensus target price of $14.83, suggesting a potential upside of 11.78%. Given WhiteHorse Finance's higher probable upside, analysts clearly believe WhiteHorse Finance is more favorable than The Swiss Helvetia Fund.

Earnings & Valuation

This table compares The Swiss Helvetia Fund and WhiteHorse Finance's gross revenue, earnings per share and valuation.

WhiteHorse Finance has higher revenue and earnings than The Swiss Helvetia Fund.

Dividends

The Swiss Helvetia Fund pays an annual dividend of $0.64 per share and has a dividend yield of 8.1%. WhiteHorse Finance pays an annual dividend of $1.42 per share and has a dividend yield of 10.7%. WhiteHorse Finance pays out 109.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. The Swiss Helvetia Fund has increased its dividend for 1 consecutive years.

Insider and Institutional Ownership

31.7% of The Swiss Helvetia Fund shares are owned by institutional investors. Comparatively, 13.5% of WhiteHorse Finance shares are owned by institutional investors. 0.0% of The Swiss Helvetia Fund shares are owned by company insiders. Comparatively, 1.8% of WhiteHorse Finance shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares The Swiss Helvetia Fund and WhiteHorse Finance's net margins, return on equity and return on assets.

Summary

WhiteHorse Finance beats The Swiss Helvetia Fund on 10 of the 14 factors compared between the two stocks.

About The Swiss Helvetia Fund (Get Rating)

The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.

About WhiteHorse Finance (Get Rating)

WhiteHorse Finance, Inc. is business development company and non-diversified, closed-end management investment business development company specializing in originating senior secured loans to privately held small-cap companies across a broad range of industries. It invests in United States. It typically invests between $5 million to $25 million in companies having enterprise value of between $50 million and $350 million.

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