財務分析：戴德梁行免税收入2028定期基金(紐約證券交易所代碼：DTF)vs白馬金融(納斯達克：WHF)

DTF Tax-Free Income 2028 Term Fund (NYSE:DTF – Get Rating) and WhiteHorse Finance (NASDAQ:WHF – Get Rating) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, valuation, analyst recommendations, profitability and earnings.

Analyst Recommendations

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DTF Tax-Free Income 2028 Term Fund

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This is a summary of recent recommendations and price targets for DTF Tax-Free Income 2028 Term Fund and WhiteHorse Finance, as provided by MarketBeat.com.

WhiteHorse Finance has a consensus target price of $14.83, suggesting a potential upside of 10.04%. Given WhiteHorse Finance's higher possible upside, analysts clearly believe WhiteHorse Finance is more favorable than DTF Tax-Free Income 2028 Term Fund.

Institutional & Insider Ownership

33.4% of DTF Tax-Free Income 2028 Term Fund shares are held by institutional investors. Comparatively, 13.5% of WhiteHorse Finance shares are held by institutional investors. 0.6% of DTF Tax-Free Income 2028 Term Fund shares are held by insiders. Comparatively, 1.8% of WhiteHorse Finance shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Profitability

This table compares DTF Tax-Free Income 2028 Term Fund and WhiteHorse Finance's net margins, return on equity and return on assets.

Risk and Volatility

DTF Tax-Free Income 2028 Term Fund has a beta of 0.25, meaning that its stock price is 75% less volatile than the S&P 500. Comparatively, WhiteHorse Finance has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500.

Dividends

DTF Tax-Free Income 2028 Term Fund pays an annual dividend of $0.58 per share and has a dividend yield of 4.8%. WhiteHorse Finance pays an annual dividend of $1.42 per share and has a dividend yield of 10.5%. 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.

Earnings & Valuation

This table compares DTF Tax-Free Income 2028 Term Fund and WhiteHorse Finance's revenue, earnings per share and valuation.

WhiteHorse Finance has higher revenue and earnings than DTF Tax-Free Income 2028 Term Fund.

Summary

WhiteHorse Finance beats DTF Tax-Free Income 2028 Term Fund on 9 of the 11 factors compared between the two stocks.

DTF Tax-Free Income 2028 Term Fund Company Profile (Get Rating)

DTF Tax-Free Income 2028 Term Fund Inc. is a closed-ended fixed income mutual fund launched by Virtus Investment Partners, Inc. The fund is managed by Duff & Phelps Investment Management Co. It invests primarily in a diversified portfolio of investment grade tax-exempt utility obligations. The fund invests in various sectors, such as water and sewer, electric utilities, prerefunded utilities, pollution control, and nonutilities. It invests in the fixed income markets of the United States. It was formerly known as DTF Tax-Free Income Inc. DTF Tax-Free Income 2028 Term Fund Inc. was formed on November, 1991 and is domiciled in the United States.

WhiteHorse Finance Company Profile (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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