Gabelli Equity Trust (NYSE:GAB) and WhiteHorse Finance (NASDAQ:WHF) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their risk, dividends, institutional ownership, valuation, analyst recommendations, profitability and earnings.
Gabelli Equity Trust pays an annual dividend of $0.64 per share and has a dividend yield of 10.8%. WhiteHorse Finance pays an annual dividend of $1.42 per share and has a dividend yield of 10.3%. WhiteHorse Finance pays out 94.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
This table compares Gabelli Equity Trust and WhiteHorse Finance’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Gabelli Equity Trust||N/A||N/A||N/A|
This is a summary of recent recommendations and price targets for Gabelli Equity Trust and WhiteHorse Finance, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Gabelli Equity Trust||0||0||0||0||N/A|
WhiteHorse Finance has a consensus target price of $14.67, suggesting a potential upside of 6.59%. Given WhiteHorse Finance’s higher possible upside, analysts plainly believe WhiteHorse Finance is more favorable than Gabelli Equity Trust.
Risk & Volatility
Gabelli Equity Trust has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500. Comparatively, WhiteHorse Finance has a beta of 0.6, suggesting that its share price is 40% less volatile than the S&P 500.
Insider & Institutional Ownership
5.8% of Gabelli Equity Trust shares are owned by institutional investors. Comparatively, 16.4% of WhiteHorse Finance shares are owned by institutional investors. 1.0% of Gabelli Equity Trust shares are owned by insiders. Comparatively, 1.2% of WhiteHorse Finance shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Valuation & Earnings
This table compares Gabelli Equity Trust and WhiteHorse Finance’s top-line revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Gabelli Equity Trust||N/A||N/A||N/A||N/A||N/A|
|WhiteHorse Finance||$63.25 million||4.47||$57.30 million||$1.50||9.17|
WhiteHorse Finance has higher revenue and earnings than Gabelli Equity Trust.
WhiteHorse Finance beats Gabelli Equity Trust on 8 of the 11 factors compared between the two stocks.
Gabelli Equity Trust Company Profile
The Gabelli Equity Trust Inc. is a closed ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in preferred stock, convertible or exchangeable securities, and warrants and rights. The fund primarily invests in value stocks of companies across market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund seeks to benchmarks the performance of its portfolio against the S&P 500 Index, Dow Jones Industrial Average, and Nasdaq Composite Index. The Gabelli Equity Trust Inc. was formed on August 21, 1986 and is domiciled in the United States.
WhiteHorse Finance Company Profile
WhiteHorse Finance, Inc is a managed, non-diversified, closed-end management investment company which operates as a direct lender targeting debt investments in privately held, lower middle market companies located in the United States. Its investment objective is to generate returns primarily by originating and investing in senior secured loans, including first lien and second lien facilities, to performing lower middle market companies across a range of industries that typically carry a floating interest rate based on the London Interbank Offered Rate. It focuses principally on originating senior secured loans to lower middle market companies. The company was founded on December 28, 2011 and is headquartered in Miami, FL.
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