Financial Analysis: DTF Tax-Free Income 2028 Term Fund (NYSE:DTF) vs. WhiteHorse Finance (NASDAQ: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 compare the two companies based on the strength of their institutional ownership, risk, dividends, valuation, analyst recommendations, profitability and earnings.

Analyst Recommendations

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.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
DTF Tax-Free Income 2028 Term Fund 0 0 0 0 N / A
WhiteHorse Finance 0 3 1 0 2.25

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

Institutional and insider ownership

33.4% of the units of the DTF Tax-Free Income 2028 Term Fund are held by institutional investors. By comparison, 13.5% of shares in WhiteHorse Finance are held by institutional investors. 0.6% of the shares of the DTF Tax-Free Income 2028 Term Fund are held by insiders. By comparison, 1.8% of shares in WhiteHorse Finance are held by insiders. Strong institutional ownership indicates that endowments, large fund managers, and hedge funds believe a stock is poised for long-term growth.

Profitability

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

Net margins Return on equity return on assets
DTF Tax-Free Income 2028 Term Fund N / A N / A N / A
WhiteHorse Finance 37.16% 9.01% 3.88%

Risk and Volatility

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

Dividends

The DTF 2028 Tax-Free Income 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 as a dividend, suggesting it may not have enough earnings to cover its dividend payment in the future.

Benefits and evaluation

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

Gross revenue Price/sales ratio Net revenue Earnings per share Price/earnings ratio
DTF Tax-Free Income 2028 Term Fund N / A N / A N / A N / A N / A
WhiteHorse Finance $72.14 million 4.34 $30.09 million $1.30 10.37

WhiteHorse Finance has higher income and profit than DTF Tax-Free Income 2028 Term Fund.

Summary

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

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

DTF Tax-Free Income 2028 Term Fund Inc. is a closed-end, 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 quality tax assets -exempt utility bonds. The fund invests in various sectors, such as water and sewer, electric utilities, prepaid utilities, pollution control and non-utilities. It invests in US bond markets. It was formerly known as DTF Tax-Free Income Inc. DTF Tax-Free Income 2028 Term Fund Inc. was established in November 1991 and is domiciled in the United States.

WhiteHorse Finance Company Profile (Get an assessment)

WhiteHorse Finance, Inc. is a business development company and a non-diversified business development and closed-end management investment company specializing in providing senior secured loans to private small capitalization companies across a wide range of sectors. He invests in the United States. It typically invests between $5 million and $25 million in companies with an enterprise value between $50 million and $350 million.



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Christy J. Olson