瑞士赫尔维蒂亚基金(NYSE：SWZ-GET Rating)和白马金融(纳斯达克：WHF-GET Rating)都是小盘股金融公司，但哪一家是优势业务？我们将根据两家公司分析师建议的强弱、风险、盈利能力、股息、估值、机构所有权和收益对两家公司进行比较。
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瑞士Helvetia基金(纽约证券交易所代码：SWZ)与白马金融公司(纳斯达克：WHF)财务评论
2022-07-05 13:41
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
风险和波动性
Get
到达
The Swiss Helvetia Fund
瑞士赫尔韦蒂亚基金
alerts:
警报：
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.
瑞士Helvetia基金的贝塔系数为0.77，这表明其股价的波动性比标准普尔500指数低23%。相比之下，白马金融的贝塔系数为1.25，这表明其股价的波动性比标准普尔500指数高出25%。
Analyst Recommendations
分析师建议
This is a summary of current ratings and price targets for The Swiss Helvetia Fund and WhiteHorse Finance, as provided by MarketBeat.
这是MarketBeat提供的瑞士Helvetia基金和白马金融的当前评级和目标价摘要。
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| The Swiss Helvetia Fund | 0 | 0 | 0 | 0 | N/A |
| WhiteHorse Finance | 0 | 3 | 1 | 0 | 2.25 |
| 销售评级 | 保持评级 | 购买评级 | 强劲的买入评级 | 评级分数 | |
| 瑞士赫尔韦蒂亚基金 | 0 | 0 | 0 | 0 | 不适用 |
| 怀特霍斯金融 | 0 | 3 | 1 | 0 | 2.25 |
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.
怀特霍斯金融的共识目标价为14.83美元，暗示潜在上行11.78%。考虑到白马金融较高的可能上行空间，分析师显然认为白马金融比瑞士Helvetia基金更有利。
Earnings & Valuation
收益与估值
This table compares The Swiss Helvetia Fund and WhiteHorse Finance's gross revenue, earnings per share and valuation.
该表比较了瑞士Helvetia基金和怀特霍斯金融公司的毛收入、每股收益和估值。
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| The Swiss Helvetia Fund | $2.87 million | 36.32 | $17.02 million | N/A | N/A |
| WhiteHorse Finance | $72.14 million | 4.28 | $30.09 million | $1.30 | 10.21 |
| 总收入 | 价格/销售额比 | 净收入 | 每股收益 | 市盈率 | |
| 瑞士赫尔韦蒂亚基金 | 287万美元 | 36.32 | 1,702万美元 | 不适用 | 不适用 |
| 怀特霍斯金融 | 7214万美元 | 4.28 | 3,090万美元 | $1.30 | 10.21 |
WhiteHorse Finance has higher revenue and earnings than The Swiss Helvetia Fund.
怀特霍斯金融的收入和收益高于瑞士Helvetia基金。
Dividends
分红
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.
瑞士Helvetia基金每年派息为每股0.64美元，股息率为8.1%。怀特马金融的年度股息为每股1.42美元，股息率为10.7%。怀特霍斯金融以股息的形式支付了109.2的收益，这表明它未来可能没有足够的收益来支付股息。瑞士Helvetia基金连续1年提高股息。
Insider and Institutional Ownership
内部人与机构持股
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.
瑞士Helvetia基金31.7%的股份由机构投资者持有。相比之下，机构投资者持有怀特霍斯金融公司13.5%的股份。瑞士Helvetia基金0.0%的股份由公司内部人士持有。相比之下，怀特霍斯金融1.8%的股份由公司内部人士持有。强大的机构持股表明，大型基金管理公司、捐赠基金和对冲基金相信，一只股票的长期表现将好于大盘。
Profitability
盈利能力
This table compares The Swiss Helvetia Fund and WhiteHorse Finance's net margins, return on equity and return on assets.
此表比较了瑞士Helvetia基金和白马金融的净利润率、股本回报率和资产回报率。
| Net Margins | Return on Equity | Return on Assets | |
| The Swiss Helvetia Fund | N/A | N/A | N/A |
| WhiteHorse Finance | 37.16% | 9.01% | 3.88% |
| 净利润率 | 股本回报率 | 资产回报率 | |
| 瑞士赫尔韦蒂亚基金 | 不适用 | 不适用 | 不适用 |
| 怀特霍斯金融 | 37.16% | 9.01% | 3.88% |
Summary
摘要
WhiteHorse Finance beats The Swiss Helvetia Fund on 10 of the 14 factors compared between the two stocks.
在比较两只股票的14个因素中，怀特霍斯金融公司有10个因素超过了瑞士赫尔维蒂亚基金。
About The Swiss Helvetia Fund (Get Rating)
关于瑞士Helvetia基金(获取评级)
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.
瑞士Helvetia基金公司是由施罗德投资管理北美公司发起和管理的封闭式股票共同基金。该基金投资于瑞士的公开股票市场。它寻求投资于跨多元化行业运营的公司的股票。该基金主要投资于所有市值公司的价值股。它采用自下而上的选股方法进行基本面分析，重点关注资本增值、收入、经济和行业趋势、管理质量、财务状况、商业计划、行业和部门市场地位、股息支付率和公司治理等因素，以创建其投资组合。该基金将其投资组合的表现与标准普尔500指数和摩根士丹利资本国际EAFE指数进行比较。它的前身是Helvetia Fund，Inc.瑞士Helvetia基金公司成立于1986年10月24日，注册地在美国。
About WhiteHorse Finance (Get Rating)
关于怀特霍斯金融(获取评级)
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.
怀特霍斯金融公司是一家业务开发公司和非多元化封闭式管理投资业务开发公司，专门向各行各业的私人持股小盘公司提供优先担保贷款。它在美国投资。它通常向企业价值在5000万至3.5亿美元之间的公司投资500万至2500万美元。
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