WallStSmart

Hartford Financial Services Group (HIG)vsWhiteHorse Finance (WHF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 39518% more annual revenue ($28.79B vs $72.67M). WHF leads profitability with a 19.7% profit margin vs 14.1%. HIG appears more attractively valued with a PEG of 0.12. HIG earns a higher WallStSmart Score of 77/100 (B+).

HIG

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 8.3Quality: 8.3
Piotroski: 6/9

WHF

Strong Buy

66

out of 100

Grade: B-

Growth: 4.7Profit: 7.0Value: 6.3Quality: 5.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIG6 strengths · Avg: 9.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

WHF4 strengths · Avg: 9.5/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
68.1%10/10

Strong operational efficiency at 68.1%

EPS GrowthGrowth
114.0%10/10

Earnings expanding 114.0% YoY

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Areas to Watch

HIG0 concerns · Avg: 0/10

No major concerns identified

WHF4 concerns · Avg: 2.8/10
Market CapQuality
$170.09M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Debt/EquityHealth
1.223/10

Elevated debt levels

Revenue GrowthGrowth
-17.5%2/10

Revenue declined 17.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : HIG

The strongest argument for HIG centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bull Case : WHF

The strongest argument for WHF centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 19.7% and operating margin at 68.1%. PEG of 1.01 suggests the stock is reasonably priced for its growth.

Bear Case : HIG

No major red flags identified for HIG, but monitor valuation.

Bear Case : WHF

The primary concerns for WHF are Market Cap, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

HIG profiles as a value stock while WHF is a declining play — different risk/reward profiles.

HIG carries more volatility with a beta of 0.53 — expect wider price swings.

HIG is growing revenue faster at 6.1% — sustainability is the question.

HIG generates stronger free cash flow (1.0B), providing more financial flexibility.

Bottom Line

HIG scores higher overall (77/100 vs 66/100). Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Hartford Financial Services Group

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company.

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WhiteHorse Finance

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

WhiteHorse Finance, Inc. (WHF) is a premier business development company that offers tailored financing solutions to private middle-market businesses. Founded in 2013 and publicly listed since 2014, WHF has established a robust portfolio concentrated on first and second lien secured debt, aimed at delivering consistent income and capital appreciation to investors. Leveraging a disciplined investment strategy and experienced management, the company is poised to capitalize on the increasing demand for accessible capital among small to medium-sized enterprises, affirming its position as a reliable partner within the dynamic financial marketplace.

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