CGBD
Price
$13.97
Change
+$0.16 (+1.16%)
Updated
Aug 29, 03:47 PM (EDT)
Capitalization
1.01B
74 days until earnings call
WHF
Price
$8.51
Change
-$0.03 (-0.35%)
Updated
Aug 29, 04:16 PM (EDT)
Capitalization
198.5M
69 days until earnings call
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CGBD vs WHF

Header iconCGBD vs WHF Comparison
Open Charts CGBD vs WHFBanner chart's image
Carlyle Secured Lending
Price$13.97
Change+$0.16 (+1.16%)
Volume$100
Capitalization1.01B
WhiteHorse Finance
Price$8.51
Change-$0.03 (-0.35%)
Volume$100
Capitalization198.5M
CGBD vs WHF Comparison Chart in %
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CGBD
Daily Signalchanged days ago
Gain/Loss if bought
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WHF
Daily Signalchanged days ago
Gain/Loss if bought
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CGBD vs. WHF commentary
Aug 29, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGBD is a StrongBuy and WHF is a StrongBuy.

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COMPARISON
Comparison
Aug 29, 2025
Stock price -- (CGBD: $13.81 vs. WHF: $8.54)
Brand notoriety: CGBD and WHF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CGBD: 63% vs. WHF: 53%
Market capitalization -- CGBD: $1.01B vs. WHF: $198.5M
CGBD [@Investment Managers] is valued at $1.01B. WHF’s [@Investment Managers] market capitalization is $198.5M. The market cap for tickers in the [@Investment Managers] industry ranges from $175.06B to $0. The average market capitalization across the [@Investment Managers] industry is $7.64B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CGBD’s FA Score shows that 2 FA rating(s) are green whileWHF’s FA Score has 1 green FA rating(s).

  • CGBD’s FA Score: 2 green, 3 red.
  • WHF’s FA Score: 1 green, 4 red.
According to our system of comparison, CGBD is a better buy in the long-term than WHF.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CGBD’s TA Score shows that 6 TA indicator(s) are bullish while WHF’s TA Score has 4 bullish TA indicator(s).

  • CGBD’s TA Score: 6 bullish, 3 bearish.
  • WHF’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, CGBD is a better buy in the short-term than WHF.

Price Growth

CGBD (@Investment Managers) experienced а +0.58% price change this week, while WHF (@Investment Managers) price change was +0.35% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.38%. For the same industry, the average monthly price growth was +3.10%, and the average quarterly price growth was +18.16%.

Reported Earning Dates

CGBD is expected to report earnings on Nov 11, 2025.

WHF is expected to report earnings on Nov 06, 2025.

Industries' Descriptions

@Investment Managers (+1.38% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBD($1.01B) has a higher market cap than WHF($198M). WHF has higher P/E ratio than CGBD: WHF (53.38) vs CGBD (11.80). WHF YTD gains are higher at: -4.466 vs. CGBD (-18.560). WHF has less debt than CGBD: WHF (363M) vs CGBD (1.31B). CGBD has higher revenues than WHF: CGBD (79.8M) vs WHF (9.51M).
CGBDWHFCGBD / WHF
Capitalization1.01B198M509%
EBITDAN/AN/A-
Gain YTD-18.560-4.466416%
P/E Ratio11.8053.3822%
Revenue79.8M9.51M839%
Total Cash22.7MN/A-
Total Debt1.31B363M361%
FUNDAMENTALS RATINGS
CGBD vs WHF: Fundamental Ratings
CGBD
WHF
OUTLOOK RATING
1..100
665
VALUATION
overvalued / fair valued / undervalued
1..100
3
Undervalued
4
Undervalued
PROFIT vs RISK RATING
1..100
2036
SMR RATING
1..100
100100
PRICE GROWTH RATING
1..100
6177
P/E GROWTH RATING
1..100
100100
SEASONALITY SCORE
1..100
3965

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

CGBD's Valuation (3) in the null industry is in the same range as WHF (4). This means that CGBD’s stock grew similarly to WHF’s over the last 12 months.

CGBD's Profit vs Risk Rating (20) in the null industry is in the same range as WHF (36). This means that CGBD’s stock grew similarly to WHF’s over the last 12 months.

CGBD's SMR Rating (100) in the null industry is in the same range as WHF (100). This means that CGBD’s stock grew similarly to WHF’s over the last 12 months.

CGBD's Price Growth Rating (61) in the null industry is in the same range as WHF (77). This means that CGBD’s stock grew similarly to WHF’s over the last 12 months.

CGBD's P/E Growth Rating (100) in the null industry is in the same range as WHF (100). This means that CGBD’s stock grew similarly to WHF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGBDWHF
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
67%
Bearish Trend 2 days ago
42%
Momentum
ODDS (%)
Bullish Trend 2 days ago
56%
Bullish Trend 2 days ago
46%
MACD
ODDS (%)
Bullish Trend 2 days ago
65%
Bullish Trend 2 days ago
50%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
51%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
39%
Bearish Trend 2 days ago
42%
Advances
ODDS (%)
Bullish Trend 3 days ago
59%
Bullish Trend 3 days ago
50%
Declines
ODDS (%)
Bearish Trend 9 days ago
41%
Bearish Trend 16 days ago
47%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
54%
Aroon
ODDS (%)
Bearish Trend 2 days ago
42%
Bearish Trend 2 days ago
45%
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CGBD
Daily Signalchanged days ago
Gain/Loss if bought
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WHF
Daily Signalchanged days ago
Gain/Loss if bought
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CGBD and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBD has been closely correlated with GSBD. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGBD jumps, then GSBD could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBD
1D Price
Change %
CGBD100%
-0.29%
GSBD - CGBD
75%
Closely correlated
+0.26%
GLAD - CGBD
72%
Closely correlated
+0.19%
BCSF - CGBD
72%
Closely correlated
+0.58%
MAIN - CGBD
69%
Closely correlated
+1.68%
HTGC - CGBD
68%
Closely correlated
+0.15%
More

WHF and

Correlation & Price change

A.I.dvisor indicates that over the last year, WHF has been loosely correlated with BCSF. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if WHF jumps, then BCSF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WHF
1D Price
Change %
WHF100%
N/A
BCSF - WHF
45%
Loosely correlated
+0.58%
CGBD - WHF
44%
Loosely correlated
-0.29%
OBDC - WHF
43%
Loosely correlated
+0.07%
FSK - WHF
43%
Loosely correlated
-0.17%
OCSL - WHF
43%
Loosely correlated
N/A
More