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Whitefield Ltd (AU:WHF)
:WHF
Australian Market

Whitefield Ltd (WHF) AI Stock Analysis

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AU

Whitefield Ltd

(Sydney:WHF)

70Outperform
Whitefield Ltd demonstrates strong financial stability with high profitability and effective cash flow management. However, technical indicators suggest potential short-term downward price movement, and the high P/E ratio raises valuation concerns. The lack of recent earnings call data limits insights into future guidance.

Whitefield Ltd (WHF) vs. S&P 500 (SPY)

Whitefield Ltd Business Overview & Revenue Model

Company DescriptionWhitefield Limited operates in the securities industry primarily in Australia. The company invests in shares and securities. The company was founded in 1923 and is based in Sydney, Australia.
How the Company Makes Money

Whitefield Ltd Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
Breakdown
Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020
Income StatementTotal Revenue
24.68M21.31M19.92M12.21M20.83M
Gross Profit
24.68M21.82M19.87M12.75M21.09M
EBIT
22.35M19.14M17.24M10.62M18.93M
EBITDA
0.000.00612.39K0.00-239.43K
Net Income Common Stockholders
20.43M18.01M16.79M9.82M17.66M
Balance SheetCash, Cash Equivalents and Short-Term Investments
8.52M5.24M5.65M6.04M52.15M
Total Assets
723.88M623.82M650.90M547.60M433.00M
Total Debt
25.39M25.21M25.03M32.64M32.40M
Net Debt
16.87M19.97M19.38M26.59M-19.74M
Total Liabilities
106.81M72.50M92.71M89.40M55.73M
Stockholders Equity
617.07M551.32M558.20M458.20M377.27M
Cash FlowFree Cash Flow
19.70M18.23M14.11M10.22M22.47M
Operating Cash Flow
19.70M18.23M14.11M10.22M22.47M
Investing Cash Flow
4.19M-21.35M-64.96M-52.81M40.33M
Financing Cash Flow
-20.61M2.71M50.47M-3.52M-17.14M

Whitefield Ltd Technical Analysis

Technical Analysis Sentiment
Positive
Last Price5.54
Price Trends
50DMA
5.35
Positive
100DMA
5.46
Positive
200DMA
5.47
Positive
Market Momentum
MACD
0.06
Negative
RSI
58.64
Neutral
STOCH
68.21
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WHF, the sentiment is Positive. The current price of 5.54 is above the 20-day moving average (MA) of 5.41, above the 50-day MA of 5.35, and above the 200-day MA of 5.47, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 58.64 is Neutral, neither overbought nor oversold. The STOCH value of 68.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:WHF.

Whitefield Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (64)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
AUWAM
73
Outperform
6.3114.95%10.03%46.53%35.15%
AUBKI
72
Outperform
22.234.44%4.69%-4.33%-13.07%
AUWHF
70
Outperform
31.113.58%3.77%9.87%5.04%
AUARG
68
Neutral
26.803.96%4.12%-3.41%-4.97%
AUAFI
68
Neutral
29.523.68%3.74%1.81%0.50%
64
Neutral
$12.54B9.797.92%16985.69%12.58%-6.07%
AUCAM
55
Neutral
26.17-0.04%7.20%0.32%-100.93%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:WHF
Whitefield Ltd
5.51
0.49
9.76%
AU:CAM
Clime Capital Limited
0.74
-0.01
-1.33%
AU:AFI
Australian Foundation Investment Co. Ltd.
7.09
0.19
2.75%
AU:ARG
Argo Investments Limited
8.75
0.47
5.69%
AU:WAM
WAM Capital Ltd.
1.56
0.24
18.18%
AU:BKI
BKI Investment Co. Ltd.
1.68
0.05
3.07%

Whitefield Ltd Corporate Events

Whitefield Industrials Reports Decline in NTA Backing for March 2025
Apr 14, 2025

Whitefield Industrials Limited reported a decrease in its Net Tangible Asset (NTA) backing per ordinary share for March 2025, with post-tax NTA declining from $5.59 to $5.41. The company’s investment portfolio showed mixed performance, with a notable decrease in share price by 5.65% over the quarter, although it achieved a 5.35% increase over the year. The company’s top investments include major Australian banks and corporations, and its sector allocation is heavily weighted towards financials. The report highlights the company’s long-term investment strategy, despite short-term fluctuations in asset backing and share price.

Whitefield Industrials Director Increases Stake
Mar 17, 2025

Whitefield Industrials Limited has announced a change in the director’s interest notice concerning Angus J Gluskie. The company, which operates in the industrial sector, reported that Gluskie acquired an additional 500,000 ordinary shares through an on-market trade, increasing his total holding to 18,201,927 ordinary shares. This acquisition, valued at $2,635,786, reflects a significant increase in Gluskie’s stake in the company, potentially indicating confidence in the company’s future performance.

Whitefield Industrials Reports Decline in Net Tangible Assets for February 2025
Mar 13, 2025

Whitefield Industrials Limited reported a decrease in its Net Tangible Asset (NTA) backing per share as of February 2025, with figures showing a decline from the previous month. The company’s investment portfolio, which includes significant stakes in major Australian banks and corporations, showed a mixed performance with a slight underperformance compared to the S&P/ASX 200 Industrials over various periods. Despite the decrease in NTA, Whitefield maintains a long-term investment strategy and does not anticipate selling its entire portfolio, which may reassure stakeholders about the company’s stability and strategic direction.

Whitefield Ltd Reports Strong Earnings and Dividend Increase
Feb 24, 2025

Whitefield Ltd has announced a 4.4% increase in profit after tax to $14,968,448 for the nine months ending December 2024, with earnings per share rising by 5.1% to 12.5 cents. This growth was driven by stronger earnings from key investments such as IAG, The Lotteries Corp, and major banks, despite some companies like Magellan Financial cutting dividends. Additionally, Whitefield increased its half-year dividend to 10.5 cents per share and anticipates a similar increase for the year-end dividend. The company’s net asset backing per share post-deferred tax stands at $5.54, with a slight premium in share price.

Whitefield Industrials Reports Strong Asset Backing and Portfolio Performance
Feb 13, 2025

Whitefield Industrials Limited reported its net tangible asset backing per ordinary share as $5.76 after deferred tax as of January 31, 2025, reflecting an increase from the previous month. The company’s portfolio outperformed the S&P/ASX 200 Industrials in both short-term and long-term returns before tax. Whitefield’s top holdings include major financial and healthcare companies, with a significant portion of its investment in the financial sector. The company’s performance and strategic holdings underscore its strong market position and commitment to delivering steady returns to shareholders.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.