Whitefield Ltd (AU:WHF)
ASX:WHF
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Whitefield Ltd
(Sydney:WHF)
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Rating:72Outperform
Price Target:
AU$5.50
▲(1.48% Upside)
Action:Reiterated
Date:05/19/26
The score is driven primarily by very strong financial quality (high profitability and a low/no-debt balance sheet). This is tempered by weak technicals (below major moving averages and negative MACD) and a valuation that is mixed (attractive yield but a relatively high P/E).
Positive Factors
Conservative balance sheet
Very low leverage and reported zero debt provide structural resilience across cycles. Reduced interest expense and higher financial flexibility support stable dividends, defensive capital allocation, and the ability to pursue opportunistic investments or weather downturns without needing external financing.
Negative Factors
Uneven revenue trend
A recent revenue decline after prior growth indicates inconsistent demand or business cyclicality. Persistent top-line volatility undermines predictability for long-term growth, can pressure future margins, and complicates investment planning and the sustainability of earnings-led returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Very low leverage and reported zero debt provide structural resilience across cycles. Reduced interest expense and higher financial flexibility support stable dividends, defensive capital allocation, and the ability to pursue opportunistic investments or weather downturns without needing external financing.
Read all positive factors
Whitefield Ltd (WHF) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$567.67M
Dividend Yield3.83%
Average Volume (3M)65.51K
Price to Earnings (P/E)26.8
Beta (1Y)0.55
Revenue Growth-3.01%
EPS Growth-6.00%
CountryAU
EmployeesN/A
SectorFinancial
Sector Strength70
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)0.18
Shares Outstanding121,297,550
10 Day Avg. Volume53,835
30 Day Avg. Volume65,514
Financial Highlights & Ratios
PEG Ratio-5.20
Price to Book (P/B)0.92
Price to Sales (P/S)23.21
P/FCF Ratio28.45
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Whitefield Ltd Business Overview & Revenue Model
Company Description
Whitefield Limited is an Australian company primarily engaged in the securities industry. Its core business involves investing in various shares and other financial instruments. Established in 1923, the firm is headquartered in Sydney, Australia....
Whitefield Ltd Financial Statement Overview
Summary
Income Statement
84
Very Positive
Balance Sheet
88
Very Positive
Cash Flow
79
Positive
| Breakdown | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 25.59M | 26.38M | 24.68M | 21.82M | 20.48M |
| Gross Profit | 23.50M | 26.31M | 24.68M | 21.82M | 19.87M |
| EBITDA | 22.56M | 23.65M | 0.00 | 19.14M | 17.85M |
| Net Income | 21.15M | 22.39M | 20.43M | 18.01M | 16.79M |
Balance Sheet | |||||
| Total Assets | 722.08M | 728.60M | 723.88M | 623.82M | 650.90M |
| Cash, Cash Equivalents and Short-Term Investments | 6.97M | 6.92M | 8.52M | 5.24M | 5.65M |
| Total Debt | 0.00 | 0.00 | 25.39M | 25.21M | 25.03M |
| Total Liabilities | 75.66M | 78.42M | 106.81M | 72.50M | 92.71M |
| Stockholders Equity | 646.42M | 650.17M | 617.07M | 551.32M | 558.20M |
Cash Flow | |||||
| Free Cash Flow | 20.88M | 16.55M | 19.70M | 18.23M | 14.11M |
| Operating Cash Flow | 20.88M | 16.55M | 19.70M | 18.23M | 14.11M |
| Investing Cash Flow | 438.34K | 14.48M | 4.19M | -21.35M | -64.96M |
| Financing Cash Flow | -21.27M | -32.62M | -20.61M | 2.71M | 50.47M |
Whitefield Ltd Technical Analysis
Neutral
5.42
Price Trends
4.70
Negative
4.86
Negative
5.09
Negative
Market Momentum
-0.03
Negative
53.38
Neutral
72.14
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WHF, the sentiment is Neutral. The current price of 5.42 is above the 20-day moving average (MA) of 4.63, above the 50-day MA of 4.70, and above the 200-day MA of 5.09, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 53.38 is Neutral, neither overbought nor oversold. The STOCH value of 72.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AU:WHF.
Whitefield Ltd Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | AU$567.67M | 26.78 | 3.12% | 3.83% | -3.01% | -6.00% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | AU$300.71M | 14.42 | 13.31% | 2.86% | -38.87% | 60.62% | |
64 Neutral | AU$4.98B | 87.71 | 32.56% | 1.45% | 26.82% | -44.32% | |
61 Neutral | AU$133.83M | -350.00 | -0.22% | ― | -7.93% | -101.72% | |
52 Neutral | AU$333.92M | 18.21 | 15.42% | 2.81% | 12.61% | 69.59% | |
46 Neutral | AU$11.21M | -3.46 | -17.55% | ― | 43.00% | -6078.57% |
* Financial Sector Average
AU:WHF
Whitefield Ltd
4.68
-0.73
-13.51%
AU:PPS
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0.67
0.09
15.52%
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0.60
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-20.67%
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COG Financial Services Limited
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-5.36%
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Netwealth Group Ltd.
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-11.84
-36.85%
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0.18
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-35.71%
Whitefield Ltd Corporate Events
Whitefield to Host Investor Webinar on Industrials Results and Income Update
May 12, 2026
Whitefield Ltd will host a live online webinar for shareholders, advisers and interested parties on 21 May 2026 at 11 a.m. Sydney time to provide a group update. The session will cover full-year results for Whitefield Industrials (WHF) and an upda...
Whitefield Industrials NTA Rises as Shares Trade at Steep Discount
May 12, 2026
Whitefield Industrials reported an increase in its net tangible asset backing before deferred tax to $6.06 per share at 30 April 2026, up from $5.96 in the prior month, supported by gross assets of $733 million and a diversified portfolio. The com...
Whitefield Industrials Delivers Solid Profit and Lifts Dividend Despite Revenue Dip
Apr 16, 2026
Whitefield Industrials reported a preliminary, unaudited net profit after tax of $21.1 million for the year to 31 March 2026, equivalent to earnings of 17.5 cents per share, amid a backdrop of global trade disruption, military tensions and rapid t...
Whitefield Industrials’ NTA Slips as Shares Trade at Steep Discount
Apr 13, 2026
Whitefield Industrials reported a fall in its pre-tax net tangible asset backing to $5.96 per share at 31 March 2026, down from $6.38 the prior month, while its share price traded at $4.93, representing a 17.2% discount to NTA. The company manages...
Whitefield Industrials’ NTA Climbs as Shares Trade at Steep Discount
Mar 12, 2026
Whitefield Industrials reported a rise in its pre-tax net tangible assets per share to $6.38 at 28 February 2026, up from $6.22 in the prior month, with after-tax NTA at $5.64 and the shares trading at $5.25, implying a 17.7% discount to NTA. The ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
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.