Whitefield Ltd (WHF) AI Stock Analysis

• Market Cap: N/A
• Dividend Yield: 3.83%
• Average Volume (3M): 65.51K
• Price to Earnings (P/E): 16.2
• Beta (1Y): 0.53
• Revenue Growth: 0.53%
• EPS Growth: 3.56%
• Country: AU
• Employees: N/A
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): 0.09
• Shares Outstanding: 120,849,720
• 10 Day Avg. Volume: 53,835
• 30 Day Avg. Volume: 65,514
• PEG Ratio: 5.00
• Price to Book (P/B): 0.96
• Price to Sales (P/S): 23.56
• P/FCF Ratio: 37.58
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 72 Outperform
• Price Target: AU$5.50 ▲(1.48% Upside)
• Action: Reiterated Date: 03/24/26
• Date: Action: Reiterated 03/24/26

The score is primarily supported by strong financial performance (exceptional margins and conservative balance sheet). This is partially offset by weak technicals (price below key moving averages and negative MACD), while valuation is supportive due to a moderate P/E and a solid dividend yield.

Positive Factors

Exceptional profit margins

Very high and persistent gross and operating margins create a durable earnings moat. Such margin depth cushions earnings against market volatility, funds stable dividends and portfolio management, and provides capacity to absorb costs without materially impairing distributable income over the medium term.

Negative Factors

High sector concentration

Heavy exposure to banks and financials increases idiosyncratic risk tied to domestic regulatory cycles and credit conditions. Concentration can amplify drawdowns and make net tangible asset and dividend outcomes more sensitive to a single sector's stress than a more diversified LIC portfolio would be.

Whitefield Ltd Business Overview & Revenue Model

Company Description

Whitefield 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 makes money primarily from returns generated by its investment portfolio. Its key economic return sources are: (1) Dividend and distribution income received from the Australian listed companies it holds; this income can support shar...

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Whitefield Ltd makes money primarily from returns generated by its investment portfolio. Its key economic return sources are: (1) Dividend and distribution income received from the Australian listed companies it holds; this income can support shar...

Whitefield Ltd Financial Statement Overview

Breakdown	TTM	Mar 2024	Mar 2023	Mar 2022	Mar 2021	Mar 2020
Income Statement
Total Revenue	25.93M	26.38M	24.68M	21.82M	20.48M	12.75M
Gross Profit	24.87M	26.31M	24.68M	21.82M	19.87M	12.75M
EBITDA	11.26M	23.65M	0.00	0.00	612.39K	0.00
Net Income	21.96M	22.39M	20.43M	18.01M	16.79M	9.82M
Balance Sheet
Total Assets	812.34M	728.60M	723.88M	623.82M	650.90M	547.60M
Cash, Cash Equivalents and Short-Term Investments	8.12M	6.92M	8.52M	5.24M	5.65M	6.04M
Total Debt	0.00	0.00	25.39M	25.21M	25.03M	32.64M
Total Liabilities	103.38M	78.42M	106.81M	72.50M	92.71M	89.40M
Stockholders Equity	708.97M	650.17M	617.07M	551.32M	558.20M	458.20M
Cash Flow
Free Cash Flow	19.36M	16.55M	19.70M	18.23M	14.11M	10.22M
Operating Cash Flow	19.36M	16.55M	19.70M	18.23M	14.11M	10.22M
Investing Cash Flow	11.87M	14.48M	4.19M	-21.35M	-64.96M	-52.81M
Financing Cash Flow	-32.23M	-32.62M	-20.61M	2.71M	50.47M	-3.52M

Whitefield Ltd Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 5.42
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:WHF, the sentiment is Negative. The current price of 5.42 is above the 20-day moving average (MA) of 5.06, above the 50-day MA of 5.19, and above the 200-day MA of 5.40, indicating a bearish trend. The MACD of -0.08 indicates Positive momentum. The RSI at 37.31 is Neutral, neither overbought nor oversold. The STOCH value of 19.70 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:WHF.

Whitefield Ltd Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
WHF	72 Outperform	―	16.19	3.23%	3.83%	0.53%	3.56%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
NWL	64 Neutral	AU$5.56B	-724.26	32.56%	1.45%	28.29%	39.39%
OFX	63 Neutral	AU$126.28M	21.16	9.10%	―	-5.73%	-36.36%
COG	58 Neutral	AU$270.86M	10.89	12.36%	2.86%	-26.30%	40.12%
PPS	52 Neutral	AU$329.04M	9.65	15.42%	2.81%	24.56%	59.32%
FNX	46 Neutral	AU$11.21M	-5.25	-17.55%	―	43.00%	-6078.57%

Whitefield Ltd Corporate Events