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OFS Capital (OFS) Competitors

OFS Capital logo
$8.25 -0.12 (-1.43%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$8.25 0.00 (-0.01%)
As of 02/21/2025 07:17 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

OFS vs. SCM, DHIL, HRZN, WHF, MFIN, WHG, SVVC, BLK, BK, and AMP

Should you be buying OFS Capital stock or one of its competitors? The main competitors of OFS Capital include Stellus Capital Investment (SCM), Diamond Hill Investment Group (DHIL), Horizon Technology Finance (HRZN), WhiteHorse Finance (WHF), Medallion Financial (MFIN), Westwood Holdings Group (WHG), Firsthand Technology Value Fund (SVVC), BlackRock (BLK), Bank of New York Mellon (BK), and Ameriprise Financial (AMP). These companies are all part of the "asset management & custody banks" industry.

OFS Capital vs.

Stellus Capital Investment (NYSE:SCM) and OFS Capital (NASDAQ:OFS) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, dividends, profitability, valuation, earnings, community ranking, risk and institutional ownership.

Stellus Capital Investment has a beta of 1.12, meaning that its share price is 12% more volatile than the S&P 500. Comparatively, OFS Capital has a beta of 1.75, meaning that its share price is 75% more volatile than the S&P 500.

Stellus Capital Investment has higher revenue and earnings than OFS Capital. OFS Capital is trading at a lower price-to-earnings ratio than Stellus Capital Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Stellus Capital Investment$105.85M3.94$17.53M$1.967.86
OFS Capital$56.94M1.94-$470K-$0.09-91.66

Stellus Capital Investment pays an annual dividend of $1.60 per share and has a dividend yield of 10.4%. OFS Capital pays an annual dividend of $1.36 per share and has a dividend yield of 16.5%. Stellus Capital Investment pays out 81.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. OFS Capital pays out -1,510.9% of its earnings in the form of a dividend. OFS Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

13.2% of Stellus Capital Investment shares are held by institutional investors. Comparatively, 10.8% of OFS Capital shares are held by institutional investors. 4.7% of Stellus Capital Investment shares are held by company insiders. Comparatively, 0.5% of OFS Capital shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

In the previous week, Stellus Capital Investment had 1 more articles in the media than OFS Capital. MarketBeat recorded 1 mentions for Stellus Capital Investment and 0 mentions for OFS Capital. Stellus Capital Investment's average media sentiment score of 1.06 beat OFS Capital's score of 0.00 indicating that Stellus Capital Investment is being referred to more favorably in the media.

Company Overall Sentiment
Stellus Capital Investment Positive
OFS Capital Neutral

Stellus Capital Investment received 75 more outperform votes than OFS Capital when rated by MarketBeat users. However, 59.64% of users gave OFS Capital an outperform vote while only 59.14% of users gave Stellus Capital Investment an outperform vote.

CompanyUnderperformOutperform
Stellus Capital InvestmentOutperform Votes
304
59.14%
Underperform Votes
210
40.86%
OFS CapitalOutperform Votes
229
59.64%
Underperform Votes
155
40.36%

Stellus Capital Investment has a net margin of 45.39% compared to OFS Capital's net margin of -2.29%. Stellus Capital Investment's return on equity of 13.49% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Stellus Capital Investment45.39% 13.49% 4.88%
OFS Capital -2.29%11.26%4.06%

Stellus Capital Investment currently has a consensus price target of $13.63, indicating a potential downside of 11.51%. Given Stellus Capital Investment's stronger consensus rating and higher possible upside, equities analysts clearly believe Stellus Capital Investment is more favorable than OFS Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Stellus Capital Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
OFS Capital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Stellus Capital Investment beats OFS Capital on 15 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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OFS vs. The Competition

MetricOFS CapitalInvestors IndustryFinance SectorNASDAQ Exchange
Market Cap$112.14M$1.20B$11.72B$9.15B
Dividend Yield16.25%13.41%5.37%3.85%
P/E Ratio-91.6613.5824.1519.13
Price / Sales1.9412.0026.4470.72
Price / Cash11.9314.7117.9134.83
Price / Book0.681.032.594.62
Net Income-$470,000.00$96.63M$1.03B$245.94M
7 Day Performance-0.24%-0.71%-1.41%-2.62%
1 Month Performance1.60%10.03%0.67%-2.15%
1 Year Performance-28.69%2.60%14.93%12.95%

OFS Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OFS
OFS Capital
0.4978 of 5 stars
$8.25
-1.4%
N/A-27.5%$112.14M$56.94M-91.6650
SCM
Stellus Capital Investment
1.0335 of 5 stars
$15.31
+1.4%
$13.63
-11.0%
+18.7%$414.32M$105.85M7.81599Positive News
DHIL
Diamond Hill Investment Group
3.0667 of 5 stars
$147.85
+0.6%
N/A-1.3%$402.15M$136.72M8.37130
HRZN
Horizon Technology Finance
1.2022 of 5 stars
$9.86
+1.4%
$9.35
-5.2%
-25.5%$393.22M$113.47M-82.17N/AEx-Dividend
Analyst Downgrade
News Coverage
WHF
WhiteHorse Finance
1.197 of 5 stars
$10.69
+0.1%
$10.75
+0.6%
-12.8%$248.44M$103.26M23.76N/APositive News
MFIN
Medallion Financial
3.596 of 5 stars
$8.54
+0.8%
N/A-0.9%$197.02M$262.36M5.05140
WHG
Westwood Holdings Group
0.5927 of 5 stars
$16.81
+0.4%
N/A+37.4%$155.83M$89.78M50.94N/A
SVVC
Firsthand Technology Value Fund
N/A$0.06
-1.4%
N/A-72.3%$428,000.00$120,000.000.5224Analyst Forecast
News Coverage
BLK
BlackRock
4.9152 of 5 stars
$973.22
-0.7%
$1,120.67
+15.2%
+21.0%$150.73B$20.41B23.1719,800Positive News
BK
Bank of New York Mellon
4.7463 of 5 stars
$87.94
+1.2%
$88.00
+0.1%
+58.4%$63.94B$39.91B15.1453,400Analyst Downgrade
Analyst Revision
Positive News
AMP
Ameriprise Financial
4.581 of 5 stars
$546.69
+1.3%
$510.44
-6.6%
+34.1%$53.03B$17.26B16.5413,800Insider Trade
Short Interest ↓
Analyst Revision
Positive News
High Trading Volume

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This page (NASDAQ:OFS) was last updated on 2/22/2025 by MarketBeat.com Staff
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