OFS Capital (OFS) Competitors

OFS Capital logo
$3.35 +0.03 (+0.90%)
As of 04:00 PM Eastern

OFS vs. WHG, WHF, SVVC, BLK, and BNY

Should you buy OFS Capital stock or one of its competitors? MarketBeat compares OFS Capital with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with OFS Capital include Westwood Holdings Group (WHG), WhiteHorse Finance (WHF), Firsthand Technology Value Fund (SVVC), BlackRock (BLK), and Bank of New York Mellon (BNY). These companies are all part of the "asset management & custody banks" industry.

How does OFS Capital compare to Westwood Holdings Group?

OFS Capital (NASDAQ:OFS) and Westwood Holdings Group (NYSE:WHG) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, analyst recommendations, risk, valuation, media sentiment, institutional ownership, earnings and profitability.

OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 20.3%. Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.2%. OFS Capital pays out -24.4% of its earnings in the form of a dividend. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. OFS Capital has raised its dividend for 3 consecutive years. OFS Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

OFS Capital currently has a consensus target price of $7.00, suggesting a potential upside of 108.96%. Given OFS Capital's higher probable upside, research analysts clearly believe OFS Capital is more favorable than Westwood Holdings Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
Westwood Holdings Group
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

10.8% of OFS Capital shares are held by institutional investors. Comparatively, 56.6% of Westwood Holdings Group shares are held by institutional investors. 0.5% of OFS Capital shares are held by company insiders. Comparatively, 17.4% of Westwood Holdings Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Westwood Holdings Group had 7 more articles in the media than OFS Capital. MarketBeat recorded 8 mentions for Westwood Holdings Group and 1 mentions for OFS Capital. OFS Capital's average media sentiment score of 0.00 beat Westwood Holdings Group's score of -0.88 indicating that OFS Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
OFS Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Westwood Holdings Group
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

Westwood Holdings Group has a net margin of 7.40% compared to OFS Capital's net margin of -95.15%. OFS Capital's return on equity of 8.74% beat Westwood Holdings Group's return on equity.

Company Net Margins Return on Equity Return on Assets
OFS Capital-95.15% 8.74% 3.13%
Westwood Holdings Group 7.40%8.34%6.82%

OFS Capital has a beta of 0.86, meaning that its stock price is 14% less volatile than the broader market. Comparatively, Westwood Holdings Group has a beta of 0.61, meaning that its stock price is 39% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
OFS Capital$40.69M1.10-$33.09M-$2.79N/A
Westwood Holdings Group$99.48M1.78$7.06M$0.8322.42

Summary

Westwood Holdings Group beats OFS Capital on 12 of the 19 factors compared between the two stocks.

How does OFS Capital compare to WhiteHorse Finance?

WhiteHorse Finance (NASDAQ:WHF) and OFS Capital (NASDAQ:OFS) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, valuation, media sentiment, profitability, risk, dividends, earnings and institutional ownership.

In the previous week, WhiteHorse Finance had 4 more articles in the media than OFS Capital. MarketBeat recorded 5 mentions for WhiteHorse Finance and 1 mentions for OFS Capital. WhiteHorse Finance's average media sentiment score of 1.72 beat OFS Capital's score of 0.00 indicating that WhiteHorse Finance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
WhiteHorse Finance
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
OFS Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
WhiteHorse Finance$72.67M1.97$14.34M$0.4116.15
OFS Capital$40.69M1.10-$33.09M-$2.79N/A

WhiteHorse Finance has a net margin of 13.46% compared to OFS Capital's net margin of -95.15%. WhiteHorse Finance's return on equity of 9.47% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
WhiteHorse Finance13.46% 9.47% 3.95%
OFS Capital -95.15%8.74%3.13%

WhiteHorse Finance has a beta of 0.37, suggesting that its stock price is 63% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.86, suggesting that its stock price is 14% less volatile than the broader market.

WhiteHorse Finance presently has a consensus price target of $7.75, indicating a potential upside of 17.07%. OFS Capital has a consensus price target of $7.00, indicating a potential upside of 108.96%. Given OFS Capital's higher probable upside, analysts plainly believe OFS Capital is more favorable than WhiteHorse Finance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
WhiteHorse Finance
2 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.60
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

13.2% of WhiteHorse Finance shares are held by institutional investors. Comparatively, 10.8% of OFS Capital shares are held by institutional investors. 2.5% of WhiteHorse Finance 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

WhiteHorse Finance pays an annual dividend of $1.00 per share and has a dividend yield of 15.1%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 20.3%. WhiteHorse Finance pays out 243.9% 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 -24.4% of its earnings in the form of a dividend. WhiteHorse Finance has increased its dividend for 3 consecutive years and OFS Capital has increased its dividend for 3 consecutive years. OFS Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

WhiteHorse Finance beats OFS Capital on 13 of the 17 factors compared between the two stocks.

How does OFS Capital compare to Firsthand Technology Value Fund?

OFS Capital (NASDAQ:OFS) and Firsthand Technology Value Fund (NASDAQ:SVVC) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, risk, analyst recommendations, dividends, valuation, earnings and profitability.

Firsthand Technology Value Fund has a net margin of 653.79% compared to OFS Capital's net margin of -95.15%. Firsthand Technology Value Fund's return on equity of 200.81% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
OFS Capital-95.15% 8.74% 3.13%
Firsthand Technology Value Fund 653.79%200.81%37.32%

OFS Capital has a beta of 0.86, suggesting that its stock price is 14% less volatile than the broader market. Comparatively, Firsthand Technology Value Fund has a beta of 0.83, suggesting that its stock price is 17% less volatile than the broader market.

10.8% of OFS Capital shares are held by institutional investors. Comparatively, 52.7% of Firsthand Technology Value Fund shares are held by institutional investors. 0.5% of OFS Capital shares are held by insiders. Comparatively, 9.9% of Firsthand Technology Value Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, OFS Capital had 1 more articles in the media than Firsthand Technology Value Fund. MarketBeat recorded 1 mentions for OFS Capital and 0 mentions for Firsthand Technology Value Fund. OFS Capital's average media sentiment score of 0.00 equaled Firsthand Technology Value Fund'saverage media sentiment score.

Company Overall Sentiment
OFS Capital Neutral
Firsthand Technology Value Fund Neutral

OFS Capital presently has a consensus target price of $7.00, suggesting a potential upside of 108.96%. Given OFS Capital's stronger consensus rating and higher possible upside, analysts clearly believe OFS Capital is more favorable than Firsthand Technology Value Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
Firsthand Technology Value Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Firsthand Technology Value Fund has lower revenue, but higher earnings than OFS Capital. OFS Capital is trading at a lower price-to-earnings ratio than Firsthand Technology Value Fund, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
OFS Capital$40.69M1.10-$33.09M-$2.79N/A
Firsthand Technology Value Fund-$30.13M0.00-$29.35M-$0.12N/A

Summary

Firsthand Technology Value Fund beats OFS Capital on 8 of the 14 factors compared between the two stocks.

How does OFS Capital compare to BlackRock?

OFS Capital (NASDAQ:OFS) and BlackRock (NYSE:BLK) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, earnings, media sentiment, institutional ownership, risk and dividends.

OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 20.3%. BlackRock pays an annual dividend of $22.92 per share and has a dividend yield of 2.3%. OFS Capital pays out -24.4% of its earnings in the form of a dividend. BlackRock pays out 57.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. OFS Capital has raised its dividend for 3 consecutive years and BlackRock has raised its dividend for 16 consecutive years. OFS Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

OFS Capital has a beta of 0.86, meaning that its share price is 14% less volatile than the broader market. Comparatively, BlackRock has a beta of 1.42, meaning that its share price is 42% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
OFS Capital$40.69M1.10-$33.09M-$2.79N/A
BlackRock$24.22B6.51$5.55B$39.8425.51

In the previous week, BlackRock had 67 more articles in the media than OFS Capital. MarketBeat recorded 68 mentions for BlackRock and 1 mentions for OFS Capital. BlackRock's average media sentiment score of 1.03 beat OFS Capital's score of 0.00 indicating that BlackRock is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
OFS Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
BlackRock
44 Very Positive mention(s)
6 Positive mention(s)
7 Neutral mention(s)
7 Negative mention(s)
3 Very Negative mention(s)
Positive

OFS Capital currently has a consensus price target of $7.00, suggesting a potential upside of 108.96%. BlackRock has a consensus price target of $1,267.39, suggesting a potential upside of 24.72%. Given OFS Capital's higher probable upside, equities research analysts clearly believe OFS Capital is more favorable than BlackRock.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
BlackRock
0 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.90

BlackRock has a net margin of 24.40% compared to OFS Capital's net margin of -95.15%. BlackRock's return on equity of 14.74% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
OFS Capital-95.15% 8.74% 3.13%
BlackRock 24.40%14.74%4.95%

10.8% of OFS Capital shares are held by institutional investors. Comparatively, 80.7% of BlackRock shares are held by institutional investors. 0.5% of OFS Capital shares are held by company insiders. Comparatively, 1.9% of BlackRock shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

BlackRock beats OFS Capital on 17 of the 20 factors compared between the two stocks.

How does OFS Capital compare to Bank of New York Mellon?

OFS Capital (NASDAQ:OFS) and Bank of New York Mellon (NYSE:BNY) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, risk, valuation, analyst recommendations, dividends, earnings and profitability.

OFS Capital has a beta of 0.86, suggesting that its stock price is 14% less volatile than the broader market. Comparatively, Bank of New York Mellon has a beta of 1.07, suggesting that its stock price is 7% more volatile than the broader market.

Bank of New York Mellon has a net margin of 14.60% compared to OFS Capital's net margin of -95.15%. Bank of New York Mellon's return on equity of 15.29% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
OFS Capital-95.15% 8.74% 3.13%
Bank of New York Mellon 14.60%15.29%1.23%

Bank of New York Mellon has lower revenue, but higher earnings than OFS Capital. OFS Capital is trading at a lower price-to-earnings ratio than Bank of New York Mellon, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
OFS Capital$40.69M1.10-$33.09M-$2.79N/A
Bank of New York Mellon-$21.82M-4,638.13$5.55B$8.0718.27

OFS Capital currently has a consensus price target of $7.00, indicating a potential upside of 108.96%. Bank of New York Mellon has a consensus price target of $140.46, indicating a potential downside of 4.73%. Given OFS Capital's higher probable upside, equities research analysts clearly believe OFS Capital is more favorable than Bank of New York Mellon.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
Bank of New York Mellon
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.69

10.8% of OFS Capital shares are owned by institutional investors. Comparatively, 85.3% of Bank of New York Mellon shares are owned by institutional investors. 0.5% of OFS Capital shares are owned by insiders. Comparatively, 0.2% of Bank of New York Mellon shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 20.3%. Bank of New York Mellon pays an annual dividend of $2.12 per share and has a dividend yield of 1.4%. OFS Capital pays out -24.4% of its earnings in the form of a dividend. Bank of New York Mellon pays out 26.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. OFS Capital has raised its dividend for 3 consecutive years and Bank of New York Mellon has raised its dividend for 14 consecutive years. OFS Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Bank of New York Mellon had 13 more articles in the media than OFS Capital. MarketBeat recorded 14 mentions for Bank of New York Mellon and 1 mentions for OFS Capital. Bank of New York Mellon's average media sentiment score of 1.33 beat OFS Capital's score of 0.00 indicating that Bank of New York Mellon is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
OFS Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Bank of New York Mellon
11 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Bank of New York Mellon beats OFS Capital on 13 of the 20 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 OFS 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 CapitalFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$44.89M$1.26B$13.94B$12.14B
Dividend Yield18.68%13.38%5.75%5.81%
P/E Ratio-1.2010.7420.2224.05
Price / Sales1.1017.39139.71102.06
Price / Cash6.176.8719.5437.84
Price / Book0.260.752.256.55
Net Income-$33.09M$121.13M$1.14B$336.99M
7 Day Performance-15.19%-2.55%-0.24%-0.10%
1 Month Performance-1.18%-2.91%1.11%0.90%
1 Year Performance-59.88%-21.98%15.46%31.76%

OFS Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OFS
OFS Capital
1.7543 of 5 stars
$3.35
+0.9%
$7.00
+109.0%
-61.3%$44.89M$40.69MN/A50
WHG
Westwood Holdings Group
1.3818 of 5 stars
$18.27
+1.5%
N/A+13.9%$173.38M$97.76M22.01130
WHF
WhiteHorse Finance
4.2925 of 5 stars
$6.37
+0.0%
$7.75
+21.6%
-24.6%$137.68M$72.67M15.54N/A
SVVC
Firsthand Technology Value Fund
N/A$0.02
-8.6%
N/A-70.3%$110K-$30.13M0.1324
BLK
BlackRock
4.9868 of 5 stars
$1,051.29
+0.8%
$1,264.61
+20.3%
+7.7%$163.48B$24.22B26.4424,900

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This page (NASDAQ:OFS) was last updated on 6/23/2026 by MarketBeat.com Staff.
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