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OFS Capital (OFS) Competitors

OFS Capital logo
$3.62 +0.02 (+0.56%)
Closing price 07/14/2026 04:00 PM Eastern
Extended Trading
$3.64 +0.01 (+0.41%)
As of 07/14/2026 04:10 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 Massive. Learn more.

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?

Westwood Holdings Group (NYSE:WHG) 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 institutional ownership, dividends, earnings, risk, analyst recommendations, valuation, profitability and media sentiment.

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
Westwood Holdings Group$97.76M1.88$7.06M$0.8323.29
OFS Capital$40.69M1.19-$33.09M-$2.79N/A

OFS Capital has a consensus target price of $7.00, suggesting a potential upside of 93.37%. Given OFS Capital's higher possible upside, analysts clearly believe OFS Capital is more favorable than Westwood Holdings Group.

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

Westwood Holdings Group has a beta of 0.57, indicating that its stock price is 43% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.84, indicating that its stock price is 16% less volatile than the broader market.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.1%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.8%. Westwood Holdings Group pays out 72.3% of its earnings in the form of a dividend. OFS Capital pays out -24.4% 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 increased 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.

In the previous week, Westwood Holdings Group had 1 more articles in the media than OFS Capital. MarketBeat recorded 3 mentions for Westwood Holdings Group and 2 mentions for OFS Capital. OFS Capital's average media sentiment score of 1.46 beat Westwood Holdings Group's score of -0.52 indicating that OFS Capital is being referred to more favorably in the news media.

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

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
Westwood Holdings Group7.40% 8.34% 6.82%
OFS Capital -95.15%8.74%3.13%

56.6% of Westwood Holdings Group shares are owned by institutional investors. Comparatively, 10.8% of OFS Capital shares are owned by institutional investors. 17.4% of Westwood Holdings Group shares are owned by insiders. Comparatively, 0.5% of OFS Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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 superior investment? We will contrast the two businesses based on the strength of their institutional ownership, valuation, earnings, risk, dividends, analyst recommendations, profitability and media sentiment.

WhiteHorse Finance has a beta of 0.37, indicating that its stock price is 63% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.84, indicating that its stock price is 16% less volatile than the broader market.

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$72.67M1.90$14.34M$0.4115.66
OFS Capital$40.69M1.19-$33.09M-$2.79N/A

13.2% of WhiteHorse Finance shares are owned by institutional investors. Comparatively, 10.8% of OFS Capital shares are owned by institutional investors. 3.8% of WhiteHorse Finance shares are owned by insiders. Comparatively, 0.5% of OFS Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, OFS Capital had 1 more articles in the media than WhiteHorse Finance. MarketBeat recorded 2 mentions for OFS Capital and 1 mentions for WhiteHorse Finance. WhiteHorse Finance's average media sentiment score of 1.87 beat OFS Capital's score of 1.46 indicating that WhiteHorse Finance is being referred to more favorably in the media.

Company Overall Sentiment
WhiteHorse Finance Very Positive
OFS Capital Positive

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 pays an annual dividend of $1.00 per share and has a dividend yield of 15.6%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.8%. 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.

WhiteHorse Finance presently has a consensus target price of $7.50, suggesting a potential upside of 16.82%. OFS Capital has a consensus target price of $7.00, suggesting a potential upside of 93.37%. Given OFS Capital's higher possible 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

Summary

WhiteHorse Finance beats OFS Capital on 12 of the 17 factors compared between the two stocks.

How does OFS Capital compare to Firsthand Technology Value Fund?

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

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
Firsthand Technology Value Fund653.79% 200.81% 37.32%
OFS Capital -95.15%8.74%3.13%

Firsthand Technology Value Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.84, suggesting that its share price is 16% less volatile than the broader market.

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

OFS Capital has a consensus price target of $7.00, suggesting a potential upside of 93.37%. 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
Firsthand Technology Value Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
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 has higher earnings, but lower revenue 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
Firsthand Technology Value Fund-$30.13M0.00-$29.35M-$0.12N/A
OFS Capital$40.69M1.19-$33.09M-$2.79N/A

In the previous week, OFS Capital had 2 more articles in the media than Firsthand Technology Value Fund. MarketBeat recorded 2 mentions for OFS Capital and 0 mentions for Firsthand Technology Value Fund. OFS Capital's average media sentiment score of 1.46 beat Firsthand Technology Value Fund's score of 0.00 indicating that OFS Capital is being referred to more favorably in the news media.

Company Overall Sentiment
Firsthand Technology Value Fund Neutral
OFS Capital Positive

Summary

Firsthand Technology Value Fund beats OFS Capital on 8 of the 15 factors compared between the two stocks.

How does OFS Capital compare to BlackRock?

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

In the previous week, BlackRock had 72 more articles in the media than OFS Capital. MarketBeat recorded 74 mentions for BlackRock and 2 mentions for OFS Capital. OFS Capital's average media sentiment score of 1.46 beat BlackRock's score of 0.67 indicating that OFS Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock
34 Very Positive mention(s)
14 Positive mention(s)
11 Neutral mention(s)
10 Negative mention(s)
2 Very Negative mention(s)
Positive
OFS Capital
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

80.7% of BlackRock shares are owned by institutional investors. Comparatively, 10.8% of OFS Capital shares are owned by institutional investors. 1.9% of BlackRock shares are owned by company insiders. Comparatively, 0.5% of OFS Capital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

BlackRock currently has a consensus price target of $1,270.72, suggesting a potential upside of 23.75%. OFS Capital has a consensus price target of $7.00, suggesting a potential upside of 93.37%. Given OFS Capital's higher possible upside, analysts plainly believe OFS Capital is more favorable than BlackRock.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BlackRock
0 Sell rating(s)
3 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.89
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

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
BlackRock$24.22B6.57$5.55B$39.8425.78
OFS Capital$40.69M1.19-$33.09M-$2.79N/A

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
BlackRock24.40% 14.74% 4.95%
OFS Capital -95.15%8.74%3.13%

BlackRock pays an annual dividend of $22.92 per share and has a dividend yield of 2.2%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.8%. BlackRock pays out 57.5% of its earnings in the form of a dividend. OFS Capital pays out -24.4% 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. BlackRock has raised its dividend for 16 consecutive years and OFS Capital has raised its dividend for 3 consecutive years. OFS Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

BlackRock has a beta of 1.43, indicating that its stock price is 43% more volatile than the broader market. Comparatively, OFS Capital has a beta of 0.84, indicating that its stock price is 16% less volatile than the broader market.

Summary

BlackRock beats OFS Capital on 16 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 companies based on the strength of their dividends, risk, analyst recommendations, valuation, institutional ownership, profitability, media sentiment and earnings.

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 higher revenue and 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$40.69M1.19-$33.09M-$2.79N/A
Bank of New York Mellon$40.76B2.60$5.55B$8.0719.16

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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

OFS Capital has a beta of 0.84, meaning that its stock price is 16% less volatile than the broader market. Comparatively, Bank of New York Mellon has a beta of 1.07, meaning that its stock price is 7% more volatile than the broader market.

OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.8%. 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 increased its dividend for 3 consecutive years and Bank of New York Mellon has increased its dividend for 14 consecutive years. OFS Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

OFS Capital currently has a consensus target price of $7.00, suggesting a potential upside of 93.37%. Bank of New York Mellon has a consensus target price of $143.46, suggesting a potential downside of 7.22%. Given OFS Capital's higher possible upside, 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

In the previous week, Bank of New York Mellon had 2 more articles in the media than OFS Capital. MarketBeat recorded 4 mentions for Bank of New York Mellon and 2 mentions for OFS Capital. OFS Capital's average media sentiment score of 1.46 beat Bank of New York Mellon's score of 0.59 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Bank of New York Mellon
1 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Bank of New York Mellon beats OFS Capital on 14 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$48.23M$1.30B$14.28B$12.44B
Dividend Yield18.89%13.26%5.70%8.42%
P/E Ratio-1.3011.3320.5224.38
Price / Sales1.1913.4845.1492.57
Price / Cash6.106.8519.3259.36
Price / Book0.280.772.256.33
Net Income-$33.09M$121.13M$1.13B$331.02M
7 Day Performance-2.43%1.34%0.94%-0.33%
1 Month Performance-10.62%-1.05%1.19%-1.29%
1 Year Performance-57.91%-23.97%13.45%21.30%

OFS Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OFS
OFS Capital
2.7578 of 5 stars
$3.62
+0.6%
$7.00
+93.4%
-58.0%$48.23M$40.69MN/A50
WHG
Westwood Holdings Group
1.6511 of 5 stars
$20.40
+0.8%
N/A+16.7%$192.48M$97.76M24.44130
WHF
WhiteHorse Finance
3.9401 of 5 stars
$6.45
-2.0%
$7.50
+16.4%
-27.9%$138.76M$72.67M15.76N/A
SVVC
Firsthand Technology Value Fund
N/A$0.02
flat
N/A-79.7%$110K-$30.13M0.1324
BLK
BlackRock
4.944 of 5 stars
$1,009.89
-0.1%
$1,269.44
+25.7%
-7.6%$156.75B$24.22B25.3524,900

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This page (NASDAQ:OFS) was last updated on 7/15/2026 by MarketBeat.com Staff.
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