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OFS Capital (OFS) Competitors

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$3.69 +0.04 (+1.10%)
As of 01:41 PM Eastern
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OFS vs. SPMC, WHG, MPV, DHF, and TAVI

Should you buy OFS Capital stock or one of its competitors? OFS Capital's main competitors and comparable companies include Sound Point Meridian Capital (SPMC), Westwood Holdings Group (WHG), Barings Participation Investors (MPV), BNY Mellon High Yield Strategies Fund (DHF), and Tavia Acquisition (TAVI). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does OFS Capital compare to Sound Point Meridian Capital?

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

OFS Capital has a beta of 0.85, meaning that its stock price is 15% less volatile than the broader market. Comparatively, Sound Point Meridian Capital has a beta of 1.15, meaning that its stock price is 15% more volatile than the broader market.

In the previous week, OFS Capital had 1 more articles in the media than Sound Point Meridian Capital. MarketBeat recorded 2 mentions for OFS Capital and 1 mentions for Sound Point Meridian Capital. OFS Capital's average media sentiment score of 0.94 beat Sound Point Meridian Capital's score of 0.68 indicating that OFS Capital is being referred to more favorably in the media.

Company Overall Sentiment
OFS Capital Positive
Sound Point Meridian Capital Positive

OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.4%. Sound Point Meridian Capital pays an annual dividend of $2.40 per share and has a dividend yield of 26.1%. OFS Capital pays out -41.2% of its earnings in the form of a dividend. Sound Point Meridian Capital pays out -41.5% 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. Sound Point Meridian 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, indicating a potential upside of 89.70%. Sound Point Meridian Capital has a consensus target price of $15.13, indicating a potential upside of 64.62%. Given OFS Capital's higher probable upside, research analysts clearly believe OFS Capital is more favorable than Sound Point Meridian Capital.

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
Sound Point Meridian Capital
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25

10.8% of OFS Capital shares are held by institutional investors. 0.5% of OFS Capital shares are held by insiders. Comparatively, 0.9% of Sound Point Meridian Capital shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Sound Point Meridian Capital has a net margin of 0.00% compared to OFS Capital's net margin of -62.24%. OFS Capital's return on equity of 7.46% beat Sound Point Meridian Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
OFS Capital-62.24% 7.46% 2.67%
Sound Point Meridian Capital N/A N/A N/A

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
OFS Capital$40.69M1.22-$33.09M-$1.65N/A
Sound Point Meridian Capital$72.51M2.60-$118.49M-$5.78N/A

Summary

Sound Point Meridian Capital beats OFS Capital on 10 of the 19 factors compared between the two stocks.

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 compare the two companies based on the strength of their analyst recommendations, risk, dividends, valuation, earnings, media sentiment, institutional ownership and profitability.

Westwood Holdings Group has a beta of 0.56, indicating that its share price is 44% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.85, indicating that its share price is 15% less volatile than the broader market.

Westwood Holdings Group pays an annual dividend of $0.60 per share and has a dividend yield of 3.0%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.4%. Westwood Holdings Group pays out 68.2% of its earnings in the form of a dividend. OFS Capital pays out -41.2% 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.

Westwood Holdings Group has a net margin of 7.73% compared to OFS Capital's net margin of -62.24%. Westwood Holdings Group's return on equity of 8.10% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Westwood Holdings Group7.73% 8.10% 6.59%
OFS Capital -62.24%7.46%2.67%

56.6% of Westwood Holdings Group shares are held by institutional investors. Comparatively, 10.8% of OFS Capital shares are held by institutional investors. 17.4% of Westwood Holdings Group 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, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Westwood Holdings Group and Westwood Holdings Group both had 2 articles in the media. Westwood Holdings Group's average media sentiment score of 1.00 beat OFS Capital's score of 0.94 indicating that Westwood Holdings Group is being referred to more favorably in the media.

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

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$97.76M1.92$7.06M$0.8822.48
OFS Capital$40.69M1.22-$33.09M-$1.65N/A

OFS Capital has a consensus price target of $7.00, indicating a potential upside of 89.70%. Given OFS Capital's higher possible upside, analysts plainly 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

Summary

Westwood Holdings Group beats OFS Capital on 13 of the 18 factors compared between the two stocks.

How does OFS Capital compare to Barings Participation Investors?

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

In the previous week, Barings Participation Investors and Barings Participation Investors both had 2 articles in the media. OFS Capital's average media sentiment score of 0.94 beat Barings Participation Investors' score of -0.50 indicating that OFS Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Barings Participation Investors
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative
OFS Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Barings Participation Investors has a net margin of 0.00% compared to OFS Capital's net margin of -62.24%. OFS Capital's return on equity of 7.46% beat Barings Participation Investors' return on equity.

Company Net Margins Return on Equity Return on Assets
Barings Participation InvestorsN/A N/A N/A
OFS Capital -62.24%7.46%2.67%

Barings Participation Investors has higher earnings, but lower revenue than OFS Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Barings Participation InvestorsN/AN/AN/AN/AN/A
OFS Capital$40.69M1.22-$33.09M-$1.65N/A

Barings Participation Investors pays an annual dividend of $1.48 per share and has a dividend yield of 9.4%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.4%. OFS Capital pays out -41.2% of its earnings in the form of a dividend. 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.

Barings Participation Investors has a beta of 0.46, suggesting that its share price is 54% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.85, suggesting that its share price is 15% less volatile than the broader market.

OFS Capital has a consensus price target of $7.00, suggesting a potential upside of 89.70%. Given OFS Capital's stronger consensus rating and higher possible upside, analysts plainly believe OFS Capital is more favorable than Barings Participation Investors.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Barings Participation Investors
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

10.8% of OFS Capital shares are held by institutional investors. 1.3% of Barings Participation Investors 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 is poised for long-term growth.

Summary

OFS Capital beats Barings Participation Investors on 11 of the 13 factors compared between the two stocks.

How does OFS Capital compare to BNY Mellon High Yield Strategies Fund?

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

BNY Mellon High Yield Strategies Fund pays an annual dividend of $0.21 per share and has a dividend yield of 8.9%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 18.4%. OFS Capital pays out -41.2% of its earnings in the form of a dividend. 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, OFS Capital had 1 more articles in the media than BNY Mellon High Yield Strategies Fund. MarketBeat recorded 2 mentions for OFS Capital and 1 mentions for BNY Mellon High Yield Strategies Fund. OFS Capital's average media sentiment score of 0.94 beat BNY Mellon High Yield Strategies Fund's score of -1.00 indicating that OFS Capital is being referred to more favorably in the news media.

Company Overall Sentiment
BNY Mellon High Yield Strategies Fund Negative
OFS Capital Positive

36.2% of BNY Mellon High Yield Strategies Fund shares are held by institutional investors. Comparatively, 10.8% of OFS Capital shares are held by institutional investors. 16.6% of BNY Mellon High Yield Strategies Fund shares are held by insiders. Comparatively, 0.5% of OFS Capital shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

OFS Capital has a consensus target price of $7.00, indicating a potential upside of 89.70%. Given OFS Capital's stronger consensus rating and higher possible upside, analysts plainly believe OFS Capital is more favorable than BNY Mellon High Yield Strategies Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BNY Mellon High Yield Strategies 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

BNY Mellon High Yield Strategies Fund has a net margin of 0.00% compared to OFS Capital's net margin of -62.24%. OFS Capital's return on equity of 7.46% beat BNY Mellon High Yield Strategies Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
BNY Mellon High Yield Strategies FundN/A N/A N/A
OFS Capital -62.24%7.46%2.67%

BNY Mellon High Yield Strategies Fund has a beta of 0.71, indicating that its share price is 29% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.85, indicating that its share price is 15% less volatile than the broader market.

BNY Mellon High Yield Strategies Fund has higher earnings, but lower revenue than OFS Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BNY Mellon High Yield Strategies Fund$12.84M13.40N/AN/AN/A
OFS Capital$40.69M1.22-$33.09M-$1.65N/A

Summary

OFS Capital beats BNY Mellon High Yield Strategies Fund on 11 of the 15 factors compared between the two stocks.

How does OFS Capital compare to Tavia Acquisition?

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

Tavia Acquisition has a net margin of 0.00% compared to OFS Capital's net margin of -62.24%. OFS Capital's return on equity of 7.46% beat Tavia Acquisition's return on equity.

Company Net Margins Return on Equity Return on Assets
Tavia AcquisitionN/A N/A N/A
OFS Capital -62.24%7.46%2.67%

Tavia Acquisition has higher earnings, but lower revenue than OFS Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tavia AcquisitionN/AN/AN/AN/AN/A
OFS Capital$40.69M1.22-$33.09M-$1.65N/A

In the previous week, Tavia Acquisition and Tavia Acquisition both had 2 articles in the media. OFS Capital's average media sentiment score of 0.94 beat Tavia Acquisition's score of 0.00 indicating that OFS Capital is being referred to more favorably in the news media.

Company Overall Sentiment
Tavia Acquisition Neutral
OFS Capital Positive

Tavia Acquisition has a beta of 0.02, meaning that its share price is 98% less volatile than the broader market. Comparatively, OFS Capital has a beta of 0.85, meaning that its share price is 15% less volatile than the broader market.

10.8% of OFS Capital shares are owned by institutional investors. 25.6% of Tavia Acquisition 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 will outperform the market over the long term.

OFS Capital has a consensus target price of $7.00, indicating a potential upside of 89.70%. Given OFS Capital's stronger consensus rating and higher possible upside, analysts plainly believe OFS Capital is more favorable than Tavia Acquisition.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tavia Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

Summary

OFS Capital beats Tavia Acquisition on 8 of the 10 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 CapitalCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$49.45M$5.70B$14.06B$12.73B
Dividend Yield18.99%7.40%5.89%10.79%
P/E Ratio-2.2432.2826.5924.12
Price / Sales1.221,231.24516.7597.96
Price / Cash6.0748.3338.5053.12
Price / Book0.442.132.196.23
Net Income-$33.09M$417.46M$1.31B$348.07M
7 Day Performance2.79%0.55%1.37%0.49%
1 Month Performance12.84%2.30%2.93%4.66%
1 Year Performance-55.76%7.69%11.46%16.65%

OFS Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OFS
OFS Capital
2.1979 of 5 stars
$3.69
+1.1%
$7.00
+89.7%
-56.2%$49.45M$40.69MN/A50
SPMC
Sound Point Meridian Capital
2.6506 of 5 stars
$9.21
-2.9%
$15.13
+64.3%
-48.5%$188.70M-$121.96MN/AN/A
WHG
Westwood Holdings Group
1.917 of 5 stars
$19.54
+0.7%
N/A+6.1%$185.43M$101.70M22.21130
MPV
Barings Participation Investors
N/A$16.71
-0.2%
N/A-22.0%$179.80MN/AN/A900
DHF
BNY Mellon High Yield Strategies Fund
N/A$2.38
-0.6%
N/A-7.8%$172.75M$12.84MN/AN/A

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This page (NASDAQ:OFS) was last updated on 8/26/2026 by MarketBeat.com Staff.
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