Go Pro

OFS Capital (OFS) Competitors

OFS Capital logo
$3.52 -0.17 (-4.48%)
As of 12:32 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

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 WhiteHorse Finance (WHF), Firsthand Technology Value Fund (SVVC), BlackRock (BLK), Bank of New York Mellon (BNY), and State Street (STT). These companies are all part of the "asset management & custody banks" industry.

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

WhiteHorse Finance has a net margin of 13.46% compared to OFS Capital's net margin of -62.24%. 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 -62.24%7.46%2.67%

13.2% of WhiteHorse Finance shares are held by institutional investors. Comparatively, 10.8% of OFS Capital shares are held by institutional investors. 3.8% of WhiteHorse Finance 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.

WhiteHorse Finance pays an annual dividend of $1.00 per share and has a dividend yield of 15.2%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 19.0%. 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 -41.2% of its earnings in the form of a dividend. WhiteHorse Finance has raised its dividend for 3 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.

WhiteHorse Finance has a beta of 0.38, meaning that its share price is 62% 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.

WhiteHorse Finance presently has a consensus target price of $7.50, indicating a potential upside of 13.81%. OFS Capital has a consensus target price of $7.00, indicating a potential upside of 96.08%. Given OFS Capital's higher probable upside, analysts clearly 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

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$72.67M1.95$14.34M$0.4116.07
OFS Capital$40.69M1.18-$33.09M-$1.65N/A

In the previous week, OFS Capital had 5 more articles in the media than WhiteHorse Finance. MarketBeat recorded 7 mentions for OFS Capital and 2 mentions for WhiteHorse Finance. OFS Capital's average media sentiment score of -0.17 beat WhiteHorse Finance's score of -0.20 indicating that OFS Capital is being referred to more favorably in the news media.

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

Summary

WhiteHorse Finance beats OFS Capital on 11 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 investment? We will compare the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, institutional ownership, earnings, media sentiment and valuation.

Firsthand Technology Value Fund has a beta of 0.83, suggesting that its share price is 17% 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, indicating a potential upside of 96.08%. 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$40.69M1.18-$33.09M-$1.65N/A

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

In the previous week, OFS Capital had 7 more articles in the media than Firsthand Technology Value Fund. MarketBeat recorded 7 mentions for OFS Capital and 0 mentions for Firsthand Technology Value Fund. Firsthand Technology Value Fund's average media sentiment score of 0.00 beat OFS Capital's score of -0.17 indicating that Firsthand Technology Value Fund is being referred to more favorably in the media.

Company Overall Sentiment
Firsthand Technology Value Fund Neutral
OFS Capital Neutral

Firsthand Technology Value Fund has a net margin of 653.79% compared to OFS Capital's net margin of -62.24%. 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 -62.24%7.46%2.67%

Summary

Firsthand Technology Value Fund beats OFS Capital on 9 of the 15 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 superior investment? We will compare the two businesses based on the strength of their dividends, valuation, media sentiment, earnings, analyst recommendations, institutional ownership, profitability and risk.

OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 19.0%. BlackRock pays an annual dividend of $22.92 per share and has a dividend yield of 2.0%. OFS Capital pays out -41.2% of its earnings in the form of a dividend. BlackRock pays out 54.8% 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.

10.8% of OFS Capital shares are owned by institutional investors. Comparatively, 80.7% of BlackRock shares are owned by institutional investors. 0.5% of OFS Capital shares are owned by insiders. Comparatively, 1.9% of BlackRock shares are owned 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.

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$40.69M1.18-$33.09M-$1.65N/A
BlackRock$24.22B7.19$5.55B$41.8426.84

OFS Capital currently has a consensus target price of $7.00, suggesting a potential upside of 96.08%. BlackRock has a consensus target price of $1,304.29, suggesting a potential upside of 16.16%. Given OFS Capital's higher possible upside, 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)
1 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
3.06

In the previous week, BlackRock had 49 more articles in the media than OFS Capital. MarketBeat recorded 56 mentions for BlackRock and 7 mentions for OFS Capital. BlackRock's average media sentiment score of 0.75 beat OFS Capital's score of -0.17 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)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
BlackRock
34 Very Positive mention(s)
9 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
4 Very Negative mention(s)
Positive

BlackRock has a net margin of 24.09% compared to OFS Capital's net margin of -62.24%. BlackRock's return on equity of 15.01% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
OFS Capital-62.24% 7.46% 2.67%
BlackRock 24.09%15.01%5.04%

OFS Capital has a beta of 0.85, suggesting that its share price is 15% less volatile than the broader market. Comparatively, BlackRock has a beta of 1.42, suggesting that its share price is 42% more volatile than the broader market.

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

OFS Capital has a beta of 0.85, meaning that its share price is 15% less volatile than the broader market. Comparatively, Bank of New York Mellon has a beta of 1.06, meaning that its share price is 6% more volatile than the broader market.

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$40.69M1.18-$33.09M-$1.65N/A
Bank of New York Mellon$40.76B2.64$5.55B$8.5918.49

OFS Capital presently has a consensus price target of $7.00, indicating a potential upside of 96.08%. Bank of New York Mellon has a consensus price target of $157.13, indicating a potential downside of 1.09%. Given OFS Capital's higher probable upside, equities research analysts plainly 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)
10 Buy rating(s)
2 Strong Buy rating(s)
2.82

OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 19.0%. Bank of New York Mellon pays an annual dividend of $2.52 per share and has a dividend yield of 1.6%. OFS Capital pays out -41.2% of its earnings in the form of a dividend. Bank of New York Mellon pays out 29.3% 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.

In the previous week, Bank of New York Mellon had 6 more articles in the media than OFS Capital. MarketBeat recorded 13 mentions for Bank of New York Mellon and 7 mentions for OFS Capital. Bank of New York Mellon's average media sentiment score of 0.46 beat OFS Capital's score of -0.17 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)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Bank of New York Mellon
5 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

10.8% of OFS Capital shares are held by institutional investors. Comparatively, 85.3% of Bank of New York Mellon shares are held by institutional investors. 0.5% of OFS Capital shares are held by company insiders. Comparatively, 0.2% of Bank of New York Mellon shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Bank of New York Mellon has a net margin of 15.52% compared to OFS Capital's net margin of -62.24%. Bank of New York Mellon's return on equity of 16.00% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
OFS Capital-62.24% 7.46% 2.67%
Bank of New York Mellon 15.52%16.00%1.27%

Summary

Bank of New York Mellon beats OFS Capital on 15 of the 20 factors compared between the two stocks.

How does OFS Capital compare to State Street?

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

In the previous week, State Street had 18 more articles in the media than OFS Capital. MarketBeat recorded 25 mentions for State Street and 7 mentions for OFS Capital. State Street's average media sentiment score of 0.92 beat OFS Capital's score of -0.17 indicating that State Street is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
State Street
16 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
OFS Capital
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

State Street has a net margin of 15.02% compared to OFS Capital's net margin of -62.24%. State Street's return on equity of 15.26% beat OFS Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
State Street15.02% 15.26% 0.96%
OFS Capital -62.24%7.46%2.67%

State Street has a beta of 1.41, indicating that its stock price is 41% more volatile than the broader market. Comparatively, OFS Capital has a beta of 0.85, indicating that its stock price is 15% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
State Street$22.63B2.27$2.95B$11.3416.48
OFS Capital$40.69M1.18-$33.09M-$1.65N/A

87.4% of State Street shares are held by institutional investors. Comparatively, 10.8% of OFS Capital shares are held by institutional investors. 0.3% of State Street 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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

State Street pays an annual dividend of $3.36 per share and has a dividend yield of 1.8%. OFS Capital pays an annual dividend of $0.68 per share and has a dividend yield of 19.0%. State Street pays out 29.6% 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. State Street has increased its dividend for 13 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.

State Street presently has a consensus target price of $185.38, suggesting a potential downside of 0.82%. OFS Capital has a consensus target price of $7.00, suggesting a potential upside of 96.08%. Given OFS Capital's higher probable upside, analysts clearly believe OFS Capital is more favorable than State Street.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
State Street
0 Sell rating(s)
5 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.81
OFS Capital
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

Summary

State Street beats OFS Capital on 15 of the 20 factors compared between the two stocks.

Get OFS Capital News Delivered to You Automatically

Sign up to receive the latest news and ratings for OFS and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

OFS vs. The Competition

MetricOFS CapitalCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$47.84M$5.61B$14.03B$13.01B
Dividend Yield19.65%7.47%5.92%10.01%
P/E Ratio-2.1637.0128.8825.50
Price / Sales1.181,231.90509.1791.84
Price / Cash5.8648.2238.6149.40
Price / Book0.423.713.736.11
Net Income-$33.09M$417.17M$1.31B$348.02M
7 Day Performance3.48%1.66%1.41%4.86%
1 Month Performance-1.11%-0.13%1.24%-2.02%
1 Year Performance-56.94%7.21%13.59%21.03%

OFS Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OFS
OFS Capital
1.6838 of 5 stars
$3.52
-4.5%
$7.00
+99.1%
-55.3%$47.10M$40.69MN/A50
WHF
WhiteHorse Finance
3.3338 of 5 stars
$6.51
-0.5%
$7.50
+15.3%
-23.4%$139.73M$72.67M15.87N/A
SVVC
Firsthand Technology Value Fund
N/A$0.01
-16.7%
N/A-79.2%$76K-$30.13M0.0924
BLK
BlackRock
4.8996 of 5 stars
$1,099.21
+3.5%
$1,304.29
+18.7%
+1.5%$170.37B$27.30B26.2724,900
BNY
Bank of New York Mellon
4.5041 of 5 stars
$156.79
-0.6%
$156.47
-0.2%
+55.1%$107.62B$40.76B18.2548,100

Related Companies and Tools


This page (NASDAQ:OFS) was last updated on 8/5/2026 by MarketBeat.com Staff.
From Our Partners