Is OFS Capital Stock a Good Investment?
OFS Capital Investment Advice | OFS |
- Examine OFS Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research OFS Capital's leadership team and their track record. Good management can help OFS Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact OFS Capital's business and its evolving consumer preferences.
- Compare OFS Capital's performance and market position to its competitors. Analyze how OFS Capital is positioned in terms of product offerings, innovation, and market share.
- Check if OFS Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about OFS Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in OFS Capital Corp stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if OFS Capital Corp is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine OFS Capital Stock
Researching OFS Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 23.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.7. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. OFS Capital Corp has Price/Earnings To Growth (PEG) ratio of 1.67. The entity last dividend was issued on the 20th of June 2025.
To determine if OFS Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding OFS Capital's research are outlined below:
| About 23.0% of the company outstanding shares are owned by corporate insiders | |
| On 30th of June 2025 OFS Capital paid $ 0.34 per share dividend to its current shareholders |
OFS Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in OFS Capital Corp. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to OFS Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 1st of March 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 1st of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
OFS Capital's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 111.2 M.OFS Capital's profitablity analysis
The company has Net Profit Margin of 0.69 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.71 %, which entails that for every 100 dollars of revenue, it generated $0.71 of operating income.Determining OFS Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if OFS Capital is a good buy. For example, gross profit margin measures OFS Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of OFS Capital's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in OFS Capital's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of OFS Capital Corp. Check OFS Capital's Beneish M Score to see the likelihood of OFS Capital's management manipulating its earnings.
Basic technical analysis of OFS Stock
As of the 3rd of August, OFS Capital holds the Risk Adjusted Performance of 0.0269, semi deviation of 1.22, and Market Risk Adjusted Performance of 0.1473. Concerning fundamental indicators, the technical analysis model allows you to check practical technical drivers of OFS Capital, as well as the relationship between them. Please check OFS Capital Corp information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if OFS Capital Corp is priced more or less accurately, providing market reflects its current price of 8.3 per share. Given that OFS Capital has jensen alpha of 0.0077, we recommend you to check out OFS Capital Corp's recent market performance to make sure the company can sustain itself at some point in the future.OFS Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific OFS Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on OFS Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases OFS Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Cerny Jeffrey A over three months ago Disposition of tradable shares by Cerny Jeffrey A of OFS Capital subject to Rule 16b-3 | ||
Pittson Glenn R. over six months ago Acquisition by Pittson Glenn R. of 2000 shares of OFS Capital at 12.53 subject to Rule 16b-3 | ||
Bilal Rashid over six months ago Acquisition by Bilal Rashid of tradable shares of OFS Capital at 4.95 subject to Rule 16b-3 | ||
Oi3, Llc over a year ago Discretionary transaction by Oi3, Llc of tradable shares of OFS Capital subject to Rule 16b-3 | ||
Eric Rubenfeld over a year ago Disposition of 1000 shares by Eric Rubenfeld of OFS Capital at 11.0201 subject to Rule 16b-3 | ||
Oi3 Llc over a year ago OFS Capital exotic insider transaction detected |
OFS Capital's Outstanding Corporate Bonds
OFS Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. OFS Capital Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most OFS bonds can be classified according to their maturity, which is the date when OFS Capital Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| O REILLY AUTOMOTIVE Corp BondUS67103HAE71 | View | |
| ORLY 47 15 JUN 32 Corp BondUS67103HAL15 | View | |
| US67103HAK32 Corp BondUS67103HAK32 | View | |
| US67103HAJ68 Corp BondUS67103HAJ68 | View | |
| US67103HAH03 Corp BondUS67103HAH03 | View | |
| O REILLY AUTOMOTIVE Corp BondUS67103HAG20 | View | |
| O REILLY AUTOMOTIVE Corp BondUS67103HAF47 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View |
Understand OFS Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing OFS Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0269 | |||
| Market Risk Adjusted Performance | 0.1473 | |||
| Mean Deviation | 1.05 | |||
| Semi Deviation | 1.22 | |||
| Downside Deviation | 1.35 | |||
| Coefficient Of Variation | 3520.81 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.11 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0077 | |||
| Total Risk Alpha | (0.16) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.1373 | |||
| Maximum Drawdown | 7.42 | |||
| Value At Risk | (2.12) | |||
| Potential Upside | 2.84 | |||
| Downside Variance | 1.83 | |||
| Semi Variance | 1.49 | |||
| Expected Short fall | (1.36) | |||
| Skewness | 0.2777 | |||
| Kurtosis | 0.6161 |
| Risk Adjusted Performance | 0.0269 | |||
| Market Risk Adjusted Performance | 0.1473 | |||
| Mean Deviation | 1.05 | |||
| Semi Deviation | 1.22 | |||
| Downside Deviation | 1.35 | |||
| Coefficient Of Variation | 3520.81 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.11 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0077 | |||
| Total Risk Alpha | (0.16) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.1373 | |||
| Maximum Drawdown | 7.42 | |||
| Value At Risk | (2.12) | |||
| Potential Upside | 2.84 | |||
| Downside Variance | 1.83 | |||
| Semi Variance | 1.49 | |||
| Expected Short fall | (1.36) | |||
| Skewness | 0.2777 | |||
| Kurtosis | 0.6161 |
Consider OFS Capital's intraday indicators
OFS Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of OFS Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
OFS Capital time-series forecasting models is one of many OFS Capital's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary OFS Capital's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
OFS Stock media impact
There is far too much social signal, news, headlines, and media speculation about OFS Capital that are available to investors today. This information is accessible both publicly - through OFS Capital's media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of OFS-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of OFS Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of OFS Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to OFS Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive OFS Capital alpha.
OFS Capital Corporate Management
| Tod JD | Corporate Secretary | Profile | |
| Mukya JD | Chief Officer | Profile | |
| Jeffrey JD | Treasurer CFO | Profile | |
| Kyle Spina | Chief Officer | Profile | |
| Stephen Altebrando | VP Relations | Profile | |
| Ross Teune | Chief Officer | Profile |
Additional Tools for OFS Stock Analysis
When running OFS Capital's price analysis, check to measure OFS Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy OFS Capital is operating at the current time. Most of OFS Capital's value examination focuses on studying past and present price action to predict the probability of OFS Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move OFS Capital's price. Additionally, you may evaluate how the addition of OFS Capital to your portfolios can decrease your overall portfolio volatility.