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OCCI 
OFS Credit Company Inc (OCCI)
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Upturn Advisory Summary
12/04/2025: OCCI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $7.12
1 Year Target Price $7.12
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.4% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 135.25M USD | Price to earnings Ratio 34.86 | 1Y Target Price 7.12 |
Price to earnings Ratio 34.86 | 1Y Target Price 7.12 | ||
Volume (30-day avg) 2 | Beta 0.71 | 52 Weeks Range 4.31 - 6.07 | Updated Date 11/13/2025 |
52 Weeks Range 4.31 - 6.07 | Updated Date 11/13/2025 | ||
Dividends yield (FY) 27.60% | Basic EPS (TTM) 0.14 |
Earnings Date
Report Date 2025-12-10 | When - | Estimate 0.37 | Actual - |
Profitability
Profit Margin 10.92% | Operating Margin (TTM) 69.04% |
Management Effectiveness
Return on Assets (TTM) 7.3% | Return on Equity (TTM) 3.06% |
Valuation
Trailing PE 34.86 | Forward PE - | Enterprise Value 244959856 | Price to Sales(TTM) 3.42 |
Enterprise Value 244959856 | Price to Sales(TTM) 3.42 | ||
Enterprise Value to Revenue 36.76 | Enterprise Value to EBITDA - | Shares Outstanding 27716012 | Shares Floating - |
Shares Outstanding 27716012 | Shares Floating - | ||
Percent Insiders 0.99 | Percent Institutions 4.12 |
Upturn AI SWOT
OFS Credit Company Inc
Company Overview
History and Background
OFS Credit Company, Inc. (OCCI) was formed in 2012 and is externally managed. It primarily invests in structured credit investments. Details on early milestones are limited; the company's focus has remained largely consistent on credit investments since its inception.
Core Business Areas
- Structured Credit Investments: OFS Credit Company primarily invests in structured credit investments, including collateralized loan obligations (CLOs) and other asset-backed securities.
Leadership and Structure
OFS Credit Company is externally managed by OFS Capital Management, LLC. The leadership team primarily consists of individuals within OFS Capital Management, focusing on investment strategy and portfolio management.
Top Products and Market Share
Key Offerings
- CLO Investments: OFS Credit Company invests primarily in CLO equity and debt tranches. Market share data is difficult to directly attribute as OCCI invests, rather than issues, CLOs. Competitors include other funds with similar CLO strategies, such as Eagle Point Credit Company (ECC) and Oxford Lane Capital Corp (OXLC).
Market Dynamics
Industry Overview
The structured credit market, specifically CLOs, is influenced by interest rates, credit spreads, and overall economic conditions. Demand for CLOs is driven by institutional investors seeking yield in a low-rate environment.
Positioning
OFS Credit Company is positioned as a specialized investment firm focused on CLOs, aiming to generate income and capital appreciation through active portfolio management. Their competitive advantage lies in their expertise in analyzing and selecting CLO investments.
Total Addressable Market (TAM)
The CLO market is estimated in the trillions of dollars globally. OFS Credit Company aims to capture returns from specific tranches within this large market, acting as an investor rather than a direct originator. Specific figures for addressable markets for investors is not readily published as the market is for the CLO securities themselves, and not the investment strategy.
Upturn SWOT Analysis
Strengths
- Specialized expertise in structured credit
- Experienced management team
- Potential for high current income
- Access to institutional capital
Weaknesses
- External management structure
- Concentration in CLO investments
- Sensitivity to interest rate changes
- Leverage increasing risk
Opportunities
- Expanding structured credit market
- Increasing demand for alternative investments
- Potential for strategic acquisitions
- Ability to capitalize on market dislocations
Threats
- Economic downturns
- Increased regulation of CLOs
- Rising interest rates
- Increased competition in the CLO market
Competitors and Market Share
Key Competitors
- ECC
- OXLC
- XFLT
Competitive Landscape
OFS Credit Company competes with other CLO investment firms based on investment performance, dividend yields, and expense ratios. Their expertise in structured credit and capital raising capabilities are key competitive factors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the performance of their CLO investments and the broader market conditions.
Future Projections: Future projections depend on the continued growth of the structured credit market and OCCI's ability to generate returns from its investments. Analyst ratings are not available.
Recent Initiatives: Recent initiatives likely involve adjustments to their investment portfolio and capital structure to optimize returns within current market conditions. See press releases for latest information.
Summary
OFS Credit Company is a niche player specializing in CLO investments. Its strength lies in its expertise, but external management and market volatility pose risks. Future performance hinges on its ability to navigate market conditions and manage its portfolio effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Market share data is an estimate. Financial data may not be available to fully assess the financial performance of the company.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About OFS Credit Company Inc
Exchange NASDAQ | Headquaters Chicago, IL, United States | ||
IPO Launch date 2018-10-05 | Chairman, President & CEO Mr. Bilal Rashid | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.ofscreditcompany.com |
Full time employees - | Website https://www.ofscreditcompany.com | ||
OFS Credit Company, Inc. is a fund of OFS Advisor.
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