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Upturn AI SWOT - About
OCCI 
OFS Credit Company Inc (OCCI)
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Upturn Advisory Summary
10/15/2025: 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 -4.41% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 133.59M USD | Price to earnings Ratio 34.43 | 1Y Target Price 7.12 |
Price to earnings Ratio 34.43 | 1Y Target Price 7.12 | ||
Volume (30-day avg) 2 | Beta 0.74 | 52 Weeks Range 4.61 - 6.22 | Updated Date 10/17/2025 |
52 Weeks Range 4.61 - 6.22 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 28.63% | Basic EPS (TTM) 0.14 |
Earnings Date
Report Date - | When - | Estimate - | 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 34.43 | Forward PE - | Enterprise Value 239970976 | Price to Sales(TTM) 3.28 |
Enterprise Value 239970976 | Price to Sales(TTM) 3.28 | ||
Enterprise Value to Revenue 40.56 | Enterprise Value to EBITDA - | Shares Outstanding 27716012 | Shares Floating - |
Shares Outstanding 27716012 | Shares Floating - | ||
Percent Insiders 0.99 | Percent Institutions 4.22 |
Upturn AI SWOT
OFS Credit Company Inc
Company Overview
History and Background
OFS Credit Company, Inc. was formed in 2018 and is focused on generating current income, with a secondary objective of generating capital appreciation. It's externally managed by OFS Capital Management, LLC, an affiliate of OFS Capital Corporation.
Core Business Areas
- Collateralized Loan Obligations (CLOs): OFS Credit Company invests primarily in CLOs, which are securitizations of senior secured loans. These investments can be in the form of debt or equity tranches of CLOs.
Leadership and Structure
Bilal Rashid is the CEO. The company is externally managed by OFS Capital Management, LLC, an affiliate of OFS Capital Corporation.
Top Products and Market Share
Key Offerings
- CLO Investments: OFS Credit Company invests in debt and equity tranches of CLOs. CLOs pool together senior secured loans and then distribute cash flows to different tranches based on their seniority. Market share data is not publicly available as it is investment based, rather than product based. Competitors include other CLO investors and investment managers.
Market Dynamics
Industry Overview
The CLO market is influenced by factors like interest rates, credit spreads, and macroeconomic conditions. Demand for CLOs is driven by investors seeking yield in a low-interest-rate environment.
Positioning
OFS Credit Company is positioned as an investment vehicle specializing in CLO debt and equity. Its competitive advantage lies in its expertise in analyzing and managing CLO investments.
Total Addressable Market (TAM)
The total CLO market is estimated to be over $1 trillion. OFS Credit Company's positioning allows it to capture a portion of this market through strategic investments. Specific TAM for OFS Credit is not publicly available.
Upturn SWOT Analysis
Strengths
- Expertise in CLO investments
- Experienced management team (OFS Capital Management)
- High current income potential
Weaknesses
- Reliance on external management
- Sensitivity to interest rate changes
- Limited diversification beyond CLOs
Opportunities
- Growth in the CLO market
- Increasing demand for income-generating investments
- Potential for capital appreciation in CLO equity tranches
Threats
- Economic downturn affecting loan performance
- Increased regulation of CLOs
- Rising interest rates
Competitors and Market Share
Key Competitors
- OXSQ
- ECC
- EIC
Competitive Landscape
OFS Credit Company competes with other CLO investment firms and BDCs. Its advantages depend on investment strategy and portfolio performance.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on portfolio performance and market conditions. Specific data requires financial statements.
Future Projections: Future projections depend on analyst estimates and CLO market trends. Analyst consensus is needed.
Recent Initiatives: Recent initiatives include strategic portfolio management and capital allocation decisions within the CLO market.
Summary
OFS Credit Company specializes in CLO investments, aiming for current income and capital appreciation. Its dependence on external management and sensitivity to interest rates are potential drawbacks. However, the growing CLO market and demand for income-generating investments offer opportunities. Monitoring economic conditions and regulatory changes is crucial for managing potential threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, SEC reports, Analyst reports.
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial professional.
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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