INCR vs OFS

Comparison between INC Research Holdings Inc (INCR, Company) and OFS Capital Corp (OFS, Company).

INCR is from the Healthcare sector, while OFS is from the Financial Services sector.

5-Year PerformanceOFS has outperformed INCR, delivering a return of -6.7% compared to -34.1%

INCR vs OFS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INCR(COMPANY)	OFS(COMPANY)
Market Cap	$49M	$49M
Max Drawdown	98.80%	81.60%
Sharpe Ratio	-0.84	-1.07
5Y Beta	0.51	0.53
Industry	Drug Manufacturers - Specialty & Generic	Asset Management
P/E Ratio	-4.88	-2.19
Forward P/E	6.18	9.20
PEG Ratio	N/A	1.83
Dividend Yield	N/A	23.70%
5Y Dividends CAGR	N/A	10.57%
Debt to Equity	46.15%	0.00%
Free Cash Flow Yield	8.55%	N/A
P/S Ratio	0.57	1.35
P/B Ratio	0.43	0.43

Market Cap

Winner

INCR

$49M

OFS

$49M

Max Drawdown

INCR

98.80%

Winner

OFS

81.60%

Sharpe Ratio

Winner

INCR

-0.84

OFS

-1.07

5Y Beta

Winner

INCR

0.51

OFS

0.53

Industry

INCR

Drug Manufacturers - Specialty & Generic

OFS

Asset Management

P/E Ratio

Winner

INCR

-4.88

OFS

-2.19

Forward P/E

Winner

INCR

6.18

OFS

9.20

PEG Ratio

INCR

N/A

OFS

1.83

Dividend Yield

INCR

N/A

OFS

23.70%

5Y Dividends CAGR

INCR

N/A

OFS

10.57%

Debt to Equity

INCR

46.15%

Winner

OFS

0.00%

Free Cash Flow Yield

INCR

8.55%

OFS

N/A

P/S Ratio

Winner

INCR

0.57

OFS

1.35

P/B Ratio

INCR

0.43

Winner

OFS

0.43

INCR vs OFS - Historical Returns

Returns include dividend reinvestment.

Period	INCR	OFS
1 month	-6.14%	+3.46%
3 months	+0.59%	+12.17%
6 months	-3.24%	-4.42%
1 year	-49.04%	-48.61%
5 years(CAGR)	-34.07%	-6.66%
10 years(CAGR)	-32.90%	-0.58%
Max(CAGR)	-23.65%	+1.98%

INCR

-6.14%

Winner

OFS

+3.46%

INCR

+0.59%

Winner

OFS

+12.17%

Winner

INCR

-3.24%

OFS

-4.42%

INCR

-49.04%

Winner

OFS

-48.61%

5Y(CAGR)

INCR

-34.07%

Winner

OFS

-6.66%

10Y(CAGR)

INCR

-32.90%

Winner

OFS

-0.58%

Max(CAGR)

INCR

-23.65%

Winner

OFS

+1.98%

INCR vs OFS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	INCR	OFS
2026	-17.33%	-16.61%
2025	-42.41%	-30.60%
2024	+21.94%	-17.37%
2023	-63.67%	+30.26%
2022	-52.92%	+4.27%
2021	-4.00%	+70.05%
2020	N/A	-22.41%
2019	N/A	+16.22%
2018	-8.16%	-0.81%
2017	-15.91%	-6.03%
2016	+12.85%	+31.57%
2015	+94.58%	+10.31%
2014	+25.38%	+4.82%
2013	N/A	+0.14%
2012	N/A	-4.60%

INCR vs OFS Drawdown Comparison

The maximum drawdown for INCR was -98.80%, occurring on Mar 25, 2026. This drawdown has not yet recovered.

The maximum drawdown for OFS was -69.09%, occurring on Mar 18, 2020. Recovery took 325 trading sessions.

The current INCR drawdown is -98.60%. The current OFS drawdown is -55.24%.

Rank	INCR	OFS
#1	-98.80% Jun 19, 2017 - Mar 25, 2026	-69.09% Feb 18, 2020 - Jun 2, 2021
#2	-29.33% Aug 5, 2015 - Apr 25, 2016	-66.65% Jan 23, 2024 - Mar 20, 2026
#3	-27.67% Feb 27, 2017 - May 16, 2017	-39.47% Apr 1, 2022 - Sep 18, 2023
#4	-26.64% Apr 25, 2016 - Nov 11, 2016	-22.16% Mar 28, 2017 - Apr 11, 2019
#5	-17.98% Jan 12, 2015 - Feb 24, 2015	-21.20% Mar 1, 2013 - Jun 17, 2014
#6	-17.82% Apr 28, 2015 - Jun 3, 2015	-18.36% Jun 22, 2015 - Jan 6, 2016
#7	-10.40% Mar 19, 2015 - Apr 27, 2015	-17.84% Sep 20, 2023 - Dec 18, 2023
#8	-9.58% Jun 23, 2015 - Jul 14, 2015	-14.74% Nov 5, 2021 - Mar 9, 2022
#9	-8.88% Dec 3, 2014 - Dec 22, 2014	-13.80% Jan 6, 2016 - Mar 11, 2016
#10	-7.64% Jul 20, 2015 - Jul 30, 2015	-12.67% Jun 21, 2021 - Aug 10, 2021
#11	-6.47% Dec 29, 2014 - Jan 8, 2015	-11.87% Jun 19, 2019 - Feb 18, 2020
#12	-5.83% Jan 10, 2017 - Feb 1, 2017	-11.77% Jul 7, 2014 - Mar 2, 2015
#13	-5.35% Nov 25, 2016 - Dec 15, 2016	-11.21% Oct 25, 2016 - Dec 27, 2016
#14	-4.53% Feb 25, 2015 - Mar 12, 2015	-10.24% Nov 8, 2012 - Nov 29, 2012
#15	-4.46% Jun 8, 2017 - Jun 19, 2017	-9.38% Jun 3, 2016 - Jul 8, 2016

Correlation

Correlation between INCR and OFS is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101