OFS vs INCR

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

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

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

OFS vs INCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

OFS

$49M

Winner

INCR

$49M

Max Drawdown

Winner

OFS

81.60%

INCR

98.80%

Sharpe Ratio

OFS

-1.07

Winner

INCR

-0.84

5Y Beta

OFS

0.53

Winner

INCR

0.51

Industry

OFS

Asset Management

INCR

Drug Manufacturers - Specialty & Generic

P/E Ratio

OFS

-2.19

Winner

INCR

-4.88

Forward P/E

OFS

9.20

Winner

INCR

6.18

PEG Ratio

OFS

1.83

INCR

N/A

Dividend Yield

OFS

23.70%

INCR

N/A

5Y Dividends CAGR

OFS

10.57%

INCR

N/A

Debt to Equity

Winner

OFS

0.00%

INCR

46.15%

Free Cash Flow Yield

OFS

N/A

INCR

8.55%

P/S Ratio

OFS

1.35

Winner

INCR

0.57

P/B Ratio

Winner

OFS

0.43

INCR

0.43

OFS vs INCR - Historical Returns

Returns include dividend reinvestment.

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

Winner

OFS

+3.46%

INCR

-6.14%

Winner

OFS

+12.17%

INCR

+0.59%

OFS

-4.42%

Winner

INCR

-3.24%

Winner

OFS

-48.61%

INCR

-49.04%

5Y(CAGR)

Winner

OFS

-6.66%

INCR

-34.07%

10Y(CAGR)

Winner

OFS

-0.58%

INCR

-32.90%

Max(CAGR)

Winner

OFS

+1.98%

INCR

-23.65%

OFS vs INCR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

OFS vs INCR Drawdown Comparison

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

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

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

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

Correlation

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

-0.69

-101