OFSSH vs NC

Comparison between OFS Capital Corp (OFSSH, Company) and Nacco Industries Inc - Class A (NC, Company).

5-Year PerformanceNC has outperformed OFSSH, delivering a return of +11.8% compared to +4.1%

OFSSH vs NC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OFSSH(COMPANY)	NC(COMPANY)
Market Cap	$317M	$317M
Max Drawdown	24.47%	92.04%
Sharpe Ratio	0.46	0.47
5Y Beta	0.02	0.68
Industry	N/A	Thermal Coal
P/E Ratio	-14.28	12.85
Forward P/E	N/A	6.57
PEG Ratio	N/A	0.30
Dividend Yield	N/A	2.43%
5Y Dividends CAGR	N/A	5.65%
5Y EPS CAGR	N/A	-11.72%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	20.36%	8.12%
P/S Ratio	N/A	1.16
P/B Ratio	N/A	0.71

Market Cap

Winner

OFSSH

$317M

Max Drawdown

Winner

OFSSH

24.47%

92.04%

Sharpe Ratio

OFSSH

0.46

Winner

0.47

5Y Beta

Winner

OFSSH

0.02

0.68

Industry

OFSSH

N/A

Thermal Coal

P/E Ratio

Winner

OFSSH

-14.28

12.85

Forward P/E

OFSSH

N/A

6.57

PEG Ratio

OFSSH

N/A

0.30

Dividend Yield

OFSSH

N/A

2.43%

5Y Dividends CAGR

OFSSH

N/A

5.65%

5Y EPS CAGR

OFSSH

N/A

-11.72%

Debt to Equity

OFSSH

0.00%

Free Cash Flow Yield

Winner

OFSSH

20.36%

8.12%

P/S Ratio

OFSSH

N/A

1.16

P/B Ratio

OFSSH

N/A

0.71

OFSSH vs NC - Historical Returns

Returns include dividend reinvestment.

Period	OFSSH	NC
1 month	+0.19%	-10.29%
3 months	+1.08%	-16.20%
6 months	+2.40%	-22.44%
1 year	+6.87%	+16.32%
5 years(CAGR)	+4.09%	+11.79%
10 years(CAGR)	N/A	+11.89%
Max(CAGR)	+4.09%	+11.62%

Winner

OFSSH

+0.19%

-10.29%

Winner

OFSSH

+1.08%

-16.20%

Winner

OFSSH

+2.40%

-22.44%

OFSSH

+6.87%

Winner

+16.32%

5Y(CAGR)

OFSSH

+4.09%

Winner

+11.79%

10Y(CAGR)

OFSSH

N/A

+11.89%

Max(CAGR)

OFSSH

+4.09%

Winner

+11.62%

OFSSH vs NC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OFSSH	NC
2026	+3.98%	-10.11%
2025	+10.64%	+67.77%
2024	+8.04%	-16.30%
2023	+8.76%	+3.63%
2022	-12.10%	+2.63%
2021	+1.46%	+49.52%
2020	N/A	-41.53%
2019	N/A	+44.20%
2018	N/A	-11.52%
2017	N/A	+59.47%
2016	N/A	+116.88%
2015	N/A	-24.39%
2014	N/A	-1.96%
2013	N/A	+0.53%
2012	N/A	+113.86%
2011	N/A	-17.17%
2010	N/A	+110.82%
2009	N/A	+35.24%
2008	N/A	-59.42%
2007	N/A	-26.49%
2006	N/A	+14.42%
2005	N/A	+13.62%
2004	N/A	+18.01%
2003	N/A	+108.45%
2002	N/A	-21.08%
2001	N/A	+35.14%
2000	N/A	-16.01%
1999	N/A	+18.11%

OFSSH vs NC Drawdown Comparison

The maximum drawdown for OFSSH was -21.25%, occurring on Oct 25, 2022. Recovery took 677 trading sessions.

The maximum drawdown for NC was -91.51%, occurring on Mar 9, 2009. Recovery took 1351 trading sessions.

The current OFSSH drawdown is -1.09%. The current NC drawdown is -27.15%.

Rank	OFSSH	NC
#1	-21.25% Jan 14, 2022 - Sep 26, 2024	-91.51% May 29, 2007 - Oct 4, 2012
#2	-2.51% May 21, 2026 - Jun 29, 2026	-71.91% Oct 17, 2019 - Feb 17, 2026
#3	-1.92% Jul 15, 2026 - Aug 3, 2026	-54.04% Jul 19, 2001 - Aug 21, 2003
#4	-1.87% Jan 15, 2026 - May 1, 2026	-38.62% Dec 31, 1999 - Jan 31, 2001
#5	-1.86% Oct 15, 2025 - Jan 5, 2026	-37.93% Nov 21, 2017 - May 2, 2019
#6	-1.73% Mar 21, 2025 - May 8, 2025	-35.65% Nov 23, 2016 - Oct 2, 2017
#7	-1.49% Aug 18, 2025 - Sep 17, 2025	-35.52% Jan 10, 2013 - Aug 12, 2016
#8	-1.45% Dec 10, 2024 - Jan 3, 2025	-30.66% Mar 2, 2026 - Aug 11, 2026
#9	-1.35% Sep 17, 2025 - Oct 15, 2025	-29.55% May 4, 2006 - Apr 23, 2007
#10	-1.17% Nov 2, 2021 - Dec 21, 2021	-19.02% Jul 1, 2004 - Nov 3, 2004
#11	-1.07% Jul 31, 2025 - Aug 18, 2025	-18.41% Jan 20, 2004 - Jun 30, 2004
#12	-0.97% Feb 14, 2025 - Mar 3, 2025	-15.67% Mar 4, 2005 - Jul 28, 2005
#13	-0.78% Dec 21, 2021 - Dec 30, 2021	-15.00% Dec 1, 2004 - Mar 2, 2005
#14	-0.78% Oct 24, 2024 - Nov 19, 2024	-14.74% Oct 26, 2017 - Nov 8, 2017
#15	-0.75% Jan 3, 2025 - Jan 10, 2025	-13.97% Mar 9, 2001 - May 8, 2001

Correlation

Correlation between OFSSH and NC is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50

-101

Dividend Comparison (1999 - 2026)

OFSSH vs NC dividend yield comparison.

Year	OFSSH	NC
2026	3.91%	1.21%
2025	5.22%	2.01%
2024	5.48%	3.02%
2023	5.60%	2.36%
2022	5.83%	2.16%
2021	0.00%	2.16%
2020	0.00%	2.92%
2019	0.00%	1.57%
2018	0.00%	1.95%
2017	0.00%	235.88%
2016	0.00%	1.18%
2015	0.00%	2.48%
2014	0.00%	1.72%
2013	0.00%	1.61%
2012	0.00%	149.67%
2011	0.00%	2.38%
2010	0.00%	1.92%
2009	0.00%	4.15%
2008	0.00%	5.47%
2007	0.00%	1.99%
2006	0.00%	1.39%
2005	0.00%	1.58%
2004	0.00%	1.59%
2003	0.00%	1.41%
2002	0.00%	2.22%
2001	0.00%	1.64%
2000	0.00%	2.04%
1999	0.00%	0.39%