OFS Credit Company, Inc. OCCI

Competitive advantage analysis · financial-services

Asset Management Specialized
Overall moat score
41/100
Developing

Ranked against 174 peers in Asset Management

About OFS Credit Company, Inc.

OFS Credit Company, Inc. is a fund of OFS Advisor. Full OCCI analysis →

Key strengths

  • Strong Cash Conversion Cash conversion quality is high (score 0.96).
  • Reliable Cash Generation Cash reliability is strong (score 0.96).

Key risks

  • Below-Peer Return on Equity Return on equity lags peers (score 0.14).
  • AUM Retention Risk Revenue stickiness is low (stability score 0.08).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Developing
31
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Signals, strengths and risks for Fee Revenue Quality

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Signals, strengths and risks for Client Retention & Revenue Stickiness

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Signals, strengths and risks for Compensation Discipline

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Earnings Quality & Cash Conversion

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Signals, strengths and risks for Balance Sheet Strength

Where OCCI ranks in Asset Management

OFS Credit Company, Inc. ranks #118 of 173 scored companies in Asset Management by moat score — the top 68%. The widest moat in the group is Sound Point Meridian Capital Inc (SPMC) at 77/100.

# Company Moat score Rating
114 U.S. Global Investors, Inc. GROW 43/100 Developing
115 Pearl Diver Credit Company Inc PDCC 43/100 Developing
116 Equus Total Return, Inc. EQS 42/100 Developing
117 The Carlyle Group Inc. CG 42/100 Developing
118 OFS Credit Company, Inc. OCCI 41/100 Developing
119 OFS Credit Company, Inc. - 5.25 OCCIN 41/100 Developing
120 OFS Credit Company, Inc. - 6.12 OCCIO 41/100 Developing
121 TriplePoint Venture Growth BDC TPVG 41/100 Developing
122 DigitalBridge Group, Inc. DBRG 40/100 Developing

See every Asset Management & Capital Markets company ranked by moat score →

How OCCI scores on the Asset Management Specialized defenses

Fee Revenue Quality

Score 31 · 20% of the moat score

Fee revenue quality is the ability to charge above the industry's falling average and keep charging it.

Client Retention & Revenue Stickiness

Score 52 · 18% of the moat score

Assets under management leave far more easily than they arrive, and the fee leaves with them.

Compensation Discipline

Score 30 · 18% of the moat score

Compensation is the largest expense in asset management and the one that decides whether a good year ever reaches shareholders.

Capital Efficiency

Score 18 · 20% of the moat score

Asset managers are asset-light: with little capital employed, a healthy business should earn a very high return on equity, and a merely average one is a real warning.

Earnings Quality & Cash Conversion

Score 69 · 14% of the moat score

Reported profits here can be flattered by performance fees, seed-capital gains and consolidated fund accounting, none of which recur reliably.

Balance Sheet Strength

Score 70 · 10% of the moat score

Because the business needs so little capital, an asset manager carrying meaningful debt has usually borrowed to buy another manager or to fund distributions.

How each Asset Management Specialized defense is measured, in full →

Understanding OCCI's moat

What is OFS Credit Company, Inc.'s moat score?

OFS Credit Company, Inc. (OCCI) scores 41 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #118 of 173 scored companies in Asset Management, the top 68%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 174 companies in Asset Management. Its strongest defense is Balance Sheet Strength (70/100) and its weakest is Capital Efficiency (18/100).

How does OFS Credit Company, Inc. compare with other Asset Management companies?

OFS Credit Company, Inc. ranks #118 of 173 scored companies in Asset Management by moat score. The widest moat in Asset Management is Sound Point Meridian Capital Inc (SPMC) at 77/100. The companies ranked closest are The Carlyle Group Inc. (CG) at 42 just above it and OFS Credit Company, Inc. - 5.25 (OCCIN) at 41 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Asset Management Specialized in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 174 companies in Asset Management. The defenses are then weighted to produce the overall score out of 100.

Why is OFS Credit Company, Inc. scored with the Asset Management Specialized template?

An asset manager owns almost nothing. It charges a fee on someone else's money, pays much of that fee out in compensation, and keeps the remainder — so its economics turn on the fee rate it can defend, whether client money stays, and how much revenue survives the bonus pool. The Asset Management template scores those questions rather than the balance sheet, which in this industry is largely beside the point.

Which competitive defenses are measured for OFS Credit Company, Inc.?

The Asset Management Specialized template measures 6 defenses, and OCCI scores: Fee Revenue Quality (31), Client Retention & Revenue Stickiness (52), Compensation Discipline (30), Capital Efficiency (18), Earnings Quality & Cash Conversion (69), Balance Sheet Strength (70). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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