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OFS Credit CoOCCI +0.38%25 ROA % is -28.68% as of Apr. 2026. GuruFocus rates OCCI with a GF Score™ of 25/100. The stock has 1 warning sign investors should review. Among 1,635 Asset Management companies, OFS Credit Co ranks worse than 89.91% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. OFS Credit Co's annualizedNet Income for the quarter that ended in Apr. 2026 was $-67.56 Mil.
OFS Credit Co's average Total Assets over the quarter that ended in Apr. 2026 was $235.60 Mil. Therefore, OFS Credit Co's annualized ROA % for the quarter that ended in Apr. 2026 was -28.68%.
The historical rank and industry rank for OFS Credit Co's ROA % or its related term are showing as below:
OCCI'
s ROA % Range Over the Past 10 Years
Min: -14 Med: -3.88 Max: 17.75
Current: -14
During the past 8 years, OFS Credit Co's highest ROA % was 17.75%. The lowest was -14.00%. And the median was -3.88%.
OCCI's ROA % is ranked worse than 89.91% of 1635
companies
in the Asset Management industry
Industry Median: 4.07
vs OCCI: -14.00
OFS Credit Co (NAS:OCCI) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is two times the semi-annual (Apr. 2026) net income data. The Revenue data used here is two times the semi-annual (Apr. 2026) revenue data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
OFS Credit Co ROA % Related Terms
OFS Credit Co ROA % Historical Data
* Premium members only.
The historical data trend for OFS Credit Co's ROA % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, OFS Credit Co's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
OFS Credit Co ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, OFS Credit Co's ROA % distribution charts can be found below:
* The bar in red indicates where OFS Credit Co's ROA % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is two times the semi-annual (Apr. 2026) net income data.
ROA % is displayed in the 30-year financial page.
OFS Credit Co (OCCI) has a ROA % of -28.68% as of Apr. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on OFS Credit Co and its competitors. According to the industry distribution chart, OFS Credit Co ranks #1470 out of 1635 companies in the Asset Management industry, placing it in the top 89.9%.
Is OFS Credit Co's ROA % too high?
OFS Credit Co's current ROA % is -28.68%. Based on the distribution chart, OFS Credit Co ranks #1470 out of 1635 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, OFS Credit Co has a GF Score™ of 25/100, reflecting its overall financial health beyond just this single metric.
How does OFS Credit Co's ROA % compare to NMS and GEG?
According to the Asset Management industry distribution chart, OFS Credit Co ranks #1470 out of 1635 companies for ROA %. This places OFS Credit Co in the lower half of its industry. The industry median ROA % is 4.07. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 4.07, based on 1,635 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on OFS Credit Co and its competitors. For the Asset Management industry, the median ROA % is 4.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. OFS Credit Co's current ROA % is -28.68%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is OFS Credit Co stock overvalued right now?
OFS Credit Co (OCCI) has a current ROA % of -28.68%. The current ROA % is -28.68%. OFS Credit Co's overall GF Score™ is 25/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For OFS Credit Co (OCCI), the current ROA % is -28.68% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
OFS Credit Co Inc is a non-diversified, closed-end management investment company. Its investment objective is to generate current income, with a secondary objective to generate capital appreciation through investment in collateralized loan obligation (CLO) equity and debt securities. The company invests in floating rate credit instruments and other structured credit investments, including collateralized loan obligation (CLO) debt and subordinated (i.e., residual or equity) securities; traditional corporate credit investments, including leveraged loans and high yield bonds; opportunistic credit investments, including stressed and distressed credit situations and long/short credit investments; and other credit-related instruments.
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