OFS (OFS Capital) 5-Year Yield-on-Cost %: 36.05 (As of Jul. 02, 2026) — 99% Above Median


OFS OFS Capital Corp OFS
20 GF Score
Price $3.61
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What is OFS Capital 5-Year Yield-on-Cost %?

OFS Capital OFS +1.69% 20 5-Year Yield-on-Cost % is 36.05 as of Jul. 02, 2026, which is 99% above its 10-year median of 18.09. GuruFocus rates OFS with a GF Score™ of 20/100. The stock has 1 warning sign investors should review. Among 1,111 Asset Management companies, OFS Capital ranks better than 98.29% on this metric.

OFS Capital's yield on cost for the quarter that ended in Mar. 2026 was 36.05.


The historical rank and industry rank for OFS Capital's 5-Year Yield-on-Cost % or its related term are showing as below:

OFS' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 10.94   Med: 18.09   Max: 65.09
Current: 36.05


During the past 13 years, OFS Capital's highest Yield on Cost was 65.09. The lowest was 10.94. And the median was 18.09.


OFS's 5-Year Yield-on-Cost % is ranked better than
98.29% of 1111 companies
in the Asset Management industry
Industry Median: 6.46 vs OFS: 36.05

OFS Capital  (NAS:OFS) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


OFS Capital 5-Year Yield-on-Cost % Related Terms


OFS vs RMCO, MLCI, FMY: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, OFS Capital's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 Capital 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, OFS Capital's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where OFS Capital's 5-Year Yield-on-Cost % falls into.


OFS
20GF Score
OFS Capital Corp OFS
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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OFS Capital 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of OFS Capital is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 36.05 mean?
OFS Capital (OFS) has a 5-Year Yield-on-Cost % of 36.05 as of Jul. 02, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on OFS Capital and its competitors. This is 99% above median its historical median of 18.09. Over the past decade, OFS Capital's 5-Year Yield-on-Cost % has ranged from 10.94 to 65.09. According to the industry distribution chart, OFS Capital ranks #19 out of 1111 companies in the Asset Management industry, placing it in the top 1.7%.
Is OFS Capital's 5-Year Yield-on-Cost % too high?
OFS Capital's current 5-Year Yield-on-Cost % of 36.05 is 99% above median its 10-year median of 18.09. Over the past 10 years, this metric has ranged from a low of 10.94 to a high of 65.09. The Asset Management industry median 5-Year Yield-on-Cost % is 6.46. OFS Capital's value of 36.05 is 458% above this industry median. Based on the distribution chart, OFS Capital ranks #19 out of 1111 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, OFS Capital has a GF Score™ of 20/100, reflecting its overall financial health beyond just this single metric.
How does OFS Capital's 5-Year Yield-on-Cost % compare to RMCO and MLCI?
According to the Asset Management industry distribution chart, OFS Capital ranks #19 out of 1111 companies for 5-Year Yield-on-Cost %. This places OFS Capital in the top 2% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.46. OFS Capital's value of 36.05 is 458% above this benchmark. Historically, OFS Capital's own 5-Year Yield-on-Cost % has ranged from 10.94 to 65.09 over the past decade. While the company's 10-year median is 18.09 vs. the industry median of 6.46, OFS Capital has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.46, based on 1,111 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. OFS Capital's current 5-Year Yield-on-Cost % of 36.05 is 458% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on OFS Capital and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. OFS Capital's current 5-Year Yield-on-Cost % is 36.05, which is 99% above median its own 10-year median of 18.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is OFS Capital stock overvalued right now?
OFS Capital (OFS) has a current 5-Year Yield-on-Cost % of 36.05. The current 5-Year Yield-on-Cost % is 36.05, which is 99% above median its 10-year median of 18.09 and 458% above the Asset Management industry median of 6.46. OFS Capital's overall GF Score™ is 20/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For OFS Capital (OFS), the current 5-Year Yield-on-Cost % is 36.05 as of Jul. 02, 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 Capital Business Description

Other Exchanges 9UD:Germany
Address 222 West Adams Street, Suite 1850, Chicago, IL, USA, 60606
OFS Capital Corp is an externally managed, closed-end, non-diversified management investment company. Its investment objective is to provide its stockholders with both current income and capital appreciation through debt investments and, to a lesser extent, equity investments.
20GF Score

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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