Correlation
The correlation between OFS and ARLP is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
OFS vs. ARLP
Compare and contrast key facts about OFS Capital Corporation (OFS) and Alliance Resource Partners, L.P. (ARLP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OFS or ARLP.
Performance
OFS vs. ARLP - Performance Comparison
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Key characteristics
OFS:
-0.00
ARLP:
0.82
OFS:
0.26
ARLP:
1.18
OFS:
1.03
ARLP:
1.16
OFS:
0.05
ARLP:
1.47
OFS:
0.14
ARLP:
3.47
OFS:
10.12%
ARLP:
6.03%
OFS:
25.68%
ARLP:
26.50%
OFS:
-69.09%
ARLP:
-90.52%
OFS:
-17.04%
ARLP:
-6.26%
Fundamentals
OFS:
$111.47M
ARLP:
$3.34B
OFS:
$2.25
ARLP:
$2.13
OFS:
3.70
ARLP:
12.22
OFS:
1.67
ARLP:
-1.04
OFS:
2.53
ARLP:
1.43
OFS:
0.70
ARLP:
1.85
OFS:
$42.82M
ARLP:
$2.34B
OFS:
$37.32M
ARLP:
$1.39B
OFS:
$50.02M
ARLP:
$138.81B
Returns By Period
In the year-to-date period, OFS achieves a 6.88% return, which is significantly higher than ARLP's 4.25% return. Both investments have delivered pretty close results over the past 10 years, with OFS having a 8.50% annualized return and ARLP not far ahead at 8.51%.
OFS
6.88%
-5.02%
10.73%
-1.38%
-1.35%
24.60%
8.50%
ARLP
4.25%
-1.61%
-2.91%
17.66%
22.63%
65.88%
8.51%
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Risk-Adjusted Performance
OFS vs. ARLP — Risk-Adjusted Performance Rank
OFS
ARLP
OFS vs. ARLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Alliance Resource Partners, L.P. (ARLP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
OFS vs. ARLP - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 16.35%, more than ARLP's 10.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | 16.35% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 16.32% | 11.43% | 9.88% | 11.85% | 11.54% |
ARLP Alliance Resource Partners, L.P. | 10.76% | 10.65% | 13.22% | 7.38% | 3.16% | 8.93% | 19.82% | 11.94% | 9.54% | 8.85% | 19.74% | 5.74% |
Drawdowns
OFS vs. ARLP - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum ARLP drawdown of -90.52%. Use the drawdown chart below to compare losses from any high point for OFS and ARLP.
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Volatility
OFS vs. ARLP - Volatility Comparison
OFS Capital Corporation (OFS) and Alliance Resource Partners, L.P. (ARLP) have volatilities of 6.77% and 7.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
OFS vs. ARLP - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and Alliance Resource Partners, L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OFS vs. ARLP - Profitability Comparison
OFS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, OFS Capital Corporation reported a gross profit of 9.58M and revenue of 9.58M. Therefore, the gross margin over that period was 100.0%.
ARLP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Alliance Resource Partners, L.P. reported a gross profit of 540.47M and revenue of 540.47M. Therefore, the gross margin over that period was 100.0%.
OFS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, OFS Capital Corporation reported an operating income of 8.75M and revenue of 9.58M, resulting in an operating margin of 91.3%.
ARLP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Alliance Resource Partners, L.P. reported an operating income of 94.28M and revenue of 540.47M, resulting in an operating margin of 17.4%.
OFS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, OFS Capital Corporation reported a net income of -7.29M and revenue of 9.58M, resulting in a net margin of -76.1%.
ARLP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Alliance Resource Partners, L.P. reported a net income of 73.98M and revenue of 540.47M, resulting in a net margin of 13.7%.