Correlation
The correlation between OFS and FMS 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. FMS
Compare and contrast key facts about OFS Capital Corporation (OFS) and Fresenius Medical Care AG & Co. KGaA (FMS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OFS or FMS.
Performance
OFS vs. FMS - Performance Comparison
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Key characteristics
OFS:
-0.00
FMS:
1.38
OFS:
0.26
FMS:
1.87
OFS:
1.03
FMS:
1.24
OFS:
0.05
FMS:
0.58
OFS:
0.14
FMS:
5.93
OFS:
10.12%
FMS:
6.21%
OFS:
25.68%
FMS:
28.15%
OFS:
-69.09%
FMS:
-77.28%
OFS:
-17.04%
FMS:
-41.31%
Fundamentals
OFS:
$111.47M
FMS:
$16.70B
OFS:
$2.25
FMS:
$1.18
OFS:
3.70
FMS:
24.07
OFS:
1.67
FMS:
0.98
OFS:
2.53
FMS:
0.86
OFS:
0.70
FMS:
1.03
OFS:
$42.82M
FMS:
$19.49B
OFS:
$37.32M
FMS:
$4.77B
OFS:
$50.02M
FMS:
$2.60B
Returns By Period
In the year-to-date period, OFS achieves a 6.88% return, which is significantly lower than FMS's 28.90% return. Over the past 10 years, OFS has outperformed FMS with an annualized return of 8.50%, while FMS has yielded a comparatively lower -2.16% annualized return.
OFS
6.88%
-5.02%
10.73%
-1.38%
-1.35%
24.60%
8.50%
FMS
28.90%
14.04%
32.53%
37.20%
0.35%
-4.92%
-2.16%
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Risk-Adjusted Performance
OFS vs. FMS — Risk-Adjusted Performance Rank
OFS
FMS
OFS vs. FMS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Fresenius Medical Care AG & Co. KGaA (FMS). 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. FMS - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 16.35%, more than FMS's 2.77% 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% |
FMS Fresenius Medical Care AG & Co. KGaA | 2.77% | 2.84% | 2.97% | 4.34% | 2.57% | 1.72% | 1.77% | 1.95% | 0.98% | 1.04% | 1.03% | 1.42% |
Drawdowns
OFS vs. FMS - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, smaller than the maximum FMS drawdown of -77.28%. Use the drawdown chart below to compare losses from any high point for OFS and FMS.
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Volatility
OFS vs. FMS - Volatility Comparison
The current volatility for OFS Capital Corporation (OFS) is 6.77%, while Fresenius Medical Care AG & Co. KGaA (FMS) has a volatility of 9.35%. This indicates that OFS experiences smaller price fluctuations and is considered to be less risky than FMS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
OFS vs. FMS - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and Fresenius Medical Care AG & Co. KGaA. 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. FMS - 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%.
FMS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Fresenius Medical Care AG & Co. KGaA reported a gross profit of 1.18B and revenue of 4.88B. Therefore, the gross margin over that period was 24.3%.
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%.
FMS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Fresenius Medical Care AG & Co. KGaA reported an operating income of 331.39M and revenue of 4.88B, resulting in an operating margin of 6.8%.
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%.
FMS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Fresenius Medical Care AG & Co. KGaA reported a net income of 151.22M and revenue of 4.88B, resulting in a net margin of 3.1%.