Comparison of Nuveen New Jersey Municipal Value Fund (NJV) and OFS Capital Corporation (NASDAQ:OFS)

We will be contrasting the differences between Nuveen New Jersey Municipal Value Fund (NYSE:NJV) and OFS Capital Corporation (NASDAQ:OFS) as far as risk, analyst recommendations, profitability, dividends, earnings and valuation, institutional ownership are concerned. The two businesses are rivals in the Asset Management industry.

Earnings and Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Nuveen New Jersey Municipal Value Fund 14 19.18 N/A 0.52 26.47
OFS Capital Corporation 12 3.16 N/A 0.74 15.01

Table 1 shows top-line revenue, earnings per share (EPS) and valuation of the two companies. OFS Capital Corporation appears to has lower revenue, but higher earnings than Nuveen New Jersey Municipal Value Fund. The business that Currently has a higher P/E ratio is considered the more expensive of the two businesses. Nuveen New Jersey Municipal Value Fund has been trading at a higher P/E ratio than OFS Capital Corporation, which means that it is at the moment the more expensive of the two companies.

Profitability

Table 2 hightlights the net margins, return on equity and return on assets of the two companies.

Net Margins Return on Equity Return on Assets
Nuveen New Jersey Municipal Value Fund 0.00% 0% 0%
OFS Capital Corporation 0.00% 0% 0%

Analyst Recommendations

Nuveen New Jersey Municipal Value Fund and OFS Capital Corporation Ratings and Recommendations are available on the next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
Nuveen New Jersey Municipal Value Fund 0 0 0 0.00
OFS Capital Corporation 0 0 1 3.00

OFS Capital Corporation on the other hand boasts of a $12 average target price and a 3.99% potential upside.

Institutional & Insider Ownership

Nuveen New Jersey Municipal Value Fund and OFS Capital Corporation has shares owned by institutional investors as follows: 19.9% and 24.08%. Competitively, OFS Capital Corporation has 22.08% of it’s share owned by insiders.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Nuveen New Jersey Municipal Value Fund 0.22% 2.55% 2.73% 6.39% 8.58% 7.22%
OFS Capital Corporation -0.63% -10.11% -11.76% -2.04% -3.92% 4.06%

For the past year Nuveen New Jersey Municipal Value Fund was more bullish than OFS Capital Corporation.

Summary

Nuveen New Jersey Municipal Value Fund beats on 6 of the 8 factors OFS Capital Corporation.

OFS Capital Corporation is a business development company specializing in direct and fund investments as well as add-on acquisitions. It does not invest in operational turnarounds or start-up businesses. For direct, it specializes in debt and structured equity investments, recapitalizations and refinancing, management and leveraged buyouts, acquisition financings, shareholder liquidity events, growth capital, independent sponsor transactions, ESOPs, and minority investments in the lower middle market companies. It invests in the aerospace and defense, business services, consumer products and services, food and beverage, health care services, specialty chemicals, transportation and logistics, distribution, franchising, and industrial and niche manufacturing sectors. The fund invests in companies based in United States. It seeks to invest between $3 million and $20 million in companies with revenues between $10 million and $200 million, Annual EBITDA between $3 million and $30 million, and Enterprise value between $10 million and $500 million. The fund seeks to invest in companies with debt values between $5 million and $25 million. The fund uses senior secured, unitranche loans, first-lien, second-lien, mezzanine loans, warrants, and preferred equity securities and common equity securities. It prefers to take a minority stake in the investments made. It also co-invests with its partners for additional capital.

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