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OHA Investment

Nasdaq:OHAI
Snowflake Description

Mediocre balance sheet unattractive dividend payer.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
OHAI
Nasdaq
$27M
Market Cap
  1. Home
  2. US
  3. Diversified Financials
Company description

OHA Investment Corporation is a business development company specializing in investments in small and mid size and middle market private companies. The last earnings update was 38 days ago. More info.


Add to Portfolio Compare Print
  • OHA Investment is a fund or ETF! Currently our data availability for these is poor, we only recommend using them as part of a portfolio.
OHAI Share Price and Events
7 Day Returns
1.9%
NasdaqGS:OHAI
0.1%
US Capital Markets
1.3%
US Market
1 Year Returns
39.9%
NasdaqGS:OHAI
28.3%
US Capital Markets
30.3%
US Market
OHAI Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
OHA Investment (OHAI) 1.9% 4.4% -0.4% 39.9% -24.9% -71%
US Capital Markets 0.1% 3.5% 7.4% 28.3% 34.9% 59.7%
US Market 1.3% 3.1% 7% 30.3% 39% 48.5%
1 Year Return vs Industry and Market
  • OHAI outperformed the Capital Markets industry which returned 28.3% over the past year.
  • OHAI outperformed the Market in United States of America which returned 30.3% over the past year.
Price Volatility
OHAI
Industry
5yr Volatility vs Market
Related Companies

Value

 Is OHA Investment undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for OHA Investment. This is due to cash flow or dividend data being unavailable. The share price is $1.315.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for OHA Investment's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are OHA Investment's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NasdaqGS:OHAI PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-09-30) in USD $-0.31
NasdaqGS:OHAI Share Price ** NasdaqGS (2019-12-18) in USD $1.32
United States of America Capital Markets Industry PE Ratio Median Figure of 81 Publicly-Listed Capital Markets Companies 34.48x
United States of America Market PE Ratio Median Figure of 2,927 Publicly-Listed Companies 18.88x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of OHA Investment.

NasdaqGS:OHAI PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGS:OHAI Share Price ÷ EPS (both in USD)

= 1.32 ÷ -0.31

-4.26x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • OHA Investment is loss making, we can't compare its value to the US Capital Markets industry average.
  • OHA Investment is loss making, we can't compare the value of its earnings to the United States of America market.
Price based on expected Growth
Does OHA Investment's expected growth come at a high price?
Raw Data
NasdaqGS:OHAI PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section -4.26x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 0 Analysts
Not available
United States of America Capital Markets Industry PEG Ratio Median Figure of 37 Publicly-Listed Capital Markets Companies 2.2x
United States of America Market PEG Ratio Median Figure of 2,041 Publicly-Listed Companies 1.52x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for OHA Investment, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on OHA Investment's assets?
Raw Data
NasdaqGS:OHAI PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-09-30) in USD $1.76
NasdaqGS:OHAI Share Price * NasdaqGS (2019-12-18) in USD $1.32
United States of America Capital Markets Industry PB Ratio Median Figure of 154 Publicly-Listed Capital Markets Companies 6.36x
United States of America Market PB Ratio Median Figure of 5,102 Publicly-Listed Companies 1.81x
NasdaqGS:OHAI PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGS:OHAI Share Price ÷ Book Value per Share (both in USD)

= 1.32 ÷ 1.76

0.75x

* Primary Listing of OHA Investment.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • OHA Investment is good value based on assets compared to the US Capital Markets industry average.
X
Value checks
We assess OHA Investment's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Capital Markets industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Capital Markets industry average (and greater than 0)? (1 check)
  5. OHA Investment has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is OHA Investment expected to perform in the next 1 to 3 years based on estimates from 0 analysts?

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as OHA Investment has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have past financial data. You can see them here.

Show me the analysis anyway

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
5.6%
Expected Capital Markets industry annual growth in earnings.
Earnings growth vs Low Risk Savings
Is OHA Investment expected to grow at an attractive rate?
  • Unable to compare OHA Investment's earnings growth to the low risk savings rate as no estimate data is available.
Growth vs Market Checks
  • Unable to compare OHA Investment's earnings growth to the United States of America market average as no estimate data is available.
  • Unable to compare OHA Investment's revenue growth to the United States of America market average as no estimate data is available.
Annual Growth Rates Comparison
Raw Data
NasdaqGS:OHAI Future Growth Rates Data Sources
Data Point Source Value (per year)
United States of America Capital Markets Industry Earnings Growth Rate Market Cap Weighted Average 5.6%
United States of America Capital Markets Industry Revenue Growth Rate Market Cap Weighted Average 3.4%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 14.4%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.4%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NasdaqGS:OHAI Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NasdaqGS:OHAI Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2019-09-30 6 13 -6
2019-06-30 7 -4 -11
2019-03-31 8 -5 -10
2018-12-31 8 -3 -10
2018-09-30 9 13 -2
2018-06-30 10 43 -4
2018-03-31 10 44 -10
2017-12-31 10 30 -31
2017-09-30 12 38 -43
2017-06-30 13 -18 -38
2017-03-31 15 36 -33
2016-12-31 18 35 -25

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Unable to determine if OHA Investment is high growth as no earnings estimate data is available.
  • Unable to determine if OHA Investment is high growth as no revenue estimate data is available.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NasdaqGS:OHAI Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below

All data from OHA Investment Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:OHAI Past Financials Data
Date (Data in USD Millions) EPS *
2019-09-30 -0.31
2019-06-30 -0.55
2019-03-31 -0.52
2018-12-31 -0.51
2018-09-30 -0.11
2018-06-30 -0.22
2018-03-31 -0.51
2017-12-31 -1.54
2017-09-30 -2.15
2017-06-30 -1.88
2017-03-31 -1.63
2016-12-31 -1.26

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if OHA Investment will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
X
Future performance checks
We assess OHA Investment's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
OHA Investment has a total score of 0/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has OHA Investment performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare OHA Investment's growth in the last year to its industry (Capital Markets).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • OHA Investment does not make a profit even though their year on year earnings growth rate was positive over the past 5 years.
  • Unable to compare OHA Investment's 1-year earnings growth to the 5-year average as it is not currently profitable.
  • Unable to compare OHA Investment's 1-year growth to the US Capital Markets industry average as it is not currently profitable.
Earnings and Revenue History
OHA Investment's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from OHA Investment Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:OHAI Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-09-30 6.24 -6.23 3.88
2019-06-30 6.61 -11.08 4.23
2019-03-31 7.71 -10.43 4.25
2018-12-31 8.47 -10.25 4.70
2018-09-30 9.39 -2.15 4.92
2018-06-30 10.25 -4.38 5.28
2018-03-31 10.10 -10.29 5.49
2017-12-31 10.27 -31.11 5.30
2017-09-30 11.72 -43.46 5.48
2017-06-30 13.29 -37.88 5.93
2017-03-31 15.19 -32.87 6.63
2016-12-31 17.89 -25.45 7.56
2016-09-30 20.08 -36.37 8.16
2016-06-30 20.85 -40.40 8.34
2016-03-31 22.39 -41.00 8.78
2015-12-31 22.05 -31.22 8.53
2015-09-30 20.99 -18.76 8.43
2015-06-30 21.48 -18.19 8.98
2015-03-31 21.08 -17.74 9.30
2014-12-31 22.12 -22.23 10.65
2014-09-30 23.47 -9.58 12.31
2014-06-30 23.87 1.55 12.39
2014-03-31 27.97 5.10 12.71
2013-12-31 27.91 3.87 12.01
2013-09-30 27.50 0.77 11.05
2013-06-30 27.86 7.96 10.68
2013-03-31 23.55 5.53 9.89
2012-12-31 23.37 17.35 9.54

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • It is difficult to establish if OHA Investment has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
  • It is difficult to establish if OHA Investment has efficiently used its assets last year compared to the US Capital Markets industry average (Return on Assets) as it is loss-making.
  • It is difficult to establish if OHA Investment improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
X
Past performance checks
We assess OHA Investment's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Capital Markets industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
OHA Investment has a total score of 0/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is OHA Investment's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up OHA Investment's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • OHA Investment's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • OHA Investment has no long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of OHA Investment's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are 0.1x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from OHA Investment Company Filings, last reported 2 months ago.

NasdaqGS:OHAI Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-09-30 35.50 39.69 4.50
2019-06-30 37.01 39.72 2.78
2019-03-31 37.05 39.69 4.56
2018-12-31 35.91 43.56 3.12
2018-09-30 43.35 50.39 3.72
2018-06-30 49.70 50.60 19.43
2018-03-31 49.10 50.48 22.24
2017-12-31 47.77 55.38 19.94
2017-09-30 47.11 74.29 16.61
2017-06-30 55.70 83.79 12.00
2017-03-31 61.00 78.60 9.31
2016-12-31 80.49 78.31 16.53
2016-09-30 92.99 92.72 2.86
2016-06-30 96.81 52.30 3.78
2016-03-31 97.91 101.80 2.28
2015-12-31 110.78 106.30 15.55
2015-09-30 135.41 121.00 15.52
2015-06-30 144.90 102.00 19.60
2015-03-31 149.44 102.00 29.96
2014-12-31 154.16 82.00 31.46
2014-09-30 167.20 87.00 55.60
2014-06-30 175.58 87.00 35.26
2014-03-31 178.89 102.00 33.14
2013-12-31 188.55 98.00 29.30
2013-09-30 188.92 111.00 42.27
2013-06-30 187.15 117.00 49.16
2013-03-31 190.30 117.00 30.31
2012-12-31 201.27 104.50 47.66
  • OHA Investment's level of debt (111.8%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (52% vs 111.8% today).
CASH RUNWAY ANALYSIS

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

  • Whilst loss making OHA Investment has sufficient cash runway for more than 3 years if it maintains the current positive free cash flow level.
  • Whilst loss making OHA Investment has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 37.6% per year.
X
Financial health checks
We assess OHA Investment's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. OHA Investment has a total score of 3/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is OHA Investment's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
6.08%
Current annual income from OHA Investment dividends.
If you bought $2,000 of OHA Investment shares you are expected to receive $122 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • OHA Investment's pays a higher dividend yield than the bottom 25% of dividend payers in United States of America (1.4%).
  • OHA Investment's dividend is above the markets top 25% of dividend payers in United States of America (3.65%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NasdaqGS:OHAI Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
United States of America Capital Markets Industry Average Dividend Yield Market Cap Weighted Average of 43 Stocks 1.9%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 1965 Stocks 2.3%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.8%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.4%
United States of America Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NasdaqGS:OHAI Past Annualized Dividends Data
Date (Data in $) Dividend per share (annual) Avg. Yield (%)
2019-09-11 0.080 6.136
2019-08-12 0.080 6.165
2019-03-13 0.080 6.892
2018-12-12 0.080 6.994
2018-09-13 0.080 5.736
2018-05-08 0.080 5.253
2018-03-14 0.080 5.818
2017-12-12 0.080 6.618
2017-09-18 0.080 6.769
2017-06-16 0.080 6.975
2017-03-15 0.080 5.412
2016-12-08 0.240 13.347
2016-09-15 0.240 8.377
2016-06-07 0.240 9.858
2016-05-10 0.240 9.662
2015-12-11 0.480 14.810
2015-09-17 0.480 11.207
2015-06-12 0.480 9.382
2015-05-08 0.480 8.351
2014-12-17 0.640 12.851
2014-09-16 0.640 10.399
2014-06-16 0.640 10.131
2014-03-19 0.640 9.683
2013-12-06 0.640 8.541
2013-04-22 0.570 8.287
2013-03-12 0.570 8.169
2013-03-07 0.570 8.028
2012-09-18 0.640 8.794
2012-06-14 0.520 7.146
2012-03-21 0.480 7.472
2011-12-16 0.720 9.488
2011-09-14 0.720 10.234
2011-06-16 0.720 9.354
2011-03-11 0.720 8.135
2010-12-17 0.720 7.585
2010-09-17 0.680 7.151
2010-06-17 0.680 8.636
2010-03-17 0.680 8.786
2009-12-17 0.680 8.049
2009-09-14 0.600 7.968
2009-06-16 0.480 7.785
2009-03-12 0.800 12.312

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Dividends per share have been volatile in the past 10 years (annual drop of over 20%).
  • Dividends per share have fallen over the past 10 years.
Current Payout to shareholders
What portion of OHA Investment's earnings are paid to the shareholders as a dividend.
  • The company is paying a dividend however it is incurring a loss.
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess OHA Investment's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can OHA Investment afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. OHA Investment has a total score of 2/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of OHA Investment's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Steven Wayne
TENURE AS CEO 3.9 years
CEO Bio

Mr. Steven T. Wayne serves as the Managing Director and Portfolio Manager at Oak Hill Advisors L.P. Mr. Wayne joined OHA in 2006 and has responsibility for OHA’s investments in middle market and sponsor originated transactions. Previously, he served as the Managing Director of Berenson & Company, Inc. He began his investment-banking career in the Corporate Finance Department of Drexel Burnham Lambert. He has several years of investment experience. Mr. Wayne participated in a wide variety of mergers, acquisitions, divestitures, restructurings and public and private high-yield debt and equity offerings. He serves as a Director of Traxis Group B.V. He graduated magna cum laude with a B.S. in Economics from The Wharton School of the University of Pennsylvania.

CEO Compensation
  • Insufficient data for Steven to compare compensation growth.
  • Insufficient data for Steven to establish whether their remuneration is reasonable compared to companies of similar size in United States of America.
Management Team

Jim Stern

TITLE
Founder & Independent Director
COMPENSATION
$80K
AGE
68

Steven Wayne

TITLE
President & CEO
TENURE
3.9 yrs

Cory Gilbert

TITLE
CFO & Treasurer
AGE
46
TENURE
4.5 yrs

Kai Lee

TITLE
Chief Compliance Officer

Gregory Rubin

TITLE
Secretary

Paula Williams

TITLE
Vice President and Assistant Secretary
Board of Directors Tenure

Average tenure and age of the OHA Investment board of directors in years:

5.3
Average Tenure
62
Average Age
  • The tenure for the OHA Investment board of directors is about average.
Board of Directors

Glenn August

TITLE
Chairman of the Board
AGE
57
TENURE
5.3 yrs

Jim Stern

TITLE
Founder & Independent Director
COMPENSATION
$80K
AGE
68
TENURE
5.3 yrs

Stuart Oran

TITLE
Independent Director
COMPENSATION
$80K
AGE
69
TENURE
5.3 yrs

Frank Tannura

TITLE
Independent Director
COMPENSATION
$85K
AGE
62
TENURE
5.3 yrs

Alan Schrager

TITLE
Director
AGE
50
TENURE
4.5 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
X
Management checks
We assess OHA Investment's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. OHA Investment has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

Simply Wall St News

OHA Investment Corporation (OHAI) And The Financial Industry Prospect For 2017

NasdaqGS:OHAI PE PEG Gauge Nov 13th 17 The capital markets industry is trading at a PE ratio of 18x, in-line with the US stock market PE of 22x. … If your initial investment thesis is around the growth prospects of OHAI, there are other capital markets companies that have delivered higher growth, and perhaps trading at a discount to the industry average. … Although its growth has delivered lower growth relative to its capital markets peers in the near term, the market may be pessimistic on the stock, leading to a potential undervaluation.

Simply Wall St -

Company Info

Description

OHA Investment Corporation is a business development company specializing in investments in small and mid size and middle market private companies. The fund typically invests in acquisitions, buyouts, growth, development, expansion, monetizations, revitalization, restructuring, recapitalizations, and special situations. It seeks to invest in energy, natural resources, niche manufacturing, value added distribution, business services, healthcare products and services, consumer services, etc. Within energy, the fund focuses on oil and gas production and development including limited exploration or technology risk; midstream including pipelines, storage, gathering and processing systems; coal mining, production, and services; and oilfield manufacturing. It seeks to invest in companies based in the United States. The fund primarily invests between $5 million and $100 million in its portfolio companies. It invests in the form of unitranche (combined senior and subordinated debt), secured, senior, and subordinate debt; convertible debt; preferred equity; project equity; loans; securities of foreign companies; production payments, net profits interests, and similar investments; and senior secured and mezzanine loans and may receive equity investments in portfolio companies in connection with such investments. The fund makes asset and project based investments in private companies and can also invest in public companies. It seeks to make exit by allowing the portfolio company to refinance the facility often with senior debt or by the sale of the portfolio company’s assets or the entire company.

Details
Name: OHA Investment Corporation
OHAI
Exchange: NasdaqGS
Founded: 2004
$26,526,695
20,172,392
Website: http://www.ohainvestmentcorporation.com
Address: OHA Investment Corporation
1114 Avenue of the Americas,
27th Floor,
New York,
New York, 10036,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGS OHAI Common Stock Nasdaq Global Select US USD 10. Nov 2004
Number of employees
Current staff
Staff numbers
0
OHA Investment employees.
Industry
Asset Management and Custody Banks
Diversified Financials
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/12/20 23:46
End of day share price update: 2019/12/18 00:00
Last earnings filing: 2019/11/12
Last earnings reported: 2019/09/30
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.