Growth Metrics

Msc Income Fund (MSIF) Equity Average (2022 - 2026)

Msc Income Fund posted quarterly Equity Average of $729.1 million for Q1 2026, up 8.51% year-on-year from $671.9 million in Q1 2025, and down 1.01% on a QoQ basis from $736.5 million in Q4 2025.

Msc Income Fund (MSIF) has 5 years of Equity Average data on file, last reported at $729.1 million in Q1 2026.

  • For the quarter ending Q1 2026, Equity Average rose 8.51% year-over-year to $729.1 million; the trailing twelve-month figure through Mar 2026 stood at $729.1 million (up 8.51% YoY), and the FY2025 full-year result was $681.8 million, up 9.33% from the prior year.
  • Equity Average for Q1 2026 stood at $729.1 million, down from $736.5 million in the prior quarter.
  • Across five years, Equity Average topped out at $736.5 million in Q4 2025 and bottomed at $608.3 million in Q3 2022.
  • The 5-year median for Equity Average is $620.6 million (2024), against an average of $647.0 million.
  • The widest annual swing landed in 2023, when Equity Average fell 0.11%; it then grew 18.47% in 2025.
  • A 5-year view of Equity Average shows it stood at $609.7 million in 2022, then advanced by 1.35% to $617.9 million in 2023, then climbed by 0.61% to $621.7 million in 2024, then gained by 18.47% to $736.5 million in 2025, then fell by 1.01% to $729.1 million in 2026.
  • The last three Equity Average figures came in at $729.1 million (Q1 2026), $736.5 million (Q4 2025), and $728.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Msc Income Fund 572.77 Mn 565.56 Mn - 729.09 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 729.09 Mn
Dec 31, 2025 736.51 Mn
Sep 30, 2025 728.57 Mn
Jun 30, 2025 720.86 Mn
Mar 31, 2025 671.92 Mn
Dec 31, 2024 621.69 Mn
Sep 30, 2024 620.83 Mn
Jun 30, 2024 620.85 Mn
Mar 31, 2024 620.41 Mn
Dec 31, 2023 617.94 Mn
Sep 30, 2023 613.68 Mn
Jun 30, 2023 611.04 Mn
Mar 31, 2023 608.98 Mn
Dec 31, 2022 609.71 Mn
Sep 30, 2022 608.30 Mn
Jun 30, 2022 611.74 Mn