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

Msc Income Fund (MSIF) reported Equity Ratio of 0.51 for Q1 2026, down 6.13% on a YoY basis from 0.54 in Q1 2025, and down 4.59% quarter-over-quarter from 0.53 in Q4 2025.

Msc Income Fund (MSIF) Equity Ratio (2022 - 2026) Analysis & Trends

Msc Income Fund has reported Equity Ratio for 5 years, with the latest figure at 0.51 in Q1 2026.

  • For the quarter ending Q1 2026, Equity Ratio fell 6.13% year-over-year to 0.51; the trailing twelve-month figure through Mar 2026 stood at 0.51 (down 6.13% YoY), and the FY2025 full-year result was 0.53, up 4.82% from the prior year.
  • Equity Ratio for Q1 2026 stood at 0.51, down from 0.53 in the prior quarter.
  • The five-year high for Equity Ratio was 0.57 in Q3 2025, with the low at 0.5 in Q3 2024.
  • Historically, Equity Ratio has averaged 0.54 across 5 years, with a median of 0.54 in 2025.
  • Annual changes were most pronounced in 2024 — Equity Ratio decreased 6.53% — and 2025, when it rose 12.26%.
  • Msc Income Fund's Equity Ratio stood at 0.55 in 2022, then fell by 0.86% to 0.55 in 2023, then retreated by 6.53% to 0.51 in 2024, then increased by 4.82% to 0.53 in 2025, then declined by 4.59% to 0.51 in 2026.
  • The last three Equity Ratio figures came in at 0.51 (Q1 2026), 0.53 (Q4 2025), and 0.57 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 Msc Income Fund 544.64 Mn 537.43 Mn - 0.51

Historic Data

Download Data
DateValue
Mar 31, 2026 0.51
Dec 31, 2025 0.53
Sep 30, 2025 0.57
Jun 30, 2025 0.56
Mar 31, 2025 0.54
Dec 31, 2024 0.51
Sep 30, 2024 0.50
Jun 30, 2024 0.51
Mar 31, 2024 0.53
Dec 31, 2023 0.55
Sep 30, 2023 0.53
Jun 30, 2023 0.54
Mar 31, 2023 0.55
Dec 31, 2022 0.55