Growth Metrics

OFS Capital (OFS) Equity Average (2021 - 2026)

OFS Capital (OFS) reported Equity Average of $116.3 million for Q1 2026, down 30.09% year-over-year from $166.3 million in Q1 2025, and down 10.4% on a QoQ basis from $129.8 million in Q4 2025.

OFS Capital (OFS) has 6 years of Equity Average data on file, last reported at $116.3 million in Q1 2026.

  • Quarterly Equity Average fell 30.09% year-over-year to $116.3 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $116.3 million (down 30.09% YoY) and the FY2025 annual result came in at $147.7 million, down 11.61% from the prior year.
  • Equity Average retreated to $116.3 million in Q1 2026 per OFS's latest filing, from $129.8 million in the prior quarter.
  • Across five years, Equity Average topped out at $206.1 million in Q1 2022 and bottomed at $116.3 million in Q1 2026.
  • The 5-year median for Equity Average is $166.3 million (2025), against an average of $164.8 million.
  • The widest annual swing landed in 2025, when Equity Average increased 7.15%; it then sank 30.09% in 2026.
  • Tracing OFS's Equity Average over 5 years: stood at $181.2 million in 2022, then fell by 8.23% to $166.3 million in 2023, then decreased by 2.75% to $161.8 million in 2024, then dropped by 19.79% to $129.8 million in 2025, then slipped by 10.4% to $116.3 million in 2026.
  • Per Business Quant, the three latest OFS Equity Average figures stand at $116.3 million (Q1 2026), $129.8 million (Q4 2025), and $141.3 million (Q3 2025).

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 OFS Capital 45.82 Mn 43.84 Mn -239,000.00 116.26 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 116.26 Mn
Dec 31, 2025 129.75 Mn
Sep 30, 2025 141.26 Mn
Jun 30, 2025 153.29 Mn
Mar 31, 2025 166.30 Mn
Dec 31, 2024 161.77 Mn
Sep 30, 2024 152.74 Mn
Jun 30, 2024 151.29 Mn
Mar 31, 2024 155.20 Mn
Dec 31, 2023 166.34 Mn
Sep 30, 2023 172.05 Mn
Jun 30, 2023 176.62 Mn
Mar 31, 2023 180.12 Mn
Dec 31, 2022 181.25 Mn
Sep 30, 2022 188.89 Mn
Jun 30, 2022 202.05 Mn
Mar 31, 2022 206.07 Mn
Dec 31, 2021 196.86 Mn