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| Date | Value |
|---|---|
| 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 |