Growth Metrics

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

OFS Capital (OFS) reported Equity Ratio of 0.35 for Q1 2026, down 11.05% year-over-year from 0.39 in Q1 2025, and down 2.53% on a QoQ basis from 0.36 in Q4 2025.

OFS Capital (OFS) has 6 years of Equity Ratio data on file, last reported at 0.35 in Q1 2026.

  • Quarterly Equity Ratio fell 11.05% year-over-year to 0.35 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.35 (down 11.05% YoY) and the FY2025 annual result came in at 0.36, down 11.68% from the prior year.
  • Equity Ratio retreated to 0.35 in Q1 2026 per OFS's latest filing, from 0.36 in the prior quarter.
  • Across five years, Equity Ratio topped out at 0.4 in Q4 2024 and bottomed at 0.34 in Q3 2022.
  • The 5-year median for Equity Ratio is 0.36 (2023), against an average of 0.36.
  • The widest annual swing landed in 2024, when Equity Ratio advanced 16.66%; it then dropped 11.68% in 2025.
  • Tracing OFS's Equity Ratio over 5 years: stood at 0.35 in 2022, then slipped by 0.48% to 0.34 in 2023, then rose by 16.66% to 0.4 in 2024, then retreated by 11.68% to 0.36 in 2025, then slipped by 2.53% to 0.35 in 2026.
  • Per Business Quant, the three latest OFS Equity Ratio figures stand at 0.35 (Q1 2026), 0.36 (Q4 2025), and 0.36 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 OFS Capital 45.82 Mn 43.84 Mn -239,000.00 0.35

Historic Data

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DateValue
Mar 31, 2026 0.35
Dec 31, 2025 0.36
Sep 30, 2025 0.36
Jun 30, 2025 0.37
Mar 31, 2025 0.39
Dec 31, 2024 0.40
Sep 30, 2024 0.36
Jun 30, 2024 0.38
Mar 31, 2024 0.36
Dec 31, 2023 0.34
Sep 30, 2023 0.36
Jun 30, 2023 0.34
Mar 31, 2023 0.35
Dec 31, 2022 0.35
Sep 30, 2022 0.34
Dec 31, 2021 0.36