Growth Metrics

OFS Capital (OFSSH) Assets Average (2022 - 2026)

OFS Capital (OFSSH) reported Assets Average of $331.2 million for Q1 2026, down 21.15% year-over-year from $420.0 million in Q1 2025, and down 8.62% on a QoQ basis from $362.4 million in Q4 2025.

OFS Capital (OFSSH) has 5 years of Assets Average data on file, last reported at $331.2 million in Q1 2026.

  • Quarterly Assets Average fell 21.15% year-over-year to $331.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $331.2 million (down 21.15% YoY) and the FY2025 annual result came in at $387.4 million, down 13.71% from the prior year.
  • Assets Average fell to $331.2 million in Q1 2026 per OFSSH's latest filing, from $362.4 million in the prior quarter.
  • Across five years, Assets Average topped out at $529.5 million in Q4 2022 and bottomed at $331.2 million in Q1 2026.
  • The 5-year median for Assets Average is $421.7 million (2024), against an average of $436.7 million.
  • The widest annual swing landed in 2025, when Assets Average dropped 1.34%; it then dropped 21.15% in 2026.
  • Tracing OFSSH's Assets Average over 5 years: stood at $529.5 million in 2022, then declined by 10.59% to $473.4 million in 2023, then declined by 10.58% to $423.3 million in 2024, then fell by 14.39% to $362.4 million in 2025, then retreated by 8.62% to $331.2 million in 2026.
  • Per Business Quant, the three latest OFSSH Assets Average figures stand at $331.2 million (Q1 2026), $362.4 million (Q4 2025), and $386.8 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.12 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.02 Bn
3 Kkr 84.94 Bn 132.45 Bn - 411.11 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.49 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 464.24 Bn
6 State Street 44.42 Bn 18.75 Bn - 379.11 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 187.68 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 175.85 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.51 Bn
10 OFS Capital - - -239,000.00 331.19 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 331.19 Mn
Dec 31, 2025 362.43 Mn
Sep 30, 2025 386.80 Mn
Jun 30, 2025 403.70 Mn
Mar 31, 2025 420.04 Mn
Dec 31, 2024 423.33 Mn
Sep 30, 2024 413.21 Mn
Jun 30, 2024 409.17 Mn
Mar 31, 2024 440.14 Mn
Dec 31, 2023 473.40 Mn
Sep 30, 2023 491.44 Mn
Jun 30, 2023 510.69 Mn
Mar 31, 2023 518.10 Mn
Dec 31, 2022 529.48 Mn