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

OFS Capital (OFSSH) 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% quarter-over-quarter from $129.8 million in Q4 2025.

OFS Capital (OFSSH) Equity Average (2021 - 2026) Analysis & Trends

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

  • Equity Average for Q1 2026 came in at $116.3 million, down 30.09% year-over-year; the trailing twelve-month figure through Mar 2026 was $116.3 million (down 30.09% YoY), and the FY2025 annual result was $147.7 million, down 11.61% from the prior year.
  • Equity Average fell to $116.3 million in Q1 2026 per OFSSH's latest filing, from $129.8 million in the prior quarter.
  • Over five years, Equity Average peaked at $206.1 million in Q1 2022 and troughed at $116.3 million in Q1 2026.
  • A 5-year average of $164.8 million and a median of $166.3 million in 2025 frame the typical range for Equity Average.
  • The sharpest annual moves came in 2025 and 2026: Equity Average gained 7.15% in 2025, then tumbled 30.09% in 2026.
  • A 5-year view of Equity Average shows it stood at $181.2 million in 2022, then decreased by 8.23% to $166.3 million in 2023, then dropped by 2.75% to $161.8 million in 2024, then fell by 19.79% to $129.8 million in 2025, then declined by 10.4% to $116.3 million in 2026.
  • Business Quant data shows OFSSH's Equity Average at $116.3 million in Q1 2026, $129.8 million in Q4 2025, and $141.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 OFS Capital - - -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