Growth Metrics

OFS Capital (OFSSO) Accumulated Expenses (2021 - 2026)

OFS Capital (OFSSO) reported Accumulated Expenses of $2.0 million for Q1 2026, up 19.88% year-over-year from $1.7 million in Q1 2025, and down 10.97% on a QoQ basis from $2.3 million in Q4 2025.

OFS Capital (OFSSO) has 6 years of Accumulated Expenses data on file, last reported at $2.0 million in Q1 2026.

  • Quarterly Accumulated Expenses rose 19.88% year-over-year to $2.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.0 million (up 19.88% YoY) and the FY2025 annual result came in at $2.3 million, down 28.98% from the prior year.
  • Accumulated Expenses retreated to $2.0 million in Q1 2026 per OFSSO's latest filing, from $2.3 million in the prior quarter.
  • Across five years, Accumulated Expenses topped out at $3.9 million in Q4 2022 and bottomed at $1.7 million in Q1 2025.
  • The 5-year median for Accumulated Expenses is $2.3 million (2025), against an average of $2.6 million.
  • Peak annual rise in Accumulated Expenses reached 31.34% in 2025, while the deepest fall reached 28.98% in 2025.
  • Tracing OFSSO's Accumulated Expenses over 5 years: stood at $3.9 million in 2022, then dropped by 5.95% to $3.7 million in 2023, then retreated by 13.93% to $3.2 million in 2024, then fell by 28.98% to $2.3 million in 2025, then retreated by 10.97% to $2.0 million in 2026.
  • Per Business Quant, the three latest OFSSO Accumulated Expenses figures stand at $2.0 million (Q1 2026), $2.3 million (Q4 2025), and $2.3 million (Q3 2025).

Peer Comparison

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

Historic Data

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DateValue
Mar 31, 2026 2.02 Mn
Dec 31, 2025 2.27 Mn
Sep 30, 2025 2.28 Mn
Jun 30, 2025 3.16 Mn
Mar 31, 2025 1.69 Mn
Dec 31, 2024 3.20 Mn
Sep 30, 2024 1.74 Mn
Jun 30, 2024 3.25 Mn
Mar 31, 2024 1.91 Mn
Dec 31, 2023 3.71 Mn
Sep 30, 2023 1.99 Mn
Jun 30, 2023 3.93 Mn
Mar 31, 2023 2.10 Mn
Dec 31, 2022 3.95 Mn
Sep 30, 2022 2.01 Mn
Dec 31, 2021 3.69 Mn