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

OFS Capital (OFSSO) 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% quarter-over-quarter from 0.36 in Q4 2025.

OFS Capital (OFSSO) Equity Ratio (2021 - 2026) Analysis & Trends

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

  • Equity Ratio for Q1 2026 came in at 0.35, down 11.05% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.35 (down 11.05% YoY), and the FY2025 annual result was 0.36, down 11.68% from the prior year.
  • Equity Ratio fell to 0.35 in Q1 2026 per OFSSO's latest filing, from 0.36 in the prior quarter.
  • Over five years, Equity Ratio peaked at 0.4 in Q4 2024 and troughed at 0.34 in Q3 2022.
  • A 5-year average of 0.36 and a median of 0.36 in 2023 frame the typical range for Equity Ratio.
  • The sharpest annual moves came in 2024 and 2025: Equity Ratio grew 16.66% in 2024, then fell 11.68% in 2025.
  • A 5-year view of Equity Ratio shows it stood at 0.35 in 2022, then declined by 0.48% to 0.34 in 2023, then advanced by 16.66% to 0.4 in 2024, then slipped by 11.68% to 0.36 in 2025, then declined by 2.53% to 0.35 in 2026.
  • Business Quant data shows OFSSO's Equity Ratio at 0.35 in Q1 2026, 0.36 in Q4 2025, and 0.36 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 OFS Capital - - -239,000.00 0.35

Historic Data

Download Data
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