Oxford Square Capital (OXSQ) Invested Capital (2021 - 2026)
Oxford Square Capital's Invested Capital came in at $287.14 million for Q2 2026, up 5.8% from $271.37 million a year earlier and up 4.4% from the prior quarter.
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Analysis
Oxford Square Capital (OXSQ) Invested Capital (2021 - 2026) Analysis & Trends
For FY2025, Oxford Square Capital's Invested Capital was $297.04 million, up 4.5% from FY2024.
- Invested Capital carries a four-year compound annual growth rate of -23.6% (FY2021 to FY2025).
- Going back by year, Invested Capital was $284.26 million in FY2024 (+3.6%), $274.29 million in FY2023 (-15.6%), $325 million in FY2022 (-62.8%) and $873.78 million in FY2021.
- The five-year range for quarterly Invested Capital is $267.47 million (Q1 2024) to $873.78 million (Q4 2021).
- Year-over-year, Invested Capital has increased for four consecutive quarters, with growth averaging 2.4% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in Q3 2025 (growth of 9.7%), and the weakest in Q1 2024 (a decline of 65.3%).
- Business Quant data shows OXSQ's Invested Capital at $275.13 million (Q1 2026), $297.04 million (Q4 2025) and $310.35 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.95 Bn | 30.63 Bn | - | 40.19 Bn |
| 2 | Orix | 41.97 Bn | 42.47 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.14 Bn | 33.05 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.99 Bn | 24.99 Bn | - | - |
| 5 | Affirm Holdings | 23.75 Bn | 17.44 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.25 Bn | -44.72 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.67 Bn | 18.90 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.04 Bn | 5.13 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.76 Bn | 11.19 Bn | - | - |
| 10 | Oxford Square Capital | 135.53 Mn | 135.53 Mn | - | 287.14 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 287.14 Mn |
| Mar 31, 2026 | 275.13 Mn |
| Dec 31, 2025 | 297.04 Mn |
| Sep 30, 2025 | 310.35 Mn |
| Jun 30, 2025 | 271.37 Mn |
| Mar 31, 2025 | 272.63 Mn |
| Dec 31, 2024 | 284.26 Mn |
| Sep 30, 2024 | 282.91 Mn |
| Jun 30, 2024 | 275.70 Mn |
| Mar 31, 2024 | 267.47 Mn |
| Dec 31, 2023 | 274.29 Mn |
| Sep 30, 2023 | 300.60 Mn |
| Jun 30, 2023 | 793.00 Mn |
| Mar 31, 2023 | 770.20 Mn |
| Dec 31, 2022 | 325.00 Mn |
| Sep 30, 2022 | 796.43 Mn |
| Dec 31, 2021 | 873.78 Mn |
API Access
Oxford Square Capital Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=OXSQ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "OXSQ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=OXSQ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();