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Financial statements

Oxford Square Capital Corp. financial statements

Income statement, balance sheet and cash flow statement for the last 5 fiscal years, taken from the XBRL data Oxford Square Capital Corp. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2022FY2022FY2023FY2024FY2025
General and administrative0.520.580.640.60.62
Operating expenses21.122.424.516.217.7
Interest expense10.512.410.87.859.24
Interest income16.120.727.426.415.3
Net income39.6-85.617.25.88-18.7
EPS, basic0.320.420.510.420.30
EPS, diluted0.320.420.510.420.30
Shares, basic (weighted)49.649.853.963.576.4
Shares, diluted (weighted)49.649.853.963.576.4

Balance sheet

FY2022FY2022FY2023FY2024FY2025
Cash and equivalents9.029.025.7434.951.9
Total assets434328278300307
Short-term debt1.45
Total liabilities189189126139161
Total debt127
Paid-in capital434435458488523
Retained earnings-297-307-328-378
Other comprehensive income-190-297-307
Shareholders' equity245139151161145
Total equity245139151161145
Total liabilities and equity434328278300307
Shares outstanding49.749.859.369.886.1

Cash flow statement

FY2022FY2022FY2023FY2024FY2025
Net income39.6-85.617.25.88-18.7
Cash from operations-10720.465.525.7-13.7
Stock issued25.329.735.3
Dividends paid-20.4-20.4-28.6-25.8-31.3
Cash from financing57.3-20.4-68.83.4830.7
Net change in cash-50.10-3.2829.217
Interest paid8.9611.4107.237.99
Income taxes paid8.960.250.670.480.42

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $24.35 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Return on equity (ROE)-27.1%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-12.6%Net income / average total assets.

Growth

MetricValueHow it is calculated
Net income growth, 1y-418.6%Net income vs the same period a year earlier. Only from a positive base.
EPS growth, 1y-28.6%EPS vs the same period a year earlier. Only from a positive base.
EPS CAGR, 3y-10.6%Compound annual growth of eps over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Operating cash flow growth, 1y-153.4%Operating cash flow vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-9.5%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y1.6%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y2.3%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-2.2%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y20.4%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y15.4%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets53.5%Total liabilities / total assets.
Tangible book value$135.0MShareholders' equity - goodwill - intangible assets.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.37Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Operating cash flow per share-$0.47Cash from operations / diluted weighted shares.
Book value per share$1.29Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$1.29Tangible book value / shares outstanding.
Cash per share$0.33(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.55BShare price x shares outstanding.
Enterprise value$1.52BMarket cap + total debt - cash - short-term investments.
P/B11.5xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book11.5xMarket cap / tangible book value, when positive.
Earnings yield-2.4%Net income / market cap (the inverse of P/E).
Dividend yield2.3%Dividends paid over the period / market cap.
Shareholder yield2.3%(Dividends paid + share buybacks) / market cap.
Was Oxford Square Capital Corp. profitable in fiscal 2025?

No. It reported a net loss of $18.7M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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