Oxford Square Capital Stock Five Year Return

OXSQ Stock

USD 2.63 0.04 1.50%

Oxford Square Capital fundamentals help investors to digest information that contributes to Oxford Square's financial success or failures. It also enables traders to predict the movement of Oxford Stock. The fundamental analysis module provides a way to measure Oxford Square's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oxford Square stock.

Other Liab Total Stockholder Equity

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Oxford Square Capital Company Five Year Return Analysis

Oxford Square's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Oxford Square Five Year Return

14.77 %

Most of Oxford Square's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oxford Square Capital is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Oxford Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Oxford Square is extremely important. It helps to project a fair market value of Oxford Stock properly, considering its historical fundamentals such as Five Year Return. Since Oxford Square's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Oxford Square's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Oxford Square's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Net Receivables	Short Term Investments	Total Liab	Total Current Assets	Common Stock	Retained Earnings	Accounts Payable	Long Term Debt	Short Term Debt	Current Deferred Revenue	Net Tangible Assets	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Long Term Debt Total	Capital Surpluse	Net Invested Capital	Capital Stock
Total Assets		0.89	0.93	0.88	0.91	0.95	0.7	0.49	0.51	0.75	0.91	0.82	-0.49	0.51	0.16	0.53	0.52	0.49	0.55	0.45	-0.34
Total Stockholder Equity	0.89		0.74	0.77	0.85	0.76	0.73	0.4	0.73	0.57	0.69	0.69	-0.24	0.7	0.45	0.61	0.54	0.42	0.69	0.69	-0.58
Net Debt	0.93	0.74		0.87	0.84	0.98	0.56	0.66	0.26	0.76	0.92	0.82	-0.55	0.27	0.12	0.32	0.37	0.43	0.34	0.24	-0.17
Net Receivables	0.88	0.77	0.87		0.83	0.86	0.64	0.62	0.4	0.6	0.82	0.77	-0.38	0.31	0.11	0.31	0.34	0.36	0.46	0.35	-0.23
Short Term Investments	0.91	0.85	0.84	0.83		0.89	0.7	0.28	0.67	0.8	0.87	0.68	-0.58	0.68	0.28	0.72	0.76	0.74	0.76	0.52	-0.4
Total Liab	0.95	0.76	0.98	0.86	0.89		0.61	0.53	0.35	0.81	0.98	0.83	-0.6	0.38	0.15	0.44	0.5	0.55	0.45	0.29	-0.24
Total Current Assets	0.7	0.73	0.56	0.64	0.7	0.61		0.25	0.63	0.74	0.57	0.52	-0.2	0.56	0.19	0.51	0.52	0.41	0.64	0.46	-0.32
Common Stock	0.49	0.4	0.66	0.62	0.28	0.53	0.25		-0.27	0.23	0.46	0.55	0.05	-0.34	-0.04	-0.37	-0.36	-0.29	-0.27	-0.21	0.21
Retained Earnings	0.51	0.73	0.26	0.4	0.67	0.35	0.63	-0.27		0.38	0.33	0.24	-0.2	0.96	0.56	0.87	0.81	0.65	0.96	0.9	-0.75
Accounts Payable	0.75	0.57	0.76	0.6	0.8	0.81	0.74	0.23	0.38		0.8	0.65	-0.59	0.44	0.09	0.54	0.61	0.66	0.5	0.26	-0.15
Long Term Debt	0.91	0.69	0.92	0.82	0.87	0.98	0.57	0.46	0.33	0.8		0.82	-0.65	0.37	0.1	0.46	0.53	0.6	0.44	0.23	-0.17
Short Term Debt	0.82	0.69	0.82	0.77	0.68	0.83	0.52	0.55	0.24	0.65	0.82		-0.5	0.24	0.06	0.33	0.27	0.32	0.25	0.27	-0.11
Current Deferred Revenue	-0.49	-0.24	-0.55	-0.38	-0.58	-0.6	-0.2	0.05	-0.2	-0.59	-0.65	-0.5		-0.31	0.18	-0.53	-0.63	-0.72	-0.35	-0.07	-0.11
Net Tangible Assets	0.51	0.7	0.27	0.31	0.68	0.38	0.56	-0.34	0.96	0.44	0.37	0.24	-0.31		0.55	0.94	0.89	0.73	0.95	0.84	-0.71
Deferred Long Term Liab	0.16	0.45	0.12	0.11	0.28	0.15	0.19	-0.04	0.56	0.09	0.1	0.06	0.18	0.55		0.3	0.33	0.31	0.52	0.66	-0.83
Long Term Investments	0.53	0.61	0.32	0.31	0.72	0.44	0.51	-0.37	0.87	0.54	0.46	0.33	-0.53	0.94	0.3		0.95	0.84	0.88	0.71	-0.5
Short Long Term Debt	0.52	0.54	0.37	0.34	0.76	0.5	0.52	-0.36	0.81	0.61	0.53	0.27	-0.63	0.89	0.33	0.95		0.94	0.9	0.6	-0.48
Long Term Debt Total	0.49	0.42	0.43	0.36	0.74	0.55	0.41	-0.29	0.65	0.66	0.6	0.32	-0.72	0.73	0.31	0.84	0.94		0.79	0.47	-0.38
Capital Surpluse	0.55	0.69	0.34	0.46	0.76	0.45	0.64	-0.27	0.96	0.5	0.44	0.25	-0.35	0.95	0.52	0.88	0.9	0.79		0.8	-0.7
Net Invested Capital	0.45	0.69	0.24	0.35	0.52	0.29	0.46	-0.21	0.9	0.26	0.23	0.27	-0.07	0.84	0.66	0.71	0.6	0.47	0.8		-0.85
Capital Stock	-0.34	-0.58	-0.17	-0.23	-0.4	-0.24	-0.32	0.21	-0.75	-0.15	-0.17	-0.11	-0.11	-0.71	-0.83	-0.5	-0.48	-0.38	-0.7	-0.85

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Competition

Predict Oxford Square

Oxford Return On Tangible Assets

Return On Tangible Assets

0.0652

At this time, Oxford Square's Return On Tangible Assets are relatively stable compared to the past year.

According to the company disclosure, Oxford Square Capital has a Five Year Return of 14.77%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

Oxford Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oxford Square's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Oxford Square could also be used in its relative valuation, which is a method of valuing Oxford Square by comparing valuation metrics of similar companies.

Oxford Square is currently under evaluation in five year return category among its peers.

Oxford Square Current Valuation Drivers

We derive many important indicators used in calculating different scores of Oxford Square from analyzing Oxford Square's financial statements. These drivers represent accounts that assess Oxford Square's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Oxford Square's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	259.8M	150.9M	202.5M	155.2M	154.2M	203.5M
Enterprise Value	379.8M	198.6M	378.8M	332.5M	271.4M	297.2M

Oxford Square ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Oxford Square's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Oxford Square's managers, analysts, and investors.

Environmental

Governance

Social

Oxford Fundamentals

	Return On Equity	-0.0293
	Return On Asset	0.0735
	Profit Margin	(0.10) %
	Operating Margin	0.79 %
	Current Valuation	261.53 M
	Shares Outstanding	67.89 M
	Shares Owned By Insiders	9.61 %
	Shares Owned By Institutions	6.33 %
	Number Of Shares Shorted	534.37 K
	Price To Earning	1.52 X
	Price To Book	1.14 X
	Price To Sales	3.99 X
	Revenue	34.77 M
	Gross Profit	43.12 M
	EBITDA	28.25 M
	Net Income	17.24 M
	Cash And Equivalents	23.21 M
	Cash Per Share	0.47 X
	Total Debt	122.98 M
	Debt To Equity	1.02 %
	Current Ratio	0.94 X
	Book Value Per Share	2.35 X
	Cash Flow From Operations	26.72 M
	Short Ratio	1.39 X
	Earnings Per Share	(0.11) X
	Price To Earnings To Growth	1.44 X
	Target Price	4.75
	Beta	1.1
	Market Capitalization	178.56 M
	Total Asset	277.67 M
	Retained Earnings	(307.41 M)
	Annual Yield	0.16 %
	Five Year Return	14.77 %
	Net Asset	277.67 M
	Last Dividend Paid	0.42

About Oxford Square Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Oxford Square Capital's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oxford Square using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oxford Square Capital based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Oxford Square

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Oxford Square position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Oxford Square will appreciate offsetting losses from the drop in the long position's value.

Moving against Oxford Stock

0.53	DHIL	Diamond Hill Investment	Pair Corr
0.39	BEN	Franklin Resources	Pair Corr
0.37	BY	Byline Bancorp Fiscal Year End 23rd of January 2025	Pair Corr
0.34	AX	Axos Financial	Pair Corr
0.33	BX	Blackstone Group Fiscal Year End 23rd of January 2025	Pair Corr

The ability to find closely correlated positions to Oxford Square could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Oxford Square when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Oxford Square - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Oxford Square Capital to buy it.

The correlation of Oxford Square is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Oxford Square moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oxford Square Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Oxford Square can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Oxford Stock Analysis

When running Oxford Square's price analysis, check to measure Oxford Square's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oxford Square is operating at the current time. Most of Oxford Square's value examination focuses on studying past and present price action to predict the probability of Oxford Square's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oxford Square's price. Additionally, you may evaluate how the addition of Oxford Square to your portfolios can decrease your overall portfolio volatility.

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