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Upturn AI SWOT - About
OXSQ 
Oxford Square Capital Corp (OXSQ)
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Upturn Advisory Summary
10/28/2025: OXSQ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $1.75
1 Year Target Price $1.75
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.59% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 145.14M USD | Price to earnings Ratio - | 1Y Target Price 1.75 |
Price to earnings Ratio - | 1Y Target Price 1.75 | ||
Volume (30-day avg) 1 | Beta 0.63 | 52 Weeks Range 1.53 - 2.52 | Updated Date 10/28/2025 |
52 Weeks Range 1.53 - 2.52 | Updated Date 10/28/2025 | ||
Dividends yield (FY) 22.58% | Basic EPS (TTM) -0.02 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.35% | Operating Margin (TTM) 78.27% |
Management Effectiveness
Return on Assets (TTM) 7.08% | Return on Equity (TTM) -0.87% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 228519328 | Price to Sales(TTM) 3.61 |
Enterprise Value 228519328 | Price to Sales(TTM) 3.61 | ||
Enterprise Value to Revenue 83.6 | Enterprise Value to EBITDA - | Shares Outstanding 78034604 | Shares Floating 46441780 |
Shares Outstanding 78034604 | Shares Floating 46441780 | ||
Percent Insiders 8.38 | Percent Institutions 7.16 |
Upturn AI SWOT
Oxford Square Capital Corp
Company Overview
History and Background
Oxford Square Capital Corp. (OXSQ) was founded in 2010. It is a publicly traded business development company (BDC) focused on investing in CLO equity, CLO debt, and credit investments.
Core Business Areas
- CLO Equity: Investments in the equity tranches of collateralized loan obligations (CLOs). These investments offer potential for high returns but also carry higher risk.
- CLO Debt: Investments in the debt tranches of CLOs. These investments are generally less risky than CLO equity but offer lower potential returns.
- Credit Investments: Direct lending and other credit investments in primarily private companies.
Leadership and Structure
Oxford Square Capital Corp. is led by CEO Jonathan H. Cohen. The company has a board of directors overseeing its operations and investment strategy.
Top Products and Market Share
Key Offerings
- CLO Equity: OXSQ invests in CLO equity tranches. Market share data for specific CLO equity investments is not readily available. Competitors include other BDCs and investment firms specializing in CLOs such as Eagle Point Credit Company (ECC).
- CLO Debt: OXSQ invests in CLO debt tranches. Market share data for specific CLO debt investments is not readily available. Competitors include other BDCs and investment firms specializing in CLOs such as OFS Credit Company (OCCI).
- Direct Lending: OXSQ engages in direct lending to primarily private companies. The market for direct lending is fragmented, and specific market share data is not readily available. Competitors include other BDCs and private credit funds such as Ares Capital Corporation (ARCC).
Market Dynamics
Industry Overview
The BDC industry is influenced by factors such as interest rates, credit spreads, and overall economic conditions. Demand for CLOs is influenced by investor appetite for leveraged loans and structured credit products.
Positioning
OXSQ is positioned as a niche player focusing on CLO investments and direct lending. Its competitive advantage is its expertise in CLO selection and management, as well as its ability to source and execute direct lending opportunities.
Total Addressable Market (TAM)
The total addressable market is significant. The leveraged loan market is estimated to be in the trillions of dollars. OXSQ is positioned to capture a segment of this TAM through its investments.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Expertise in CLO investments
- Access to capital
- High dividend yield
Weaknesses
- High leverage
- Dependence on CLO market conditions
- Exposure to credit risk
- External Management structure
Opportunities
- Growth in the leveraged loan market
- Increased demand for CLOs
- Expansion of direct lending activities
- Favorable regulatory changes
Threats
- Rising interest rates
- Economic downturn
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- ECC
- ARCC
- OFS Credit Company (OCCI)
Competitive Landscape
OXSQ is smaller than some of its competitors, but it has a specialized focus on CLOs and direct lending. Its performance depends on its ability to generate attractive returns on its investments.
Growth Trajectory and Initiatives
Historical Growth: OXSQ has experienced fluctuations in its growth rate due to market conditions. Example: Data will vary and should be updated from reliable financial data sources. Average growth from 2017 to 2023 -5%
Future Projections: Future projections depend on market conditions and OXSQ's ability to execute its investment strategy. Analyst estimates vary.
Recent Initiatives: OXSQ is focusing on diversifying its investments and managing its leverage.
Summary
Oxford Square Capital Corp. is a BDC specializing in CLO equity and debt investments, alongside direct lending. Its high dividend yield is attractive, but comes with risks related to leverage and CLO market conditions. The company's future depends on effective management of its portfolio and favorable economic conditions. Close monitoring of leverage and credit quality is crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary. Financial data should be verified independently.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oxford Square Capital Corp
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2018-03-21 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Oxford Square Capital Corp. is a business development company, operates as a closed-end, non-diversified management investment company. It is a private equity and mezzanine firm. The firm invests in both public and private companies. It invests in secured and unsecured senior debt, subordinated debt, junior subordinated debt, preferred stock, common stock and syndicated bank loans. The firm primarily invests in debt and/or equity securities of technology-related companies that operate in the computer software, Internet, information technology infrastructure and services, media, telecommunications and telecommunications equipment, semiconductors, hardware, technology-enabled services, semiconductor capital equipment, medical device technology, diversified technology, and networking systems sectors. It concentrates its investments in companies having annual revenues of less than $200 million and a market capitalization or enterprise value of less than $300 million. The firm invests between $5 million and $30 million per transaction. It seeks to exit its investments within 7 years. It serves as the investment adviser to TICC. Oxford Square Capital Corp., formerly known as TICC Capital Corp., was founded in 2003 and is headquartered in Greenwich, Connecticut.
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