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Upturn AI SWOT - About
OXSQ 
Oxford Square Capital Corp (OXSQ)
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Upturn Advisory Summary
09/16/2025: 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 $4.75
1 Year Target Price $4.75
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.84% | 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 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 165.43M USD | Price to earnings Ratio - | 1Y Target Price 4.75 |
Price to earnings Ratio - | 1Y Target Price 4.75 | ||
Volume (30-day avg) 1 | Beta 0.7 | 52 Weeks Range 2.04 - 2.57 | Updated Date 09/16/2025 |
52 Weeks Range 2.04 - 2.57 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 19.76% | 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 249588672 | Price to Sales(TTM) 4.11 |
Enterprise Value 249588672 | Price to Sales(TTM) 4.11 | ||
Enterprise Value to Revenue 94.71 | Enterprise Value to EBITDA - | Shares Outstanding 78034600 | Shares Floating 46441780 |
Shares Outstanding 78034600 | Shares Floating 46441780 | ||
Percent Insiders 8.38 | Percent Institutions 6.88 |
Upturn AI SWOT
Oxford Square Capital Corp
Company Overview
History and Background
Oxford Square Capital Corp. was founded in 2010 and is a closed-end management investment company that focuses on investments in CLO equity and debt, and loans to primarily U.S. businesses.
Core Business Areas
- CLO Investments: Investments in collateralized loan obligations (CLOs), both equity and debt tranches.
- Senior Secured Loans: Direct lending to primarily U.S. businesses, often in the lower middle market.
Leadership and Structure
Jonathan H. Cohen serves as the Chief Executive Officer. The company operates with an investment team focused on sourcing, underwriting, and managing its portfolio.
Top Products and Market Share
Key Offerings
- CLO Equity: Investments in CLO equity tranches, providing exposure to a diversified pool of senior secured loans. Market share data is not readily available. Competitors include other BDCs and investment firms focused on CLO equity.
- Senior Secured Loans: Directly originated or acquired senior secured loans to middle-market companies. Market share data is not readily available. Competitors include other BDCs and private credit funds.
Market Dynamics
Industry Overview
The BDC industry is sensitive to interest rate changes and economic conditions. Demand for private credit is high, but faces increasing competition. CLOs are also impacted by economic cycles and credit spreads.
Positioning
Oxford Square Capital Corp. focuses on CLO equity and senior secured loans, aiming to generate income and capital appreciation. Its competitive advantages are its experience and relationships in these niche markets.
Total Addressable Market (TAM)
The TAM for private credit is estimated to be in the trillions. Oxford Square Capital Corp is positioned to capture a small fraction of this market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Focus on Niche Markets (CLO Equity and Senior Secured Loans)
- Potential for High Income Generation
- Diversified investment portfolio
Weaknesses
- Small Market Capitalization
- Reliance on External Financing
- Sensitivity to Interest Rate Changes
- High risk of CLO equity investment
Opportunities
- Growth in Private Credit Markets
- Increased Demand for Alternative Investments
- Potential for Strategic Acquisitions
- Expansion into new investment strategies
Threats
- Economic Downturn
- Increased Competition in Private Credit
- Rising Interest Rates
- Regulatory Changes
Competitors and Market Share
Key Competitors
- ARCC
- FSK
- PSEC
- TCRD
Competitive Landscape
Oxford Square Capital Corp is a smaller player compared to larger BDCs like ARCC and FSK. Its focus on CLO equity provides differentiation but also higher risk.
Growth Trajectory and Initiatives
Historical Growth: Oxford Square's growth has been dependent on its ability to raise capital and deploy it effectively. Financial information needs to be updated regularly to reflect accurate growth trend
Future Projections: Analyst projections vary, but generally expect continued growth in assets under management. Check analyst ratings in reliable financial news resources
Recent Initiatives: Strategic initiatives, if any, are reported in company presentations and press releases.
Summary
Oxford Square Capital Corp. is a smaller BDC that invests in CLO equity and senior secured loans. Its niche focus offers potential for high income but carries significant risks. Economic conditions and competition in private credit pose threats. Company financial health depends on their capital and CLO assets. Maintaining liquidity will be key to its long term stability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Financial News Outlets (Bloomberg, Reuters, Yahoo Finance)
- BDC Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and due diligence. Market share data is an approximation and may vary depending on the source.
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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