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OXSQ logo OXSQ
Upturn stock ratingUpturn stock rating
OXSQ logo

Oxford Square Capital Corp (OXSQ)

Upturn stock ratingUpturn stock rating
$2.2
Last Close (24-hour delay)
Profit since last BUY-3.91%
upturn advisory
SELL
SELL since 3 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

08/28/2025: OXSQ (1-star) is a SELL. SELL since 3 days. Profits (-3.91%). Updated daily EoD!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

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

Analysts Price Target For last 52 week
$4.75 Target price
52w Low $2.08
Current$2.2
52w High $2.62

Analysis of Past Performance

Type Stock
Historic Profit -1.67%
Avg. Invested days 49
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 170.90M 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 0.67
52 Weeks Range 2.08 - 2.62
Updated Date 08/29/2025
52 Weeks Range 2.08 - 2.62
Updated Date 08/29/2025
Dividends yield (FY) 19.09%
Basic EPS (TTM) -0.02

Earnings Date

Report Date 2025-08-07
When -
Estimate 0.08
Actual 0.08

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 255051088
Price to Sales(TTM) 4.25
Enterprise Value 255051088
Price to Sales(TTM) 4.25
Enterprise Value to Revenue 96.83
Enterprise Value to EBITDA -
Shares Outstanding 78034600
Shares Floating 46441780
Shares Outstanding 78034600
Shares Floating 46441780
Percent Insiders 8.38
Percent Institutions 6.9

ai summary icon Upturn AI SWOT

Oxford Square Capital Corp

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.