OFS Capital (OFS) ROE: History & Chart

OFS Capital Corporation(OFS)

Asset Management · Chicago, IL

$4.10+0.54 (+15.17%)

Delayed quote: Oct 6, 2026, 2:19 PM EDT

About OFS Capital Corporation

OFS Capital Corporation functions as a business development company, delivering adaptable capital solutions, predominantly through debt financing and, to a lesser degree, minority equity investments. The firm concentrates on U.S.-based middle-market enterprises across a wide spectrum of sectors, deliberately avoiding investments in operational turnarounds or nascent businesses. Its investment approach encompasses direct funding, participating in funds, and facilitating add-on acquisitions. Within its direct investment strategy, OFS Capital provides expertise in various financial structures, including debt and structured equity, recapitalizations, refinancing operations, management and leveraged buyouts, acquisition funding, events for shareholder liquidity, and growth capital. It also supports independent sponsor transactions, Employee Stock Ownership Plans (ESOPs), and minority investments in lower middle-market companies. Targeted industries include aerospace and defense, business services, consumer products and services, food and beverage, healthcare services, specialty chemicals, transportation and logistics, value-added distribution, franchising, and niche industrial manufacturing. The firm seeks out U.S.-based companies that generate revenues between $10 million and $200 million, have an annual EBITDA exceeding $5 million, and possess an enterprise value from $10 million to $500 million. Individual investments typically range from $5 million to $35 million, with debt-specific investments falling between $5 million and $25 million. OFS Capital utilizes a diverse set of financial tools, including senior secured loans, unitranche facilities, first-lien and second-lien debt, subordinated or mezzanine loans, warrants, preferred equity securities, and common equity. The company is open to acquiring both minority and majority stakes in its investments and frequently collaborates with co-investors to access additional capital.

Chicago, IL

47 employees

www.ofscapital.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Bilal Rashid

View full financials

OFS Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

N/A

RETURN ON EQUITY (ROE) AVG TTM

3.57%

RETURN ON EQUITY (ROE) AVG 3Y

-1.17%

RETURN ON EQUITY (ROE) AVG 5Y

7.51%

RETURN ON EQUITY (ROE) AVG 10Y

6.20%

RETURN ON EQUITY (ROE) AVG 15Y

5.19%

RETURN ON EQUITY (ROE) AVG 20Y

N/A

CURRENT VS TTM AVG

N/A

CURRENT VS 3Y AVG

N/A

CURRENT VS 5Y AVG

N/A

CURRENT VS 10Y AVG

N/A

CURRENT VS 15Y AVG

N/A

CURRENT VS 20Y AVG

N/A

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
OFS Capital Corporation (OFS)	$54.93M	N/A	3.57%	-1.17%	7.51%
IB Acquisition Corp. Common Stock (IBAC)vs ›	$54.79M	-6.58%	11.95%	27.21%	27.21%
M Evo Global Acquisition Corp II Class A Ordinary Shares (MEVO)vs ›	$55.47M	N/A	0.00%	0.00%	0.00%
MarketWise, Inc. (MKTW)vs ›	$52.55M	N/A	-52.21%	-51.34%	323.47%
Flag Ship Acquisition Corporation (FSHP)vs ›	$56.64M	7.43%	3.72%	19.52%	37.75%
Great Elm Capital Corp. (GECC)vs ›	$57.54M	-34.69%	-12.77%	-4.56%	-12.03%
Hyperion DeFi, Inc. (HYPD)vs ›	$57.60M	6.53%	135.03%	-48.85%	-64.50%
Streamex Corp. (STEX)vs ›	$57.71M	-343.70%	185.21%	-1276.11%	-929.38%
Black Hawk Acquisition Corporation (BKHA)vs ›	$50.01M	1.88%	4.70%	-610.27%	-610.27%
Cayson Acquisition Corp Ordinary shares (CAPN)vs ›	$60.18M	3.59%	1.73%	1.73%	1.73%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

OFS Capital Corporation (OFS)

$54.93M

N/A

3.57%

-1.17%

7.51%

IB Acquisition Corp. Common Stock (IBAC)vs ›

$54.79M

-6.58%

11.95%

27.21%

M Evo Global Acquisition Corp II Class A Ordinary Shares (MEVO)vs ›

$55.47M

N/A

0.00%

MarketWise, Inc. (MKTW)vs ›

$52.55M

N/A

-52.21%

-51.34%

323.47%

Flag Ship Acquisition Corporation (FSHP)vs ›

$56.64M

7.43%

3.72%

19.52%

37.75%

Great Elm Capital Corp. (GECC)vs ›

$57.54M

-34.69%

-12.77%

-4.56%

-12.03%

Hyperion DeFi, Inc. (HYPD)vs ›

$57.60M

6.53%

135.03%

-48.85%

-64.50%

Streamex Corp. (STEX)vs ›

$57.71M

-343.70%

185.21%

-1276.11%

-929.38%

Black Hawk Acquisition Corporation (BKHA)vs ›

$50.01M

1.88%

4.70%

-610.27%

Cayson Acquisition Corp Ordinary shares (CAPN)vs ›

$60.18M

3.59%

1.73%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for OFS Capital Corporation (OFS)?

The return on equity (ROE) for OFS stock is N/A.

What is the TTM average return on equity (ROE) for OFS Capital Corporation (OFS)?

The TTM average return on equity (ROE) for OFS stock is 3.57%.

What is the 3Y average return on equity (ROE) for OFS Capital Corporation (OFS)?

The 3Y average return on equity (ROE) for OFS stock is -1.17%.

What is the 5Y average return on equity (ROE) for OFS Capital Corporation (OFS)?

The 5Y average return on equity (ROE) for OFS stock is 7.51%.

What is the 10Y average return on equity (ROE) for OFS Capital Corporation (OFS)?

The 10Y average return on equity (ROE) for OFS stock is 6.20%.

What is the 15Y average return on equity (ROE) for OFS Capital Corporation (OFS)?

The 15Y average return on equity (ROE) for OFS stock is 5.19%.

DATE	RETURN ON EQUITY (ROE)
2025-12-31	-26.86%
2025-09-30	2.37%
2025-06-30	7.01%
2025-03-31	18.83%
2024-12-31	16.51%
2024-09-30	-0.75%
2024-06-30	-0.67%
2024-03-31	-8.98%
2023-12-31	-0.29%
2023-09-30	3.56%
2023-06-30	-3.05%
2023-03-31	-6.75%
2022-12-31	-4.20%
2022-09-30	3.88%
2022-06-30	15.22%
2022-03-31	29.30%
2021-12-31	27.91%
2021-09-30	26.96%
2021-06-30	30.45%
2021-03-31	24.94%
2020-12-31	2.32%
2020-09-30	-4.69%
2020-06-30	-16.27%
2020-03-31	-20.26%
2019-12-31	5.73%
2019-09-30	2.79%
2019-06-30	4.72%
2019-03-31	5.63%
2018-12-31	5.47%
2018-09-30	9.70%
2018-06-30	7.55%
2018-03-31	3.58%
2017-12-31	4.20%
2017-09-30	4.55%
2017-06-30	5.10%
2017-03-31	11.29%
2016-12-31	9.62%
2016-09-30	10.68%
2016-06-30	9.93%
2016-03-31	12.17%
2015-12-31	12.75%
2015-09-30	11.10%
2015-06-30	12.67%
2015-03-31	8.08%
2014-12-31	7.23%
2014-09-30	5.56%
2014-06-30	3.04%
2014-03-31	4.92%
2013-12-31	5.47%
2013-09-30	5.22%
2013-06-30	6.94%
2013-03-31	4.39%
2012-12-31	4.38%
2012-09-30	14.56%
2012-06-30	-0.30%
2012-03-31	-0.72%
2011-12-31	-4.00%

DATE

RETURN ON EQUITY (ROE)

2025-12-31

-26.86%

2025-09-30

2.37%

2025-06-30

7.01%

2025-03-31

18.83%

2024-12-31

16.51%

2024-09-30

-0.75%

2024-06-30

-0.67%

2024-03-31

-8.98%

2023-12-31

-0.29%

2023-09-30

3.56%

2023-06-30

-3.05%

2023-03-31

-6.75%

2022-12-31

-4.20%

2022-09-30

3.88%

2022-06-30

15.22%

2022-03-31

29.30%

2021-12-31

27.91%

2021-09-30

26.96%

2021-06-30

30.45%

2021-03-31

24.94%

2020-12-31

2.32%

2020-09-30

-4.69%

2020-06-30

-16.27%

2020-03-31

-20.26%

2019-12-31

5.73%

2019-09-30

2.79%

2019-06-30

4.72%

2019-03-31

5.63%

2018-12-31

5.47%

2018-09-30

9.70%

2018-06-30

7.55%

2018-03-31

3.58%

2017-12-31

4.20%

2017-09-30

4.55%

2017-06-30

5.10%

2017-03-31

11.29%

2016-12-31

9.62%

2016-09-30

10.68%

2016-06-30

9.93%

2016-03-31

12.17%

2015-12-31

12.75%

2015-09-30

11.10%

2015-06-30

12.67%

2015-03-31

8.08%

2014-12-31

7.23%

2014-09-30

5.56%

2014-06-30

3.04%

2014-03-31

4.92%

2013-12-31

5.47%

2013-09-30

5.22%

2013-06-30

6.94%

2013-03-31

4.39%

2012-12-31

4.38%

2012-09-30

14.56%

2012-06-30

-0.30%

2012-03-31

-0.72%

2011-12-31

-4.00%

Return on Equity (ROE): N/A

OFS Return on Equity (ROE)

OFS Average Return on Equity (ROE) Chart

OFS Return on Equity (ROE) Metrics

OFS Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

OFS Return on Equity (ROE) History

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