Oxford Square Capital Stock Five Year Return
| OXSQG Stock | USD 23.17 0.10 0.43% |
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.
Oxford | Five Year Return |
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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
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.
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.
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Oxford Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, Oxford Square Capital has a Five Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
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 | 0.51 | ||||
| Number Of Shares Shorted | 479 | ||||
| Revenue | 34.77 M | ||||
| EBITDA | 28.25 M | ||||
| Net Income | 17.24 M | ||||
| Total Debt | 122.98 M | ||||
| Cash Flow From Operations | 26.72 M | ||||
| Market Capitalization | 248.44 M | ||||
| Total Asset | 277.67 M | ||||
| Retained Earnings | (307.41 M) | ||||
| Net Asset | 277.67 M |
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.
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When determining whether Oxford Square Capital offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Oxford Square's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Oxford Square Capital Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Oxford Square Capital Stock:Check out Oxford Square Piotroski F Score and Oxford Square Altman Z Score analysis. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oxford Square. If investors know Oxford will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oxford Square listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Return On Equity 0.5057 |
The market value of Oxford Square Capital is measured differently than its book value, which is the value of Oxford that is recorded on the company's balance sheet. Investors also form their own opinion of Oxford Square's value that differs from its market value or its book value, called intrinsic value, which is Oxford Square's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oxford Square's market value can be influenced by many factors that don't directly affect Oxford Square's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oxford Square's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oxford Square is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oxford Square's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.