Oxford Square CapitalOXSQ +0.34%28 3-Year RORE % is 39.74 as of Mar. 2026. GuruFocus rates OXSQ with a GF Score™ of 28/100. The stock has 1 warning sign investors should review. Among 1,533 Asset Management companies, Oxford Square Capital ranks better than 64.06% on this metric.
Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Oxford Square Capital's 3-Year RORE % for the quarter that ended in Mar. 2026 was 39.74%.
The industry rank for Oxford Square Capital's 3-Year RORE % or its related term are showing as below:
OXSQ's 3-Year RORE % is ranked better than 64.06% of 1533
companies
in the Asset Management industry
Industry Median: 12.5
vs OXSQ: 39.74
Oxford Square Capital (NAS:OXSQ) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Oxford Square Capital 3-Year RORE % Related Terms
Oxford Square Capital 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Oxford Square Capital's 3-Year RORE % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Oxford Square Capital's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Oxford Square Capital 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Oxford Square Capital's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Oxford Square Capital's 3-Year RORE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.
Oxford Square Capital (OXSQ) has a 3-Year RORE % of 39.74 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Oxford Square Capital and its competitors. According to the industry distribution chart, Oxford Square Capital ranks #551 out of 1533 companies in the Asset Management industry, placing it in the top 35.9%.
Is Oxford Square Capital's 3-Year RORE % too high?
Oxford Square Capital's current 3-Year RORE % is 39.74. The Asset Management industry median 3-Year RORE % is 12.50. Oxford Square Capital's value of 39.74 is 217.9% above this industry median. Based on the distribution chart, Oxford Square Capital ranks #551 out of 1533 companies in the Asset Management industry, which is above the industry midpoint. Overall, Oxford Square Capital has a GF Score™ of 28/100, reflecting its overall financial health beyond just this single metric.
How does Oxford Square Capital's 3-Year RORE % compare to GGZ and DMO?
According to the Asset Management industry distribution chart, Oxford Square Capital ranks #551 out of 1533 companies for 3-Year RORE %. This puts Oxford Square Capital in the upper half of its industry. The industry median 3-Year RORE % is 12.50. Oxford Square Capital's value of 39.74 is 217.9% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,533 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oxford Square Capital's current 3-Year RORE % of 39.74 is 217.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Oxford Square Capital and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oxford Square Capital's current 3-Year RORE % is 39.74. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oxford Square Capital stock overvalued right now?
Oxford Square Capital (OXSQ) has a current 3-Year RORE % of 39.74. The current 3-Year RORE % is 39.74 and 217.9% above the Asset Management industry median of 12.50. Oxford Square Capital's overall GF Score™ is 28/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Oxford Square Capital (OXSQ), the current 3-Year RORE % is 39.74 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Oxford Square Capital Corp is a closed-end, non-diversified management investment company. Its investment objective is to maximize portfolio's total return. Its primary current focus is to seek an attractive risk-adjusted total return by investing in corporate debt securities and, to a lesser extent collateralized loan obligation (CLO) structured finance investments that own corporate debt securities. CLO investments may also include warehouse facilities, which are early-stage CLO vehicles intended to aggregate loans that may be used to form the basis of a traditional CLO vehicle. The company may also invest in publicly traded debt and/or equity securities.
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