Oxford Lane Capital Preferred Stock Shares 6.00% Series 2029(Oxlco) Financials: Return On Equity Compared To Industry Average, Plus Other Key Ratios

Profitability Trend (Last 5 Years)

Profitability - return on equity

This chart shows the historical trend of return on equity for OXLCO compared to its industry average over the recent years.

Ratio Definition and Interpretation

Name: Return on Equity (ROE)

Definition: ROE shows how much profit the company earns for its shareholders based on their invested equity. It’s one of the most watched profitability ratios. A consistently high ROE signals strong management and efficient use of shareholder capital. But artificially high ROE may sometimes be boosted by excessive debt.

Interpretation:
• In '2022', OXLCO's return on equity was 13.3%, measuring profitability for shareholders. Industry average for Investment Managers in '2022' stood at -5.3%.
• In '2023', OXLCO's return on equity was -19.7%, measuring profitability for shareholders. The decline from '2022' may indicate some operational or financial challenges. Industry average for Investment Managers in '2023' stood at 10.1%. Industry average increased by 15.4% compared to previous year.
• In '2024', OXLCO's return on equity was 23.9%, measuring profitability for shareholders. The increase since '2023' reflects strengthening financial performance. Industry average for Investment Managers in '2024' stood at 14.7%. Industry average increased by 4.6% compared to previous year.
• In '2025', OXLCO's return on equity was 3.1%, measuring profitability for shareholders. The decline from '2024' may indicate some operational or financial challenges. Industry average for Investment Managers in '2025' stood at 3.9%. Industry average declined by 10.8% from previous year.
Overall, OXLCO's return on equity has been volatile but showed a downward trend over the past 4 years.

Formula: ROE = Net Income / Shareholders' Equity

Good Range: 10%-20% desirable for many industries.