(OXLC) Oxford Lane Capital - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: NASDAQ (USA) | Market Cap: 975m USD | Total Return: -35.6% in 12m

CLO Equity, Debt Securities, Structured Finance, Senior Secured Loans
Total Rating 31
Safety 35
Buy Signal -0.50
Asset Management
Industry Rotation: -2.3
Market Cap: 975M
Avg Turnover: 9.20M
Risk 3d forecast
Volatility20.1%
VaR 5th Pctl3.37%
VaR vs Median2.00%
Reward TTM
Sharpe Ratio-1.21
Rel. Str. IBD25
Rel. Str. Peer Group37.6
Character TTM
Beta0.720
Beta Downside0.996
Hurst Exponent0.621
Drawdowns 3y
Max DD57.17%
CAGR/Max DD-0.10
CAGR/Mean DD-0.43

Warnings

Share dilution 123.1% YoY

Tailwinds

No distinct edge detected

Description: OXLC Oxford Lane Capital

Oxford Lane Capital Corp. (OXLC) is a closed-end management investment company that specializes in debt and equity tranches of collateralized loan obligations (CLOs). These vehicles primarily consist of senior secured loans issued to below-investment-grade or unrated corporate borrowers. By focusing on the equity and junior debt tiers of CLOs, the fund seeks to capture the spread between the interest earned on underlying loan portfolios and the cost of the vehicles liabilities.

The CLO market represents a significant segment of the structured credit universe, often providing higher yields in exchange for increased complexity and credit risk. Because these underlying loans are typically floating-rate, the funds performance is closely linked to broader credit market trends and interest rate environments. For a detailed breakdown of these risk factors and historical performance metrics, consider reviewing the comprehensive data on ValueRay. Oxford Lane Capital Corp. has been operational since 2010 and is managed by Oxford Lane Management LLC.

Headlines to Watch Out For
  • CLO equity tranche performance drives net asset value fluctuations
  • Federal Reserve interest rate policy impacts underlying loan yield spreads
  • Default rates in below investment grade corporate debt affect cash flows
  • Management fee structure and leverage costs influence net investment income
  • Secondary equity offerings dilute existing shareholder value to fund acquisitions
Piotroski VR-10 (Strict) 3.5
Net Income: -536.6m TTM > 0 and > 6% of Revenue
FCF/TA: 0.85 > 0.02 and ΔFCF/TA 38.79 > 1.0
NWC/Revenue: 13.93% < 20% (prev 12.13%; Δ 1.80% < -1%)
CFO/TA 0.85 > 3% & CFO 1.55b > Net Income -536.6m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: error (cannot be calculated; needs correct Total Current Assets and Liabilities)
Outstanding Shares: last quarter (97.2m) vs 12m ago 123.1% < -2%
Gross Margin: 80.82% > 18% (prev 0.83%; Δ 8.00k% > 0.5%)
Asset Turnover: 47.42% > 50% (prev 32.50%; Δ 14.92% > 0%)
Interest Coverage Ratio: -1.57 > 6 (EBITDA TTM -85.4m / Interest Expense TTM 54.5m)
Altman Z'' -5.08
A: 0.06 (Total Current Assets 118.3m - Total Current Liabilities 0.0) / Total Assets 1.83b
B: -0.92 (Retained Earnings -1.68b / Total Assets 1.83b)
C: -0.05 (EBIT TTM -85.4m / Avg Total Assets 1.79b)
D: -2.10 (Book Value of Equity -1.68b / Total Liabilities 799.5m)
Altman-Z'' = -5.08 = D
What is the price of OXLC shares?

As of June 02, 2026, the stock is trading at USD 9.98 with a total of 926,430 shares traded.
Over the past week, the price has changed by +3.63%, over one month by -1.86%, over three months by +34.59% and over the past year by -35.59%.

Is OXLC a buy, sell or hold?

Oxford Lane Capital has received a consensus analysts rating of 5.00. Therefore, it is recommended to buy OXLC.

  • StrongBuy: 2
  • Buy: 0
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the OXLC price?
Analysts Target Price 13.5 35.3%
Oxford Lane Capital (OXLC) - Fundamental Data Overview as of 01 June 2026
Market Cap USD = 974.5m (974.5m USD * 1.0 USD.USD)
P/S = 2.1
P/B = 0.9461
Revenue TTM = 849.1m USD
EBIT TTM = -85.4m USD
EBITDA TTM = -85.4m USD
 Long Term Debt = unknown (none)
 Short Term Debt = 6.45m USD (from shortTermDebt, two quarters ago)
Debt = 772.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 676.0m USD (calculated: Debt 772.7m - CCE 96.7m)
Enterprise Value = 1.65b USD (974.5m + Debt 772.7m - CCE 96.7m)
Interest Coverage Ratio = -1.57 (Ebit TTM -85.4m / Interest Expense TTM 54.5m)
EV/FCF = 1.06x (Enterprise Value 1.65b / FCF TTM 1.55b)
FCF Yield = 93.98% (FCF TTM 1.55b / Enterprise Value 1.65b)
 FCF Margin = 182.7% (FCF TTM 1.55b / Revenue TTM 849.1m)
 Net Margin = -63.20% (Net Income TTM -536.6m / Revenue TTM 849.1m)
Gross Margin = 80.82% ((Revenue TTM 849.1m - Cost of Revenue TTM 162.8m) / Revenue TTM)
Gross Margin QoQ = 66.48% (prev 72.79%)
Tobins Q-Ratio = 0.90 (Enterprise Value 1.65b / Total Assets 1.83b)
Interest Expense / Debt = 7.05% (Interest Expense 54.5m / Debt 772.7m)
Taxrate = 21.0% (US default 21%)
NOPAT = -67.5m (EBIT -85.4m * (1 - 21.00%)) [loss with tax shield]
 Current Ratio = unknown (Total Current Assets 118.3m / Total Current Liabilities 0.0)
 Debt / Equity = 0.75 (Debt 772.7m / totalStockholderEquity, last quarter 1.03b)
 Debt / EBITDA = -7.91 (negative EBITDA) (Net Debt 676.0m / EBITDA -85.4m)
 Debt / FCF = 0.44 (Net Debt 676.0m / FCF TTM 1.55b)
Total Stockholder Equity = 1.61b (last 4 quarters mean from totalStockholderEquity)
RoA = -29.97% (Net Income -536.6m / Total Assets 1.83b)
RoE = -16.30% (Net Income TTM -536.6m / Total Stockholder Equity 3.29b)
RoCE = -4.67% (EBIT -85.4m / Capital Employed (Total Assets 1.83b - Current Liab 0.0))
 RoIC = -4.93% (negative operating profit) (EBIT -85.4m / (Assets 1.83b - Curr.Liab 0.0 - Cash 96.7m))
 WACC = 7.21% (E(974.5m)/V(1.75b) * Re(8.51%) + D(772.7m)/V(1.75b) * Rd(7.05%) * (1-Tc(0.21)))
Discount Rate = 8.51% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 95.56 | Cagr: 92.71%
[DCF] Terminal Value 77.97% ; FCFF base≈1.25b ; Y1≈1.44b ; Y5≈2.11b
[DCF] Fair Price = 318.7 (EV 31.8b - Net Debt 676.0m = Equity 31.1b / Shares 97.6m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 19.41 | EPS CAGR: 3.63% | SUE: 4.0 | # QB: 1
Revenue Correlation: 89.83 | Revenue CAGR: 22.90% | SUE: 0.19 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.94 | Chg30d=-6.93% | Revisions=N/A | Analysts=1
EPS next Quarter (2026-09-30): EPS=1.00 | Chg30d=-6.54% | Revisions=N/A | Analysts=1
EPS current Year (2027-03-31): EPS=4.15 | Chg30d=-6.74% | Revisions=-20% | GrowthEPS=+41.6% | GrowthRev=-4.5%
EPS next Year (2028-03-31): EPS=5.15 | Chg30d=N/A | Revisions=N/A | GrowthEPS=+24.1% | GrowthRev=+28.0%