IIIV vs OXLCO

Comparison between i3 Verticals Inc - Class A (IIIV, Company) and Oxford Lane Capital Corp (OXLCO, Company).

IIIV is from the Technology sector, while OXLCO is from the Financial Services sector.

5-Year PerformanceOXLCO has outperformed IIIV, delivering a return of +6.2% compared to -8.5%

IIIV vs OXLCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IIIV(COMPANY)	OXLCO(COMPANY)
Market Cap	$432M	$432M
Max Drawdown	61.40%	19.95%
Sharpe Ratio	-0.48	0.85
5Y Beta	0.71	0.04
Industry	Software - Infrastructure	Asset Management
P/E Ratio	32.44	26.80
Forward P/E	19.16	N/A
PEG Ratio	1.24	0.00
Dividend Yield	N/A	21.00%
Debt to Equity	25.52%	N/A
Free Cash Flow Yield	10.14%	N/A
P/S Ratio	1.94	0.88
P/B Ratio	1.25	N/A

Market Cap

IIIV

$432M

Winner

OXLCO

$432M

Max Drawdown

IIIV

61.40%

Winner

OXLCO

19.95%

Sharpe Ratio

IIIV

-0.48

Winner

OXLCO

0.85

5Y Beta

IIIV

0.71

Winner

OXLCO

0.04

Industry

IIIV

Software - Infrastructure

OXLCO

Asset Management

P/E Ratio

IIIV

32.44

Winner

OXLCO

26.80

Forward P/E

IIIV

19.16

OXLCO

N/A

PEG Ratio

IIIV

1.24

Winner

OXLCO

0.00

Dividend Yield

IIIV

N/A

OXLCO

21.00%

Debt to Equity

IIIV

25.52%

OXLCO

N/A

Free Cash Flow Yield

IIIV

10.14%

OXLCO

N/A

P/S Ratio

IIIV

1.94

Winner

OXLCO

0.88

P/B Ratio

IIIV

1.25

OXLCO

N/A

IIIV vs OXLCO - Historical Returns

Returns include dividend reinvestment.

Period	IIIV	OXLCO
1 month	-12.14%	+1.36%
3 months	-16.61%	+4.68%
6 months	-15.21%	+5.99%
1 year	-20.84%	+11.82%
5 years(CAGR)	-8.54%	+6.17%
Max(CAGR)	+0.88%	+6.17%

IIIV

-12.14%

Winner

OXLCO

+1.36%

IIIV

-16.61%

Winner

OXLCO

+4.68%

IIIV

-15.21%

Winner

OXLCO

+5.99%

IIIV

-20.84%

Winner

OXLCO

+11.82%

5Y(CAGR)

IIIV

-8.54%

Winner

OXLCO

+6.17%

Max(CAGR)

IIIV

+0.88%

Winner

OXLCO

+6.17%

IIIV vs OXLCO - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	IIIV	OXLCO
2026	-22.06%	+5.16%
2025	+8.16%	+9.57%
2024	+9.71%	+9.48%
2023	-13.52%	+12.74%
2022	+0.37%	-12.12%
2021	-30.56%	+2.89%
2020	+13.27%	N/A
2019	+14.60%	N/A
2018	+31.34%	N/A

IIIV vs OXLCO Drawdown Comparison

The maximum drawdown for IIIV was -61.40%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The maximum drawdown for OXLCO was -16.34%, occurring on Oct 27, 2022. Recovery took 422 trading sessions.

The current IIIV drawdown is -45.74%. The current OXLCO drawdown is -2.90%.

Rank	IIIV	OXLCO
#1	-61.40% Feb 7, 2020 - Mar 23, 2020	-16.34% Apr 19, 2022 - Dec 21, 2023
#2	-36.13% Jul 1, 2019 - Jan 10, 2020	-5.27% May 11, 2026 - May 18, 2026
#3	-26.20% Oct 2, 2018 - Jan 2, 2019	-3.29% Feb 2, 2024 - Apr 4, 2024
#4	-20.87% Jan 7, 2019 - Jun 20, 2019	-2.87% Mar 26, 2025 - May 20, 2025
#5	-20.87% Jun 21, 2018 - Aug 24, 2018	-2.20% Nov 10, 2025 - Dec 18, 2025
#6	-8.32% Jan 2, 2019 - Jan 7, 2019	-2.12% Feb 13, 2026 - Apr 9, 2026
#7	-5.97% Jan 23, 2020 - Feb 3, 2020	-2.12% Dec 21, 2023 - Jan 9, 2024
#8	-3.82% Sep 17, 2018 - Sep 28, 2018	-1.96% Jul 18, 2025 - Aug 27, 2025
#9	-3.30% Aug 24, 2018 - Sep 4, 2018	-1.71% Dec 4, 2024 - Jan 24, 2025
#10	-2.36% Sep 6, 2018 - Sep 11, 2018	-1.67% Jun 24, 2024 - Aug 6, 2024
#11	-0.88% Jun 25, 2019 - Jun 27, 2019	-1.65% Apr 23, 2024 - May 6, 2024
#12	N/A	-1.64% Sep 16, 2024 - Oct 1, 2024
#13	N/A	-1.55% Apr 8, 2024 - Apr 17, 2024
#14	N/A	-1.52% Nov 15, 2021 - Dec 31, 2021
#15	N/A	-1.45% Dec 30, 2025 - Jan 14, 2026