Adamas Trust (ADAM) Invested Capital (2010 - 2026)
Adamas Trust's Invested Capital was $5.05 billion in Q2 2026, up 189.2% from $1.75 billion a year earlier and up 2.7% from the prior quarter.
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Analysis
Adamas Trust (ADAM) Invested Capital (2010 - 2026) Analysis & Trends
For FY2025, Invested Capital at Adamas Trust came in at $4.94 billion, up 12.8% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of 16.0% (FY2020 to FY2025).
- In earlier years, Invested Capital was $4.38 billion in FY2024 (+83.6%), $2.38 billion in FY2023 (-38.9%), $3.9 billion in FY2022 (+26.9%) and $3.07 billion in FY2021 (+30.7%).
- The Q2 2026 figure marks the highest quarterly Invested Capital in data going back to Q4 2010.
- Compared with a year earlier, Invested Capital has increased for four straight quarters, with growth averaging 72.3% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q2 2026 (growth of 189.2%); the worst was Q4 2023 (a decline of 38.9%).
- Per Business Quant data, ADAM's Invested Capital in the three quarters before Q2 2026 was $4.92 billion (Q1 2026), $4.94 billion (Q4 2025) and $4.97 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Adamas Trust | 699.26 Mn | -120.57 Mn | - | 5.05 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.05 Bn |
| Mar 31, 2026 | 4.92 Bn |
| Dec 31, 2025 | 4.94 Bn |
| Sep 30, 2025 | 4.97 Bn |
| Jun 30, 2025 | 1.75 Bn |
| Mar 31, 2025 | 1.77 Bn |
| Dec 31, 2024 | 4.38 Bn |
| Sep 30, 2024 | 1.94 Bn |
| Jun 30, 2024 | 2.03 Bn |
| Mar 31, 2024 | 2.35 Bn |
| Dec 31, 2023 | 2.38 Bn |
| Sep 30, 2023 | 1.99 Bn |
| Jun 30, 2023 | 2.12 Bn |
| Mar 31, 2023 | 2.17 Bn |
| Dec 31, 2022 | 3.90 Bn |
| Sep 30, 2022 | 2.34 Bn |
| Jun 30, 2022 | 3.38 Bn |
| Mar 31, 2022 | 3.33 Bn |
| Dec 31, 2021 | 3.07 Bn |
| Sep 30, 2021 | 2.56 Bn |
API Access
Adamas Trust Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=ADAM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "ADAM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=ADAM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();