Growth Metrics

Amtd Idea (AMTD) Invested Capital (2018 - 2025)

Amtd Idea recorded quarterly Invested Capital of $1.8 billion in Q4 2025, up 132.5% quarter-over-quarter from $794.9 million in Q2 2025, and up 4.82% year-over-year from $1.8 billion in Q4 2024.

Amtd Idea's Invested Capital history runs 8 years deep, the most recent figure standing at $1.8 billion for Q4 2025.

  • In Q4 2025, Invested Capital rose 4.82% year-over-year to $1.8 billion; the TTM figure through Dec 2025 stood at $1.8 billion (up 4.82% YoY), while the FY2025 annual figure was $1.8 billion, up 4.82% from the prior year.
  • Invested Capital came in at $1.8 billion for Q4 2025 at Amtd Idea, up from $794.9 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $1.8 billion in Q4 2025 to a low of $76.8 million in Q2 2024.
  • A 5-year average of $941.0 million and a median of $794.9 million in 2025 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital plunged 49.52% in 2021 and jumped 934.91% in 2025, its largest moves.
  • Amtd Idea's Invested Capital stood at $513.8 million in 2021, then surged by 44.28% to $741.3 million in 2022, then jumped by 83.37% to $1.4 billion in 2023, then rose by 29.7% to $1.8 billion in 2024, then grew by 4.82% to $1.8 billion in 2025.
  • According to Business Quant data, Invested Capital over the past three periods registered $1.8 billion, $794.9 million, and $324.2 million for Q4 2025, Q2 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 Amtd Idea 1,030.00 -59.40 Mn - 1.85 Bn

Historic Data

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DateValue
Dec 31, 2025 1.85 Bn
Jun 30, 2025 794.85 Mn
Apr 30, 2025 324.19 Mn
Dec 31, 2024 1.76 Bn
Jun 30, 2024 76.80 Mn
Dec 31, 2023 1.36 Bn
Dec 31, 2022 741.33 Mn
Dec 31, 2021 513.81 Mn
Jan 1, 2021 1.05 Bn
Dec 31, 2020 1.02 Bn
Sep 30, 2020 29.97 Mn
Dec 31, 2019 872.57 Mn
Sep 30, 2019 760.83 Mn
Jun 30, 2019 528.26 Mn
Dec 31, 2018 338.70 Mn