Amtd Idea (AMTD) Invested Capital (2018 - 2025)
Amtd Idea (AMTD) reported Invested Capital of $83.2 million for Q4 2025, up 32.07% on a YoY basis from $63.0 million in Q4 2024, and up 29.53% sequentially from $64.3 million in Q2 2025.
Amtd Idea (AMTD) Invested Capital (2018 - 2025) Analysis & Trends
Amtd Idea (AMTD) has 8 years of Invested Capital data on file, last reported at $83.2 million in Q4 2025.
- For the quarter ending Q4 2025, Invested Capital rose 32.07% year-over-year to $83.2 million; the trailing twelve-month figure through Dec 2025 stood at $210.5 million (up 2.38% YoY), and the FY2025 full-year result was $83.2 million, up 32.07% from the prior year.
- Invested Capital climbed to $83.2 million in Q4 2025, from $64.3 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $83.2 million in Q4 2025 to a low of $4.1 million in Q2 2022.
- A 5-year average of $55.0 million and a median of $63.0 million in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital decreased 26.21% in 2021 and surged 1237.95% in 2023, its largest moves.
- Tracing AMTD's Invested Capital over 5 years: stood at $30.0 million in 2021, then sank by 86.46% to $4.1 million in 2022, then jumped by 1522.45% to $65.8 million in 2023, then dropped by 4.22% to $63.0 million in 2024, then surged by 32.07% to $83.2 million in 2025.
- Business Quant data shows AMTD's Invested Capital at $83.2 million in Q4 2025, $64.3 million in Q2 2025, and $63.0 million in Q4 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 170.63 Bn | 157.49 Bn | - | 7.87 Bn |
| 2 | Blackstone | 104.57 Bn | 102.13 Bn | - | - |
| 3 | Kkr | 91.33 Bn | 91.33 Bn | - | - |
| 4 | Brookfield Asset Management | 77.00 Bn | 75.95 Bn | - | - |
| 5 | Apollo Global Management | 74.07 Bn | 74.07 Bn | -409.00 Mn | - |
| 6 | Ameriprise Financial | 51.24 Bn | 41.98 Bn | 4.57 Bn | - |
| 7 | State Street | 50.55 Bn | 50.55 Bn | - | - |
| 8 | Raymond James Financial | 34.77 Bn | 19.80 Bn | - | 1.14 Bn |
| 9 | Northern Trust | 33.43 Bn | 33.43 Bn | - | - |
| 10 | Amtd Idea | 213.09 Mn | 153.69 Mn | - | 83.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 83.23 Mn |
| Jun 30, 2025 | 64.26 Mn |
| Dec 31, 2024 | 63.02 Mn |
| Jun 30, 2024 | 76.80 Mn |
| Dec 31, 2023 | 65.79 Mn |
| Jun 30, 2023 | 54.26 Mn |
| Apr 30, 2023 | 53.80 Mn |
| Jun 30, 2022 | 4.06 Mn |
| Jan 1, 2021 | 29.96 Mn |
| Sep 30, 2020 | 29.97 Mn |
| Dec 31, 2019 | 40.60 Mn |
| Sep 30, 2019 | 41.10 Mn |
| Jun 30, 2019 | 41.07 Mn |
| Dec 31, 2018 | 41.13 Mn |