Aurelion (AURE) Invested Capital (2022 - 2026)

Aurelion posted quarterly Invested Capital of $115.5 million for Q1 2026, up 39714.69% on a QoQ basis from -$291659.0 in Q3 2025.

Aurelion (AURE) has 5 years of Invested Capital data on file, last reported at $115.5 million in Q1 2026.

  • For the quarter ending Q1 2026, Invested Capital changed N/A year-over-year to $115.5 million; the trailing twelve-month figure through Mar 2026 stood at $115.5 million (changed N/A YoY), and the FY2025 full-year result was -$291659.0, down 109.59% from the prior year.
  • Invested Capital for Q1 2026 stood at $115.5 million, up from -$291659.0 in the prior quarter.
  • Across five years, Invested Capital topped out at $115.5 million in Q1 2026 and bottomed at -$291659.0 in Q3 2025.
  • The 5-year median for Invested Capital is $5.4 million (2022), against an average of $26.0 million.
  • The widest annual swing landed in 2023, when Invested Capital increased 14.76%; it then tumbled 109.59% in 2025.
  • A 5-year view of Invested Capital shows it stood at $5.4 million in 2022, then advanced by 14.76% to $6.2 million in 2023, then tumbled by 50.93% to $3.0 million in 2024, then sank by 109.59% to -$291659.0 in 2025, then jumped by 39714.69% to $115.5 million in 2026.
  • The last three Invested Capital figures came in at $115.5 million (Q1 2026), -$291659.0 (Q3 2025), and $3.0 million (Q3 2024), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Morgan Stanley 330.71 Bn 197.18 Bn - 486.95 Bn
2 Goldman Sachs 318.59 Bn -618.96 Bn - 122.78 Bn
3 Schwab Charles 154.74 Bn 109.76 Bn - 49.23 Bn
4 Robinhood Markets 81.79 Bn 77.15 Bn 960.00 Mn 9.69 Bn
5 Interactive Brokers 39.54 Bn 50.13 Bn - 5.59 Bn
6 Circle Internet 25.60 Bn 24.08 Bn 35.01 Mn 3.43 Bn
7 LPL Financial Holdings 22.12 Bn 21.10 Bn - 12.87 Bn
8 Iren 21.58 Bn 19.37 Bn 144.76 Mn 2.94 Bn
9 Tradeweb Markets 21.29 Bn 20.04 Bn - 7.31 Bn
10 Aurelion 1,255.00 -2.07 Mn - 115.54 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 115.54 Mn
Sep 30, 2025 -291,659.00
Sep 30, 2024 3.04 Mn
Sep 30, 2023 6.20 Mn
Sep 30, 2022 5.40 Mn