Beacon Financial (BBT) Invested Capital (2011 - 2025)
Beacon Financial's (BBT) quarterly Invested Capital came in at $585.6 million in Q2 2025, down 27.8% YoY from $811.1 million in Q2 2024, and down 14.46% on a QoQ basis from $684.6 million in Q1 2025.
Beacon Financial (BBT) Invested Capital (2011 - 2025) Analysis & Trends
Beacon Financial (BBT) has 15 years of Invested Capital data on file, last reported at $585.6 million in Q2 2025.
- Quarterly Invested Capital fell 27.8% year-over-year to $585.6 million in Q2 2025, while the trailing twelve-month figure through Mar 2026 was $585.6 million (down 77.83% YoY) and the FY2024 annual result came in at $438.1 million, down 13.52% from the prior year.
- Invested Capital eased to $585.6 million in Q2 2025, from $684.6 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $1.0 billion in Q1 2023 to a low of $110.8 million in Q3 2021.
- A 5-year average of $474.5 million and a median of $453.6 million in 2021 frame the typical range for Invested Capital.
- Annual changes were most pronounced in 2021 — Invested Capital tumbled 84.23% — and 2023, when it jumped 814.61%.
- Tracing BBT's Invested Capital over 5 years: stood at $110.8 million in 2021, then grew by 13.23% to $125.5 million in 2022, then jumped by 303.63% to $506.6 million in 2023, then dropped by 13.52% to $438.1 million in 2024, then soared by 33.67% to $585.6 million in 2025.
- The last three Invested Capital figures came in at $585.6 million (Q2 2025), $684.6 million (Q1 2025), and $438.1 million (Q4 2024), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Hdfc Bank | 120.66 Bn | 84.46 Bn | - | 14.38 Bn |
| 2 | Pnc Financial Services | 97.86 Bn | 97.86 Bn | - | - |
| 3 | Us Bancorp | 96.39 Bn | 96.39 Bn | - | 58.67 Bn |
| 4 | Lloyds Banking | 93.61 Bn | 93.91 Bn | - | 296.51 Mn |
| 5 | NatWest | 74.92 Bn | -144.17 Bn | - | 941.24 Bn |
| 6 | Deutsche Bank Aktiengesellschaft | 72.22 Bn | -81.10 Bn | - | - |
| 7 | Nu Holdings | 70.34 Bn | 56.66 Bn | 2.35 Bn | - |
| 8 | Truist Financial | 61.75 Bn | 61.75 Bn | - | 26.89 Bn |
| 9 | Fifth Third Bancorp | 49.88 Bn | 26.16 Bn | - | 4.63 Bn |
| 10 | Beacon Financial | 2.64 Bn | 1.42 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2025 | 585.60 Mn |
| Mar 31, 2025 | 684.60 Mn |
| Dec 31, 2024 | 438.09 Mn |
| Sep 30, 2024 | 707.09 Mn |
| Jun 30, 2024 | 811.09 Mn |
| Mar 31, 2024 | 458.59 Mn |
| Dec 31, 2023 | 506.59 Mn |
| Sep 30, 2023 | 925.60 Mn |
| Jun 30, 2023 | 795.58 Mn |
| Mar 31, 2023 | 1.03 Bn |
| Dec 31, 2022 | 125.51 Mn |
| Sep 30, 2022 | 125.50 Mn |
| Jun 30, 2022 | 254.20 Mn |
| Mar 31, 2022 | 112.13 Mn |
| Dec 31, 2021 | 110.84 Mn |
| Sep 30, 2021 | 110.82 Mn |
| Jun 30, 2021 | 315.24 Mn |
| Mar 31, 2021 | 448.69 Mn |
| Dec 31, 2020 | 571.64 Mn |
| Sep 30, 2020 | 702.71 Mn |