Pathward Financial (CASH) Invested Capital (2009 - 2026)
Pathward Financial (CASH) reported Invested Capital of $1.05 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 8.9% from $966.58 million a year earlier and up 15.6% from the prior quarter.
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Analysis
Pathward Financial (CASH) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Pathward Financial posted Invested Capital of $900.5 million, down 26.9% from FY2024.
- Invested Capital has a five-year compound annual growth rate of -1.0% (FY2020 to FY2025).
- By fiscal year, Invested Capital came in at $1.23 billion in FY2024 (+85.3%), $665.22 million in FY2023 (-0.6%), $669.24 million in FY2022 (-30.6%) and $964.72 million in FY2021 (+2.0%).
- The fiscal Q3 2026 figure ranks as the highest quarterly Invested Capital since fiscal Q4 2024.
- Year over year, Invested Capital has now increased in each of the last three quarters, with growth averaging 15.7% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was fiscal Q4 2024 (growth of 85.3%); the low point was fiscal Q4 2022 (a decline of 30.6%).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $910.19 million (Q2 2026), $887.19 million (Q1 2026) and $900.5 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3,955.81 Bn |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | 53.87 Bn |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 113.21 Bn |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 1,214.47 Bn |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 1,795.44 Bn |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 220.98 Bn |
| 10 | Pathward Financial | 1.56 Bn | 1.56 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.05 Bn |
| Mar 31, 2026 | 910.19 Mn |
| Dec 31, 2025 | 887.19 Mn |
| Sep 30, 2025 | 900.50 Mn |
| Jun 30, 2025 | 966.58 Mn |
| Mar 31, 2025 | 847.45 Mn |
| Dec 31, 2024 | 790.93 Mn |
| Sep 30, 2024 | 1.24 Bn |
| Jun 30, 2024 | 786.73 Mn |
| Mar 31, 2024 | 787.56 Mn |
| Dec 31, 2023 | 740.20 Mn |
| Sep 30, 2023 | 687.57 Mn |
| Jun 30, 2023 | 924.64 Mn |
| Mar 31, 2023 | 740.75 Mn |
| Dec 31, 2022 | 683.20 Mn |
| Sep 30, 2022 | 689.60 Mn |
| Jun 30, 2022 | 735.61 Mn |
| Mar 31, 2022 | 847.48 Mn |
| Dec 31, 2021 | 913.28 Mn |
| Sep 30, 2021 | 1.04 Bn |
API Access
Pathward Financial 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=CASH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "CASH", "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=CASH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();