Cullen (CFR) Invested Capital (2009 - 2026)
Cullen (CFR) recorded Invested Capital of $4.1 billion in Q3 2026, down 10.6% from $4.58 billion a year earlier and down 13.7% from the prior quarter.
Analysis
Cullen (CFR) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Cullen reported Invested Capital of $4.7 billion, up 16.8% from FY2024.
- Annual Invested Capital has increased for three straight years, with a five-year compound annual growth rate of 1.2% (FY2020 to FY2025).
- Across earlier years, Invested Capital came in at $4.02 billion in FY2024 (+4.7%), $3.84 billion in FY2023 (+17.8%), $3.26 billion in FY2022 (-28.5%) and $4.56 billion in FY2021 (+3.0%).
- The Q3 2026 figure is the lowest quarterly Invested Capital since Q4 2024.
- On a year-over-year basis, Invested Capital rose in seven of the last eight quarters, with growth averaging 8.1%.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 36.4% in Q3 2024, against a decline of 34.9% in Q3 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at $4.75 billion (Q2 2026), $4.65 billion (Q1 2026) and $4.7 billion (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 | Cullen | 9.84 Bn | -19.92 Bn | - | 4.10 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.10 Bn |
| Jun 30, 2026 | 4.75 Bn |
| Mar 31, 2026 | 4.65 Bn |
| Dec 31, 2025 | 4.70 Bn |
| Sep 30, 2025 | 4.58 Bn |
| Jun 30, 2025 | 4.32 Bn |
| Mar 31, 2025 | 4.24 Bn |
| Dec 31, 2024 | 4.02 Bn |
| Sep 30, 2024 | 4.26 Bn |
| Jun 30, 2024 | 3.79 Bn |
| Mar 31, 2024 | 3.76 Bn |
| Dec 31, 2023 | 3.84 Bn |
| Sep 30, 2023 | 3.12 Bn |
| Jun 30, 2023 | 3.51 Bn |
| Mar 31, 2023 | 3.59 Bn |
| Dec 31, 2022 | 3.26 Bn |
| Sep 30, 2022 | 2.94 Bn |
| Jun 30, 2022 | 3.47 Bn |
| Mar 31, 2022 | 3.90 Bn |
| Dec 31, 2021 | 4.56 Bn |
API Access
Cullen 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=CFR&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "CFR", "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=CFR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();