Ellington Financial (EFC) Invested Capital (2015 - 2026)
Ellington Financial's Invested Capital was $2.26 billion in Q2 2026, up 11.2% from $2.03 billion a year earlier and up 1.5% from the prior quarter.
Ellington Financial (EFC) Invested Capital (2015 - 2026) Analysis & Trends
For FY2025, Invested Capital at Ellington Financial came in at $2.17 billion, up 17.5% from FY2024.
- Invested Capital has now increased for five consecutive years, with a five-year compound annual growth rate of 17.4% (FY2020 to FY2025).
- In earlier years, Invested Capital was $1.84 billion in FY2024 (+3.5%), $1.78 billion in FY2023 (+19.0%), $1.5 billion in FY2022 (+5.4%) and $1.42 billion in FY2021 (+46.0%).
- The Q2 2026 figure marks the highest quarterly Invested Capital in data going back to Q4 2015.
- Compared with a year earlier, Invested Capital has increased for nine straight quarters, with growth averaging 11.6% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q4 2021 (growth of 46.0%); the worst was Q1 2024 (a decline of 0.2%).
- Per Business Quant data, EFC's Invested Capital in the three quarters before Q2 2026 was $2.22 billion (Q1 2026), $2.17 billion (Q4 2025) and $1.99 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Ellington Financial | 1.51 Bn | 744.04 Mn | - | 2.26 Bn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.26 Bn |
| Mar 31, 2026 | 2.22 Bn |
| Dec 31, 2025 | 2.17 Bn |
| Sep 30, 2025 | 1.99 Bn |
| Jun 30, 2025 | 2.03 Bn |
| Mar 31, 2025 | 1.91 Bn |
| Dec 31, 2024 | 1.84 Bn |
| Sep 30, 2024 | 1.91 Bn |
| Jun 30, 2024 | 1.79 Bn |
| Mar 31, 2024 | 1.73 Bn |
| Dec 31, 2023 | 1.78 Bn |
| Sep 30, 2023 | 1.64 Bn |
| Jun 30, 2023 | 1.59 Bn |
| Mar 31, 2023 | 1.74 Bn |
| Dec 31, 2022 | 1.50 Bn |
| Sep 30, 2022 | 1.22 Bn |
| Jun 30, 2022 | 1.28 Bn |
| Mar 31, 2022 | 1.37 Bn |
| Dec 31, 2021 | 1.42 Bn |
| Sep 30, 2021 | 1.19 Bn |
Ellington 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=EFC&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "EFC", "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=EFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();