Equus Total Return (EQS) Invested Capital (2021 - 2025)

Equus Total Return posted quarterly Invested Capital of $18.8 million for Q4 2025, down 36.38% year-on-year from $29.5 million in Q4 2024, and down 29.17% on a QoQ basis from $26.5 million in Q3 2025.

Equus Total Return (EQS) has 5 years of Invested Capital data on file, last reported at $18.8 million in Q4 2025.

  • For the quarter ending Q4 2025, Invested Capital fell 36.38% year-over-year to $18.8 million; the trailing twelve-month figure through Dec 2025 stood at $18.8 million (down 36.38% YoY), and the FY2025 full-year result was $18.8 million, down 36.38% from the prior year.
  • Invested Capital for Q4 2025 stood at $18.8 million, down from $26.5 million in the prior quarter.
  • Across five years, Invested Capital topped out at $98.9 million in Q1 2024 and bottomed at $15.5 million in Q4 2021.
  • The 5-year median for Invested Capital is $35.7 million (2021), against an average of $43.9 million.
  • The widest annual swing landed in 2023, when Invested Capital surged 164.61%; it then slumped 68.35% in 2024.
  • A 5-year view of Invested Capital shows it stood at $15.5 million in 2021, then soared by 127.34% to $35.2 million in 2022, then soared by 164.61% to $93.2 million in 2023, then plunged by 68.35% to $29.5 million in 2024, then slumped by 36.38% to $18.8 million in 2025.
  • The last three Invested Capital figures came in at $18.8 million (Q4 2025), $26.5 million (Q3 2025), and $34.1 million (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 Equus Total Return 20.28 Mn 9.68 Mn 244,000.00 18.77 Mn

Historic Data

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DateValue
Dec 31, 2025 18.77 Mn
Sep 30, 2025 26.50 Mn
Jun 30, 2025 34.11 Mn
Mar 31, 2025 34.20 Mn
Dec 31, 2024 29.51 Mn
Sep 30, 2024 40.17 Mn
Jun 30, 2024 49.79 Mn
Mar 31, 2024 98.86 Mn
Dec 31, 2023 93.24 Mn
Sep 30, 2023 47.13 Mn
Jun 30, 2023 23.20 Mn
Mar 31, 2023 74.69 Mn
Dec 31, 2022 35.24 Mn
Sep 30, 2022 74.69 Mn
Jun 30, 2022 37.16 Mn
Mar 31, 2022 40.44 Mn
Dec 31, 2021 15.50 Mn
Sep 30, 2021 36.24 Mn
Jun 30, 2021 34.72 Mn
Mar 31, 2021 34.08 Mn