Equus Total Return (EQS) Invested Capital (2021 - 2025)
Equus Total Return (EQS) reported Invested Capital of $21.73 million for Q4 2025, down 26.4% from $29.51 million a year earlier and down 23.6% from the prior quarter.
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Analysis
Equus Total Return (EQS) Invested Capital (2021 - 2025) Analysis & Trends
Dating back to Q4 2021, Equus Total Return's Invested Capital record includes 11 quarters.
- Invested Capital has a four-year compound annual growth rate of -13.5% (FY2021 to FY2025).
- By year, Invested Capital came in at $29.51 million in FY2024 (-68.4%), $93.24 million in FY2023 (+126.1%), $41.24 million in FY2022 (+6.1%) and $38.87 million in FY2021.
- The Q4 2025 figure ranks as the lowest quarterly Invested Capital in data going back to Q4 2021.
- Per Business Quant data, the three quarters before Q4 2025 came in at $28.44 million (Q3 2025), $35.75 million (Q2 2025) and $35.62 million (Q1 2025).
Peer Set
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 | Equus Total Return | 12.99 Mn | 1.16 Mn | - | 21.73 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 21.73 Mn |
| Sep 30, 2025 | 28.44 Mn |
| Jun 30, 2025 | 35.75 Mn |
| Mar 31, 2025 | 35.62 Mn |
| Dec 31, 2024 | 29.51 Mn |
| Dec 31, 2023 | 93.24 Mn |
| Jun 30, 2023 | 53.04 Mn |
| Dec 31, 2022 | 41.24 Mn |
| Sep 30, 2022 | 40.23 Mn |
| Jun 30, 2022 | 41.16 Mn |
| Dec 31, 2021 | 38.87 Mn |
API Access
Equus Total Return 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=EQS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "EQS", "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=EQS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();