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
Download Data| Date | Value |
|---|---|
| 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 |