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

Equus Total Return (EQS) reported Invested Capital of $18.8 million for Q4 2025, down 36.38% on a YoY basis from $29.5 million in Q4 2024, and down 29.17% quarter-over-quarter from $26.5 million in Q3 2025.

Equus Total Return (EQS) Invested Capital (2021 - 2025) Analysis & Trends

Equus Total Return has reported Invested Capital for 5 years, with the latest figure 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.
  • The five-year high for Invested Capital was $98.9 million in Q1 2024, with the low at $15.5 million in Q4 2021.
  • Historically, Invested Capital has averaged $43.9 million across 5 years, with a median of $35.7 million in 2021.
  • Annual changes were most pronounced in 2023 — Invested Capital surged 164.61% — and 2024, when it plunged 68.35%.
  • Equus Total Return's Invested Capital stood at $15.5 million in 2021, then surged by 127.34% to $35.2 million in 2022, then surged by 164.61% to $93.2 million in 2023, then sank by 68.35% to $29.5 million in 2024, then tumbled 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 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Equus Total Return 16.72 Mn 6.12 Mn 244,000.00 18.77 Mn

Historic Data

Download Data
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