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| 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 |