FG Nexus FGNX
NASDAQ FGNX
$8.01 -0.04 (-0.50%)
At close: Sep 11, 2026 · 4:00 PM EDT

FG Nexus (FGNX) Invested Capital (2023 - 2026)

FG Nexus (FGNX) posted Invested Capital of $67.7 million for Q2 2026, down 28.32% on a QoQ basis from $94.5 million in Q1 2026, and down 7.89% year-over-year from $73.5 million in Q2 2025.

Analysis

FG Nexus (FGNX) Invested Capital (2023 - 2026) Analysis & Trends

FG Nexus has reported Invested Capital for 4 years, with the latest figure at $67.7 million in Q2 2026.

  • On a quarterly basis, Invested Capital fell 7.89% year-over-year to $67.7 million in Q2 2026; TTM through Jun 2026 was $67.7 million, a 7.89% decrease from a year earlier, with the FY2025 full-year figure at $147.3 million, up 87.35% from the prior year.
  • Invested Capital was $67.7 million for Q2 2026 at FG Nexus, down from $94.5 million in the prior quarter.
  • The five-year high for Invested Capital was $234.9 million in Q3 2025, with the low at $47.1 million in Q4 2023.
  • Average Invested Capital over 4 years is $95.2 million, with a median of $78.6 million recorded in 2024.
  • The largest YoY upside for Invested Capital was 166.01% in 2025 against a maximum downside of 15.88% in 2025.
  • Over 4 years, Invested Capital stood at $47.1 million in 2023, then jumped by 67.07% to $78.6 million in 2024, then surged by 87.35% to $147.3 million in 2025, then slumped by 54.04% to $67.7 million in 2026.
  • The last three Invested Capital figures came in at $67.7 million (Q2 2026), $94.5 million (Q1 2026), and $147.3 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Evercore 10.86 Bn 8.78 Bn 975.67 Mn 2.72 Bn
2 Jefferies Financial 10.57 Bn -4.84 Bn 3.09 Bn 33.36 Bn
3 Houlihan Lokey 9.50 Bn 8.42 Bn - -
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 6.20 Bn 6.25 Bn 481.98 Mn -
6 Moelis 5.63 Bn 5.55 Bn - -
7 Piper Sandler Companies 5.16 Bn 5.05 Bn - 1.60 Bn
8 Lazard 4.55 Bn 3.56 Bn - 2.60 Bn
9 BRBI BR Partners 3.52 Bn 3.41 Bn 16.77 Mn 2.49 Bn
10 FG Nexus 44.93 Mn 20.01 Mn - 67.72 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 67.72 Mn
Mar 31, 2026 94.48 Mn
Dec 31, 2025 147.34 Mn
Sep 30, 2025 234.86 Mn
Jun 30, 2025 73.52 Mn
Mar 31, 2025 68.27 Mn
Dec 31, 2024 78.64 Mn
Sep 30, 2024 88.29 Mn
Jun 30, 2024 66.10 Mn
Mar 31, 2024 81.16 Mn
Dec 31, 2023 47.07 Mn