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