First United (FUNC) Invested Capital (2010 - 2026)
First United's Invested Capital was $312.54 million in Q2 2026, down 13.9% from $363.03 million a year earlier but up 22.2% from the prior quarter.
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Analysis
First United (FUNC) Invested Capital (2010 - 2026) Analysis & Trends
For FY2025, Invested Capital at First United came in at $317.22 million, down 13.2% from FY2024.
- Invested Capital shows a five-year compound annual growth rate of 0.3% (FY2020 to FY2025).
- In earlier years, Invested Capital was $365.63 million in FY2024 (+14.9%), $318.22 million in FY2023 (+14.4%), $278.22 million in FY2022 (+6.4%) and $261.46 million in FY2021 (-16.2%).
- Quarterly Invested Capital has moved between $226.91 million (Q1 2022) and $365.63 million (Q4 2024) over five years.
- Compared with a year earlier, Invested Capital has declined for four straight quarters, with an average decline of 1.2% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was Q1 2023 (growth of 39.2%); the worst was Q1 2026 (a decline of 21.3%).
- Per Business Quant data, FUNC's Invested Capital in the three quarters before Q2 2026 was $255.78 million (Q1 2026), $317.22 million (Q4 2025) and $315.24 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 918.91 Bn | 918.91 Bn | - | 903.87 Bn |
| 2 | Banco Santander Chile | 870.35 Bn | 846.93 Bn | - | 55.89 Bn |
| 3 | Bank Of America | 358.55 Bn | -2,017.56 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 315.74 Bn | -668.95 Bn | - | - |
| 5 | Morgan Stanley | 290.88 Bn | -253.14 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 287.92 Bn | 137.98 Bn | - | - |
| 7 | Goldman Sachs | 270.57 Bn | -3,472.88 Bn | - | 569.75 Bn |
| 8 | Wells Fargo & Company | 258.79 Bn | 258.79 Bn | - | 398.92 Bn |
| 9 | Mitsubishi Ufj Financial | 247.94 Bn | 129.81 Bn | - | 347.75 Bn |
| 10 | First United | 299.30 Mn | -82.22 Mn | - | 277.76 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 277.76 Mn |
| Jun 30, 2026 | 312.54 Mn |
| Mar 31, 2026 | 255.78 Mn |
| Dec 31, 2025 | 317.22 Mn |
| Sep 30, 2025 | 315.24 Mn |
| Jun 30, 2025 | 363.03 Mn |
| Mar 31, 2025 | 324.97 Mn |
| Dec 31, 2024 | 365.63 Mn |
| Sep 30, 2024 | 345.11 Mn |
| Jun 30, 2024 | 297.67 Mn |
| Mar 31, 2024 | 315.90 Mn |
| Dec 31, 2023 | 318.22 Mn |
| Sep 30, 2023 | 319.25 Mn |
| Jun 30, 2023 | 316.16 Mn |
| Mar 31, 2023 | 315.83 Mn |
| Dec 31, 2022 | 278.22 Mn |
| Sep 30, 2022 | 252.70 Mn |
| Jun 30, 2022 | 233.74 Mn |
| Mar 31, 2022 | 226.91 Mn |
| Dec 31, 2021 | 261.46 Mn |
API Access
First United Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=FUNC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "FUNC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=FUNC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();