Great Elm (GEG) Invested Capital (2020 - 2025)
Great Elm (GEG) posted Invested Capital of $26.9 million for Q2 2025, little changed on a QoQ basis from $26.9 million in Q2 2024, and little changed year-over-year from $26.9 million in Q2 2024.
Great Elm (GEG) Invested Capital (2020 - 2025) Analysis & Trends
Great Elm's Invested Capital history runs 6 years deep, the most recent figure standing at $26.9 million for Q2 2025.
- Quarterly Invested Capital changed 0.0% year-over-year to $26.9 million in Q2 2025, while the trailing twelve-month figure through Mar 2026 was $26.9 million (changed 0.0% YoY) and the FY2025 annual result came in at $26.9 million, changed 0.0% from the prior year.
- Invested Capital was $26.9 million for Q2 2025 at Great Elm, roughly flat from $26.9 million in the prior quarter.
- Across five years, Invested Capital topped out at $37.9 million in Q2 2023 and bottomed at $2.0 million in Q2 2021.
- A 5-year average of $18.2 million and a median of $26.9 million in 2022 frame the typical range for Invested Capital.
- Annual changes were most pronounced in 2021 — Invested Capital slumped 47.67% — and 2022, when it jumped 1220.19%.
- Great Elm's Invested Capital stood at $2.0 million in 2021, then surged by 91.52% to $3.9 million in 2022, then surged by 869.86% to $37.9 million in 2023, then declined by 28.93% to $26.9 million in 2024, then changed by 0.0% to $26.9 million in 2025.
- Business Quant data shows GEG's Invested Capital at $26.9 million in Q2 2025, $26.9 million in Q2 2024, and $37.9 million in Q2 2023.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 533.83 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 7.87 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | - |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | - |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 1.14 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | - |
| 10 | Great Elm | 67.56 Mn | 67.56 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2025 | 26.95 Mn |
| Jun 30, 2024 | 26.95 Mn |
| Jun 30, 2023 | 37.91 Mn |
| Sep 30, 2022 | 3.91 Mn |
| Jun 30, 2022 | 26.95 Mn |
| Jun 30, 2021 | 2.04 Mn |
| Mar 31, 2021 | 2.46 Mn |
| Dec 31, 2020 | 2.41 Mn |
| Jun 30, 2020 | 3.90 Mn |