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
DateValue
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