Great Elm (GEG) Invested Capital (2019 - 2026)
Great Elm posted quarterly Invested Capital of $39.8 million for Q1 2026, down 56.23% year-on-year from $91.0 million in Q1 2025, and down 33.26% on a QoQ basis from $59.7 million in Q4 2025.
Great Elm (GEG) has 8 years of Invested Capital data on file, last reported at $39.8 million in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital fell 56.23% year-over-year to $39.8 million; the trailing twelve-month figure through Mar 2026 stood at $39.8 million (down 56.23% YoY), and the FY2025 full-year result was $97.3 million, changed 0.13% from the prior year.
- Invested Capital for Q1 2026 stood at $39.8 million, down from $59.7 million in the prior quarter.
- Across five years, Invested Capital topped out at $101.8 million in Q2 2023 and bottomed at $31.0 million in Q3 2022.
- The 5-year median for Invested Capital is $72.5 million (2024), against an average of $73.4 million.
- The widest annual swing landed in 2023, when Invested Capital surged 116.97%; it then tumbled 56.23% in 2026.
- A 5-year view of Invested Capital shows it stood at $59.1 million in 2022, then increased by 26.19% to $74.6 million in 2023, then grew by 28.89% to $96.2 million in 2024, then sank by 37.93% to $59.7 million in 2025, then slumped by 33.26% to $39.8 million in 2026.
- The last three Invested Capital figures came in at $39.8 million (Q1 2026), $59.7 million (Q4 2025), and $83.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Great Elm | 65.83 Mn | 20.30 Mn | - | 39.84 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 39.84 Mn |
| Dec 31, 2025 | 59.69 Mn |
| Sep 30, 2025 | 83.14 Mn |
| Jun 30, 2025 | 97.26 Mn |
| Mar 31, 2025 | 91.02 Mn |
| Dec 31, 2024 | 96.16 Mn |
| Sep 30, 2024 | 97.48 Mn |
| Jun 30, 2024 | 97.14 Mn |
| Mar 31, 2024 | 72.47 Mn |
| Dec 31, 2023 | 74.61 Mn |
| Sep 30, 2023 | 67.32 Mn |
| Jun 30, 2023 | 101.75 Mn |
| Mar 31, 2023 | 68.46 Mn |
| Dec 31, 2022 | 59.12 Mn |
| Sep 30, 2022 | 31.03 Mn |
| Jun 30, 2022 | 66.97 Mn |
| Mar 31, 2022 | 44.72 Mn |
| Dec 31, 2021 | 49.70 Mn |
| Sep 30, 2021 | 53.79 Mn |
| Jun 30, 2021 | 54.83 Mn |
| Mar 31, 2021 | 55.87 Mn |
| Dec 31, 2020 | 53.43 Mn |
| Sep 30, 2020 | 49.51 Mn |
| Jun 30, 2020 | 55.82 Mn |
| Mar 31, 2020 | 60.61 Mn |
| Dec 31, 2019 | 60.44 Mn |
| Sep 30, 2019 | 62.18 Mn |