Great Elm (GEG) Invested Capital (2019 - 2026)

Great Elm (GEG) reported Invested Capital of $39.8 million for Q1 2026, down 56.23% on a YoY basis from $91.0 million in Q1 2025, and down 33.26% quarter-over-quarter from $59.7 million in Q4 2025.

Great Elm (GEG) Invested Capital (2019 - 2026) Analysis & Trends

Great Elm has reported Invested Capital for 8 years, with the latest figure 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.
  • The five-year high for Invested Capital was $101.8 million in Q2 2023, with the low at $31.0 million in Q3 2022.
  • Historically, Invested Capital has averaged $73.4 million across 5 years, with a median of $72.5 million in 2024.
  • Annual changes were most pronounced in 2023 — Invested Capital surged 116.97% — and 2026, when it sank 56.23%.
  • Great Elm's Invested Capital stood at $59.1 million in 2022, then grew by 26.19% to $74.6 million in 2023, then climbed by 28.89% to $96.2 million in 2024, then slumped by 37.93% to $59.7 million in 2025, then tumbled 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 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Great Elm 86.44 Mn 40.92 Mn - 39.84 Mn

Historic Data

Download Data
DateValue
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