Growth Metrics

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 🔒
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
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