Great Elm (GEG) Invested Capital (2020 - 2026)
Great Elm's Invested Capital was $67.47 million in fiscal Q4 2026 (quarter ended Jun 30, 2026), down 37.0% from $107.04 million a year earlier but up 1.6% from the prior quarter.
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Analysis
Great Elm (GEG) Invested Capital (2020 - 2026) Analysis & Trends
From fiscal Q4 2020 onward, Great Elm has reported Invested Capital for 21 quarters.
- Invested Capital shows a five-year compound annual growth rate of 4.3% (FY2021 to FY2026).
- In earlier fiscal years, Invested Capital was $107.04 million in FY2025 (+11.2%), $96.29 million in FY2024 (+7.4%), $89.65 million in FY2023 (+30.8%) and $68.55 million in FY2022 (+25.2%).
- Quarterly Invested Capital has moved between $66.2 million (fiscal Q1 2023) and $109.59 million (fiscal Q1 2026) over five years.
- Compared with a year earlier, Invested Capital has declined for three straight quarters, with an average decline of 7.2% over the last eight quarters.
- The best year-over-year quarter for Invested Capital over five years was fiscal Q1 2024 (growth of 40.8%); the worst was fiscal Q4 2026 (a decline of 37.0%).
- Per Business Quant data, GEG's Invested Capital in the three fiscal quarters before Q4 2026 was $66.43 million (Q3 2026), $86.21 million (Q2 2026) and $109.59 million (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.06 Bn | 111.42 Bn | - | - |
| 2 | Spdr Gold Trust | 134.74 Bn | -423.26 Bn | - | - |
| 3 | Blackstone | 84.49 Bn | 79.41 Bn | - | 34.26 Bn |
| 4 | Brookfield | 82.12 Bn | -83.26 Bn | 4.47 Bn | 18.80 Bn |
| 5 | Kkr | 81.93 Bn | 48.41 Bn | - | - |
| 6 | Brookfield Asset Management | 71.19 Bn | 67.44 Bn | - | 12.65 Bn |
| 7 | Apollo Global Management | 65.87 Bn | 3.55 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 60.57 Bn | 55.99 Bn | 687.86 Mn | 9.71 Bn |
| 9 | Franco Nevada | 45.46 Bn | 42.82 Bn | 451.00 Mn | - |
| 10 | Great Elm | 64.32 Mn | -139.38 Mn | - | 67.47 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 67.47 Mn |
| Mar 31, 2026 | 66.43 Mn |
| Dec 31, 2025 | 86.21 Mn |
| Sep 30, 2025 | 109.59 Mn |
| Jun 30, 2025 | 107.04 Mn |
| Mar 31, 2025 | 91.62 Mn |
| Dec 31, 2024 | 96.29 Mn |
| Sep 30, 2024 | 97.74 Mn |
| Jun 30, 2024 | 96.29 Mn |
| Mar 31, 2024 | 98.49 Mn |
| Dec 31, 2023 | 100.56 Mn |
| Sep 30, 2023 | 93.20 Mn |
| Jun 30, 2023 | 89.65 Mn |
| Mar 31, 2023 | 94.19 Mn |
| Dec 31, 2022 | 108.15 Mn |
| Sep 30, 2022 | 66.20 Mn |
| Jun 30, 2022 | 68.55 Mn |
| Jun 30, 2021 | 54.76 Mn |
| Mar 31, 2021 | 55.87 Mn |
| Dec 31, 2020 | 56.50 Mn |
API Access
Great Elm Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=GEG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "GEG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=GEG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();