Great Elm (GEG) Return on Invested Capital [ROIC] (2021 - 2026)
Great Elm (GEG) posted Return on Invested Capital [ROIC] of -20.70% for fiscal Q4 2026 (quarter ended Jun 30, 2026), down 12.70 percentage points from -8.01% a year earlier and down 3.14 percentage points from the prior quarter.
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Analysis
Great Elm (GEG) Return on Invested Capital [ROIC] (2021 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Great Elm's Return on Invested Capital [ROIC] came in at -15.88%, down 8.06 percentage points from FY2025.
- Annual Return on Invested Capital [ROIC] shows a five-year change of -10.52 percentage points (FY2021 to FY2026).
- In prior fiscal years, Great Elm's Return on Invested Capital [ROIC] was -7.82% in FY2025 (+0.61 pp), -8.43% in FY2024 (+5.55 pp), -13.98% in FY2023 (+0.20 pp) and -14.18% in FY2022 (-8.81 pp).
- The fiscal Q4 2026 figure stands as the lowest quarterly Return on Invested Capital [ROIC] in data going back to fiscal Q3 2021.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined in each of the last four quarters, with an average year-over-year change of -2.35 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was fiscal Q4 2024, with a gain of 3.98 percentage points; the weakest was fiscal Q4 2026, with a drop of 12.70 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior fiscal quarters was -17.56% (Q3 2026), -12.25% (Q2 2026) and -8.67% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Great Elm | 64.32 Mn | -139.38 Mn | - | -20.70% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -20.70% |
| Mar 31, 2026 | -17.56% |
| Dec 31, 2025 | -12.25% |
| Sep 30, 2025 | -8.67% |
| Jun 30, 2025 | -8.01% |
| Mar 31, 2025 | -8.89% |
| Dec 31, 2024 | -7.08% |
| Sep 30, 2024 | -8.64% |
| Jun 30, 2024 | -8.05% |
| Mar 31, 2024 | -9.66% |
| Dec 31, 2023 | -10.96% |
| Sep 30, 2023 | -11.71% |
| Jun 30, 2023 | -12.03% |
| Mar 31, 2023 | -9.30% |
| Dec 31, 2022 | -10.08% |
| Sep 30, 2022 | -13.00% |
| Jun 30, 2021 | -6.76% |
| Mar 31, 2021 | -3.61% |
API Access
Great Elm Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=GEG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=GEG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();