Karbon-X (KARX) Invested Capital (2022 - 2026)
Karbon-X (KARX) reported Invested Capital of $802,914 for fiscal Q4 2026 (quarter ended May 31, 2026), down 13.9% from $932,593 a year earlier.
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Analysis
Karbon-X (KARX) Invested Capital (2022 - 2026) Analysis & Trends
Dating back to fiscal Q4 2022, Karbon-X's Invested Capital record includes 15 quarters.
- Invested Capital has a four-year compound annual growth rate of 5.9% (FY2022 to FY2026).
- By fiscal year, Invested Capital came in at $932,593 in FY2025 (-67.4%), $2.86 million in FY2024 (+21.1%), $2.37 million in FY2023 (+270.8%) and $637,870 in FY2022.
- Five-year quarterly Invested Capital spans a low of -$1.75 million in fiscal Q3 2026 and a high of $3.94 million in fiscal Q1 2024.
- Year over year, Invested Capital gained in two of the last seven quarters, with growth averaging 10.5%.
- The high point for year-over-year Invested Capital in five years was fiscal Q4 2023 (growth of 270.8%); the low point was fiscal Q4 2025 (a decline of 67.4%).
- Per Business Quant data, the three fiscal quarters before Q4 2026 came in at -$1.75 million (Q3 2026), $1.65 million (Q2 2026) and $2.14 million (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Karbon-X | 13.28 Mn | 195,976.98 | 85,253.00 | 802,914.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 802,914.00 |
| Feb 28, 2026 | -1.75 Mn |
| Nov 30, 2025 | 1.65 Mn |
| Aug 31, 2025 | 2.14 Mn |
| May 31, 2025 | 932,593.00 |
| Feb 28, 2025 | 2.27 Mn |
| Nov 30, 2024 | 2.29 Mn |
| Aug 31, 2024 | 3.15 Mn |
| May 31, 2024 | 2.86 Mn |
| Feb 29, 2024 | 932,559.00 |
| Nov 30, 2023 | 1.20 Mn |
| Aug 31, 2023 | 3.94 Mn |
| May 31, 2023 | 2.37 Mn |
| Feb 28, 2023 | 1.90 Mn |
| May 31, 2022 | 637,870.00 |
API Access
Karbon-X 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=KARX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "KARX", "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=KARX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();