Sony (SONY) Invested Capital (2009 - 2026)
Sony (SONY) posted Invested Capital of $60.06 billion for the quarter ended Jun 30, 2026, down 12.3% from $68.47 billion a year earlier but up 2.8% from the prior quarter.
Sony (SONY) Invested Capital (2009 - 2026) Analysis & Trends
For the year ended Mar 31, 2026, Sony's Invested Capital came in at $60.86 billion, down 21.3% from the prior year.
- Annual Invested Capital shows a five-year compound annual growth rate of -6.7% (years ended Mar 2021 to Mar 2026).
- In prior years, Sony's Invested Capital was $77.32 billion in the year ended Mar 31, 2025 (-4.5%), $80.96 billion in the year ended Mar 31, 2024 (+4.5%), $77.49 billion in the year ended Mar 31, 2023 (-17.1%) and $93.49 billion in the year ended Mar 31, 2022 (+8.4%).
- Quarterly Invested Capital has run from a low of $31.6 billion in the quarter ended Mar 31, 2024 to a high of $90.32 billion in the quarter ended Mar 31, 2022 over five years.
- On a year-over-year basis, Invested Capital has declined in each of the last five quarters, with growth averaging 6.2% over the last eight quarters.
- The strongest year-over-year quarter for Invested Capital in the past five years was the quarter ended Mar 31, 2025, with growth of 144.3%; the weakest was the quarter ended Mar 31, 2023, with a decline of 62.2%.
- According to Business Quant data, Invested Capital for the three prior quarters was $58.42 billion (quarter ended Mar 31, 2026), $59.74 billion (quarter ended Dec 31, 2025) and $63.06 billion (quarter ended Sep 30, 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 4,865.08 Bn | 4,612.57 Bn | 54.77 Bn | 191.86 Bn |
| 2 | Cisco Systems | 424.71 Bn | 360.64 Bn | 11.06 Bn | 79.82 Bn |
| 3 | Dell Technologies | 344.52 Bn | 300.28 Bn | 9.83 Bn | 33.04 Bn |
| 4 | Arista Networks | 256.79 Bn | 210.25 Bn | 1.91 Bn | - |
| 5 | Sandisk | 254.02 Bn | 242.55 Bn | 7.58 Bn | 15.74 Bn |
| 6 | Seagate Technology Holdings | 209.18 Bn | 204.17 Bn | 1.90 Bn | 5.73 Bn |
| 7 | Western Digital | 164.06 Bn | 152.19 Bn | 2.03 Bn | 9.92 Bn |
| 8 | Sony | 144.83 Bn | 95.22 Bn | 6.53 Bn | 60.06 Bn |
| 9 | Lumentum Holdings | 86.05 Bn | 77.87 Bn | 477.30 Mn | 6.28 Bn |
| 10 | Hewlett Packard Enterprise | 84.85 Bn | 62.73 Bn | 4.93 Bn | 46.82 Bn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 60.06 Bn |
| Mar 31, 2026 | 58.42 Bn |
| Dec 31, 2025 | 59.74 Bn |
| Sep 30, 2025 | 63.06 Bn |
| Jun 30, 2025 | 68.47 Bn |
| Mar 31, 2025 | 77.20 Bn |
| Dec 31, 2024 | 85.69 Bn |
| Sep 30, 2024 | 78.96 Bn |
| Jun 30, 2024 | 79.99 Bn |
| Mar 31, 2024 | 31.60 Bn |
| Dec 31, 2023 | 79.25 Bn |
| Sep 30, 2023 | 80.36 Bn |
| Jun 30, 2023 | 81.40 Bn |
| Mar 31, 2023 | 34.14 Bn |
| Dec 31, 2022 | 74.29 Bn |
| Sep 30, 2022 | 76.25 Bn |
| Jun 30, 2022 | 79.26 Bn |
| Mar 31, 2022 | 90.32 Bn |
| Dec 31, 2021 | 80.42 Bn |
| Sep 30, 2021 | 88.29 Bn |
Sony 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=SONY&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SONY", "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=SONY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();