SWK Holdings (SWKHL) Invested Capital (2013 - 2025)
SWK Holdings (SWKHL) posted Invested Capital of $267.21 million for Q4 2025, down 16.5% from $320.1 million a year earlier and down 6.6% from the prior quarter.
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Analysis
SWK Holdings (SWKHL) Invested Capital (2013 - 2025) Analysis & Trends
Since Q4 2013, SWK Holdings has reported Invested Capital for 19 quarters.
- Annual Invested Capital shows a five-year compound annual growth rate of 1.2% (FY2020 to FY2025).
- In prior years, SWK Holdings' Invested Capital was $320.1 million in FY2024 (+2.9%), $311.1 million in FY2023 (+10.2%), $282.37 million in FY2022 (+5.7%) and $267.24 million in FY2021 (+5.9%).
- The Q4 2025 figure stands as the lowest quarterly Invested Capital since Q3 2021.
- On a year-over-year basis, Invested Capital has declined in each of the last three quarters, with an average decline of 2.2% over the last seven quarters.
- The strongest year-over-year quarter for Invested Capital in the past five years was Q4 2023, with growth of 10.2%; the weakest was Q4 2025, with a decline of 16.5%.
- According to Business Quant data, Invested Capital for the three prior quarters was $286.13 million (Q3 2025), $278.21 million (Q2 2025) and $324.24 million (Q1 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | 40.19 Bn |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | - |
| 10 | SWK Holdings | 303.37 Mn | 212.58 Mn | - | 267.21 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 267.21 Mn |
| Sep 30, 2025 | 286.13 Mn |
| Jun 30, 2025 | 278.21 Mn |
| Mar 31, 2025 | 324.24 Mn |
| Dec 31, 2024 | 320.10 Mn |
| Sep 30, 2024 | 314.67 Mn |
| Jun 30, 2024 | 313.91 Mn |
| Mar 31, 2024 | 310.82 Mn |
| Dec 31, 2023 | 311.10 Mn |
| Sep 30, 2023 | 299.57 Mn |
| Mar 31, 2023 | 284.87 Mn |
| Dec 31, 2022 | 282.37 Mn |
| Dec 31, 2021 | 267.24 Mn |
| Sep 30, 2021 | 260.68 Mn |
| Mar 31, 2021 | 255.24 Mn |
| Dec 31, 2020 | 252.27 Mn |
| Jun 30, 2014 | 69.49 Mn |
| Mar 31, 2014 | 68.20 Mn |
| Dec 31, 2013 | 60.92 Mn |
API Access
SWK Holdings 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=SWKHL&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SWKHL", "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=SWKHL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();