Growth Metrics

SWK Holdings (SWKHL) Invested Capital (2010 - 2025)

SWK Holdings (SWKHL) reported Invested Capital of $268.1 million for Q4 2025, down 16.66% year-over-year from $321.7 million in Q4 2024, and down 6.65% on a QoQ basis from $287.2 million in Q3 2025.

SWK Holdings (SWKHL) has 14 years of Invested Capital data on file, last reported at $268.1 million in Q4 2025.

  • Quarterly Invested Capital fell 16.66% year-over-year to $268.1 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $268.1 million (down 16.66% YoY) and the FY2025 annual result came in at $268.1 million, down 16.66% from the prior year.
  • Invested Capital slipped to $268.1 million in Q4 2025 per SWKHL's latest filing, from $287.2 million in the prior quarter.
  • Across five years, Invested Capital topped out at $325.6 million in Q1 2025 and bottomed at $255.2 million in Q1 2021.
  • The 5-year median for Invested Capital is $279.7 million (2024), against an average of $282.2 million.
  • Peak annual rise in Invested Capital reached 16.34% in 2025, while the deepest fall reached 16.66% in 2025.
  • Tracing SWKHL's Invested Capital over 5 years: stood at $267.2 million in 2021, then gained by 5.66% to $282.4 million in 2022, then dropped by 0.73% to $280.3 million in 2023, then rose by 14.75% to $321.7 million in 2024, then fell by 16.66% to $268.1 million in 2025.
  • Per Business Quant, the three latest SWKHL Invested Capital figures stand at $268.1 million (Q4 2025), $287.2 million (Q3 2025), and $279.4 million (Q2 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 SWK Holdings - - - 268.07 Mn

Historic Data

Download Data 🔒
DateValue
Dec 31, 2025 268.07 Mn
Sep 30, 2025 287.18 Mn
Jun 30, 2025 279.44 Mn
Mar 31, 2025 325.64 Mn
Dec 31, 2024 321.66 Mn
Sep 30, 2024 316.40 Mn
Jun 30, 2024 282.83 Mn
Mar 31, 2024 279.90 Mn
Dec 31, 2023 280.32 Mn
Sep 30, 2023 299.57 Mn
Jun 30, 2023 273.88 Mn
Mar 31, 2023 284.87 Mn
Dec 31, 2022 282.37 Mn
Sep 30, 2022 277.45 Mn
Jun 30, 2022 271.53 Mn
Mar 31, 2022 270.80 Mn
Dec 31, 2021 267.24 Mn
Sep 30, 2021 260.68 Mn
Jun 30, 2021 258.24 Mn
Mar 31, 2021 255.24 Mn
Dec 31, 2020 252.27 Mn
Sep 30, 2020 235.70 Mn
Jun 30, 2020 232.08 Mn
Mar 31, 2020 232.00 Mn
Dec 31, 2019 236.53 Mn
Dec 31, 2016 208.06 Mn
Dec 31, 2015 179.44 Mn
Sep 30, 2015 182.99 Mn
Jun 30, 2015 188.85 Mn
Mar 31, 2015 189.21 Mn
Dec 31, 2014 186.93 Mn
Sep 30, 2014 133.87 Mn
Jun 30, 2014 58.49 Mn
Mar 31, 2014 51.84 Mn
Dec 31, 2013 55.92 Mn
Sep 30, 2013 44.18 Mn
Jun 30, 2013 37.76 Mn
Mar 31, 2013 37.31 Mn
Dec 31, 2012 44.19 Mn
Sep 30, 2012 36.87 Mn
Jun 30, 2012 37.21 Mn
Mar 31, 2012 37.80 Mn
Dec 31, 2011 38.02 Mn
Sep 30, 2011 38.41 Mn
Jun 30, 2011 38.68 Mn
Dec 31, 2010 39.01 Mn