Wafd (WAFD) Invested Capital (2009 - 2026)
Wafd (WAFD) reported Invested Capital of $6.34 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 26.6% from $5.01 billion a year earlier and up 4.0% from the prior quarter.
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Analysis
Wafd (WAFD) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Wafd posted Invested Capital of $4.86 billion, down 23.1% from FY2024.
- Invested Capital has a five-year compound annual growth rate of 0.6% (FY2020 to FY2025).
- By fiscal year, Invested Capital came in at $6.32 billion in FY2024 (+4.0%), $6.08 billion in FY2023 (-6.9%), $6.52 billion in FY2022 (+69.6%) and $3.85 billion in FY2021 (-18.4%).
- The fiscal Q3 2026 figure ranks as the highest quarterly Invested Capital since fiscal Q3 2024.
- Year over year, Invested Capital gained in three of the last eight quarters, with an average decline of 7.4%.
- The high point for year-over-year Invested Capital in five years was fiscal Q4 2022 (growth of 69.6%); the low point was fiscal Q2 2025 (a decline of 29.7%).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at $6.1 billion (Q2 2026), $5.52 billion (Q1 2026) and $4.86 billion (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3,955.81 Bn |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | 53.87 Bn |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 677.67 Bn |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 506.91 Bn |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 113.21 Bn |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 1,214.47 Bn |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 1,795.44 Bn |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 220.98 Bn |
| 10 | Wafd | 2.18 Bn | 2.18 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.34 Bn |
| Mar 31, 2026 | 6.10 Bn |
| Dec 31, 2025 | 5.52 Bn |
| Sep 30, 2025 | 4.86 Bn |
| Jun 30, 2025 | 5.01 Bn |
| Mar 31, 2025 | 5.85 Bn |
| Dec 31, 2024 | 5.94 Bn |
| Sep 30, 2024 | 6.32 Bn |
| Jun 30, 2024 | 6.94 Bn |
| Mar 31, 2024 | 8.32 Bn |
| Dec 31, 2023 | 6.33 Bn |
| Sep 30, 2023 | 6.08 Bn |
| Jun 30, 2023 | 6.14 Bn |
| Mar 31, 2023 | 6.18 Bn |
| Dec 31, 2022 | 5.40 Bn |
| Sep 30, 2022 | 6.52 Bn |
| Jun 30, 2022 | 3.92 Bn |
| Mar 31, 2022 | 3.91 Bn |
| Dec 31, 2021 | 3.87 Bn |
| Sep 30, 2021 | 3.85 Bn |
API Access
Wafd 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=WAFD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "WAFD", "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=WAFD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();