Compare Invested Capital Across Equities

You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
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Cross Equities Invested Capital Analysis

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2010201120122013201420152016201720182019202020212022
JPM2613.4 B2613.4 B2704.3 B2545.1 B2576.2 B2420.8 B2542.4 B2542.7 B2823 B2886.5 B3345.8 B3495 B3444.5 B
CAT72.9 B72.9 B83.2 B78.7 B79 B74.2 B69.8 B68.3 B70.9 B73.4 B72.7 B74.1 B70.3 B
CVX161.6 B161.6 B184.7 B220.3 B244.5 B262 B262.9 B255.5 B246.3 B227.7 B251.9 B234.1 B257.5 B
MSFT20.9 B20.9 B25.9 B36.6 B41.8 B52.7 B107.9 B104.7 B111.9 B113.1 B125.1 B147.4 B124.3 B
AA15.9 B15.9 B15.9 B15.9 B15.9 B13.7 B14.5 B14.2 B13.9 B13 B13 B11.7 B11.9 B
DD53.8 B53.8 B57.3 B52.4 B54.7 B49.7 B60.4 B93.9 B69.5 B30.2 B38.8 B26.3 B36.3 B
WMT127.7 B161.6 B161.6 B161.6 B161.6 B95.6 B95.6 B95.6 B95.6 B95.6 B95.6 B86 B100.1 B
T94.3 B171.1 B177 B182.8 B196.1 B250.6 B248.9 B248.9 B248.9 B248.9 B248.9 B224 B185.7 B
KO42.7 B42.7 B50.2 B54.6 B57 B67.4 B67.2 B76.4 B66 B67.5 B78.4 B71.6 B74.5 B

JP Morgan Chase, Caterpillar, Chevron Corp, Microsoft Corp, Alcoa Corp, Dupont Denemours, Walmart, ATT Inc, and Coca-Cola Invested Capital description

Invested capital represents the total cash investment that shareholders and debt holders have contributed to organizations. There are two different methods for calculating entities invested capital: operating approach and financing approach. Understanding companies invested capital allows investors to calculate measures of performance such as return on invested capital or return on capital employed. Invested capital is an input into the calculation of [ROIC]; and is calculated as: Total Debt plus Total Assets minus Goodwill and Intangible Assets minus Cash and Equivalents minus [LiabilitiesC]. Please note this calculation method is subject to change.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.
Macroaxis Index
Invested less than 1 share
Check out your portfolio center. Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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