Stifel Financial (SF-PD) Invested Capital (2009 - 2026)
Stifel Financial (SF-PD) reported Invested Capital of $36.3 billion for Q1 2026, up 4.65% year-on-year from $34.7 billion in Q1 2025, and up 4.08% quarter-over-quarter from $34.9 billion in Q4 2025.
Stifel Financial (SF-PD) has 18 years of Invested Capital data on file, last reported at $36.3 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 4.65% year-over-year to $36.3 billion; the trailing twelve-month figure through Mar 2026 stood at $36.3 billion (up 4.65% YoY), and the FY2025 full-year result was $34.9 billion, up 14.58% from the prior year.
- Invested Capital for Q1 2026 stood at $36.3 billion, up from $34.9 billion in the prior quarter.
- Across five years, Invested Capital topped out at $36.3 billion in Q1 2026 and bottomed at $23.6 billion in Q1 2022.
- A 5-year average of $30.9 billion and a median of $32.0 billion in 2025 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital soared 30.55% in 2022 and decreased 5.98% in 2024, its largest moves.
- Tracing SF-PD's Invested Capital over 5 years: stood at $28.7 billion in 2022, then grew by 12.78% to $32.4 billion in 2023, then declined by 5.98% to $30.5 billion in 2024, then gained by 14.58% to $34.9 billion in 2025, then increased by 4.08% to $36.3 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $36.3 billion, $34.9 billion, and $35.0 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.23 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.69 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 5.59 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.43 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 12.87 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.94 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.31 Bn |
| 10 | Stifel Financial | - | - | 878.90 Mn | 36.33 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 36.33 Bn |
| Dec 31, 2025 | 34.91 Bn |
| Sep 30, 2025 | 35.03 Bn |
| Jun 30, 2025 | 31.99 Bn |
| Mar 31, 2025 | 34.72 Bn |
| Dec 31, 2024 | 30.47 Bn |
| Sep 30, 2024 | 33.10 Bn |
| Jun 30, 2024 | 26.77 Bn |
| Mar 31, 2024 | 29.16 Bn |
| Dec 31, 2023 | 32.41 Bn |
| Sep 30, 2023 | 32.58 Bn |
| Jun 30, 2023 | 27.43 Bn |
| Mar 31, 2023 | 29.69 Bn |
| Dec 31, 2022 | 28.73 Bn |
| Sep 30, 2022 | 32.01 Bn |
| Jun 30, 2022 | 26.36 Bn |
| Mar 31, 2022 | 23.57 Bn |
| Dec 31, 2021 | 25.38 Bn |
| Sep 30, 2021 | 24.52 Bn |
| Jun 30, 2021 | 21.27 Bn |
| Mar 31, 2021 | 19.94 Bn |
| Dec 31, 2020 | 21.13 Bn |
| Sep 30, 2020 | 4.39 Bn |
| Jun 30, 2020 | 2.37 Bn |
| Mar 31, 2020 | 943.13 Mn |
| Dec 31, 2019 | 14.95 Bn |
| Sep 30, 2019 | 3.92 Bn |
| Jun 30, 2019 | 1.04 Bn |
| Mar 31, 2019 | 2.46 Bn |
| Dec 31, 2018 | 381.65 Mn |
| Sep 30, 2018 | 4.19 Bn |
| Jun 30, 2018 | 950.34 Mn |
| Mar 31, 2018 | 1.95 Bn |
| Dec 31, 2017 | 158.09 Mn |
| Sep 30, 2017 | 3.73 Bn |
| Jun 30, 2017 | 3.08 Bn |
| Mar 31, 2017 | 3.58 Bn |
| Dec 31, 2016 | 2.64 Bn |
| Sep 30, 2016 | 3.49 Bn |
| Jun 30, 2016 | 2.62 Bn |
| Mar 31, 2016 | 3.16 Bn |
| Dec 31, 2015 | 1.11 Bn |
| Sep 30, 2015 | 2.55 Bn |
| Jun 30, 2015 | 2.97 Bn |
| Mar 31, 2015 | 2.81 Bn |
| Dec 31, 2014 | 111.60 Mn |
| Sep 30, 2014 | 2.27 Bn |
| Jun 30, 2014 | 2.21 Bn |
| Mar 31, 2014 | 2.43 Bn |
| Dec 31, 2013 | 2.38 Bn |
| Sep 30, 2013 | 2.06 Bn |
| Jun 30, 2013 | 1.93 Bn |
| Mar 31, 2013 | 2.28 Bn |
| Dec 31, 2012 | 1.64 Bn |
| Sep 30, 2012 | 1.60 Bn |
| Jun 30, 2012 | 1.42 Bn |
| Mar 31, 2012 | 1.37 Bn |
| Dec 31, 2011 | 1.33 Bn |
| Sep 30, 2011 | 1.32 Bn |
| Jun 30, 2011 | 1.31 Bn |
| Mar 31, 2011 | 1.59 Bn |
| Dec 31, 2010 | 1.28 Bn |
| Sep 30, 2010 | 1.42 Bn |
| Jun 30, 2010 | 1.09 Bn |
| Dec 31, 2009 | 964.25 Mn |