Stifel Financial (SF-PD) Invested Capital (2009 - 2026)
Stifel Financial (SF-PD) posted Invested Capital of $36.3 billion for Q1 2026, up 4.08% quarter-over-quarter from $34.9 billion in Q4 2025, and up 4.65% on a YoY basis from $34.7 billion in Q1 2025.
Stifel Financial (SF-PD) Invested Capital (2009 - 2026) Analysis & Trends
Stifel Financial (SF-PD) has reported Invested Capital for 18 consecutive years, with $36.3 billion the latest figure, recorded in Q1 2026.
- Quarterly Invested Capital rose 4.65% year-over-year to $36.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $36.3 billion (up 4.65% YoY) and the FY2025 annual result came in at $34.9 billion, up 14.58% from the prior year.
- Invested Capital came in at $36.3 billion for Q1 2026 at Stifel Financial, up from $34.9 billion in the prior quarter.
- The five-year high for Invested Capital was $36.3 billion in Q1 2026, with the low 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.
- Year-over-year, Invested Capital jumped 30.55% in 2022 and slipped 5.98% in 2024.
- Tracing SF-PD's Invested Capital over 5 years: stood at $28.7 billion in 2022, then increased by 12.78% to $32.4 billion in 2023, then fell by 5.98% to $30.5 billion in 2024, then advanced by 14.58% to $34.9 billion in 2025, then rose by 4.08% to $36.3 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $36.3 billion in Q1 2026, $34.9 billion in Q4 2025, and $35.0 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 49.23 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 6.75 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 9.69 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 12.87 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.31 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 3.43 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.94 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 |