Stifel Financial (SF) Invested Capital (2009 - 2026)
Stifel Financial (SF) recorded quarterly Invested Capital of $7.2 billion in Q2 2026, up 3.41% on a QoQ basis from $6.9 billion in Q1 2026, and up 11.74% YoY from $6.4 billion in Q2 2025.
Analysis
Stifel Financial (SF) Invested Capital (2009 - 2026) Analysis & Trends
Stifel Financial (SF) has reported Invested Capital for 18 consecutive years, with $7.2 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Invested Capital rose 11.74% year-over-year to $7.2 billion; the trailing twelve-month figure through Jun 2026 stood at $7.2 billion (up 11.74% YoY), and the FY2025 full-year result was $6.8 billion, up 4.74% from the prior year.
- Invested Capital was $7.2 billion for Q2 2026 at Stifel Financial, up from $6.9 billion in the prior quarter.
- The five-year high for Invested Capital was $7.2 billion in Q2 2026, with the low at $6.3 billion in Q1 2022.
- Historically, Invested Capital has averaged $6.5 billion across 5 years, with a median of $6.5 billion in 2023.
- Annual changes were most pronounced in 2022 — Invested Capital gained 13.57% — and 2025, when it retreated 2.88%.
- Tracing SF's Invested Capital over 5 years: stood at $6.5 billion in 2022, then decreased by 0.27% to $6.5 billion in 2023, then retreated by 0.96% to $6.5 billion in 2024, then advanced by 4.74% to $6.8 billion in 2025, then gained by 5.99% to $7.2 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $7.2 billion in Q2 2026, $6.9 billion in Q1 2026, and $6.8 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of America | 405.01 Bn | -183.49 Bn | 30.39 Bn | 707.90 Bn |
| 2 | Morgan Stanley | 318.33 Bn | 158.20 Bn | - | 240.38 Bn |
| 3 | Royal Bank Of Canada | 284.62 Bn | 57.78 Bn | - | 230.26 Bn |
| 4 | Goldman Sachs | 274.43 Bn | -701.92 Bn | - | 616.25 Bn |
| 5 | Mitsubishi Ufj Financial | 274.26 Bn | -110.06 Bn | 10.89 Bn | 237.43 Bn |
| 6 | Wells Fargo & Company | 260.84 Bn | 59.01 Bn | - | 414.80 Bn |
| 7 | American Express | 210.32 Bn | 161.00 Bn | 17.99 Bn | 95.36 Bn |
| 8 | Banco Santander | 210.20 Bn | 217.82 Bn | 28.01 Bn | 2,472.89 Bn |
| 9 | Toronto Dominion Bank | 206.68 Bn | 45.35 Bn | - | 312.70 Bn |
| 10 | Stifel Financial | 11.69 Bn | 7.80 Bn | 1.49 Bn | 7.18 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 7.18 Bn |
| Mar 31, 2026 | 6.94 Bn |
| Dec 31, 2025 | 6.77 Bn |
| Sep 30, 2025 | 6.61 Bn |
| Jun 30, 2025 | 6.42 Bn |
| Mar 31, 2025 | 6.31 Bn |
| Dec 31, 2024 | 6.46 Bn |
| Sep 30, 2024 | 6.35 Bn |
| Jun 30, 2024 | 6.59 Bn |
| Mar 31, 2024 | 6.50 Bn |
| Dec 31, 2023 | 6.53 Bn |
| Sep 30, 2023 | 6.44 Bn |
| Jun 30, 2023 | 6.54 Bn |
| Mar 31, 2023 | 6.52 Bn |
| Dec 31, 2022 | 6.55 Bn |
| Sep 30, 2022 | 6.41 Bn |
| Jun 30, 2022 | 6.32 Bn |
| Mar 31, 2022 | 6.26 Bn |
| Dec 31, 2021 | 6.27 Bn |
| Sep 30, 2021 | 5.99 Bn |