Stifel Financial (SF) Invested Capital (2009 - 2026)

Stifel Financial (SF) 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) Invested Capital (2009 - 2026) Analysis & Trends

Stifel Financial (SF) 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'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 1.80 Bn -2.75 Bn 878.90 Mn 36.33 Bn

Historic Data

Download Data
DateValue
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