Stifel Financial SF
NYSE SF
$75.77 +0.25 (+0.33%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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