Stifel Financial (SF) Invested Capital (2009 - 2020)

Stifel Financial's (SF) quarterly Invested Capital came in at $198.1 million in Q1 2020, down 80.67% YoY from $1.0 billion in Q2 2019, and up 132000.0% on a QoQ basis from $150000.0 in Q4 2019.

Stifel Financial (SF) Invested Capital (2009 - 2020) Analysis & Trends

Stifel Financial (SF) has 12 years of Invested Capital data on file, last reported at $198.1 million in Q1 2020.

  • Quarterly Invested Capital fell 80.67% year-over-year to $198.1 million in Q1 2020, while the trailing twelve-month figure through Dec 2020 was $198.1 million (down 90.34% YoY) and the FY2019 annual result came in at $150000.0, down 99.99% from the prior year.
  • Invested Capital advanced to $198.1 million in Q1 2020, from $150000.0 in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $1.0 billion in Q4 2017 to a low of $150000.0 in Q3 2019.
  • A 5-year average of $757.3 million and a median of $800.0 million in 2016 frame the typical range for Invested Capital.
  • Annual changes were most pronounced in 2016 — Invested Capital soared 3558.54% — and 2019, when it plunged 99.99%.
  • Tracing SF's Invested Capital over 5 years: stood at $800.0 million in 2016, then increased by 28.12% to $1.0 billion in 2017, then changed by 0.0% to $1.0 billion in 2018, then sank by 99.99% to $150000.0 in 2019, then surged by 132000.0% to $198.1 million in 2020.
  • The last three Invested Capital figures came in at $198.1 million (Q1 2020), $150000.0 (Q4 2019), and $150000.0 (Q3 2019), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 392.56 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 55.64 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 8.63 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 20.54 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 274.26 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn - -250,000.00
8 Interactive Brokers 39.54 Bn -3.28 Bn - 32.02 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - -
10 Stifel Financial 14.08 Bn 11.18 Bn 878.90 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2020 198.15 Mn
Dec 31, 2019 150,000.00
Sep 30, 2019 150,000.00
Jun 30, 2019 1.03 Bn
Mar 31, 2019 1.03 Bn
Dec 31, 2018 1.03 Bn
Sep 30, 2018 1.03 Bn
Jun 30, 2018 1.03 Bn
Mar 31, 2018 1.03 Bn
Dec 31, 2017 1.03 Bn
Sep 30, 2017 800.00 Mn
Jun 30, 2017 800.00 Mn
Mar 31, 2017 800.00 Mn
Dec 31, 2016 800.00 Mn
Sep 30, 2016 800.00 Mn
Jun 30, 2016 750.00 Mn
Mar 31, 2016 750.00 Mn
Dec 31, 2015 750.00 Mn
Sep 30, 2015 398.34 Mn
Jun 30, 2015 543.29 Mn