Stifel Financial (SF) Return on Invested Capital [ROIC] (2010 - 2026)
Stifel Financial's Return on Invested Capital [ROIC] came in at 23.27% for Q2 2026, up 2.04 percentage points from 21.23% a year earlier and up 0.96 percentage points from the prior quarter.
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Analysis
Stifel Financial (SF) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For FY2025, Stifel Financial's Return on Invested Capital [ROIC] was 20.14%, down 3.09 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of +9.35 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 23.22% in FY2024 (+6.06 pp), 17.16% in FY2023 (+4.48 pp), 12.68% in FY2022 (-1.99 pp) and 14.68% in FY2021 (+3.89 pp).
- The Q2 2026 figure represents the highest quarterly Return on Invested Capital [ROIC] since Q4 2024.
- Year-over-year, Return on Invested Capital [ROIC] increased in six of the last eight quarters, with an average year-over-year change of +1.95 percentage points.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q4 2024 (a gain of 6.32 percentage points), and the weakest in Q4 2025 (a drop of 3.56 percentage points).
- Business Quant data shows SF's Return on Invested Capital [ROIC] at 22.31% (Q1 2026), 20.07% (Q4 2025) and 21.04% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 15.80% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 13.07% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 12.02% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 49.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 14.05% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 3.63% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 14.79% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | Stifel Financial | 10.28 Bn | -6.57 Bn | - | 22.33% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 22.33% |
| Mar 31, 2026 | 22.13% |
| Dec 31, 2025 | 19.90% |
| Sep 30, 2025 | 20.85% |
| Jun 30, 2025 | 21.02% |
| Mar 31, 2025 | 21.51% |
| Dec 31, 2024 | 23.40% |
| Sep 30, 2024 | 21.44% |
| Jun 30, 2024 | 19.23% |
| Mar 31, 2024 | 18.27% |
| Dec 31, 2023 | 17.15% |
| Sep 30, 2023 | 15.80% |
| Jun 30, 2023 | 15.29% |
| Mar 31, 2023 | 13.72% |
| Dec 31, 2022 | 12.45% |
| Sep 30, 2022 | 12.79% |
| Jun 30, 2022 | 12.99% |
| Mar 31, 2022 | 13.59% |
| Dec 31, 2021 | 13.88% |
| Sep 30, 2021 | 13.38% |
API Access
Stifel Financial Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=SF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();