StoneX (SNEX) Invested Capital (2017 - 2026)
StoneX's (SNEX) quarterly Invested Capital came in at $37.2 billion in Q1 2026, up 45.65% YoY from $25.6 billion in Q1 2025, and up 9.53% on a QoQ basis from $34.0 billion in Q4 2025.
StoneX (SNEX) Invested Capital (2017 - 2026) Analysis & Trends
StoneX (SNEX) has 10 years of Invested Capital data on file, last reported at $37.2 billion in Q1 2026.
- Quarterly Invested Capital rose 45.65% year-over-year to $37.2 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $105.3 billion (up 123.41% YoY) and the FY2025 annual result came in at $32.1 billion, up 1884.93% from the prior year.
- Invested Capital climbed to $37.2 billion in Q1 2026, from $34.0 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $37.2 billion in Q1 2026 to a low of $942.7 million in Q4 2023.
- A 5-year average of $12.4 billion and a median of $10.3 billion in 2023 frame the typical range for Invested Capital.
- The widest YoY moves for Invested Capital: up 1898.85% in 2024, down 91.29% in 2024.
- Tracing SNEX's Invested Capital over 5 years: stood at $10.8 billion in 2022, then tumbled by 91.26% to $942.7 million in 2023, then soared by 1898.85% to $18.8 billion in 2024, then jumped by 80.35% to $34.0 billion in 2025, then rose by 9.53% to $37.2 billion in 2026.
- The last three Invested Capital figures came in at $37.2 billion (Q1 2026), $34.0 billion (Q4 2025), and $32.1 billion (Q3 2025), 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 | StoneX | 9.39 Bn | 772.20 Mn | 1.57 Bn | 37.22 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 37.22 Bn |
| Dec 31, 2025 | 33.98 Bn |
| Sep 30, 2025 | 32.07 Bn |
| Jun 30, 2025 | 2.03 Bn |
| Mar 31, 2025 | 25.56 Bn |
| Dec 31, 2024 | 18.84 Bn |
| Sep 30, 2024 | 1.62 Bn |
| Jun 30, 2024 | 1.12 Bn |
| Mar 31, 2024 | 1.46 Bn |
| Dec 31, 2023 | 942.70 Mn |
| Sep 30, 2023 | 10.31 Bn |
| Jun 30, 2023 | 12.91 Bn |
| Mar 31, 2023 | 11.10 Bn |
| Dec 31, 2022 | 10.79 Bn |
| Sep 30, 2022 | 7.32 Bn |
| Jun 30, 2022 | 1.10 Bn |
| Mar 31, 2022 | 2.10 Bn |
| Dec 31, 2021 | 6.84 Bn |
| Sep 30, 2021 | 2.15 Bn |
| Jun 30, 2021 | 5.33 Bn |