StoneX (SNEX) Invested Capital (2010 - 2026)
StoneX (SNEX) reported Invested Capital of $2.7 billion for Q1 2026, up 43.43% on a YoY basis from $1.9 billion in Q1 2025, and up 7.02% quarter-over-quarter from $2.5 billion in Q4 2025.
StoneX (SNEX) Invested Capital (2010 - 2026) Analysis & Trends
StoneX has reported Invested Capital for 17 years, with the latest figure at $2.7 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 43.43% year-over-year to $2.7 billion; the trailing twelve-month figure through Mar 2026 stood at $2.7 billion (up 43.43% YoY), and the FY2025 full-year result was $2.4 billion, up 39.1% from the prior year.
- Invested Capital for Q1 2026 stood at $2.7 billion, up from $2.5 billion in the prior quarter.
- The five-year high for Invested Capital was $2.7 billion in Q1 2026, with the low at $1.0 billion in Q1 2022.
- Historically, Invested Capital has averaged $1.6 billion across 5 years, with a median of $1.5 billion in 2024.
- Annual changes were most pronounced in 2022 — Invested Capital advanced 16.19% — and 2026, when it surged 43.43%.
- StoneX's Invested Capital stood at $1.2 billion in 2022, then grew by 26.02% to $1.5 billion in 2023, then gained by 19.87% to $1.8 billion in 2024, then surged by 41.9% to $2.5 billion in 2025, then climbed by 7.02% to $2.7 billion in 2026.
- The last three Invested Capital figures came in at $2.7 billion (Q1 2026), $2.5 billion (Q4 2025), and $2.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | 1,166.73 Bn |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 486.95 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 122.78 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 49.23 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 9.69 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 5.59 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 12.87 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 7.31 Bn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 3.43 Bn |
| 10 | StoneX | 9.00 Bn | 6.87 Bn | 1.57 Bn | 2.70 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.70 Bn |
| Dec 31, 2025 | 2.52 Bn |
| Sep 30, 2025 | 2.38 Bn |
| Jun 30, 2025 | 1.98 Bn |
| Mar 31, 2025 | 1.88 Bn |
| Dec 31, 2024 | 1.78 Bn |
| Sep 30, 2024 | 1.71 Bn |
| Jun 30, 2024 | 1.61 Bn |
| Mar 31, 2024 | 1.54 Bn |
| Dec 31, 2023 | 1.48 Bn |
| Sep 30, 2023 | 1.38 Bn |
| Jun 30, 2023 | 1.33 Bn |
| Mar 31, 2023 | 1.25 Bn |
| Dec 31, 2022 | 1.18 Bn |
| Sep 30, 2022 | 1.07 Bn |
| Jun 30, 2022 | 1.05 Bn |
| Mar 31, 2022 | 1.01 Bn |
| Dec 31, 2021 | 953.00 Mn |
| Sep 30, 2021 | 904.00 Mn |
| Jun 30, 2021 | 901.40 Mn |