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
DateValue
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