StoneX (SNEX) Invested Capital (2010 - 2026)
StoneX (SNEX) posted Invested Capital of $2.7 billion for Q1 2026, up 7.02% quarter-over-quarter from $2.5 billion in Q4 2025, and up 43.43% year-on-year from $1.9 billion in Q1 2025.
StoneX (SNEX) Invested Capital (2010 - 2026) Analysis & Trends
StoneX (SNEX) has reported Invested Capital for 17 consecutive years, with $2.7 billion the latest figure, recorded in Q1 2026.
- Invested Capital for Q1 2026 came in at $2.7 billion, up 43.43% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.7 billion (up 43.43% YoY), and the FY2025 annual result was $2.4 billion, up 39.1% from the prior year.
- Invested Capital was $2.7 billion for Q1 2026 at StoneX, up from $2.5 billion in the prior quarter.
- Over five years, Invested Capital peaked at $2.7 billion in Q1 2026 and troughed at $1.0 billion in Q1 2022.
- Average Invested Capital over 5 years is $1.6 billion, with a median of $1.5 billion recorded in 2024.
- Year-over-year, Invested Capital grew 16.19% in 2022 and jumped 43.43% in 2026.
- Over 5 years, Invested Capital stood at $1.2 billion in 2022, then gained by 26.02% to $1.5 billion in 2023, then grew by 19.87% to $1.8 billion in 2024, then surged by 41.9% to $2.5 billion in 2025, then rose by 7.02% to $2.7 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $2.7 billion in Q1 2026, $2.5 billion in Q4 2025, and $2.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 486.95 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 122.78 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 49.23 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 6.75 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 9.69 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 12.87 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 7.31 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 3.43 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 2.94 Bn |
| 10 | StoneX | 9.47 Bn | 7.34 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 |