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 96,012.83 Bn 96,012.83 Bn - 1,166.73 Bn
2 Morgan Stanley 328.23 Bn 194.70 Bn - 486.95 Bn
3 Goldman Sachs 313.22 Bn -624.33 Bn - 122.78 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - 49.23 Bn
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn 9.69 Bn
6 Interactive Brokers 38.41 Bn 49.00 Bn - 5.59 Bn
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - 12.87 Bn
8 Tradeweb Markets 21.12 Bn 19.87 Bn - 7.31 Bn
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn 3.43 Bn
10 StoneX 9.33 Bn 7.21 Bn 1.57 Bn 2.70 Bn

Historic Data

Download Data
DateValue
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