Security National Financial (SNFCA) Invested Capital (2010 - 2026)
Security National Financial (SNFCA) posted quarterly Invested Capital of $108.8 million for Q1 2026, down 11.45% year-over-year from $122.8 million in Q1 2025, and up 10.54% quarter-over-quarter from $98.4 million in Q4 2025.
Security National Financial (SNFCA) Invested Capital (2010 - 2026) Analysis & Trends
Security National Financial's Invested Capital history runs 17 years deep, the most recent figure standing at $108.8 million for Q1 2026.
- In Q1 2026, Invested Capital fell 11.45% year-over-year to $108.8 million; the TTM figure through Mar 2026 stood at $453.2 million (up 2.97% YoY), while the FY2025 annual figure was $98.4 million, down 7.82% from the prior year.
- Invested Capital for Q1 2026 stood at $108.8 million, up from $98.4 million in the prior quarter.
- The five-year high for Invested Capital was $233.6 million in Q1 2022, with the low at $98.4 million in Q4 2025.
- The 5-year median for Invested Capital is $108.8 million (2026), against an average of $132.4 million.
- The sharpest annual moves came in 2023 and 2025: Invested Capital plunged 48.44% in 2023, then increased 18.73% in 2025.
- Security National Financial's Invested Capital stood at $161.7 million in 2022, then sank by 34.73% to $105.6 million in 2023, then rose by 1.12% to $106.7 million in 2024, then fell by 7.82% to $98.4 million in 2025, then gained by 10.54% to $108.8 million in 2026.
- Business Quant data shows SNFCA's Invested Capital at $108.8 million in Q1 2026, $98.4 million in Q4 2025, and $123.1 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 70.91 Bn | 51.00 Bn | - | - |
| 2 | Metlife | 60.57 Bn | 33.25 Bn | 7.82 Bn | 14.24 Bn |
| 3 | Aflac | 58.53 Bn | -44.47 Bn | 2.27 Bn | 8.73 Bn |
| 4 | Prudential | 36.24 Bn | 27.92 Bn | - | 11.74 Bn |
| 5 | Unum | 13.96 Bn | 4.41 Bn | 1.38 Bn | - |
| 6 | Primerica | 9.20 Bn | 8.57 Bn | 717.74 Mn | - |
| 7 | Jackson Financial | 9.15 Bn | 3.17 Bn | - | 77.00 Mn |
| 8 | Lincoln National | 8.14 Bn | -3.54 Bn | 2.62 Bn | 400.00 Mn |
| 9 | Genworth Financial | 3.77 Bn | 1.78 Bn | 668.00 Mn | - |
| 10 | Security National Financial | 231.24 Mn | -312.64 Mn | 61.44 Mn | 122.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 122.23 Mn |
| Mar 31, 2026 | 108.76 Mn |
| Dec 31, 2025 | 98.39 Mn |
| Sep 30, 2025 | 123.10 Mn |
| Jun 30, 2025 | 122.93 Mn |
| Mar 31, 2025 | 122.82 Mn |
| Dec 31, 2024 | 106.74 Mn |
| Sep 30, 2024 | 106.99 Mn |
| Jun 30, 2024 | 103.54 Mn |
| Mar 31, 2024 | 104.34 Mn |
| Dec 31, 2023 | 105.56 Mn |
| Sep 30, 2023 | 108.43 Mn |
| Jun 30, 2023 | 103.30 Mn |
| Mar 31, 2023 | 138.39 Mn |
| Dec 31, 2022 | 161.71 Mn |
| Sep 30, 2022 | 201.48 Mn |
| Jun 30, 2022 | 200.34 Mn |
| Mar 31, 2022 | 233.63 Mn |
| Dec 31, 2021 | 251.29 Mn |
| Sep 30, 2021 | 263.19 Mn |