Stifel Financial
Market Cap
US$7.0b
Last Updated
2021/07/31 05:36 UTC
Data Sources
Company Financials +
Executive Summary
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, rest of Europe, and Canada. More Details
Rewards
Risk Analysis
Snowflake Analysis
Adequate balance sheet with proven track record.
Similar Companies
Share Price & News
How has Stifel Financial's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: SF is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: SF's weekly volatility (4%) has been stable over the past year.
Market Performance
7 Day Return
2.1%
SF
0.9%
US Capital Markets
-0.5%
US Market
1 Year Return
105.9%
SF
57.6%
US Capital Markets
35.9%
US Market
Return vs Industry: SF exceeded the US Capital Markets industry which returned 57.6% over the past year.
Return vs Market: SF exceeded the US Market which returned 35.9% over the past year.
Shareholder returns
| SF | Industry | Market | |
|---|---|---|---|
| 7 Day | 2.1% | 0.9% | -0.5% |
| 30 Day | 1.3% | 0.7% | 0.3% |
| 90 Day | -3.8% | 5.3% | 3.1% |
| 1 Year | 108.0%105.9% | 60.9%57.6% | 38.0%35.9% |
| 3 Year | 86.5%80.6% | 77.4%64.6% | 62.9%52.7% |
| 5 Year | 178.8%167.9% | 169.8%137.5% | 121.7%97.3% |
Long-Term Price Volatility Vs. Market
How volatile is Stifel Financial's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 days ago | Simply Wall St
Do Stifel Financial's (NYSE:SF) Earnings Warrant Your Attention?4 weeks ago | Simply Wall St
Is Stifel Financial's (NYSE:SF) 230% Share Price Increase Well Justified?1 month ago | Simply Wall St
Have Stifel Financial Corp. (NYSE:SF) Insiders Been Selling Their Stock?Valuation
Is Stifel Financial undervalued compared to its fair value and its price relative to the market?
11.01x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: SF ($66.54) is trading above our estimate of fair value ($64.01)
Significantly Below Fair Value: SF is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: SF is good value based on its PE Ratio (11x) compared to the US Capital Markets industry average (13.2x).
PE vs Market: SF is good value based on its PE Ratio (11x) compared to the US market (18x).
Price to Earnings Growth Ratio
PEG Ratio: SF is poor value based on its PEG Ratio (164.7x)
Price to Book Ratio
PB vs Industry: SF is good value based on its PB Ratio (1.9x) compared to the US Capital Markets industry average (61.5x).
Future Growth
How is Stifel Financial forecast to perform in the next 1 to 3 years based on estimates from 5 analysts?
0.07%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SF's forecast earnings growth (0.07% per year) is below the savings rate (2%).
Earnings vs Market: SF's earnings (0.07% per year) are forecast to grow slower than the US market (14.9% per year).
High Growth Earnings: SF's earnings are forecast to grow, but not significantly.
Revenue vs Market: SF's revenue (5.5% per year) is forecast to grow slower than the US market (9.2% per year).
High Growth Revenue: SF's revenue (5.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: SF's Return on Equity is forecast to be low in 3 years time (10.5%).
Past Performance
How has Stifel Financial performed over the past 5 years?
34.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SF has high quality earnings.
Growing Profit Margin: SF's current net profit margins (15.4%) are higher than last year (11.8%).
Past Earnings Growth Analysis
Earnings Trend: SF's earnings have grown significantly by 34.1% per year over the past 5 years.
Accelerating Growth: SF's earnings growth over the past year (55.6%) exceeds its 5-year average (34.1% per year).
Earnings vs Industry: SF earnings growth over the past year (55.6%) underperformed the Capital Markets industry 55.6%.
Return on Equity
High ROE: SF's Return on Equity (15.7%) is considered low.
Financial Health
How is Stifel Financial's financial position?
Financial Position Analysis
Short Term Liabilities: SF's short term assets ($17.8B) do not cover its short term liabilities ($21.9B).
Long Term Liabilities: SF's short term assets ($17.8B) exceed its long term liabilities ($1.9B).
Debt to Equity History and Analysis
Debt Level: SF's debt to equity ratio (32%) is considered satisfactory.
Reducing Debt: SF's debt to equity ratio has reduced from 93.8% to 32% over the past 5 years.
Debt Coverage: SF's debt is well covered by operating cash flow (83.1%).
Interest Coverage: Insufficient data to determine if SF's interest payments on its debt are well covered by EBIT.
Balance Sheet
Dividend
What is Stifel Financial current dividend yield, its reliability and sustainability?
0.90%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SF's dividend (0.9%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.31%).
High Dividend: SF's dividend (0.9%) is low compared to the top 25% of dividend payers in the US market (3.54%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, SF has been paying a dividend for less than 10 years.
Growing Dividend: SF's dividend payments have increased, but the company has only paid a dividend for 4 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (8.8%), SF's dividend payments are thoroughly covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: SF's dividends in 3 years are forecast to be thoroughly covered by earnings (12.9% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
7.0yrs
Average management tenure
CEO
Ron Kruszewski (62 yo)
23.75yrs
Tenure
US$10,666,487
Compensation
Mr. Ronald James Kruszewski, also known as Ron, has been Chairman and Chief Executive Officer of Stifel Financial Corp. since April 2001 and September 1997 respectively. Mr. Kruszewski is Chairman and Chie...
CEO Compensation Analysis
Compensation vs Market: Ron's total compensation ($USD10.67M) is above average for companies of similar size in the US market ($USD6.47M).
Compensation vs Earnings: Ron's compensation has increased by more than 20% in the past year.
Leadership Team
Experienced Management: SF's management team is seasoned and experienced (7 years average tenure).
Board Members
Experienced Board: SF's board of directors are considered experienced (5 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: SF insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.1%.
Top Shareholders
Company Information
Stifel Financial Corp.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Stifel Financial Corp.
- Ticker: SF
- Exchange: NYSE
- Founded: 1890
- Industry: Investment Banking and Brokerage
- Sector: Diversified Financials
- Market Cap: US$6.978b
- Shares outstanding: 104.87m
- Website: https://www.stifel.com
Number of Employees
Location
- Stifel Financial Corp.
- One Financial Plaza
- 501 North Broadway
- Saint Louis
- Missouri
- 63102-2188
- United States
Listings
Biography
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipali...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/07/31 05:36 |
| End of Day Share Price | 2021/07/30 00:00 |
| Earnings | 2021/06/30 |
| Annual Earnings | 2020/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.