-2.63%
4.29%
9.23%
37.83%
51.74%
48.25%
158.60%
AI Spotlight on SF
Company Description
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, the rest of Europe, and Canada.It operates in three segments: Global Wealth Management, Institutional Group, and Other.The company provides private client services, including securities transaction and financial planning services; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts.
It also participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services.The company was founded in 1890 and is headquartered in St. Louis, Missouri.
Market Data
| Last Price | 112.8 |
| Change Percentage | -2.63% |
| Open | 112.44 |
| Previous Close | 115.85 |
| Market Cap ( Millions) | 11545 |
| Volume | 267757 |
| Year High | 120.64 |
| Year Low | 72.78 |
| M A 50 | 111.23 |
| M A 200 | 93.65 |
Financial Ratios
| FCF Yield | 0.04% |
| Dividend Yield | 1.49% |
| ROE | 12.08% |
| Debt / Equity | 15.70% |
| Net Debt / EBIDTA | -76.92% |
| Price To Book | 2.11 |
| Price Earnings Ratio | 18.05 |
| Price To FCF | 2347.11 |
| Price To sales | 2.01 |
| EV / EBITDA | 7.74 |
News
- Feb -01 - Shopify, Block Lead 5 Stocks Near Buy Points Amid Trump Tariffs, Earnings
- Jan -31 - Kahuna Receives Financing from Stifel Bank to Fuel Innovation and Expansion
- Jan -29 - Stifel Financial Corp. (SF) Q4 2024 Earnings Call Transcript
- Jan -29 - Stifel Financial (SF) Beats Q4 Earnings and Revenue Estimates
- Jan -29 - Stifel Reports Fourth Quarter and Full Year Results
- Jan -28 - Stifel Raises Quarterly Common Stock Cash Dividend by 10% and Declares Preferred Stock Cash Dividend
- Jan -22 - Stifel Financial Schedules Fourth Quarter & Full Year 2024 Financial Results Conference Call
- Jan -15 - Eaton Partners Acts as Lead Placement Agent for Colbeck Capital Management's Third Flagship Fund
- Jan -15 - Stifel Financial (SF) to Report Q4 Results: Wall Street Expects Earnings Growth
- Jan -13 - Eaton Partners Acts as Asia-Pacific Placement Agent for FTV Capital
- Jan -07 - Stifel to Expand Global Advisory Business With Bryan Garnier Buyout
- Dec -21 - Our Top 10 Dividend Growth Stocks - December 2024
- Dec -19 - Stifel Reports November 2024 Operating Data
- Dec -14 - KBW Announces Index Rebalancing for Fourth-Quarter 2024
- Nov -21 - Stifel Reports October 2024 Operating Data
- Nov -18 - Brad Edgar Joins Stifel as Managing Director and Lead Healthcare Equity Trader
- Nov -07 - KBW Earns Multiple No. 1 Spots in Influential Rankings
- Nov -01 - B. Riley Financial Provides Update on Wealth Management Business
- Oct -29 - Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend
- Oct -24 - Stifel Financial: Good Results, Positive Outlook
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Global Wealth Management
Expected Growth : 7.5 %
What the company do ?
Global Wealth Management from Stifel Financial Corp. provides comprehensive financial services, including investment management, brokerage, and wealth planning to high-net-worth individuals, families, and institutions.
Why we expect these perspectives ?
Stifel Financial Corp.'s Global Wealth Management segment growth of 7.5% is driven by increasing demand for investment management services, expansion of advisory services, and strategic acquisitions. Additionally, the segment benefits from a strong brand reputation, diversified revenue streams, and a growing client base. Furthermore, the company's focus on technology enhancements and digital transformation also contributes to its growth momentum.
Segment n°2 -> Institutional Group
Expected Growth : 8.5 %
What the company do ?
The Institutional Group from Stifel Financial Corp. provides a range of investment banking, equity research, and trading services to institutional clients.
Why we expect these perspectives ?
Stifel Financial Corp.'s Institutional Group growth of 8.5% is driven by increasing institutional client assets, expansion of fixed income and equity trading capabilities, and strategic acquisitions. Additionally, the group's focus on providing comprehensive investment solutions, robust research, and trading execution capabilities has contributed to its growth.
Segment n°3 -> Other
Expected Growth : 7.0 %
What the company do ?
The 'Other' segment from Stifel Financial Corp. includes revenues from investment banking, asset management, and other financial services.
Why we expect these perspectives ?
Stifel Financial Corp.'s 7.0% growth in 'Other' segment is driven by increasing demand for wealth management services, expansion of investment banking operations, and strategic acquisitions. Additionally, the company's focus on technology enhancements and digital transformation initiatives have improved operational efficiency, contributing to the segment's growth.
Stifel Financial Corp. Products
| Product Range | What is it ? |
|---|---|
| Wealth Management | Stifel Financial Corp.'s wealth management services provide personalized investment advice, portfolio management, and financial planning to individual investors, families, and institutions. |
| Institutional Equity | Stifel Financial Corp.'s institutional equity services provide research, trading, and execution services to institutional clients, including hedge funds, mutual funds, and pension funds. |
| Fixed Income | Stifel Financial Corp.'s fixed income services provide trading, sales, and research services for government and corporate bonds, mortgage-backed securities, and other fixed income products. |
| Investment Banking | Stifel Financial Corp.'s investment banking services provide advisory services for mergers and acquisitions, equity and debt capital markets, and restructuring and recapitalization. |
| Brokerage Services | Stifel Financial Corp.'s brokerage services provide online trading platforms, investment products, and research tools for individual investors. |
Stifel Financial Corp.'s Porter Forces
Threat Of Substitutes
Stifel Financial Corp. operates in a highly competitive industry, but the threat of substitutes is mitigated by the company's diversified product offerings and strong brand recognition.
Bargaining Power Of Customers
Stifel Financial Corp.'s customers have limited bargaining power due to the company's strong market position and diversified customer base.
Bargaining Power Of Suppliers
Stifel Financial Corp. has a moderate level of dependence on its suppliers, but the company's strong relationships with its suppliers mitigate the bargaining power of suppliers.
Threat Of New Entrants
The financial services industry is highly competitive, and new entrants can easily disrupt the market, posing a significant threat to Stifel Financial Corp.'s market share.
Intensity Of Rivalry
The financial services industry is highly competitive, and Stifel Financial Corp. faces intense rivalry from established players, which can lead to pricing pressures and reduced market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 24.29% |
| Debt Cost | 9.65% |
| Equity Weight | 75.71% |
| Equity Cost | 9.65% |
| WACC | 9.65% |
| Leverage | 32.09% |
Stifel Financial Corp. : Quality Control
Stifel Financial Corp. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PIPR | Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and … |
| PJT | PJT Partners Inc., an investment bank, provides various strategic and capital markets advisory, restructuring and special situations, and shareholder advisory services to corporations, financial sponsors, institutional investors, and governments worldwide. … |
| JEF | Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in … |
| EVR | Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking … |
| IBKR | Interactive Brokers Group, Inc. operates as an automated electronic broker worldwide. The company specializes in executing, clearing, and settling trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Interactive Brokers
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Jefferies
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Stifel Financial
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Piper Sandler
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5
PJT Partners
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6
