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Stifel Financial Corp Stock Research

SF

55.57USD-1.78(-3.10%)Market Closed

Market Summary

USD55.57-1.78
Market Closed
-3.10%

SF Alerts

SF Stock Price

SF RSI Chart

SF Valuation

Market Cap

6.6B

Price/Earnings (Trailing)

9.92

Price/Sales (Trailing)

1.43

EV/EBITDA

3.84

Price/Free Cashflow

5.68

SF Price/Sales (Trailing)

SF Profitability

EBT Margin

19.27%

Return on Equity

12.43%

Return on Assets

1.78%

Free Cashflow Yield

17.62%

SF Fundamentals

SF Revenue

Revenue (TTM)

4.7B

Revenue Y/Y

12.06%

Revenue Q/Q

2.05%

SF Earnings

Earnings (TTM)

646.1M

Earnings Y/Y

-9.23%

Earnings Q/Q

-10.8%

Price Action

52 Week Range

49.3168.77
(Low)(High)

Last 7 days

-2.2%

Last 30 days

-6.5%

Last 90 days

-16.5%

Trailing 12 Months

-13.4%

SF Financial Health

SF Investor Care

Dividend Yield

2.27%

Dividend/Share (TTM)

1.26

Shares Dilution (1Y)

1.29%

Diluted EPS (TTM)

5.21

Peers (Alternatives to Stifel Financial)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
107.8B
39.0B
-4.89% 1.22%
10.21
2.76
-18.28% -43.67%
99.6B
21.2B
1.70% -23.94%
13.86
4.8
14.77% 27.91%
98.6B
17.4B
-0.82% 1.13%
20.12
5.66
-11.48% -20.19%
19.1B
12.0B
0.66% -7.92%
11.41
1.6
11.08% 11.36%
10.3B
735.4M
-14.14% -2.76%
39.61
13.95
6.65% 6.97%
MID-CAP
8.5B
3.5B
0.06% 25.50%
4.63
3.18
133.79% 12.59%
7.5B
1.9B
-3.71% -2.48%
19.23
4.01
-8.09% -35.44%
6.6B
4.7B
-6.53% -13.40%
9.92
1.43
-0.66% -21.72%
1.7B
64.5B
-19.20% 6.95%
7.56
0.03
22.22% 49.25%
SMALL-CAP
1.9B
1.4B
-3.13% -2.47%
18.96
1.37
-29.57% -62.49%
1.7B
2.3B
-8.86% -32.68%
6.27
0.75
-8.65% -30.67%
1.1B
1.5B
0.39% 32.10%
14.3
0.71
-27.22% -74.14%
810.8M
16.9M
-1.07% -6.64%
-54.17
48.01
-24.32% -161.15%
434.3M
1.2B
3.84% 10.70%
11.53
0.37
-9.34% -70.93%
265.1M
262.7M
115.80% 21.56%
-33.4
1.01
-10.67% -128.23%

Financials for Stifel Financial

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q12022Q42022Q32022Q22022Q1
Revenue3.0%4,7294,5934,6684,7184,760
EBITDA2.2%1,1371,1121,1131,154-
EBITDA Margin3.9%0.25*0.24*0.24*0.24*-
Earnings Before Taxes-1.9%8688859701,0211,066
EBT Margin-7.3%0.19*0.21*0.22*0.22*-
Interest Expenses72.3%34720194.0044.0041.00
Net Income-2.4%646662747788825
Net Income Margin-9.9%0.14*0.16*0.17*0.17*-
Free Cahsflow72.3%1,1576721,108730-
Balance Sheet
(In Millions)
Description(%) Q/Q2023Q12022Q42022Q32022Q22022Q1
Assets3.8%38,59837,19637,61236,47635,088
    Cash Equivalents25.7%2,7662,2001,4151,5781,555
  Net PPE0.2%201200177171169
  Goodwill4.0%1,3801,3271,3201,3091,309
Liabilities4.4%33,27031,86832,38531,35230,033
Shareholder's Equity0.0%5,3275,3285,2275,1255,054
  Additional Paid-In Capital-5.1%1,8311,9281,9141,8841,852
Shares Outstanding-0.3%109109109--
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q12022Q42022Q32022Q22022Q1
Cashflow From Operations23.9%1,4341,1576721,108730
  Share Based Compensation-1.8%133136137136133
Cashflow From Investing14.9%-3,678-4,324-7,622-6,925-6,178
Cashflow From Financing1.7%3,2443,1916,3465,9465,661
  Buy Backs89.3%200106119162161

Risks for SF

What is the probability of a big loss on SF?

66.9%


Probability that Stifel Financial stock will be more than 20% underwater in next one year

45%


Probability that Stifel Financial stock will be more than 30% underwater in next one year.

22.7%


Probability that Stifel Financial stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does SF drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Stifel Financial was unfortunately bought at previous high price.

Drawdowns

Returns for SF

Cumulative Returns on SF

9.3%


10-Year Cumulative Returns

12.7%


7-Year Cumulative Returns

7.9%


5-Year Cumulative Returns

21.2%


3-Year Cumulative Returns

What are the long-term rolling returns for SF?

FIve years rolling returns for Stifel Financial.

Annualized Returns

Which funds bought or sold SF recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-05-26
ProShare Advisors LLC
reduced
-57.27
-485,796
370,317
-%
2023-05-23
Brookfield Corp /ON/
new
-
5,759,030
5,759,030
0.02%
2023-05-23
Capital Impact Advisors, LLC
reduced
-26.01
-42,579
127,103
0.16%
2023-05-23
Front Row Advisors LLC
added
8.66
4,000
36,000
0.02%
2023-05-22
AMERIPRISE FINANCIAL INC
reduced
-6.66
-1,797,120
30,797,900
0.01%
2023-05-22
American Trust
reduced
-4.71
-10,028
274,059
0.02%
2023-05-18
NEW YORK STATE COMMON RETIREMENT FUND
reduced
-12.84
-4,538,000
34,028,000
0.05%
2023-05-18
JPMORGAN CHASE & CO
reduced
-17.48
-3,548,770
18,012,200
-%
2023-05-17
Advisory Services Network, LLC
added
0.63
343
18,786
-%
2023-05-17
VIRGINIA RETIREMENT SYSTEMS ET AL
reduced
-74.79
-1,298,000
513,656
-%

1–10 of 45

Latest Funds Activity

Are funds buying SF calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own SF
No. of Funds

Stifel Financial News

Nasdaq
Ex-Dividend Reminder: Realty Income, Goldman Sachs Group and ....
Nasdaq,
39 hours ago
Simply Wall St

Schedule 13G FIlings of Stifel Financial

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
May 10, 2023
vanguard group inc
10.02%
10,638,876
SC 13G/A
Feb 13, 2023
capital research global investors
5.7%
6,087,636
SC 13G/A
Feb 09, 2023
vanguard group inc
9.83%
10,445,607
SC 13G/A
Jan 23, 2023
blackrock inc.
10.6%
11,237,257
SC 13G/A
Feb 11, 2022
capital research global investors
5.8%
6,080,494
SC 13G/A
Feb 11, 2022
macquarie group ltd
4.25%
4,443,649
SC 13G/A
Feb 10, 2022
vanguard group inc
9.33%
9,715,835
SC 13G/A
Feb 07, 2022
blackrock inc.
12.1%
12,647,285
SC 13G/A
Feb 16, 2021
capital research global investors
5.8%
5,974,206
SC 13G
Feb 12, 2021
macquarie group ltd
5.19%
5,352,754
SC 13G/A

SF Fair Value

Show Fair-Value

Recent SEC filings of Stifel Financial

View All Filings
Date Filed Form Type Document
May 24, 2023
8-K
Current Report
May 22, 2023
4
Insider Trading
May 18, 2023
4
Insider Trading
May 16, 2023
144
Notice of Insider Sale Intent
May 12, 2023
13F-HR
Fund Holdings Report
May 10, 2023
SC 13G/A
Major Ownership Report
May 08, 2023
DEFA14A
DEFA14A
May 04, 2023
10-Q
Quarterly Report
Apr 28, 2023
3
Insider Trading
Apr 28, 2023
DEFA14A
DEFA14A

Latest Insider Trading transactions for SF

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-05-18
Nesi Victor
gifted
-
-
-21,732
co-president
2023-05-18
Michaud Thomas B.
sold
-1,414,520
58.85
-24,036
senior vice president
2023-05-18
Nesi Victor
gifted
-
-
21,732
co-president
2023-05-17
Michaud Thomas B.
sold
-1,175,800
58.79
-20,000
senior vice president
2023-05-16
Michaud Thomas B.
sold
-866,250
57.75
-15,000
senior vice president
2023-03-24
ZEMLYAK JAMES M
bought
1,121,100
56.055
20,000
co-president
2023-03-14
KRUSZEWSKI RONALD J
bought
437,658
57.0313
7,674
chief executive officer
2023-03-13
KRUSZEWSKI RONALD J
bought
137,500
55.00
2,500
chief executive officer
2023-03-10
KRUSZEWSKI RONALD J
bought
590,000
59.00
10,000
chief executive officer
2023-03-02
REICHERT CHRISTOPHER K
sold (taxes)
-25,703
66.59
-386
ceo of stifel bank & trust

1–10 of 50

Ronald J. Kruszewski
8600
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.

SF Income Statement

2023-03-31
Consolidated Statements Of Operations (Unaudited) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended
Mar. 31, 2023
Mar. 31, 2022
Revenues:  
Commissions$ 169,550$ 195,909
Principal transactions115,522159,270
Investment banking211,879254,846
Asset management315,569341,636
Interest451,564165,435
Other income(2,293)8,888
Total revenues1,261,7911,125,984
Interest expense154,9989,457
Net revenues[1]1,106,7931,116,527
Non-interest expenses:  
Compensation and benefits651,190673,691
Occupancy and equipment rental82,14077,026
Communications and office supplies46,13642,456
Commissions and floor brokerage14,44015,887
Provision for credit losses4,9208,240
Other operating expenses98,08472,118
Total non-interest expenses896,910889,418
Income from operations before income tax expense209,883227,109
Provision for income taxes52,34453,560
Net income157,539173,549
Preferred dividends9,3209,320
Net income available to common shareholders$ 148,219$ 164,229
Earnings per common share:  
Basic$ 1.36$ 1.50
Diluted1.281.39
Cash dividends declared per common share$ 0.36$ 0.30
Weighted-average number of common shares outstanding:  
Basic108,754109,205
Diluted115,390118,140
[1]No individual client accounted for more than 10 percent of total net revenues for the three months ended March 31, 2023 and 2022.