Last 7 days
-2.2%
Last 30 days
-6.5%
Last 90 days
-16.5%
Trailing 12 Months
-13.4%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GS | 107.8B | 39.0B | -4.89% | 1.22% | 10.21 | 2.76 | -18.28% | -43.67% |
SCHW | 99.6B | 21.2B | 1.70% | -23.94% | 13.86 | 4.8 | 14.77% | 27.91% |
BLK | 98.6B | 17.4B | -0.82% | 1.13% | 20.12 | 5.66 | -11.48% | -20.19% |
RJF | 19.1B | 12.0B | 0.66% | -7.92% | 11.41 | 1.6 | 11.08% | 11.36% |
MKTX | 10.3B | 735.4M | -14.14% | -2.76% | 39.61 | 13.95 | 6.65% | 6.97% |
MID-CAP | ||||||||
IBKR | 8.5B | 3.5B | 0.06% | 25.50% | 4.63 | 3.18 | 133.79% | 12.59% |
SEIC | 7.5B | 1.9B | -3.71% | -2.48% | 19.23 | 4.01 | -8.09% | -35.44% |
SF | 6.6B | 4.7B | -6.53% | -13.40% | 9.92 | 1.43 | -0.66% | -21.72% |
SNEX | 1.7B | 64.5B | -19.20% | 6.95% | 7.56 | 0.03 | 22.22% | 49.25% |
SMALL-CAP | ||||||||
PIPR | 1.9B | 1.4B | -3.13% | -2.47% | 18.96 | 1.37 | -29.57% | -62.49% |
VIRT | 1.7B | 2.3B | -8.86% | -32.68% | 6.27 | 0.75 | -8.65% | -30.67% |
COWN | 1.1B | 1.5B | 0.39% | 32.10% | 14.3 | 0.71 | -27.22% | -74.14% |
AC | 810.8M | 16.9M | -1.07% | -6.64% | -54.17 | 48.01 | -24.32% | -161.15% |
OPY | 434.3M | 1.2B | 3.84% | 10.70% | 11.53 | 0.37 | -9.34% | -70.93% |
GHL | 265.1M | 262.7M | 115.80% | 21.56% | -33.4 | 1.01 | -10.67% | -128.23% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Revenue | 3.0% | 4,729 | 4,593 | 4,668 | 4,718 | 4,760 |
EBITDA | 2.2% | 1,137 | 1,112 | 1,113 | 1,154 | - |
EBITDA Margin | 3.9% | 0.25* | 0.24* | 0.24* | 0.24* | - |
Earnings Before Taxes | -1.9% | 868 | 885 | 970 | 1,021 | 1,066 |
EBT Margin | -7.3% | 0.19* | 0.21* | 0.22* | 0.22* | - |
Interest Expenses | 72.3% | 347 | 201 | 94.00 | 44.00 | 41.00 |
Net Income | -2.4% | 646 | 662 | 747 | 788 | 825 |
Net Income Margin | -9.9% | 0.14* | 0.16* | 0.17* | 0.17* | - |
Free Cahsflow | 72.3% | 1,157 | 672 | 1,108 | 730 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Assets | 3.8% | 38,598 | 37,196 | 37,612 | 36,476 | 35,088 |
Cash Equivalents | 25.7% | 2,766 | 2,200 | 1,415 | 1,578 | 1,555 |
Net PPE | 0.2% | 201 | 200 | 177 | 171 | 169 |
Goodwill | 4.0% | 1,380 | 1,327 | 1,320 | 1,309 | 1,309 |
Liabilities | 4.4% | 33,270 | 31,868 | 32,385 | 31,352 | 30,033 |
Shareholder's Equity | 0.0% | 5,327 | 5,328 | 5,227 | 5,125 | 5,054 |
Additional Paid-In Capital | -5.1% | 1,831 | 1,928 | 1,914 | 1,884 | 1,852 |
Shares Outstanding | -0.3% | 109 | 109 | 109 | - | - |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Cashflow From Operations | 23.9% | 1,434 | 1,157 | 672 | 1,108 | 730 |
Share Based Compensation | -1.8% | 133 | 136 | 137 | 136 | 133 |
Cashflow From Investing | 14.9% | -3,678 | -4,324 | -7,622 | -6,925 | -6,178 |
Cashflow From Financing | 1.7% | 3,244 | 3,191 | 6,346 | 5,946 | 5,661 |
Buy Backs | 89.3% | 200 | 106 | 119 | 162 | 161 |
66.9%
45%
22.7%
Y-axis is the maximum loss one would have experienced if Stifel Financial was unfortunately bought at previous high price.
9.3%
12.7%
7.9%
21.2%
FIve years rolling returns for Stifel Financial.
Datesorted ascending | Fund Name | Type | % 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 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form 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 |
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 |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
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 |
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 transactions | 115,522 | 159,270 | ||
Investment banking | 211,879 | 254,846 | ||
Asset management | 315,569 | 341,636 | ||
Interest | 451,564 | 165,435 | ||
Other income | (2,293) | 8,888 | ||
Total revenues | 1,261,791 | 1,125,984 | ||
Interest expense | 154,998 | 9,457 | ||
Net revenues | [1] | 1,106,793 | 1,116,527 | |
Non-interest expenses: | ||||
Compensation and benefits | 651,190 | 673,691 | ||
Occupancy and equipment rental | 82,140 | 77,026 | ||
Communications and office supplies | 46,136 | 42,456 | ||
Commissions and floor brokerage | 14,440 | 15,887 | ||
Provision for credit losses | 4,920 | 8,240 | ||
Other operating expenses | 98,084 | 72,118 | ||
Total non-interest expenses | 896,910 | 889,418 | ||
Income from operations before income tax expense | 209,883 | 227,109 | ||
Provision for income taxes | 52,344 | 53,560 | ||
Net income | 157,539 | 173,549 | ||
Preferred dividends | 9,320 | 9,320 | ||
Net income available to common shareholders | $ 148,219 | $ 164,229 | ||
Earnings per common share: | ||||
Basic | $ 1.36 | $ 1.50 | ||
Diluted | 1.28 | 1.39 | ||
Cash dividends declared per common share | $ 0.36 | $ 0.30 | ||
Weighted-average number of common shares outstanding: | ||||
Basic | 108,754 | 109,205 | ||
Diluted | 115,390 | 118,140 | ||
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