SF$122.04
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Powered by LiveAIOverall Analysis
BuyStifel Financial Corp. presents a mixed investment profile. It shows strong fundamentals with healthy profitability and a solid balance sheet, supported by a consistent dividend. However, current valuation metrics are somewhat stretched, and recent technical indicators suggest potential short-term headwinds. The company is a stable player in the wealth management and investment banking sector.
Thematic
Stifel Financial operates within the financial services sector, which is influenced by broader economic trends, interest rate policies, and regulatory changes. While it benefits from a generally stable demand for wealth management and investment banking services, it does not currently appear to be a leader in cutting-edge technological or rapidly emerging growth themes like AI or disruptive fintech innovation.
Fundamental
Stifel Financial demonstrates strong profitability and a robust balance sheet. Its revenue and net income have shown positive trends, with healthy net margins. The company also maintains a manageable debt level and a solid cash position, alongside a consistent dividend payout.
Technical
The stock is trading above key long-term moving averages, suggesting an underlying bullish trend. However, short-term momentum indicators are mixed, with some suggesting potential overbought conditions and minor pullbacks. Trading volumes are stable but not exceptionally high.
| Factor | Score |
|---|---|
| Financial Services Sector Stability | 75 |
| Interest Rate Sensitivity | 70 |
| Regulatory Environment | 60 |
| Technological Disruption (FinTech) | 50 |
| Digital Transformation | 60 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 85 |
| Growth | 80 |
| Balance Sheet Health | 75 |
| Cash Flow | 80 |
| Dividend Yield | 70 |
| Factor | Score |
|---|---|
| Trend Analysis | 75 |
| Momentum | 60 |
| Short-Term Momentum | 65 |
| Support & Resistance | 70 |
| Volume | 70 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Attractive P/E Ratio
The Price-to-Earnings (P/E) ratio on a trailing twelve months (TTM) basis is 25.0, which is below the industry average, suggesting potential undervaluation.
Improving Net Margin
The net margin for the latest fiscal year (2024) is 14.9%, showing an improvement from 12.2% in the previous year, indicating better profitability conversion from revenue.
Bearish Points (8)
Missed Earnings Estimates
For the latest reported quarter (2025 Q2), the company reported an EPS of $0.49, significantly missing the analyst estimate of $1.65 with a surprise of -70.26%.
High Forward P/E Ratio
The Price-to-Earnings (P/E) ratio for the next fiscal year (2025) is estimated to be 181.8, indicating a high valuation relative to future expected earnings.
Calendar
June 2025
2
Ex-Dividend Date
June 2025
16
Next Dividend Date
July 2025
30
Next Earnings Date
H: $1.65
A: $1.61
L: $1.55
H: 1.25B
A: 1.23B
L: 1.22B
Profile
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States and internationally. 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; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; 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 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 Saint Louis, Missouri.
Seasonals
Price Target
116.67 USD
The 39 analysts offering 1 year price forecasts for SF have a max estimate of 132.00 and a min estimate of 105.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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