Stifel Financial Corporation

Valuation Analysis

About the Company

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, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, 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 acquisitio

Stifel Financial Corporation Stock at a Glance

Stifel Financial Corporation (SF) is currently trading at $72.66 with a market capitalization of $11.1B. The trailing P/E ratio stands at 14.16x, with a forward P/E of 10.38x. The 52-week range spans from $63.73 to $89.83; the current price is 19.1% below the yearly high. Year-over-year revenue growth stands at +14.3%. The net profit margin stands at 15.56%.

💰 Dividend

Stifel Financial Corporation pays an annual dividend of $1.29 per share, representing a yield of 1.78%. The payout ratio stands at 24.55%.

📊 Analyst Rating

8 analysts rate Stifel Financial Corporation (SF) on consensus: None. The average price target is $87.75, implying +20.77% from the current price. Analyst price targets range from $79.00 to $103.00.

Stifel Financial Corporation: The Investment Case in Detail

Stifel Financial Corporation (SF) operates in the Financial Services — specifically Capital Markets — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Revenue is growing at a healthy 14.3% pace year-over-year, suggesting the business model continues to find new customers and pricing power. Earnings growth of 469.2% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base. With a gross margin near 95.38%, the company sits in the top tier of its industry — these are the kinds of structural margins that protect earnings during downturns.

Valuation in Context

With a PEG ratio of 0.95, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

What to Watch Next

• The forward P/E of 10.38x is meaningfully below the trailing 14.16x — analysts expect earnings to step up; the next earnings release is the test.
• The analyst consensus price target implies 20.77% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Risk Profile

The data points to market-like volatility.

Trading Data

💵 Dividend Info

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