Insights for Stifel Financial Corp.
New York Stock Exchange: SF
05 - Growing & Profitable but Heavily Leveraged

Based on PEG Ratio: 01 - Under Valued
Today's Price
updated on:
85.99 (0.26%)
Open 85.84 (0.17%)
High (Upside %) 87.26 (1.48%)
Low (Downside %) 84.985 (1.18%)
P. Close 85.77 (0.26%)
Open-High % 1.65%
Open-Low % 1.0%
Low-High % 2.68%
Previous Data

SF is a Stock listed in the US on the New York Stock Exchange under the ticker 'SF'

Company Summary

Business Units or Product Lines

Stifel Financial Corp. operates through several segments including Global Wealth Management, Institutional Group, and Other. Global Wealth Management provides advisory services, brokerage, and financial planning. The Institutional Group is focused on capital markets, investment banking, and research services.

Business Models for Each Product Line

The Global Wealth Management segment generates revenue primarily from advisory fees, commissions, and interest income. Expenses are largely driven by compensation to financial advisors and operational costs. The Institutional Group earns from underwriting fees, trading commissions, and advisory fees with the significant costs including personnel and technology expenses.

Future Opportunities for Growth

Opportunities for growth include expanding the Global Wealth Management segment through acquisitions, enhancing digital platforms to attract younger clients, and increasing market share in investment banking services. Expanding into emerging markets could also present new avenues for growth.

Potential Major Risks

Major risks involve market volatility affecting asset management and investment banking revenues, changes in regulatory environments impacting compliance costs, and competitive pressures from both traditional financial institutions and fintech companies which may erode margins.

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Also read: https://finance.yahoo.com/SF/profile

Basic Stats
Market Cap-Display Market Cap-Actual Market Cap Enterprise Value-Display Trailing P/E Forward P/E PEG Ratio (5yr expected) Price/Sales Price/Book Enterprise Value/Revenue Profit Margin Operating Margin Return on Assets Return on Equity Revenue-Display Revenue-Actual Revenue Quarterly Revenue Growth EBITDA-Display Diluted EPS Quarterly Earnings Growth Total Cash-Display Total Cash-Actual Total Cash Total Debt-Display Total Debt-Actual Total Debt Total Debt/Equity Current Ratio Operating Cash Flow-Display Operating Cash Flow-Actual Operating Cash Flow Levered Free Cash Flow-Display % Held by Insiders % Held by Institutions
8.83 B 8830000000.0 8.83 nan B 13.62 10.02 0.85 1.93 1.77 2.15 14.79% 26.05% 1.88% 13.32% 4.94 B 4940000000.0 4.94 20.10% nan B 6.25 50.20% 4.76 B 4760000000.0 4.76 2.24 B 2240000000.0 2.24 0.39299999999999996 0.87 490.0 mn 490440000.0 0.49 nan B 3.00% 86.44%

source:https://finance.yahoo.com/SF/key-statistics

Upside-Downside Spread
Key Weighted 5D 1M 3M 6M 1Y 3Y 10Y
Upside % (high) 20.61% 2.77% (88.37) 19.35% (102.625) 40.3% (120.64) 40.3% (120.64) 40.3% (120.64) 40.3% (120.64) 40.3% (120.64)
Downside % (low) 12.94% 4.94% (81.74) 14.79% (73.27) 14.79% (73.27) 14.79% (73.27) 14.79% (73.27) 42.66% (49.31) 80.62% (16.6667)
Spread % 7.67% -2.17% 4.55% 25.5% 25.5% 25.5% -2.36% -40.32%

SF's price used for computing the stats is 85.99 as on date

Cumulative Return Percent
Key Today 5D 2W 1M 3M 6M 1Y 3Y 10Y
Last Price-Trend PrevClose 0.26% 1.01% 7.26% -15.6% -26.02% -12.52% 10.41% 24.35% 139.13%
Last Price 85.99 85.99 85.99 85.99 85.99 85.99 85.99 85.99 85.99
Trend-Previous Close 85.77 85.13 80.17 101.88 116.23 98.3 77.88 69.15 35.96

SF's symbol cumulative return percent is computed basis data from date

Return Velocity
5D 2W 1M 3M 6M 1Y
5D window
Metric Mean Median Stdev
Overall 0.62% 85.66 1.16% 86.11 2.34% 82.66 88.65
Up 2.18% 86.99 2.08% 86.9 1.54% 85.02 88.95
Down -1.73% 83.66 -1.51% 83.85 1.35% 81.93 85.38
5D Opportunity:
returns: 1.01% (4.49%), p.close: 85.13
entry: 88.95, exit: 88.65, min.ret: 0.34%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 2.94% 87.63 2.29% 87.08 4.71% 81.62 93.65
Up 4.98% 89.37 3.64% 88.23 4.49% 83.63 95.1
Down -2.17% 83.28 -2.04% 83.39 2.21% 80.46 86.11
5D Opportunity:
returns: 1.01% (11.71%), p.close: 85.13
entry: 95.1, exit: 93.65, min.ret: 1.53%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -3.35% 82.28 -2.86% 82.69 8.05% 72.0 92.57
Up 3.12% 87.79 2.23% 87.02 3.63% 83.16 92.42
Down -6.55% 79.56 -3.93% 81.78 6.57% 71.17 87.95
5D Opportunity:
returns: 1.01% (8.56%), p.close: 85.13
entry: 92.42, exit: 92.57, min.ret: -0.16%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -1.91% 83.51 -2.36% 83.12 5.85% 76.03 90.98
Up 2.44% 87.2 2.07% 86.89 2.72% 83.73 90.68
Down -4.35% 81.43 -3.13% 82.47 4.71% 75.42 87.44
5D Opportunity:
returns: 1.01% (6.52%), p.close: 85.13
entry: 90.68, exit: 90.98, min.ret: -0.33%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.34% 84.84 -0.67% 84.56 5.57% 77.73 91.95
Up 2.67% 87.41 1.8% 86.66 3.34% 83.14 91.67
Down -3.11% 82.49 -2.05% 83.38 3.83% 77.6 87.37
5D Opportunity:
returns: 1.01% (7.68%), p.close: 85.13
entry: 91.67, exit: 91.95, min.ret: -0.3%
Using: 5D trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.33% 85.41 0.71% 85.73 4.76% 79.33 91.49
Up 2.59% 87.33 2.04% 86.87 2.83% 83.72 90.95
Down -2.28% 83.19 -1.22% 84.09 3.23% 79.06 87.31
5D Opportunity:
returns: 1.01% (6.83%), p.close: 85.13
entry: 90.95, exit: 91.49, min.ret: -0.6%
Using: 5D trend, 0 Days Left
2W window
Metric Mean Median Stdev
Overall -1.79% 78.74 -0.86% 79.48 9.08% 67.82 89.65
Up 4.67% 83.91 2.59% 82.25 4.73% 78.22 89.6
Down -10.15% 72.03 -9.11% 72.87 8.57% 61.72 82.34
2W Opportunity: SELL-APPROACHING
returns: 7.26% (11.77%), p.close: 80.17
entry: 89.6, exit: 89.65, min.ret: -0.06%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -5.8% 75.52 -2.45% 78.2 10.34% 63.08 87.95
Up 4.28% 83.6 3.76% 83.19 3.97% 78.83 88.37
Down -10.9% 71.43 -9.11% 72.87 9.22% 60.34 82.52
2W Opportunity: SELL-APPROACHING
returns: 7.26% (10.23%), p.close: 80.17
entry: 88.37, exit: 87.95, min.ret: 0.48%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -3.5% 77.37 -3.15% 77.64 8.05% 67.68 87.05
Up 3.42% 82.91 2.22% 81.95 3.63% 78.55 87.27
Down -7.44% 74.2 -5.22% 75.98 6.65% 66.2 82.2
2W Opportunity: SELL-APPROACHING
returns: 7.26% (8.86%), p.close: 80.17
entry: 87.27, exit: 87.05, min.ret: 0.25%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.65% 79.65 -0.82% 79.52 7.63% 70.48 88.82
Up 4.04% 83.41 2.56% 82.22 4.15% 78.42 88.41
Down -5.1% 76.08 -3.41% 77.44 5.62% 69.32 82.84
2W Opportunity: SELL-APPROACHING
returns: 7.26% (10.27%), p.close: 80.17
entry: 88.41, exit: 88.82, min.ret: -0.47%
Using: 2W trend, 0 Days Left
Metric Mean Median Stdev
Overall 0.67% 80.7 0.98% 80.95 6.49% 72.9 88.51
Up 4.11% 83.46 3.46% 82.95 3.59% 79.15 87.78
Down -3.64% 77.25 -2.15% 78.44 4.68% 71.62 82.89
2W Opportunity: SELL-APPROACHING
returns: 7.26% (9.5%), p.close: 80.17
entry: 87.78, exit: 88.51, min.ret: -0.83%
Using: 2W trend, 0 Days Left
1M window
Metric Mean Median Stdev
Overall -12.77% 88.87 -12.89% 88.75 4.62% 81.8 95.94
Up 3.98% 105.94 3.68% 105.63 3.42% 100.71 111.17
Down -18.26% 83.28 -19.71% 81.8 4.41% 76.54 90.02
1M Opportunity:
returns: -15.6% (-24.87%), p.close: 101.88
entry: 76.54, exit: 81.8, min.ret: 6.88%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -6.54% 95.21 -9.46% 92.24 9.21% 81.13 109.29
Up 4.88% 106.85 3.41% 105.35 4.27% 100.33 113.37
Down -11.75% 89.91 -12.74% 88.9 7.5% 78.44 101.38
1M Opportunity: BUY-APPROACHING
returns: -15.6% (-23.0%), p.close: 101.88
entry: 78.44, exit: 81.13, min.ret: 3.43%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall -0.66% 101.21 -3.79% 98.02 11.19% 84.11 118.31
Up 7.0% 109.01 5.32% 107.3 6.27% 99.43 118.59
Down -7.95% 93.78 -6.91% 94.84 7.24% 82.72 104.84
1M Opportunity: BUY-APPROACHING
returns: -15.6% (-18.81%), p.close: 101.88
entry: 82.72, exit: 84.11, min.ret: 1.68%
Using: 1M trend, 0 Days Left
Metric Mean Median Stdev
Overall 1.53% 103.44 3.14% 105.08 9.18% 89.41 117.48
Up 6.85% 108.85 6.44% 108.44 5.26% 100.82 116.89
Down -5.68% 96.09 -3.64% 98.17 6.05% 86.84 105.34
1M Opportunity: BUY-ACTIVE
returns: -15.6% (-14.76%), p.close: 101.88
entry: 86.84, exit: 89.41, min.ret: 2.95%
Using: 1M trend, 0 Days Left

SF's symbol current price is 85.99 (0.26%) as on . Yesterday's close was 85.77. It's return velocities are computed basis data from date .

Win Percent
Key Weighted 5D 1M 3M 6M 1Y 3Y
Open-High (> 1.0%) 66.12% 80.0% 63.64% 53.03% 44.7% 41.67% 46.96%
Open-Low (> 1.0%) 64.12% 60.0% 72.73% 66.67% 54.55% 45.24% 44.44%
Open-Close-Up (> 0.5%) 51.7% 60.0% 50.0% 43.94% 40.91% 37.3% 37.57%
Open-Close-Down (> 0.5%) 40.54% 40.0% 40.91% 42.42% 42.42% 34.13% 32.01%
Low-Close-Up (> 1.0%) 85.67% 100% 86.36% 72.73% 55.3% 49.6% 48.28%
High-Close-Down (> 1.0%) 55.75% 60.0% 59.09% 48.48% 45.45% 40.08% 42.72%

SF's symbol win percent is computed basis data from date