Stifel Financial Corp. SF R3KFINANCIAL
Company Overview
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 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.
Why Investors Should Care
Generates a return on equity of 16.4%, reflecting efficient use of shareholder capital.
Net profit has compounded at 17.0% per year over the last five years.
Revenue has grown at a 12.0% CAGR over the past five years.
Trades at an undemanding P/E of 14.4.
Maintains a net profit margin of 16.3%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $5.46B (+11.3% YoY); net profit $683.78M.
- Trailing 12 Months Year-on-year growth — revenue +12.7%, earnings +50.6%.
- 5-Year Trend Long-term compounding — revenue CAGR 12.0%, profit CAGR 17.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 12.02% |
| 1 Year: | 12.70% |
Compounded Profit Growth
| 5 Years: | 16.99% |
| 1 Year: | 50.60% |
Stock Price Performance
| 1 Year: | +6.03% |
| 6 Months: | +11.56% |
| 3 Months: | +15.32% |
| 1 Month: | -2.39% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)49.57 · Neutral
P/E of 14.42 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 12.0% over 5 years.
- Profit CAGR of 17.0% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SF Stifel Financial Corp. R3KFINANCIAL | 80.76 | 14.42 | $12.19B | 1.80% | - | 16.43% | 12.02% | 16.99% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | 541.66M | 531.35M | 532.14M | - | 516.34M | 559.52M | 585.59M | - | 633.11M | 605.31M | 636.90M | - | 854.02M | 882.53M | 887.10M | 794.57M | 790.55M | 682.52M | 698.23M | 653.83M | 646.47M | 768.14M | 798.92M | 810.89M | 1.24B | 1.27B | 1.41B | 1.54B | 1.46B | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 213.56M | 206.80M | 205.17M | 192.28M | 187.49M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 63.36M | 213.82M | 286.05M | 307.91M | 326.07M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 10.37M | 58.77M | 74.67M | 43.55M | 74.65M | - |
| Net Income | 17.18M | 11.17M | 27.05M | 9.77M | 17.81M | 26.88M | 65.51M | 52.81M | 66.54M | -1.99M | 88.76M | 87.29M | 103.86M | 114.06M | 99.21M | 109.08M | 109.41M | 130.69M | 86.59M | 107.89M | 120.53M | - | 173.01M | 198.08M | 192.38M | 173.55M | 160.82M | 151.17M | 157.54M | 134.35M | 68.16M | 163.57M | 165.29M | 158.50M | 52.99M | 155.06M | 211.37M | 264.36M | 251.42M | - |
| Diluted EPS | 0.22 | 0.14 | 0.36 | 0.13 | 0.21 | 0.31 | 0.78 | 0.63 | 0.79 | -0.06 | 1.06 | 1.04 | 1.25 | 1.38 | 0.82 | 0.88 | 0.89 | 1.08 | 0.71 | 0.92 | 0.97 | 1.55 | 1.40 | 1.60 | 1.54 | 1.39 | 1.29 | 1.21 | 1.28 | 1.10 | 0.52 | 1.40 | 1.41 | 1.34 | - | 0.89 | 1.23 | 1.54 | 1.48 | 1.34 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 888.85M | 1.10B | 1.40B | 1.42B | 1.63B | 2.02B | 2.25B | 2.38B | 2.64B | 3.00B | 2.19B | 2.35B | 2.68B | - | 4.33B | 4.29B | 4.91B | 5.46B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 201.39M | 810.34M | 981.37M | 817.80M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 885.12M | 706.69M | 928.44M | 871.14M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 222.96M | 184.16M | 197.06M | 187.36M |
| Net Income | 55.50M | 75.80M | 1.91M | 84.13M | 138.57M | 162.01M | 176.07M | 92.34M | 81.52M | 182.87M | 393.97M | 448.40M | 503.47M | - | 662.15M | 522.54M | 731.38M | 683.78M |
| Diluted EPS | 1.98 | 1.56 | 0.03 | 1.34 | 2.20 | 2.20 | 2.31 | 1.18 | 1.00 | 2.14 | 3.15 | 3.66 | 4.16 | - | 3.55 | 2.85 | 4.17 | 3.91 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 3.17B | 4.21B | 4.95B | 6.97B | 9.01B | 9.52B | 13.33B | 19.13B | 21.38B | 24.52B | 24.61B | 26.60B | 34.05B | 37.20B | 37.73B | 39.90B | 41.27B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Cash & Equivalents | 47.96M | 239.72M | 161.82M | 253.53M | 167.67M | 403.94M | 716.56M | 689.78M | 811.02M | 912.93M | 696.28M | 1.94B | 1.14B | 2.28B | 1.96B | 2.20B | 3.58B | 2.92B | 2.57B |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 924.38M | 841.51M | 897.36M | 1.14B |
| Total Liabilities | - | - | 2.28B | 2.95B | 3.64B | 5.47B | 6.95B | 7.20B | 10.83B | 16.39B | 18.52B | 21.32B | 20.94B | 22.37B | 29.01B | 31.87B | 32.43B | 34.21B | 35.29B |
| Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - | 383.99M | 325.00M | 625.00M | 740.14M | 795.89M | 1.01B | 1.02B | 1.02B | 1.11B | 1.11B | 1.17B | 1.18B | 676.62M | 672.44M |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.17B | 2.00B | 1.54B | 1.53B |
| Total Equity | 424.64M | 593.18M | 873.45M | 1.25B | 1.30B | 1.49B | 2.06B | 2.32B | 2.49B | 2.74B | 2.86B | 3.17B | 3.61B | 4.24B | 5.03B | 5.33B | 5.29B | 5.69B | 5.98B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 167.49M | 167.49M | 167.49M | 167.49M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 350.29M | -347.25M | 141.49M | 45.41M | -264.27M | 702.22M | 250.27M | - | -441.41M | 679.92M | 529.53M | 626.86M | 1.66B | - | 1.16B | 499.33M | 490.44M | 1.12B |
| Investing Cash Flow | -86.46M | -850.81M | -567.30M | -715.61M | -1.23B | -1.11B | -392.94M | - | -5.25B | -2.65B | -989.24M | -350.33M | -1.69B | - | -4.32B | 1.04B | -2.31B | -1.61B |
| Financing Cash Flow | -72.07M | 1.12B | 515.78M | 585.14M | 1.73B | 715.02M | 123.20M | - | 5.66B | 1.76B | 1.75B | -1.08B | 1.20B | - | 3.19B | -254.58M | 980.10M | 91.25M |
| Capital Expenditure | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -82.33M | -51.98M | -73.79M | -62.09M |
| Free Cash Flow | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.08B | 447.35M | 416.65M | 1.05B |
| Net Change in Cash | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 24.29M | 1.29B | -839.62M | -405.65M |
| Share Buybacks | 12.14M | - | 91.77M | 48.51M | 11.38M | 13.67M | - | 117.75M | 113.46M | 13.00M | 170.20M | 215.43M | 58.26M | 172.74M | 105.83M | 443.88M | 144.10M | 244.99M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Margin % | 6.2% | 6.9% | 0.1% | 5.9% | 8.5% | 8.0% | 7.8% | 3.9% | 3.1% | 6.1% | 18.0% | 19.1% | 18.8% | - | 15.3% | 12.2% | 14.9% | 12.5% |
| ROE % | 9.4% | 8.7% | 0.2% | 6.5% | 9.3% | 7.9% | 7.6% | 3.7% | 3.0% | 6.4% | 12.4% | 12.4% | 11.9% | - | 12.4% | 9.9% | 12.9% | 11.4% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 9.79% | 14.78M | $1.12B |
| 2 | FMR, LLC | 5.65% | 8.53M | $646.85M |
| 3 | Vanguard Portfolio Management LLC | 4.74% | 7.16M | $542.94M |
| 4 | Vanguard Capital Management LLC | 4.41% | 6.66M | $504.71M |
| 5 | AQR Capital Management, LLC | 3.97% | 6.00M | $454.85M |
| 6 | State Street Corporation | 3.23% | 4.88M | $369.54M |
| 7 | Boston Partners | 2.92% | 4.40M | $333.77M |
| 8 | Stifel Financial Corporation | 2.57% | 3.89M | $294.59M |
| 9 | Earnest Partners LLC | 2.39% | 3.61M | $273.49M |
| 10 | Dimensional Fund Advisors LP | 1.92% | 2.90M | $219.98M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SF
Stifel Reports July 2026 Operating Data
ST. LOUIS, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today reported selected operating results for July 31, 2026, to provide timely information to investors on certain key performance metrics. Due to the limited na…
SLS Stock Logs Best Day In Over A Week: JPMorgan Buys In And Stifel Boosts Bet Ahead Of Key AML Data
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Stifel Declares Quarterly Common Stock Cash Dividend and Declares Preferred Stock Cash Dividend
ST. LOUIS, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Board of Directors has declared a cash dividend on shares of its common stock of $0.34 per share, payable September 15, 2026, to shareho…
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SF — Frequently Asked Questions
What is the current share price of Stifel Financial Corp. (SF)?
As of 2026-09-19 21:16 PDT, Stifel Financial Corp. (SF) trades at $80.76 on NYSE. Its 52-week range is $67.69 to $87.61.
What is the market capitalisation of SF?
Stifel Financial Corp. (SF) has a market capitalisation of $12.19B on NYSE.
What is the P/E ratio of SF?
SF trades at a trailing price-to-earnings (P/E) ratio of 14.42. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 2.16.
Does SF pay a dividend?
Stifel Financial Corp. (SF) currently offers a dividend yield of 1.80%.
What is the return on equity (ROE) of SF?
SF has a return on equity (ROE) of 16.43%.
Is SF a good stock to buy?
This page provides a data-driven analysis of Stifel Financial Corp. (SF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.