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Upturn AI SWOT - About
SF 
Stifel Financial Corporation (SF)
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Upturn Advisory Summary
09/15/2025: SF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $126.83
1 Year Target Price $126.83
| 2 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 37.72% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.78B USD | Price to earnings Ratio 22.34 | 1Y Target Price 126.83 |
Price to earnings Ratio 22.34 | 1Y Target Price 126.83 | ||
Volume (30-day avg) 7 | Beta 1.13 | 52 Weeks Range 72.62 - 119.05 | Updated Date 09/15/2025 |
52 Weeks Range 72.62 - 119.05 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 1.53% | Basic EPS (TTM) 5.09 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.99% | Operating Margin (TTM) 20.47% |
Management Effectiveness
Return on Assets (TTM) 1.57% | Return on Equity (TTM) 11.11% |
Valuation
Trailing PE 22.34 | Forward PE 11.36 | Enterprise Value 10327247872 | Price to Sales(TTM) 2.31 |
Enterprise Value 10327247872 | Price to Sales(TTM) 2.31 | ||
Enterprise Value to Revenue 2.64 | Enterprise Value to EBITDA - | Shares Outstanding 102173000 | Shares Floating 98826205 |
Shares Outstanding 102173000 | Shares Floating 98826205 | ||
Percent Insiders 2.96 | Percent Institutions 89.63 |
Upturn AI SWOT
Stifel Financial Corporation
Company Overview
History and Background
Stifel Financial Corporation was founded in 1890 as a brokerage firm. It has grown through acquisitions and organic growth, evolving into a diversified financial services company.
Core Business Areas
- Global Wealth Management: Provides brokerage, investment advisory, and wealth planning services to individuals, families, and institutions.
- Institutional Group: Offers institutional sales and trading, research, and investment banking services to corporations, municipalities, and institutional investors.
- Investment Banking: Provides financial advisory, capital raising, and M&A services.
Leadership and Structure
Ronald J. Kruszewski serves as Chairman and CEO. The company operates with a hierarchical structure with various departments reporting to senior management.
Top Products and Market Share
Key Offerings
- Equity Brokerage: Facilitates the buying and selling of stocks for clients. Market share varies depending on economic conditions and client activity. Competitors include Charles Schwab (SCHW) and Goldman Sachs (GS).
- Fixed Income Underwriting: Underwrites and distributes fixed income securities. Market share is impacted by interest rates and market volatility. Competitors include JP Morgan Chase (JPM) and Morgan Stanley (MS).
- Investment Advisory: Provides tailored investment advice and portfolio management services. Competitors include Raymond James (RJF) and LPL Financial (LPLA).
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to economic cycles and regulatory changes.
Positioning
Stifel occupies a mid-tier position, focusing on providing a comprehensive suite of financial services with a strong regional presence and a commitment to client relationships.
Total Addressable Market (TAM)
The TAM for financial services is trillions of dollars. Stifel is positioned to capture a portion of this market through its diversified offerings and client-focused approach.
Upturn SWOT Analysis
Strengths
- Diversified Revenue Streams
- Strong Regional Presence
- Experienced Management Team
- Strong client relationships
Weaknesses
- Smaller Scale Compared to Larger Competitors
- Sensitivity to Market Volatility
- Dependence on Key Personnel
- Geographic concentration may limit market share.
Opportunities
- Expansion into New Markets
- Acquisitions of Smaller Firms
- Growth in Wealth Management
- Technological advancements to improve operations
Threats
- Increased Competition
- Regulatory Changes
- Economic Downturn
- Cybersecurity Risks
Competitors and Market Share
Key Competitors
- Charles Schwab (SCHW)
- Raymond James (RJF)
- LPL Financial (LPLA)
- Morgan Stanley (MS)
Competitive Landscape
Stifel competes with larger firms with greater resources, but differentiates itself through personalized service and a strong regional presence.
Major Acquisitions
Sterne Agee
- Year: 2015
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded Stifel's fixed income capabilities and geographic presence.
Growth Trajectory and Initiatives
Historical Growth: Stifel has grown through acquisitions and organic expansion. Growth rates have varied depending on market conditions.
Future Projections: Analyst projections vary, but generally anticipate continued growth in revenue and earnings.
Recent Initiatives: Recent initiatives may include acquisitions, expansion into new business lines, and investments in technology.
Summary
Stifel Financial Corporation is a diversified financial services firm with a strong regional presence and a commitment to client relationships. While smaller than some of its competitors, it has grown through acquisitions and organic expansion. The company's diversified revenue streams provide stability, but market volatility and regulatory changes pose ongoing challenges. Continued investments in technology and strategic acquisitions will be crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is dynamic and subject to change. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Stifel Financial Corporation
Exchange NYSE | Headquaters Saint Louis, MO, United States | ||
IPO Launch date 1983-07-19 | Chairman & CEO Mr. Ronald James Kruszewski | ||
Sector Financial Services | Industry Capital Markets | Full time employees 8887 | Website https://www.stifel.com |
Full time employees 8887 | Website https://www.stifel.com | ||
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.
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