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Stifel Financial Corporation (SF)

Upturn stock ratingUpturn stock rating
$103.68
Last Close (24-hour delay)
Today's Top PicksToday’s top pick
Profit since last BUY4.92%
upturn advisory
Strong Buy
BUY since 31 days
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

06/27/2025: SF (3-star) is a STRONG-BUY. BUY since 31 days. Profits (4.92%). Updated daily EoD!

Upturn Star Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

7 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Year Target Price $102.43

Year Target Price $102.43

Analyst’s Price TargetsFor last 52 week
$102.43Target price
Low$72.91
Current$103.68
high$119.53

Analysis of Past Performance

Type Stock
Historic Profit 25.06%
Avg. Invested days 42
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 10.65B USD
Price to earnings Ratio 19.79
1Y Target Price 102.43
Price to earnings Ratio 19.79
1Y Target Price 102.43
Volume (30-day avg) -
Beta 1.08
52 Weeks Range 72.91 - 119.53
Updated Date 06/29/2025
52 Weeks Range 72.91 - 119.53
Updated Date 06/29/2025
Dividends yield (FY) 1.77%
Basic EPS (TTM) 5.24

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 12.34%
Operating Margin (TTM) 6.12%

Management Effectiveness

Return on Assets (TTM) 1.58%
Return on Equity (TTM) 11.48%

Valuation

Trailing PE 19.79
Forward PE 11.75
Enterprise Value 8473381888
Price to Sales(TTM) 2.12
Enterprise Value 8473381888
Price to Sales(TTM) 2.12
Enterprise Value to Revenue 2.44
Enterprise Value to EBITDA -
Shares Outstanding 102727000
Shares Floating 99238052
Shares Outstanding 102727000
Shares Floating 99238052
Percent Insiders 3.07
Percent Institutions 88.71

Analyst Ratings

Rating 3.71
Target Price 102.43
Buy 1
Strong Buy 2
Buy 1
Strong Buy 2
Hold 4
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Stifel Financial Corporation

stock logo

Company Overview

overview logo History and Background

Stifel Financial Corp. was founded in 1890 as a small brokerage firm in St. Louis. It has grown through acquisitions and organic growth to become a diversified global wealth management and investment banking firm.

business area logo Core Business Areas

  • Global Wealth Management: Provides brokerage, investment advisory, and financial planning services to individual investors and institutions.
  • Institutional Group: Offers investment banking, equity research, and trading services to corporations, institutions, and government entities.
  • Other: Includes activities such as interest income from securities activities and other corporate-related activities.

leadership logo Leadership and Structure

Ronald J. Kruszewski is the Chairman and CEO. The company is structured with distinct business segments, each led by senior executives reporting to the CEO. Has a traditional board of directors.

Top Products and Market Share

overview logo Key Offerings

  • Wealth Management Advisory Services: Provides personalized financial planning and investment advice. Market share is fragmented with many regional and national players. Competitors include Morgan Stanley, Merrill Lynch, and regional brokerages. Specific market share data is difficult to determine without proprietary information.
  • Investment Banking (M&A Advisory): Advises companies on mergers, acquisitions, and other strategic transactions. Competitors include bulge bracket investment banks and boutique advisory firms. The advisory market is highly competitive, with deal value dictating share. Specific figures are dynamic. Competitors include JP Morgan Chase, Goldman Sachs, and smaller boutique firms.
  • Equity Research: Provides analysis and recommendations on publicly traded companies. Revenue generated through commissions and institutional subscriptions. Competitors include all major investment banks. Specific numbers are difficult to determine without proprietary information.

Market Dynamics

industry overview logo Industry Overview

The financial services industry is highly competitive and subject to regulatory changes. It is influenced by market volatility, interest rates, and economic conditions.

Positioning

Stifel Financial Corp. is positioned as a full-service wealth management and investment banking firm with a strong focus on the middle market. Its competitive advantages include a strong regional presence and a diversified business model.

Total Addressable Market (TAM)

The TAM for wealth management and investment banking is substantial, estimated in the trillions of dollars. Stifel is positioned to capture a portion of this market through its focused approach, strong relationships and regional presence.

Upturn SWOT Analysis

Strengths

  • Diversified revenue streams
  • Strong regional presence
  • Experienced management team
  • Solid balance sheet
  • Established client relationships

Weaknesses

  • Smaller scale compared to larger competitors
  • Exposure to market volatility
  • Dependence on key personnel
  • Integration risks from acquisitions

Opportunities

  • Expansion into new markets
  • Acquisition of smaller firms
  • Growth in wealth management industry
  • Increase in M&A activity
  • Technological innovation in financial services

Threats

  • Increased competition
  • Regulatory changes
  • Economic downturn
  • Cybersecurity risks
  • Rising interest rates

Competitors and Market Share

competitor logo Key Competitors

  • MS
  • BAC
  • UBS
  • RJF
  • LPL

Competitive Landscape

Stifel is a smaller player compared to major investment banks but has a strong position in the middle market. It competes effectively through its regional focus and personalized service.

Major Acquisitions

Stone & Youngberg

  • Year: 2011
  • Acquisition Price (USD millions): 103
  • Strategic Rationale: Expanded Stifel's fixed income capabilities.

Growth Trajectory and Initiatives

Historical Growth: Stifel has grown through organic expansion and strategic acquisitions.

Future Projections: Analyst estimates vary, but generally project continued growth in revenue and earnings.

Recent Initiatives: Recent initiatives include expanding wealth management offerings and investing in technology.

Summary

Stifel Financial Corporation demonstrates a solid, diversified financial profile, benefiting from strong regional presence and strategic acquisitions. While smaller than industry giants, its focus on the middle market allows for competitive advantages. Vigilance is required in monitoring market volatility and navigating increasing regulatory pressures. Future success hinges on capitalizing on wealth management growth and technological advancements.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings
  • Analyst reports
  • Financial news sources
  • Sec.gov

Disclaimers:

The information provided is for informational purposes only and should not be construed as investment advice. Market share information is based on estimates and may not be precise.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 8887

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.