Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
SF logo SF
Upturn stock ratingUpturn stock rating
SF logo

Stifel Financial Corporation (SF)

Upturn stock ratingUpturn stock rating
$115.29
Last Close (24-hour delay)
Profit since last BUY16.67%
upturn advisory
Consider higher Upturn Star rating
BUY since 75 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/29/2025: SF (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

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

Analysts Price Target For last 52 week
$126.83 Target price
52w Low $72.91
Current$115.29
52w High $119.53

Analysis of Past Performance

Type Stock
Historic Profit 39.07%
Avg. Invested days 47
Today’s Advisory Consider higher Upturn Star rating
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 08/29/2025

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 1.11
52 Weeks Range 72.91 - 119.53
Updated Date 08/29/2025
52 Weeks Range 72.91 - 119.53
Updated Date 08/29/2025
Dividends yield (FY) 1.51%
Basic EPS (TTM) 5.16

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 10488681472
Price to Sales(TTM) 2.31
Enterprise Value 10488681472
Price to Sales(TTM) 2.31
Enterprise Value to Revenue 2.67
Enterprise Value to EBITDA -
Shares Outstanding 102173000
Shares Floating 98826205
Shares Outstanding 102173000
Shares Floating 98826205
Percent Insiders 2.96
Percent Institutions 89.64

ai summary icon Upturn AI SWOT

Stifel Financial Corporation

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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.