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Upturn AI SWOT - About
SF 
Stifel Financial Corporation (SF)
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Upturn Advisory Summary
10/21/2025: SF (2-star) is currently NOT-A-BUY. Pass it for now.
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 $128
1 Year Target Price $128
| 2 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 29.66% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.48B USD | Price to earnings Ratio 21.78 | 1Y Target Price 128 |
Price to earnings Ratio 21.78 | 1Y Target Price 128 | ||
Volume (30-day avg) 7 | Beta 1.13 | 52 Weeks Range 72.62 - 119.05 | Updated Date 10/21/2025 |
52 Weeks Range 72.62 - 119.05 | Updated Date 10/21/2025 | ||
Dividends yield (FY) 1.57% | 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 2025-10-29 | When Before Market | Estimate 1.84 | 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 21.78 | Forward PE 11.36 | Enterprise Value 10191356928 | Price to Sales(TTM) 2.26 |
Enterprise Value 10191356928 | Price to Sales(TTM) 2.26 | ||
Enterprise Value to Revenue 2.58 | Enterprise Value to EBITDA - | Shares Outstanding 102173406 | Shares Floating 98826205 |
Shares Outstanding 102173406 | Shares Floating 98826205 | ||
Percent Insiders 2.96 | Percent Institutions 91.5 |
Upturn AI SWOT
Stifel Financial Corporation
Company Overview
History and Background
Stifel Financial Corporation was founded in 1890 as a small brokerage firm. It has grown through acquisitions and organic expansion to become a diversified financial services company. Significant milestones include the acquisition of Legg Mason's capital markets business in 2005 and Sterne Agee in 2015.
Core Business Areas
- Global Wealth Management: Provides financial planning, investment management, and brokerage services to individuals, families, and institutions.
- Institutional Group: Offers investment banking, research, trading, and corporate finance services to corporations, institutions, and municipalities.
- Other: Includes Stifel Bank & Trust, which provides commercial and consumer banking services.
Leadership and Structure
Ronald J. Kruszewski serves as the Chairman and CEO. The company is structured with distinct business segments, each led by senior management, and overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Wealth Management Services: Includes financial planning, investment advisory, brokerage services. Market share data is difficult to pinpoint precisely, but Stifel competes with major brokerage firms. Competitors include Morgan Stanley (MS), Merrill Lynch (BAC), and Raymond James (RJF).
- Investment Banking: Offers underwriting, M&A advisory, and capital raising services. Stifel focuses on middle-market companies. Competitors include Piper Sandler (PIPR), William Blair, and Houlihan Lokey (HLI).
- Equity Research: Provides in-depth analysis of companies and industries. Stifel's research helps drive trading and investment decisions. Competitors include Evercore ISI (EVR) and Oppenheimer.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, economic cycles, and technological advancements. Increased interest rates have boosted revenue. However, competition is strong and there are talent shortages.
Positioning
Stifel is a mid-sized player in the financial services industry, with a strong focus on the middle market. Its competitive advantages include its experienced professionals and its integrated platform.
Total Addressable Market (TAM)
The TAM for financial services is vast, estimated in the trillions of dollars. Stifel is positioned to capture a portion of this market through its wealth management, investment banking, and other services.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong presence in the middle market
- Experienced management team
- Integrated platform
- Strong capital position
Weaknesses
- Smaller scale compared to larger competitors
- Dependence on economic conditions
- Exposure to regulatory risks
- Slower growth rate than competitors.
Opportunities
- Further acquisitions to expand market share
- Growth in wealth management due to aging population
- Expansion into new geographic markets
- Increased demand for investment banking services from middle-market companies
Threats
- Increased competition from larger firms
- Economic downturns affecting financial markets
- Regulatory changes impacting business operations
- Technological disruption from fintech companies
Competitors and Market Share
Key Competitors
- Raymond James (RJF)
- Piper Sandler (PIPR)
- Cowen Inc. (COWN)
Competitive Landscape
Stifel's advantages include its strong presence in the middle market and its experienced professionals. Disadvantages include its smaller scale compared to larger firms and its dependence on economic conditions.
Major Acquisitions
Sterne Agee Group
- Year: 2015
- Acquisition Price (USD millions): 692
- Strategic Rationale: Expanded Stifel's institutional fixed income business and broadened its geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Stifel has experienced consistent growth in revenue and earnings over the past decade, driven by acquisitions and organic expansion.
Future Projections: Analysts expect Stifel to continue growing its revenue and earnings in the coming years, driven by favorable market conditions and the company's strategic initiatives.
Recent Initiatives: Recent strategic initiatives include expanding the wealth management business, investing in technology, and pursuing strategic acquisitions.
Summary
Stifel Financial Corporation is a solid mid-sized financial services company with a diversified business model and a strong presence in the middle market. It has a track record of growth through acquisitions and organic expansion, although it faces competition from larger firms and is sensitive to economic conditions. Stifel is well-positioned to capitalize on opportunities in wealth management and investment banking.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Stifel Financial Corporation Investor Relations
- SEC Filings (10-K, 10-Q)
- Market research reports
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is dynamic and may change.
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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