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Upturn AI SWOT - About
SF 
Stifel Financial Corporation (SF)
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Upturn Advisory Summary
07/10/2025: 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 $102.43
1 Year Target Price $102.43
| 2 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 32.21% | Avg. Invested days 43 | 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 07/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.15B USD | Price to earnings Ratio 20.71 | 1Y Target Price 102.43 |
Price to earnings Ratio 20.71 | 1Y Target Price 102.43 | ||
Volume (30-day avg) 7 | Beta 1.08 | 52 Weeks Range 72.91 - 119.53 | Updated Date 07/10/2025 |
52 Weeks Range 72.91 - 119.53 | Updated Date 07/10/2025 | ||
Dividends yield (FY) 1.77% | Basic EPS (TTM) 5.24 |
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 12.34% | Operating Margin (TTM) 6.12% |
Management Effectiveness
Return on Assets (TTM) 1.58% | Return on Equity (TTM) 11.48% |
Valuation
Trailing PE 20.71 | Forward PE 11.36 | Enterprise Value 8483654656 | Price to Sales(TTM) 2.22 |
Enterprise Value 8483654656 | Price to Sales(TTM) 2.22 | ||
Enterprise Value to Revenue 2.54 | Enterprise Value to EBITDA - | Shares Outstanding 102727000 | Shares Floating 99248325 |
Shares Outstanding 102727000 | Shares Floating 99248325 | ||
Percent Insiders 3.07 | Percent Institutions 88.71 |
Upturn AI SWOT
Stifel Financial Corporation
Company Overview
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.
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 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
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
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
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.
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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