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Stifel Financial Corp SF

Morningstar Rating
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Stock XNYS Rating as of
$79.05 +0.54 (0.69%)
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As of Delayed Price Post-Trading: $76.91 −2.14
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Company Report

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Stifel Earnings: Wealth Management Continues to Power Earnings; Capital Markets Recovering

Michael Wong

Stifel Financial reported its second-highest quarterly revenue as its wealth management business continued its steady growth and its institutional capital markets business showed some signs of recovery. For the first quarter, the company reported net income to common shareholders of $154 million, or $1.40 per diluted share, on $1.2 billion of net revenue. Net revenue increased 5.1% year over year and 1.5% sequentially, as double-digit growth in asset management revenue, high-single-digit growth in commissions, and modest growth in investment banking revenue offset declines in net interest income.

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Price vs Fair Value

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SF is trading at a 4% discount.
Price
$77.88
Fair Value
$41.00
Uncertainty
High
1-Star Price
$336.53
5-Star Price
$44.80
Economic Moat
Svp
Capital Allocation
Cschpky

Bulls Say, Bears Say

Bulls

Stifel's string of acquisitions has increased operational scale and expertise. Stifel is an experienced acquirer and integrator. A recession could provide ample acquisition opportunities.

Bears

The company's plan to increase the leverage at its investment bank and risk profile of its commercial bank could backfire.

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News

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Trading Information

Previous Close Price
$78.51
Day Range
$78.40–79.40
52-Week Range
$54.81–79.40
Bid/Ask
$65.00 / $126.51
Market Cap
$8.11 Bil
Volume/Avg
425,434 / 529,817

Key Statistics

Price/Earnings (Normalized)
16.71
Price/Sales
2.03
Dividend Yield (Trailing)
1.93%
Dividend Yield (Forward)
2.16%
Total Yield
7.43%

Company Profile

Stifel Financial is a middle-market-focused investment bank that produces more than 90% of its revenue in the United States. Approximately 60% of the company's net revenue is derived from its global wealth management division, which supports over 2,000 financial advisors, with the remainder coming from its institutional securities business. Stifel has a history of being an active acquirer of other financial-services firms.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Small Value
Total Number of Employees
9,000
Website
https://www.stifel.com

Competitors

Valuation

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Metric
SF
LPLA
RJF
Price/Earnings (Normalized)
 16.7116.8715.17
Price/Book Value
 1.769.502.48
Price/Sales
 2.032.052.35
Price/Cash Flow
 10.9612.0612.82
Price/Earnings
SF
LPLA
RJF

Financial Strength

Metric
SF
LPLA
RJF
Quick Ratio
 —1.01—
Current Ratio
 —1.71—
Interest Coverage
 —8.73—
Quick Ratio
SF
LPLA
RJF

Profitability

Metric
SF
LPLA
RJF
Return on Assets (Normalized)
 1.41%12.77%2.31%
Return on Equity (Normalized)
 11.50%57.46%18.04%
Return on Invested Capital (Normalized)
 —25.01%—
Return on Assets
SF
LPLA
RJF
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