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SF

NYSE
Neutral · 48/100

Stifel Financial Corp

Financials
Financial Services

$74.46

1.8%

Updated Today 12:11 PM ET

Report Card

SF at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Neutral · 48/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▲ Up 2.5% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$11.22B

P/E

12.72x

Forward P/E (est.)

13.22x

ROE

15.1%

Revenue Growth

9.0%

EPS Growth

-3.8%

Profit Margin

13.5%

FCF Yield

6.7%

Debt / Equity

5.33x

ROIC

15.0%

Interest Coverage

1.14x

Current Ratio

Dividend Yield

1.9%

Implied Growth (rev. DCF)

-0.4%

Rating Score

48/100

Business Overview
Research

Stifel Financial Corp (SF) is a large-cap company in the Financial Services industry, part of the Financials sector of the S&P 500, with a market value around $11.22B.

In its latest reported year it generated about $6.35B in revenue and $683.78M in net profit.

Our model rates SF Neutral (48/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what SF's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. SF trades near $74.46, around its 50-day average ($73.40) and 200-day average ($77.81). Price tangled in its moving averages means there is no clear trend — the stock is ranging.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 56 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. SF's is $1.95 (~2.6% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month SF found buyers near $67.81 (support) and sellers near $75.29 (resistance); its 52-week range is $67.81–$89.83. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.2× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

4Y CAGR

7.3%

2/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $2.64B in 2016 to $6.35B in 2025, a 10.2% compound annual growth rate. The most recent year grew a steady 9.0% year over year. Slower, mature growth is common for established businesses.

Profitability
Research
4/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

99.0%

Operating Margin

17.3%

Net Margin

10.8%

ROE

15.1%

Stifel Financial Corp keeps about 13.5% of each sales dollar as net profit, with a 99.0% gross margin and 17.3% operating margin. Return on equity is 15.1% and return on invested capital about 15.0%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research
0/3 checks passedDebt under 1× equityDebt under 2× equityInterest covered 3×+

Total Debt

$617.65M

Net Debt

-$2.28B

Net cash position

Net Debt / EBITDA

Debt / Equity

5.33x

Leverage: debt-to-equity is 5.3x, and operating profit covers interest about 1.1x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $617.65M of total debt against $2.90B of cash.

Cash Flow Analysis
Research
3/3 checks passedPositive free cash flowFCF yield above 2%Market expects achievable growth (<8%)

Operating CF

$1.12B

Free Cash Flow

$1.05B

FCF Margin

16.6%

In the latest year Stifel Financial Corp produced about $1.12B of operating cash flow and $1.05B of free cash flow after capital spending. That is a free-cash-flow yield of about 6.7% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research
3/4 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)Trading below DCF fair value

P/E

12.72x

P/S

1.77x

P/B

2.13x

EV / EBITDA

9.04x

SF trades at 12.7x trailing earnings (about 13.2x on estimated forward earnings), 1.8x sales, and 2.1x book value. Reverse-engineering today's price implies the market expects roughly -0.4% long-term free-cash-flow growth. That is an undemanding multiple — potentially cheap if the business is stable.

DCF Fair Value (Educational)

A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.

DCF fair value / share

$344.85

Current price

$74.46

+363% · Below fair-value estimate

Starting FCF (latest 10-K)

$1.05B

Growth, years 1–5

9.0%

Fade to terminal, years 6–10

2.5%

Discount rate

9.0%

PV of 10-yr free cash flow$10.13B
PV of terminal value$13.86B
Estimated equity value$24.00B
Shares outstanding70M

Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
12.7xCheap
Forward P/E
13.2xCheap
P/S ratio
1.8xCheap
Revenue growth
9.0%Strong
EPS growth
-3.8%Weak
Gross margin
99.0%Strong
Net margin
13.5%Strong
ROE
15.1%Average

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $74.46 today · expected CAGR 11%22%

Metric20262027202820292030
Revenue$6.92B$7.54B$8.22B$8.96B$9.77B
Net income$761.07M$829.57M$904.23M$985.61M$1.07B
EPS$10.94$11.92$12.99$14.16$15.44
Share price (low)$87.50$95.37$103.96$113.31$123.51
Share price (high)$142.19$154.98$168.93$184.13$200.71
CAGR (low–high)18% / 91%13% / 44%12% / 31%11% / 25%11% / 22%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for SF:

  • Strong return on equity (15.1%) shows capital is put to work well.
  • Healthy free-cash-flow yield (~6.7%) funds buybacks and dividends.
Bear Case

The case against SF:

  • Elevated leverage (debt/equity 5.3x) adds financial risk.
  • Interest coverage is thin (1.1x), so debt costs bite.
Key Risks
Research

Balance-sheet risk — debt/equity of 5.3x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Stifel Financial Corp is a large-cap financials business growing at a mature pace, with solid profitability, and a heavier debt load to watch. It trades at 12.7x earnings, which our model scores Neutral (48/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

SF — frequently asked questions

Is SF a good stock to buy?

We don't give buy or sell advice. Our model rates Stifel Financial Corp Neutral (48/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is SF's rating on The Stocks School?

Stifel Financial Corp currently scores 48/100 (Neutral) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does SF's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from Stifel Financial Corp's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for SF calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this SF analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell SF. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.