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Stifel Financial Corp. (SF)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8606301021

CUSIP

860630102

IPO Date

Jul 19, 1983

Highlights

Market Cap

$8.84B

EPS (TTM)

$5.24

PE Ratio

16.37

PEG Ratio

0.85

Total Revenue (TTM)

$4.03B

Gross Profit (TTM)

$3.49B

EBITDA (TTM)

$806.52M

Year Range

$73.27 - $120.12

Target Price

$102.43

Short %

2.30%

Short Ratio

2.67

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Stifel Financial Corp., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%NovemberDecember2025FebruaryMarchApril
5,243.93%
3,252.27%
SF (Stifel Financial Corp.)
Benchmark (^GSPC)

Returns By Period

Stifel Financial Corp. had a return of -18.79% year-to-date (YTD) and 10.48% in the last 12 months. Over the past 10 years, Stifel Financial Corp. had an annualized return of 10.20%, while the S&P 500 benchmark had an annualized return of 10.15%, indicating that Stifel Financial Corp. performed slightly bigger than the benchmark.


SF

YTD

-18.79%

1M

-11.64%

6M

-16.46%

1Y

10.48%

5Y*

26.14%

10Y*

10.20%

^GSPC (Benchmark)

YTD

-6.06%

1M

-2.95%

6M

-4.87%

1Y

8.34%

5Y*

13.98%

10Y*

10.15%

*Annualized

Monthly Returns

The table below presents the monthly returns of SF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20259.21%-8.34%-10.85%-9.01%-18.79%
20245.50%4.57%3.05%2.24%1.29%4.50%5.37%-0.60%7.06%10.35%11.75%-8.06%56.40%
202315.49%-0.32%-11.58%1.49%-6.76%7.38%6.49%2.90%-5.51%-7.23%7.69%13.32%21.24%
20226.36%-1.47%-7.62%-8.91%4.24%-12.70%6.77%-0.34%-12.48%19.19%4.34%-9.15%-15.56%
20212.70%18.15%4.88%8.01%0.35%-6.38%2.59%4.07%-1.65%7.22%-2.35%-0.83%40.79%
20206.66%-15.59%-24.17%7.27%8.12%-0.59%2.21%4.94%-0.30%15.62%18.82%9.22%26.32%
201915.57%14.01%-3.07%13.10%-9.88%10.12%1.27%-10.43%7.41%-2.44%11.95%-2.99%47.99%
201813.36%-5.23%-7.26%-1.60%1.09%-11.14%5.51%1.56%-8.25%-10.81%5.84%-14.19%-29.86%
20170.76%7.21%-6.99%-2.63%-12.77%7.86%10.59%-5.90%11.96%-0.80%6.24%5.90%19.71%
2016-21.01%-13.45%2.21%11.18%14.80%-16.76%12.40%11.32%-2.29%1.79%27.36%0.20%17.92%
2015-7.59%16.16%1.79%-5.22%0.79%8.41%-4.83%-15.20%-9.66%5.53%2.09%-6.61%-16.97%
2014-5.78%6.51%3.47%-6.01%-3.36%4.76%-3.29%4.56%-2.07%1.32%2.15%5.13%6.47%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SF is 64, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SF is 6464
Overall Rank
The Sharpe Ratio Rank of SF is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of SF is 5959
Sortino Ratio Rank
The Omega Ratio Rank of SF is 6060
Omega Ratio Rank
The Calmar Ratio Rank of SF is 6969
Calmar Ratio Rank
The Martin Ratio Rank of SF is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Stifel Financial Corp. (SF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for SF, currently valued at 0.34, compared to the broader market-2.00-1.000.001.002.003.00
SF: 0.34
^GSPC: 0.46
The chart of Sortino ratio for SF, currently valued at 0.74, compared to the broader market-6.00-4.00-2.000.002.004.00
SF: 0.74
^GSPC: 0.77
The chart of Omega ratio for SF, currently valued at 1.10, compared to the broader market0.501.001.502.00
SF: 1.10
^GSPC: 1.11
The chart of Calmar ratio for SF, currently valued at 0.35, compared to the broader market0.001.002.003.004.005.00
SF: 0.35
^GSPC: 0.47
The chart of Martin ratio for SF, currently valued at 1.21, compared to the broader market-5.000.005.0010.0015.0020.00
SF: 1.21
^GSPC: 1.94

The current Stifel Financial Corp. Sharpe ratio is 0.34. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Stifel Financial Corp. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.34
0.46
SF (Stifel Financial Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Stifel Financial Corp. provided a 2.01% dividend yield over the last twelve months, with an annual payout of $1.72 per share. The company has been increasing its dividends for 7 consecutive years.


0.50%1.00%1.50%2.00%$0.00$0.50$1.00$1.5020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$1.72$1.68$1.44$1.20$0.60$0.45$0.40$0.32$0.13

Dividend yield

2.01%1.58%2.08%2.06%0.85%0.90%0.99%1.16%0.34%

Monthly Dividends

The table displays the monthly dividend distributions for Stifel Financial Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.46$0.00$0.46
2024$0.00$0.42$0.00$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$1.68
2023$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.44
2022$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.20
2021$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.60
2020$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.45
2019$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.40
2018$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.32
2017$0.07$0.00$0.00$0.07$0.00$0.13

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
SF: 2.0%
Stifel Financial Corp. has a dividend yield of 2.01%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
SF: 23.5%
Stifel Financial Corp. has a payout ratio of 23.53%, which is quite average when compared to the overall market. This suggests that Stifel Financial Corp. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.75%
-10.07%
SF (Stifel Financial Corp.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Stifel Financial Corp.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Stifel Financial Corp. was 78.40%, occurring on Dec 28, 1990. Recovery took 1640 trading sessions.

The current Stifel Financial Corp. drawdown is 26.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.4%Aug 7, 1987859Dec 28, 19901640Jun 23, 19972499
-63.89%Jul 26, 1983254Jul 25, 1984728Jun 12, 1987982
-55.25%Jun 24, 2015169Feb 24, 2016449Dec 4, 2017618
-51.89%Feb 21, 202019Mar 18, 2020164Nov 9, 2020183
-50.85%Mar 9, 2011145Oct 3, 2011575Jan 16, 2014720

Volatility

Volatility Chart

The current Stifel Financial Corp. volatility is 22.70%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
22.70%
14.23%
SF (Stifel Financial Corp.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Stifel Financial Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Stifel Financial Corp. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
SF: 16.4
The chart displays the Price-to-Earnings (P/E) ratio for SF, comparing it with other companies in the Capital Markets industry. Currently, SF has a P/E ratio of 16.4. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
SF: 0.9
The chart shows the Price/Earnings to Growth (PEG) ratio for SF compared to other companies in the Capital Markets industry. SF currently has a PEG ratio of 0.9. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
SF: 1.8
This chart shows the Price-to-Sales (P/S) ratio for SF relative to other companies in the Capital Markets industry. Currently, SF has a P/S ratio of 1.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
SF: 1.8
The chart illustrates the Price-to-Book (P/B) ratio for SF in comparison with other companies in the Capital Markets industry. Currently, SF has a P/B value of 1.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items