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

Company Info

ISIN

US8606301021

CUSIP

860630102

Sector

Financial Services

IPO Date

Jul 19, 1983

Highlights

Market Cap

$10.97B

EPS (TTM)

$5.53

PE Ratio

19.38

PEG Ratio

0.96

Total Revenue (TTM)

$5.75B

Gross Profit (TTM)

$4.68B

EBITDA (TTM)

$1.36B

Year Range

$65.37 - $118.69

Target Price

$111.63

Short %

1.35%

Short Ratio

2.18

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.


Popular comparisons:
SF vs. DXCM SF vs. WFC SF vs. PIPR SF vs. JPM SF vs. SPY SF vs. SCHW
Popular comparisons:
SF vs. DXCM SF vs. WFC SF vs. PIPR SF vs. JPM SF vs. SPY SF vs. SCHW

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.


-10.00%0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
26.77%
7.29%
SF (Stifel Financial Corp.)
Benchmark (^GSPC)

Returns By Period

Stifel Financial Corp. had a return of 50.85% year-to-date (YTD) and 52.98% in the last 12 months. Over the past 10 years, Stifel Financial Corp. had an annualized return of 12.73%, outperforming the S&P 500 benchmark which had an annualized return of 11.01%.


SF

YTD

50.85%

1M

-10.16%

6M

27.27%

1Y

52.98%

5Y*

21.88%

10Y*

12.73%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

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
20245.50%4.57%3.05%2.24%1.29%4.50%5.37%-0.60%7.06%10.35%11.75%50.85%
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%10.13%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%-16.75%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%
201315.26%-6.27%0.38%-7.07%11.70%-0.89%5.55%6.30%3.00%-0.66%9.33%7.04%49.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, SF is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SF is 9595
Overall Rank
The Sharpe Ratio Rank of SF is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of SF is 9494
Sortino Ratio Rank
The Omega Ratio Rank of SF is 9292
Omega Ratio Rank
The Calmar Ratio Rank of SF is 9797
Calmar Ratio Rank
The Martin Ratio Rank of SF is 9797
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.


Sharpe ratio
The chart of Sharpe ratio for SF, currently valued at 2.18, compared to the broader market-4.00-2.000.002.002.181.90
The chart of Sortino ratio for SF, currently valued at 3.30, compared to the broader market-4.00-2.000.002.004.003.302.54
The chart of Omega ratio for SF, currently valued at 1.42, compared to the broader market0.501.001.502.001.421.35
The chart of Calmar ratio for SF, currently valued at 3.81, compared to the broader market0.002.004.006.003.812.81
The chart of Martin ratio for SF, currently valued at 17.24, compared to the broader market0.0010.0020.0017.2412.39
SF
^GSPC

The current Stifel Financial Corp. Sharpe ratio is 2.18. 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 Ratio1.001.502.002.503.003.504.004.50JulyAugustSeptemberOctoberNovemberDecember
2.18
1.90
SF (Stifel Financial Corp.)
Benchmark (^GSPC)

Dividends

Dividend History

Stifel Financial Corp. provided a 1.64% dividend yield over the last twelve months, with an annual payout of $1.68 per share. The company has been increasing its dividends for 6 consecutive years.


0.50%1.00%1.50%2.00%$0.00$0.50$1.00$1.502017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017
Dividend$1.68$1.44$1.20$0.60$0.45$0.40$0.32$0.13

Dividend yield

1.64%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
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%1.6%
Stifel Financial Corp. has a dividend yield of 1.64%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%27.6%
Stifel Financial Corp. has a payout ratio of 27.59%, 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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.77%
-3.58%
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 12.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.4%Oct 1, 1987821Dec 28, 19901640Jun 23, 19972461
-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 6.45%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
6.45%
3.64%
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 assessment of the market value of Stifel Financial Corp. compared to its peers in the Capital Markets industry.


PE Ratio
50.0100.0150.019.4
The chart displays the price to earnings (P/E) ratio for SF in comparison to other companies of the Capital Markets industry. Currently, SF has a PE value of 19.4. This PE ratio falls in the average range for the industry.
PEG Ratio
0.010.020.030.01.0
The chart displays the price to earnings to growth (PEG) ratio for SF in comparison to other companies of the Capital Markets industry. Currently, SF has a PEG value of 1.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Stifel Financial Corp..


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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