Correlation
The correlation between SF and JPM is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
SF vs. JPM
Compare and contrast key facts about Stifel Financial Corp. (SF) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SF or JPM.
Performance
SF vs. JPM - Performance Comparison
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Key characteristics
SF:
0.51
JPM:
1.26
SF:
1.09
JPM:
1.82
SF:
1.15
JPM:
1.26
SF:
0.62
JPM:
1.45
SF:
1.82
JPM:
4.83
SF:
11.88%
JPM:
7.32%
SF:
36.73%
JPM:
28.36%
SF:
-78.40%
JPM:
-74.02%
SF:
-19.53%
JPM:
-5.12%
Fundamentals
SF:
$9.68B
JPM:
$733.68B
SF:
$5.24
JPM:
$20.38
SF:
17.98
JPM:
12.95
SF:
0.85
JPM:
7.18
SF:
1.92
JPM:
4.35
SF:
1.99
JPM:
2.21
SF:
$5.50B
JPM:
$273.42B
SF:
$4.50B
JPM:
$160.72B
SF:
$1.42B
JPM:
$84.16B
Returns By Period
In the year-to-date period, SF achieves a -10.79% return, which is significantly lower than JPM's 11.38% return. Over the past 10 years, SF has underperformed JPM with an annualized return of 10.70%, while JPM has yielded a comparatively higher 18.06% annualized return.
SF
-10.79%
5.38%
-17.98%
18.52%
16.36%
24.36%
10.70%
JPM
11.38%
4.55%
6.92%
33.31%
29.41%
25.54%
18.06%
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Risk-Adjusted Performance
SF vs. JPM — Risk-Adjusted Performance Rank
SF
JPM
SF vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stifel Financial Corp. (SF) and JPMorgan Chase & Co. (JPM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
SF vs. JPM - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 2.31%, more than JPM's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | 2.31% | 1.58% | 2.08% | 2.06% | 0.85% | 0.90% | 0.99% | 1.16% | 0.34% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.91% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
SF vs. JPM - Drawdown Comparison
The maximum SF drawdown since its inception was -78.40%, which is greater than JPM's maximum drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for SF and JPM.
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Volatility
SF vs. JPM - Volatility Comparison
Stifel Financial Corp. (SF) has a higher volatility of 10.00% compared to JPMorgan Chase & Co. (JPM) at 5.18%. This indicates that SF's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SF vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Stifel Financial Corp. and JPMorgan Chase & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SF vs. JPM - Profitability Comparison
SF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported a gross profit of 1.02B and revenue of 1.47B. Therefore, the gross margin over that period was 69.3%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported a gross profit of 42.01B and revenue of 68.91B. Therefore, the gross margin over that period was 61.0%.
SF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported an operating income of 289.60M and revenue of 1.47B, resulting in an operating margin of 19.7%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported an operating income of 18.41B and revenue of 68.91B, resulting in an operating margin of 26.7%.
SF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported a net income of 52.99M and revenue of 1.47B, resulting in a net margin of 3.6%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, JPMorgan Chase & Co. reported a net income of 14.64B and revenue of 68.91B, resulting in a net margin of 21.3%.