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SF vs. WFC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SF and WFC 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.


Performance

SF vs. WFC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Stifel Financial Corp. (SF) and Wells Fargo & Company (WFC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SF:

0.51

WFC:

0.87

Sortino Ratio

SF:

1.09

WFC:

1.35

Omega Ratio

SF:

1.15

WFC:

1.19

Calmar Ratio

SF:

0.62

WFC:

1.16

Martin Ratio

SF:

1.82

WFC:

3.36

Ulcer Index

SF:

11.88%

WFC:

8.56%

Daily Std Dev

SF:

36.73%

WFC:

33.85%

Max Drawdown

SF:

-78.40%

WFC:

-79.01%

Current Drawdown

SF:

-19.53%

WFC:

-7.20%

Fundamentals

Market Cap

SF:

$9.68B

WFC:

$243.35B

EPS

SF:

$5.24

WFC:

$5.56

PE Ratio

SF:

17.98

WFC:

13.45

PEG Ratio

SF:

0.85

WFC:

1.85

PS Ratio

SF:

1.92

WFC:

3.15

PB Ratio

SF:

1.99

WFC:

1.50

Total Revenue (TTM)

SF:

$5.50B

WFC:

$79.42B

Gross Profit (TTM)

SF:

$4.50B

WFC:

$80.49B

EBITDA (TTM)

SF:

$1.42B

WFC:

$50.15B

Returns By Period

In the year-to-date period, SF achieves a -10.79% return, which is significantly lower than WFC's 7.58% return. Over the past 10 years, SF has outperformed WFC with an annualized return of 10.70%, while WFC has yielded a comparatively lower 5.87% annualized return.


SF

YTD

-10.79%

1M

5.38%

6M

-17.98%

1Y

18.52%

3Y*

16.36%

5Y*

24.36%

10Y*

10.70%

WFC

YTD

7.58%

1M

1.88%

6M

-0.80%

1Y

27.80%

3Y*

20.99%

5Y*

25.89%

10Y*

5.87%

*Annualized

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Stifel Financial Corp.

Wells Fargo & Company

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

SF vs. WFC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SF
The Risk-Adjusted Performance Rank of SF is 7070
Overall Rank
The Sharpe Ratio Rank of SF is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of SF is 6767
Sortino Ratio Rank
The Omega Ratio Rank of SF is 6767
Omega Ratio Rank
The Calmar Ratio Rank of SF is 7676
Calmar Ratio Rank
The Martin Ratio Rank of SF is 7171
Martin Ratio Rank

WFC
The Risk-Adjusted Performance Rank of WFC is 7979
Overall Rank
The Sharpe Ratio Rank of WFC is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of WFC is 7474
Sortino Ratio Rank
The Omega Ratio Rank of WFC is 7575
Omega Ratio Rank
The Calmar Ratio Rank of WFC is 8585
Calmar Ratio Rank
The Martin Ratio Rank of WFC is 8080
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.

SF vs. WFC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Stifel Financial Corp. (SF) and Wells Fargo & Company (WFC). 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.


The current SF Sharpe Ratio is 0.51, which is lower than the WFC Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of SF and WFC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

SF vs. WFC - Dividend Comparison

SF's dividend yield for the trailing twelve months is around 2.31%, more than WFC's 2.14% yield.


TTM20242023202220212020201920182017201620152014
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%
WFC
Wells Fargo & Company
2.14%2.14%2.64%2.66%1.25%4.04%3.57%3.56%2.54%2.75%2.71%2.46%

Drawdowns

SF vs. WFC - Drawdown Comparison

The maximum SF drawdown since its inception was -78.40%, roughly equal to the maximum WFC drawdown of -79.01%. Use the drawdown chart below to compare losses from any high point for SF and WFC.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

SF vs. WFC - Volatility Comparison

Stifel Financial Corp. (SF) has a higher volatility of 10.00% compared to Wells Fargo & Company (WFC) at 6.28%. This indicates that SF's price experiences larger fluctuations and is considered to be riskier than WFC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

SF vs. WFC - Financials Comparison

This section allows you to compare key financial metrics between Stifel Financial Corp. and Wells Fargo & Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20212022202320242025
1.47B
20.15B
(SF) Total Revenue
(WFC) Total Revenue
Values in USD except per share items

SF vs. WFC - Profitability Comparison

The chart below illustrates the profitability comparison between Stifel Financial Corp. and Wells Fargo & Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
69.3%
100.0%
(SF) Gross Margin
(WFC) Gross Margin
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%.

WFC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Wells Fargo & Company reported a gross profit of 20.15B and revenue of 20.15B. Therefore, the gross margin over that period was 100.0%.

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%.

WFC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Wells Fargo & Company reported an operating income of 19.21B and revenue of 20.15B, resulting in an operating margin of 95.3%.

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%.

WFC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Wells Fargo & Company reported a net income of 4.89B and revenue of 20.15B, resulting in a net margin of 24.3%.