SF vs. WFC
Compare and contrast key facts about Stifel Financial Corp. (SF) and Wells Fargo & Company (WFC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SF or WFC.
Key characteristics
| SF | WFC | |
|---|---|---|
| YTD Return | 70.93% | 51.40% |
| 1Y Return | 98.50% | 82.78% |
| 3Y Return (Ann) | 17.33% | 15.63% |
| 5Y Return (Ann) | 25.96% | 9.20% |
| 10Y Return (Ann) | 15.03% | 6.15% |
| Sharpe Ratio | 3.83 | 2.83 |
| Sortino Ratio | 5.30 | 3.84 |
| Omega Ratio | 1.69 | 1.52 |
| Calmar Ratio | 4.12 | 2.99 |
| Martin Ratio | 33.54 | 14.09 |
| Ulcer Index | 2.92% | 5.84% |
| Daily Std Dev | 25.55% | 29.02% |
| Max Drawdown | -78.40% | -79.01% |
| Current Drawdown | -0.96% | 0.00% |
Fundamentals
| SF | WFC | |
|---|---|---|
| Market Cap | $12.03B | $241.59B |
| EPS | $5.48 | $4.81 |
| PE Ratio | 21.23 | 15.09 |
| PEG Ratio | 1.20 | 3.38 |
| Total Revenue (TTM) | $5.75B | $81.33B |
| Gross Profit (TTM) | $4.68B | $81.33B |
| EBITDA (TTM) | $1.35B | $26.98B |
Correlation
The correlation between SF and WFC is 0.34, 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
In the year-to-date period, SF achieves a 70.93% return, which is significantly higher than WFC's 51.40% return. Over the past 10 years, SF has outperformed WFC with an annualized return of 15.03%, while WFC has yielded a comparatively lower 6.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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.
Dividends
SF vs. WFC - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 1.39%, less than WFC's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | 1.39% | 2.08% | 2.06% | 0.85% | 0.90% | 0.99% | 1.16% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% |
WFC Wells Fargo & Company | 2.07% | 2.64% | 2.66% | 1.25% | 4.04% | 3.57% | 3.56% | 2.54% | 2.75% | 2.71% | 2.46% | 2.53% |
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. For additional features, visit the drawdowns tool.
Volatility
SF vs. WFC - Volatility Comparison
Stifel Financial Corp. (SF) and Wells Fargo & Company (WFC) have volatilities of 14.24% and 13.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities