Stifel Financial Correlations

SF Stock

USD 133.20 4.89 3.81%

The current 90-days correlation between Stifel Financial and Evercore Partners is 0.64 (i.e., Poor diversification). The correlation of Stifel Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Stifel Financial Correlation With Market

Poor diversification

The correlation between Stifel Financial and DJI is 0.63 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Stifel Financial and DJI in the same portfolio, assuming nothing else is changed.

Build AI portfolio with Stifel Stock

Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stifel Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.

For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide.

Moving together with Stifel Stock

0.9	MRX	Marex Group plc	Pair Corr
0.87	601377	Industrial Securities	Pair Corr
0.84	LPLA	LPL Financial Holdings	Pair Corr
0.66	BCIC	BCP Investment Corp Symbol Change	Pair Corr
0.89	LNDNF	Lundin Energy AB	Pair Corr
0.84	PLTK	Playtika Holding Corp	Pair Corr
0.78	DB	Deutsche Bank AG	Pair Corr
0.84	NAUFF	NevGold Corp	Pair Corr
0.8	DGWPF	Drgerwerk AG	Pair Corr
0.82	BROS	Dutch Bros	Pair Corr
0.85	LCDX	Caliber Imaging Diag	Pair Corr
0.76	CICOY	COSCO SHIPPING Holdings	Pair Corr
0.78	ARVN	Arvinas	Pair Corr
0.84	CASXF	Casa Minerals	Pair Corr
0.88	TMSNY	Temenos Group AG	Pair Corr
0.93	SYF	Synchrony Financial	Pair Corr
0.87	ADAMI	New York Mortgage Symbol Change	Pair Corr
0.75	MEOAF	Melbana Energy	Pair Corr
0.78	MGCV	MGC Ventures	Pair Corr
0.68	SMXWW	SMX Public Limited	Pair Corr
0.92	FTV	Fortive Corp	Pair Corr

Moving against Stifel Stock

0.74	BMNR	Bitmine Immersion Buyout Trend	Pair Corr
0.73	600390	Minmetals Capital	Pair Corr
0.71	PDCC	Pearl Diver Credit	Pair Corr
0.6	HLI	Houlihan Lokey	Pair Corr
0.43	BKLRF	Berkeley Energy	Pair Corr

Related Correlations Analysis

	EVR	HLI	JEF	GLXY	ALLY	XP	RGA	CNA	FHN	AEG
EVR		-0.03	0.88	-0.3	0.84	-0.33	0.84	0.6	0.79	0.17	EVR
HLI	-0.03		-0.1	0.82	-0.35	-0.19	-0.17	-0.37	-0.32	0.02	HLI
JEF	0.88	-0.1		-0.48	0.76	-0.1	0.79	0.61	0.81	0.29	JEF
GLXY	-0.3	0.82	-0.48		-0.56	-0.21	-0.4	-0.52	-0.5	-0.12	GLXY
ALLY	0.84	-0.35	0.76	-0.56		-0.24	0.83	0.58	0.79	-0.06	ALLY
XP	-0.33	-0.19	-0.1	-0.21	-0.24		-0.49	-0.41	-0.33	0.3	XP
RGA	0.84	-0.17	0.79	-0.4	0.83	-0.49		0.78	0.91	0.11	RGA
CNA	0.6	-0.37	0.61	-0.52	0.58	-0.41	0.78		0.72	0.18	CNA
FHN	0.79	-0.32	0.81	-0.5	0.79	-0.33	0.91	0.72		0.27	FHN
AEG	0.17	0.02	0.29	-0.12	-0.06	0.3	0.11	0.18	0.27		AEG
	EVR	HLI	JEF	GLXY	ALLY	XP	RGA	CNA	FHN	AEG

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Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

FHN	+ 0.91	RGA
JEF	+ 0.88	EVR
ALLY	+ 0.84	EVR
RGA	+ 0.84	EVR
RGA	+ 0.83	ALLY
GLXY	+ 0.82	HLI

High negative correlations

ALLY	- 0.56	GLXY
CNA	- 0.52	GLXY
FHN	- 0.5	GLXY
RGA	- 0.49	XP
GLXY	- 0.48	JEF
CNA	- 0.41	XP

Risk-Adjusted Indicators

There is a big difference between Stifel Stock performing well and Stifel Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Stifel Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
EVR	1.58	(0.02)	0.01	0.04	2.49	(1.53)	3.08	(3.66)	13.96
HLI	1.05	(0.28)	0.00	(0.22)	0.00	0.00	1.61	(2.24)	11.91
JEF	1.99	(0.15)	(0.02)	0.00	3.34	(1.83)	4.52	(4.72)	16.21
GLXY	4.14	(0.54)	0.00	(0.09)	0.00	0.00	7.41	(10.42)	23.29
ALLY	1.43	0.15	0.10	0.13	1.77	(1.50)	3.01	(3.15)	9.48
XP	2.03	(0.26)	0.00	(0.14)	0.00	0.00	3.23	(4.83)	15.41
RGA	0.96	0.06	0.03	0.19	1.13	(1.00)	2.36	(2.24)	5.32
CNA	0.76	0.01	(0.03)	0.12	1.02	(0.77)	1.49	(1.80)	4.40
FHN	1.25	0.04	0.02	0.09	2.39	(1.21)	2.55	(3.81)	12.00
AEG	1.01	(0.07)	0.00	(0.09)	0.00	0.00	2.04	(1.75)	11.41

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