Stifel Financial Correlations

SF Stock

USD 123.30 1.27 1.02%

The current 90-days correlation between Stifel Financial and Evercore Partners is 0.69 (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

Very poor diversification

The correlation between Stifel Financial and DJI is 0.88 (i.e., Very 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 price.

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

0.95	MS	Morgan Stanley	Pair Corr
0.81	MFF	MFF Capital Investments	Pair Corr
0.9	EVR	Evercore Partners Earnings Call This Week	Pair Corr
0.63	PTAIY	Astra International Tbk	Pair Corr
0.74	PTITF	PT Indosat Tbk	Pair Corr
0.71	GPHOF	Graphite One	Pair Corr
0.85	VFC	VF Corporation	Pair Corr
0.63	IFSPF	Interfor	Pair Corr
0.61	ITNF	Internet Infinity	Pair Corr
0.87	ACN	Accenture plc	Pair Corr
0.77	LSBK	Lake Shore Bancorp	Pair Corr
0.72	ARRJF	Arjo AB	Pair Corr

Moving against Stifel Stock

0.7	MIR	Mirrabooka Investments	Pair Corr
0.68	PIFMY	Indofood Sukses Makmur	Pair Corr
0.58	HIVE	HIVE Digital Technologies	Pair Corr
0.58	FRNT	FRNT Financial	Pair Corr
0.42	PTAIF	PT Astra International	Pair Corr
0.32	BKI	BKI Investment	Pair Corr
0.72	ATMV	ATMV Old Symbol Change	Pair Corr
0.57	ODC	Oil Dri	Pair Corr
0.34	AMBC	AMBC Old Symbol Change	Pair Corr

Related Correlations Analysis

	EVR	HLI	JEF	GLXY	ALLY	XP	RGA	CNA	FHN	AEG
EVR		0.2	0.93	-0.1	0.78	-0.18	0.73	0.54	0.92	0.19	EVR
HLI	0.2		0.03	0.74	-0.01	-0.04	-0.11	-0.38	-0.06	-0.2	HLI
JEF	0.93	0.03		-0.32	0.9	-0.29	0.88	0.69	0.95	0.21	JEF
GLXY	-0.1	0.74	-0.32		-0.4	0.33	-0.5	-0.62	-0.36	-0.24	GLXY
ALLY	0.78	-0.01	0.9	-0.4		-0.52	0.93	0.63	0.88	0.12	ALLY
XP	-0.18	-0.04	-0.29	0.33	-0.52		-0.46	-0.32	-0.27	0.31	XP
RGA	0.73	-0.11	0.88	-0.5	0.93	-0.46		0.76	0.87	0.1	RGA
CNA	0.54	-0.38	0.69	-0.62	0.63	-0.32	0.76		0.7	0.18	CNA
FHN	0.92	-0.06	0.95	-0.36	0.88	-0.27	0.87	0.7		0.18	FHN
AEG	0.19	-0.2	0.21	-0.24	0.12	0.31	0.1	0.18	0.18		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	+ 0.95	JEF
JEF	+ 0.93	EVR
RGA	+ 0.93	ALLY
FHN	+ 0.92	EVR
ALLY	+ 0.9	JEF
RGA	+ 0.88	JEF

High negative correlations

CNA	- 0.62	GLXY
XP	- 0.52	ALLY
RGA	- 0.5	GLXY
RGA	- 0.46	XP
ALLY	- 0.4	GLXY
CNA	- 0.38	HLI

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	1.55	0.07	0.04	0.09	2.42	(1.55)	3.24	(3.26)	10.96
HLI	1.18	(0.29)	0.00	(0.23)	0.00	0.00	1.61	(3.04)	11.75
JEF	1.60	0.04	0.03	0.07	2.27	(1.53)	2.85	(4.66)	11.46
GLXY	4.07	(0.43)	0.00	(0.12)	0.00	0.00	7.25	(8.26)	23.29
ALLY	1.31	(0.01)	0.00	0.04	1.56	(1.38)	2.77	(2.73)	8.03
XP	1.90	0.25	0.08	0.29	2.83	(1.86)	4.64	(4.83)	15.10
RGA	0.93	0.06	0.03	0.23	1.04	(0.96)	2.36	(2.08)	5.26
CNA	0.77	0.08	0.03	0.38	0.87	(0.82)	1.62	(1.80)	4.93
FHN	1.05	0.19	0.16	0.23	1.04	(1.24)	2.71	(1.77)	7.47
AEG	1.16	0.05	0.02	0.11	2.12	(1.10)	2.39	(2.18)	11.41

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