Stifel Financial Stock Performance
| SF Stock | USD 110.37 1.59 1.46% |
The entity has a beta of 0.9, which indicates possible diversification benefits within a given portfolio. Stifel Financial returns are very sensitive to returns on the market. As the market goes up or down, Stifel Financial is expected to follow. At this point, Stifel Financial has a negative expected return of -0.0405%. Please make sure to validate Stifel Financial's potential upside, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Stifel Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Stifel Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, Stifel Financial is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 1.46 | Five Day Return (2.95) | Year To Date Return 4 | Ten Year Return 218.44 | All Time Return 5.1 K |
Forward Dividend Yield 0.0167 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 1.84 | Dividend Date 2025-03-17 |
| Stifel Financial dividend paid on 16th of December 2024 | 12/16/2024 |
1 | Stifel Financial Corp Leads Successful Fundraising for Colbeck Capital Management | 01/16/2025 |
2 | Disposition of 10661 shares by Thomas Michaud of Stifel Financial subject to Rule 16b-3 | 02/03/2025 |
3 | Stifel Nicolaus Forecasts Strong Price Appreciation for Amazon.com Stock | 02/07/2025 |
4 | Vanguard Information Technology ETF Shares Sold by Fonville Wealth Management LLC | 02/10/2025 |
5 | Stifel Resumes Coverage on TTM Technologies, Inc. with Buy Rating, Citing AI and Defense Growth | 02/11/2025 |
6 | Accenture plc Shares Bought by Sapient Capital LLC | 02/12/2025 |
7 | Confluents Options A Look at What the Big Money is Thinking | 02/13/2025 |
8 | Philip Morris Intls Options A Look at What the Big Money is Thinking | 02/14/2025 |
| Begin Period Cash Flow | 2.2 B |
Stifel |
Stifel Financial Relative Risk vs. Return Landscape
If you would invest 11,390 in Stifel Financial on November 18, 2024 and sell it today you would lose (353.00) from holding Stifel Financial or give up 3.1% of portfolio value over 90 days. Stifel Financial is generating negative expected returns and assumes 1.4968% volatility on return distribution over the 90 days horizon. Put differently, 13% of stocks are less risky than Stifel on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Stifel Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stifel Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Stifel Financial, and traders can use it to determine the average amount a Stifel Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0271
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SF |
Estimated Market Risk
| 1.5 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stifel Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stifel Financial by adding Stifel Financial to a well-diversified portfolio.
Stifel Financial Fundamentals Growth
Stifel Stock prices reflect investors' perceptions of the future prospects and financial health of Stifel Financial, and Stifel Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stifel Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0169 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 9.95 B | ||||
| Shares Outstanding | 102.17 M | ||||
| Price To Earning | 13.33 X | ||||
| Price To Book | 2.25 X | ||||
| Price To Sales | 2.27 X | ||||
| Revenue | 4.29 B | ||||
| Gross Profit | 4.21 B | ||||
| EBITDA | 936.84 M | ||||
| Net Income | 522.54 M | ||||
| Cash And Equivalents | 2.2 B | ||||
| Cash Per Share | 35.66 X | ||||
| Total Debt | 1.18 B | ||||
| Debt To Equity | 0.47 % | ||||
| Current Ratio | 0.87 X | ||||
| Book Value Per Share | 47.62 X | ||||
| Cash Flow From Operations | 499.33 M | ||||
| Earnings Per Share | 6.25 X | ||||
| Market Capitalization | 11.28 B | ||||
| Total Asset | 37.73 B | ||||
| Retained Earnings | 3.4 B | ||||
About Stifel Financial Performance
By analyzing Stifel Financial's fundamental ratios, stakeholders can gain valuable insights into Stifel Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Stifel Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Stifel Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 361.77 | 504.70 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.03 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.06 |
Things to note about Stifel Financial performance evaluation
Checking the ongoing alerts about Stifel Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Stifel Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stifel Financial generated a negative expected return over the last 90 days | |
| Stifel Financial reports 1.18 B of total liabilities with total debt to equity ratio (D/E) of 0.47, which is normal for its line of buisiness. Stifel Financial has a current ratio of 0.85, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Stifel to invest in growth at high rates of return. | |
| Over 88.0% of Stifel Financial shares are owned by institutional investors | |
| Latest headline from benzinga.com: Philip Morris Intls Options A Look at What the Big Money is Thinking |
- Analyzing Stifel Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stifel Financial's stock is overvalued or undervalued compared to its peers.
- Examining Stifel Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Stifel Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stifel Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Stifel Financial's stock. These opinions can provide insight into Stifel Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Stifel Stock analysis
When running Stifel Financial's price analysis, check to measure Stifel Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stifel Financial is operating at the current time. Most of Stifel Financial's value examination focuses on studying past and present price action to predict the probability of Stifel Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stifel Financial's price. Additionally, you may evaluate how the addition of Stifel Financial to your portfolios can decrease your overall portfolio volatility.
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