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Stifel Financial Corp (SF)

Valor Justo
Financial ServicesCapital MarketsUnited States

Fundamental

68

Precio

$69.06

Capitalización Bursátil

$10.63B

Parte 1 · Cuánto vale la empresa

Resumen

Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance y Liquidez

Ingresos

$4.11B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$954M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$1.05B

Patrimonio Neto Total

$5.98B

Pasivo Total

$35.29B

Ratio de Liquidez

0.12

Cobertura de Intereses

-

Deuda/EBITDA

-

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

BancoValoración Justa

Valor Justo

$68.70

Precio Actual

$69.06

Margen de Seguridad

-0.5%

Rango de Valor Justo

$47.68 - $89.73

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$89.00
Flujo de caja descontado (DCF):No aplicable a este tipo de empresa
Múltiplo sobre beneficios (P/E):$58.00
Fórmula de crecimiento de Graham:No aplicable a este tipo de empresa
Valor de la capacidad de generar beneficios (EPV):No aplicable a este tipo de empresa
P/B justificado:$77.44
Descuento de dividendos (Gordon):$27.12
P/FFO, fondos de operaciones:No aplicable a este tipo de empresa
Beneficios de mitad de ciclo:No aplicable a este tipo de empresa
Múltiplo sobre ingresos:No aplicable a este tipo de empresa
Consenso de Analistas:Comprar (10B / 6H / 0S)
Última Sorpresa de Resultados:+3.03%

Métricas de Valoración

Ratio P/E

9.29

ROE

11.4%

Ratio P/B

1.95

P/FCF

32.50

Margen Bruto

-

ROIC

-

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

-

WACC

10.7%

ROIC − WACC

-

Criterios de Análisis Fundamental

Superado (13)

  • EPS shows upward trend
  • EPS CAGR 6.60%
  • Price CAGR 13.65%
  • P/B Ratio 1.95
  • Positive Free Cash Flow
  • Low reliance on intangibles
  • Price below Graham Number
  • ROE 16.1%
  • Revenue Growth 5Y 10.7%
  • Analyst Consensus 63% Buy
  • Share Dilution -0.5%
  • Net Margin Trend 23.2% vs 17.9%
  • Piotroski F-Score 6/9

Fallido (7)

  • P/FCF 32.50
  • Debt/Equity ratio
  • CapEx intensity
  • Return on Tangible Assets
  • DCF valuation (Fairly valued)
  • Earnings Surprise avg 1.5%
  • Earnings Quality (OCF/NI) 0.48

No disponible (8)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

6/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

0.48

Baja calidad: investigue la contabilidad

Dilución de Acciones

-0.5%

Recomprando acciones. Favorable para el accionista

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Ronald James KruszewskiChairman & CEO66
Mr. James Mark ZemlyakPresident & Head of Global Wealth Management66
Mr. James M. MarischenSenior VP & CFO45
Mr. Thomas Wilson WeiselSenior MD & Director84
Mr. C. Bradford RaymondGlobal Co-Head of Institutional Equities & Advisory59
Mr. Thomas Beaulieu Michaud M.B.A.Senior VP and Co-Head of Institutional Equities & Advisory Businesses61
Mr. David D. SlineySenior VP & COO55
Mr. Michael O'Keeffe C.F.A.Chief Investment Officer-
Mr. Rajive KumarVice President-
Harvinder MinhasVice President-

Riesgo de Auditoría

1

Riesgo del Consejo

5

Riesgo de Compensación

4

Riesgo de Derechos del Accionista

3

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-24

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-08-05

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-09-24

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for SF, sourced from Markets Gazette.

  • 4/24/2026NEUTRAL
    Stifel's Kruszewski on Geopolitics, Markets and the Challenges in Private Credit Assets

    Ron Kruszewski, Chairman & CEO of Stifel Financial, discussed market resilience amidst geopolitical tensions and rising energy prices. He noted that while markets are reaching all-time highs, potentially factoring in a future 'peace dividend,' significant underlying uncertainty persists as a key risk. Kruszewski's remarks, made at the Bloomberg Global Markets and Banking Summit in New York, suggest a cautious outlook on the sustainability of current market highs given the geopolitical landscape. Investors should monitor these geopolitical developments closely as they could impact market stability and asset valuations.

  • 4/22/2026NEGATIVE
    Stifel Stock Slips Despite Q1 Double Beat

    Stifel Financial Corp. reported first-quarter earnings that surpassed analyst expectations, yet the stock experienced a decline. The company's ability to achieve a 'double beat' on earnings indicates strong operational performance. However, the market's negative reaction suggests that either the forward guidance was weaker than anticipated, or other macroeconomic factors are overshadowing the positive earnings report. Investors will be closely watching for further commentary on the company's outlook and the broader market sentiment impacting financial services firms.

via Markets Gazette