Stifel Financial Corp. (SF) Stock

Stifel Financial Corp. (SF) is a Financials stock trading at $79.88 (as of 2026-08-20), with a market capitalization of $13.06B and a trailing P/E of 14.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Stifel Financial Corp. is a financial services holding company providing wealth management, investment banking, and banking services. It operates through segments including Global Wealth Management and Institutional Group, serving retail and institutional clients such as individual investors, corporations, municipalities, and other institutions primarily in the U.S. and select international markets.

Understand Stifel Financial Corp.: how it makes money

Stifel Financial provides wealth management and investment banking services, earning money from client assets related fees (and related transaction activity), plus institutional revenues from investment banking and advisory services.

Stifel's profit engine links a large, mostly fee-based client asset base in Global Wealth Management to recurring service revenues, while Institutional Group adds additional (typically more cyclical) revenue tied to investment banking and advisory activity.

Revenue by segment (latest quarter)
Global Wealth Mgmt$0.9B
Institutional Group$0.5B
Other$0.3B

Business quality (Solid): Clear operating focus on client asset metrics and institutional deal activity, but gross margin and a full segment revenue breakdown for the latest quarter are not provided in the input facts.

Valuation: At 10× earnings, SF trades 70% below the Trading average (34×). Note: one-time items can distort reported P/E.

Bull case

  • Large fee-based client asset base: Fee-based Client Assets (Global Wealth Management) are 224.5 USD_B, and Client Assets (Global Wealth Management) are 551.9 USD_B, supporting a core revenue stream tied to ongoing client relationships.
  • Institutional revenue diversification: Institutional Group includes multiple operating revenue lines in the input facts, including Investment Banking Revenues (Institutional Group) at 0.45 USD_B and Advisory Revenues (Institutional) at 0.22 USD_B.

Bear case

  • Credit quality risk signal: The Non-Performing Asset Ratio is 51.0 percent in the provided operational_kpi_candidates, which is a potential risk to earnings quality if it reflects persistent credit stress.
  • Market and deal cycle sensitivity: Client activity and Institutional Group results can be affected by market conditions, since key operating measures shown include client assets, transactional revenues, and investment banking and advisory revenues.
Valuation — source: SEC EDGAR (first-party)
Price$79.88
Market Cap$13.06B
P/E Ratio14.8
EV / EBITDA9.0
Price / Book2.18
Price / Sales2.00
FCF Yield6.8%
DCF Value (model)$92.40
DCF Upside vs Price15.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$6.35B
Net Margin10.8%
Revenue Growth (YoY)13.4%
EPS Growth (YoY)271.4%
FCF Growth (YoY)71.4%
Valuation vs Sector & Industry
Stock P/E14.8
Sector P/E (Financials)15.1
Industry P/E (Trading)34.6
vs Sector-2.2%
vs Industry-57.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($1.20B)
Institutional Holders Tracked10
Congressional Trades (recent)9
Company
SectorFinancials
IndustryTrading
CEORonald James Kruszewski
Employees8,887
CountryUS
IPO Date1983-07-19

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SF earnings history · SF institutional & insider holders · SF KPIs & operating metrics · SF financials · SF investor presentations & press releases · SF SEC filings · SF peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.