Stifel Financial Corp.

NYSE
SF
Stock
Yield per half year: -14.59%
Dividend yield: 1.65%
Sector: Financials

Company Analysis Stifel Financial Corp.

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1. Summary

Advantages

  • Current debt level 2.17% is below 100% and has decreased over 5 years from 5.39%.

Disadvantages

  • Price (95.8 $) is higher than fair price (83.44 $)
  • Dividends (1.65%) are below the sector average (2.95%).
  • The stock's return over the last year (9.79%) is lower than the sector average (14.06%).
  • The company's current efficiency (ROE=13.32%) is lower than the sector average (ROE=16.52%)

Similar companies

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Intercontinental Exchange

JPMorgan Chase

2. Share price and performance

2.1. Share price

2.3. Market efficiency

Stifel Financial Corp. Financials Index
7 days -0.8% -0.1% 0.5%
90 days 11% -10% 23.2%
1 year 9.8% 14.1% 11.7%

SF vs Sector: Stifel Financial Corp. has slightly underperformed the "Financials" sector by -4.28% over the past year.

SF vs Market: Stifel Financial Corp. has underperformed the market marginally by -1.89% over the past year.

Stable price: SF is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.

Long period: SF with weekly volatility of 0.1882% over the past year.

3. Summary of the report

3.1. General

P/E: 16.11
P/S: 1.98

3.2. Revenue

EPS 6.59
ROE 13.32%
ROA 1.88%
ROIC 0%
Ebitda margin 16.16%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Above fair price: The current price (95.8 $) is higher than the fair price (83.44 $).

Price is higher than fair: The current price (95.8 $) is 12.9% higher than the fair price.

4.2. P/E

P/E vs Sector: The company's P/E (16.11) is lower than that of the sector as a whole (63.39).

P/E vs Market: The company's P/E (16.11) is lower than that of the market as a whole (61.84).

4.2.1 P/E Similar companies

4.3. P/BV

P/BV vs Sector: The company's P/BV (2.07) is lower than that of the sector as a whole (2.7).

P/BV vs Market: The company's P/BV (2.07) is lower than that of the market as a whole (20.59).

4.3.1 P/BV Similar companies

4.4. P/S

P/S vs Sector: The company's P/S indicator (1.98) is lower than that of the sector as a whole (3.95).

P/S vs Market: The company's P/S indicator (1.98) is lower than that of the market as a whole (15.97).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

EV/Ebitda vs Sector: The company's EV/Ebitda (5.81) is higher than that of the sector as a whole (-120.2).

EV/Ebitda vs Market: The company's EV/Ebitda (5.81) is lower than that of the market as a whole (18.41).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Net Income

Yield Trend: Rising and has grown by 9.08% over the last 5 years.

Earnings Slowdown: The last year's return (0%) is below the 5-year average return (9.08%).

Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).

5.4. ROE

ROE vs Sector: The company's ROE (13.32%) is lower than that of the sector as a whole (16.52%).

ROE vs Market: The company's ROE (13.32%) is lower than that of the market as a whole (42.62%).

5.5. ROA

ROA vs Sector: The company's ROA (1.88%) is lower than that of the sector as a whole (3.56%).

ROA vs Market: The company's ROA (1.88%) is lower than that of the market as a whole (23.26%).

5.6. ROIC

ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).

ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.15%).

6. Finance

6.1. Assets and debt

Debt level: (2.17%) is quite low in relation to assets.

Debt reduction: over 5 years, the debt has decreased from 5.39% to 2.17%.

Excess of debt: The debt is not covered by net income, percentage 118.6%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Low yield: The dividend yield of the company 1.65% is below the average for the sector '2.95%.

7.2. Stability and increase in payments

Dividend stability: The company's dividend yield 1.65% has been steadily paid over the past 7 years, DSI=1.

Dividend growth: Company's dividend yield 1.65% has been growing over the last 5 years. Growth over 12 years.

7.3. Payout percentage

Dividend Coverage: Current payments from income (31.08%) are at a comfortable level.

8. Insider trades

8.1. Insider trading

Insider Buying Exceeds insider sales by 100% over the last 3 months.

8.2. Latest transactions

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9. Stocks forum Stifel Financial Corp.

9.3. Comments