Stifel Financial Corp. (NYSE:SF-PD)

Stifel Financial Corp. SF-PD

Financial Services - Financial - Capital Markets - NYSE - US

Watchlist

$ 19.72

-0.755 %

$ 11.7 B

Market Cap

2.97

P/E

1. INTRINSIC VALUE

Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. 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; 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.[ Read More ]

The intrinsic value of one SF-PD stock under the base case scenario is HIDDEN Compared to the current market price of 19.7 USD, Stifel Financial Corp. is HIDDEN

SF-PD Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart SF-PD

FINANCIALS

Annual
Quarterly

4.29 B REVENUE

Growth Rates

1Year -0.99%

3Years 5.10%

5Years 7.54%

7Years 7.83%

10Years 8.28%

937 M OPERATING INCOME

Growth Rates

1Year -4.31%

3Years 12.89%

5Years 5.87%

7Years 23.86%

10Years 15.55%

523 M NET INCOME

Growth Rates

1Year -21.09%

3Years 1.25%

5Years 5.81%

7Years 30.40%

10Years 12.42%

499 M OPERATING CASH FLOW

Growth Rates

1Year -56.86%

3Years -33.02%

5Years -1.17%

7Years 19.25%

10Years -3.35%

924 M INVESTING CASH FLOW

Growth Rates

1Year 121.37%

3Years 36.57%

5Years 24.02%

7Years 11.75%

10Years 10.98%

-255 M FINANCING CASH FLOW

Growth Rates

1Year -7.98%

3Years -6.63%

5Years -2.76%

7Years -0.62%

10Years -3.09%

1.48 B REVENUE

Growth Rates

1Year -0.99%

3Years 5.10%

5Years 7.54%

7Years 7.83%

10Years 8.28%

506 M OPERATING INCOME

Growth Rates

1Year -4.31%

3Years 12.89%

5Years 5.87%

7Years 23.86%

10Years 15.55%

159 M NET INCOME

Growth Rates

1Year -21.09%

3Years 1.25%

5Years 5.81%

7Years 30.40%

10Years 12.42%

-30.4 M OPERATING CASH FLOW

Growth Rates

1Year -56.86%

3Years -33.02%

5Years -1.17%

7Years 19.25%

10Years -3.35%

-1.38 B INVESTING CASH FLOW

Growth Rates

1Year 121.37%

3Years 36.57%

5Years 24.02%

7Years 11.75%

10Years 10.98%

298 M FINANCING CASH FLOW

Growth Rates

1Year -7.98%

3Years -6.63%

5Years -2.76%

7Years -0.62%

10Years -3.09%

Balance Sheet Decomposition Stifel Financial Corp.

37.7 B ASSETS
32.4 B LIABILITIES

Current Assets	4.62 B
Cash & Short-Term Investments	3.36 B
Receivables	1.26 B
Other Current Assets	0
Non-Current Assets	2.61 B
Long-Term Investments	0
PP&E	970 M
Other Non-Current Assets	1.64 B

Current Liabilities	2.42 B
Accounts Payable	2.3 B
Short-Term Debt	0
Other Current Liabilities	118 M
Non-Current Liabilities	1.18 B
Long-Term Debt	1.18 B
Other Non-Current Liabilities	0

EFFICIENCY

Earnings Waterfall Stifel Financial Corp.

Revenue	4.29 B
Cost Of Revenue	865 M
Gross Profit	3.43 B
Operating Expenses	3.62 B
Operating Income	937 M
Other Expenses	414 M
Net Income	523 M

RATIOS

79.85% GROSS MARGIN

Averages

1Year 79.85%

3Years 48.37%

5Years 38.16%

7Years 32.48%

10Years 27.93%

21.83% OPERATING MARGIN

Averages

1Year 21.83%

3Years 22.53%

5Years 20.67%

7Years 19.82%

10Years 17.03%

12.18% NET MARGIN

Averages

1Year 12.18%

3Years 15.12%

5Years 14.52%

7Years 13.17%

10Years 10.75%

9.87% ROE

Averages

1Year 9.87%

3Years 12.89%

5Years 12.59%

7Years 11.68%

10Years 9.61%

1.39% ROA

Averages

1Year 1.39%

3Years 1.86%

5Years 1.86%

7Years 1.68%

10Years 1.47%

10.71% ROIC

Averages

1Year 10.71%

3Years 11.75%

5Years 10.73%

7Years 9.82%

10Years 8.15%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Stifel Financial Corp.

Net Income	523 M
Depreciation & Amortization	81.5 M
Capital Expenditures	-52 M
Stock-Based Compensation	140 M
Change in Working Capital	-313 M
Others	-349 M
Free Cash Flow	447 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Stifel Financial Corp.

SF-PD has no price targets from Wall Street.

4. DIVIDEND ANALYSIS

1.23% DIVIDEND YIELD

0.281 USD DIVIDEND PER SHARE

5. COMPETITION

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MS-PO

Overvalued 764.02%

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services.

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SCHW-PJ

Undervalued 195.68%

Capital One Financial Corporation operates as the financial services holding company for the Capital One Bank (USA), National Association; and Capital One, National Association, which provides various financial products and services in the United States, Canada, and the United Kingdom.

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COF-PN

Undervalued 1177.17%

6. Ownership

Insider Ownership Stifel Financial Corp.

Summary
Transactions

Sold

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

524 K USD 1

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price
11 months ago Dec 13, 2023	Sell 524 K USD	Fisher Mark P SENIOR VP & GENERAL COUNSEL	- 8100	64.745 USD
1 year ago Aug 18, 2023	Sell 960 K USD	REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust	- 15377	62.4 USD
1 year ago Aug 18, 2023	Sell 600 K USD	REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust	- 9623	62.38 USD
1 year ago May 16, 2023	Sell 866 K USD	Michaud Thomas B. Senior Vice President	- 15000	57.75 USD
1 year ago May 17, 2023	Sell 1.18 M USD	Michaud Thomas B. Senior Vice President	- 20000	58.79 USD
1 year ago May 18, 2023	Sell 1.41 M USD	Michaud Thomas B. Senior Vice President	- 24036	58.85 USD
1 year ago Mar 24, 2023	Bought 1.12 M USD	ZEMLYAK JAMES M Co-President	+ 20000	56.055 USD
1 year ago Mar 14, 2023	Bought 10.2 K USD	KRUSZEWSKI RONALD J Chief Executive Officer	+ 174	58.38 USD
1 year ago Mar 14, 2023	Bought 428 K USD	KRUSZEWSKI RONALD J Chief Executive Officer	+ 7500	57 USD
1 year ago Mar 13, 2023	Bought 138 K USD	KRUSZEWSKI RONALD J Chief Executive Officer	+ 2500	55 USD
1 year ago Mar 10, 2023	Bought 590 K USD	KRUSZEWSKI RONALD J Chief Executive Officer	+ 10000	59 USD
2 years ago Dec 01, 2021	Sell 732 K USD	Nesi Victor Co-President	- 10000	73.19 USD
3 years ago Sep 01, 2021	Sell 685 K USD	Nesi Victor Co-President	- 10000	68.53 USD
3 years ago Jun 02, 2021	Sell 1.37 M USD	OATES JAMES M Director	- 20000	68.64 USD
3 years ago Jun 01, 2021	Sell 699 K USD	Nesi Victor Co-President	- 10000	69.94 USD
3 years ago Mar 18, 2021	Sell 369 K USD	WEISEL THOMAS W Director	- 5413	68.2 USD
3 years ago Mar 12, 2021	Sell 559 K USD	WEISEL THOMAS W Director	- 8329	67.11 USD
3 years ago Mar 12, 2021	Sell 2.92 M USD	Michaud Thomas B. Senior Vice President	- 43719	66.8 USD
3 years ago Mar 08, 2021	Sell 725 K USD	Nesi Victor Co-President	- 11249	64.42 USD
3 years ago Feb 26, 2021	Sell 426 K USD	REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust	- 6930	61.5 USD
3 years ago Feb 26, 2021	Sell 190 K USD	REICHERT CHRISTOPHER K CEO of Stifel Bank & Trust	- 3070	62 USD
3 years ago Feb 26, 2021	Sell 614 K USD	Fisher Mark P SENIOR VP & GENERAL COUNSEL	- 10000	61.4 USD
3 years ago Feb 22, 2021	Sell 1.22 M USD	SLINEY DAVID D Chief Operating Officer	- 20000	60.96 USD
3 years ago Feb 22, 2021	Sell 606 K USD	OATES JAMES M Director	- 10000	60.63 USD
3 years ago Feb 16, 2021	Sell 3.77 M USD	ZEMLYAK JAMES M Co-President	- 64258	58.66 USD
3 years ago Feb 17, 2021	Sell 2.08 M USD	ZEMLYAK JAMES M Co-President	- 35742	58.21 USD
3 years ago Feb 18, 2021	Sell 174 K USD	ZEMLYAK JAMES M Co-President	- 3000	58 USD
3 years ago Feb 16, 2021	Sell 3.77 M USD	KRUSZEWSKI RONALD J Chief Executive Officer	- 64258	58.66 USD
3 years ago Feb 17, 2021	Sell 2.08 M USD	KRUSZEWSKI RONALD J Chief Executive Officer	- 35742	58.21 USD
3 years ago Dec 07, 2020	Sell 555 K USD	Nesi Victor Co-President	- 7500	74.02 USD
3 years ago Nov 20, 2020	Sell 67.5 K USD	Nesi Victor Co-President	- 1000	67.5 USD
4 years ago Nov 09, 2020	Sell 613 K USD	OATES JAMES M Director	- 9000	68.14 USD
4 years ago Sep 09, 2020	Sell 128 K USD	Grady Robert Edward Director	- 2500	51.01 USD
4 years ago Sep 09, 2020	Sell 102 K USD	Grady Robert Edward Director	- 2000	50.76 USD
4 years ago Sep 10, 2020	Sell 128 K USD	Grady Robert Edward Director	- 2447	52.14 USD
4 years ago Sep 10, 2020	Sell 69.6 K USD	Grady Robert Edward Director	- 1335	52.17 USD
4 years ago Jun 03, 2020	Sell 124 K USD	DUBINSKY JOHN P Director	- 2400	51.55 USD
4 years ago May 21, 2020	Sell 185 K USD	DUBINSKY JOHN P Director	- 4000	46.19 USD
4 years ago May 26, 2020	Sell 144 K USD	DUBINSKY JOHN P Director	- 3000	48.04 USD
4 years ago May 08, 2020	Sell 569 K USD	DUBINSKY JOHN P Director	- 12775	44.55 USD
4 years ago Mar 25, 2020	Bought 41 K USD	PEACOCK DAVID A Director	+ 1000	40.99 USD
4 years ago Mar 23, 2020	Bought 32.5 K USD	PEACOCK DAVID A Director	+ 1000	32.468 USD
4 years ago Mar 19, 2020	Bought 318 K USD	KRUSZEWSKI RONALD J Chief Executive Officer	+ 10000	31.85 USD
4 years ago Jan 31, 2020	Sell 646 K USD	WEISEL THOMAS W Director	- 10000	64.55 USD
4 years ago Jan 31, 2020	Sell 775 K USD	WEISEL THOMAS W Director	- 11791	65.75 USD
4 years ago Feb 03, 2020	Sell 383 K USD	WEISEL THOMAS W Director	- 5792	66.09 USD
4 years ago Jan 17, 2020	Sell 244 K USD	Nesi Victor Co-President	- 3750	65.06 USD
4 years ago Jan 17, 2020	Sell 651 K USD	HIMELFARB RICHARD J Senior Vice President	- 10000	65.07 USD
4 years ago Dec 26, 2019	Sell 204 K USD	ZEMLYAK JAMES M Co-President	- 3303	61.65 USD
4 years ago Dec 20, 2019	Sell 620 K USD	OATES JAMES M Director	- 10000	61.994 USD
4 years ago Dec 16, 2019	Sell 117 K USD	Nesi Victor Co-President	- 1875	62.2152 USD
4 years ago Dec 11, 2019	Sell 245 K USD	Grady Robert Edward Director	- 4000	61.35 USD
5 years ago Nov 07, 2019	Sell 608 K USD	HIMELFARB RICHARD J Senior Vice President	- 10000	60.75 USD
5 years ago Nov 04, 2019	Sell 59.6 K USD	Brautigam Allen other: Director, Branch Offices	- 1000	59.63 USD
5 years ago Nov 04, 2019	Sell 8.16 K USD	Nesi Victor Co-President	- 136	60 USD
5 years ago Nov 05, 2019	Sell 104 K USD	Nesi Victor Co-President	- 1739	60 USD
5 years ago Sep 13, 2019	Sell 593 K USD	Fisher Mark P SENIOR VP & GENERAL COUNSEL	- 10000	59.329 USD
5 years ago Sep 10, 2019	Sell 122 K USD	DUBINSKY JOHN P Director	- 2150	56.79 USD
5 years ago Sep 09, 2019	Sell 502 K USD	Plotkin Ben A Vice Chairman and SVP	- 9012	55.73 USD
5 years ago Sep 05, 2019	Sell 82.1 K USD	DUBINSKY JOHN P Director	- 1500	54.71 USD
5 years ago Aug 30, 2019	Sell 134 K USD	Grady Robert Edward Director	- 2500	53.45 USD
5 years ago Jul 10, 2019	Sell 85.1 K USD	Nesi Victor Co-President	- 1415	60.12 USD
5 years ago Jul 01, 2019	Sell 215 K USD	Nesi Victor Co-President	- 3585	60 USD
5 years ago Jun 19, 2019	Sell 114 K USD	DUBINSKY JOHN P Director	- 2000	57.25 USD
5 years ago May 15, 2019	Sell 70 K USD	Nesi Victor Co-President	- 1250	56.0364 USD
5 years ago May 09, 2019	Sell 1.17 M USD	OATES JAMES M Director	- 20000	58.61 USD
5 years ago Feb 21, 2019	Sell 138 K USD	Nesi Victor Co-President	- 2500	55.03 USD
5 years ago Feb 12, 2019	Bought 106 K USD	PEACOCK DAVID A Director	+ 2000	53.14 USD

7. News

8. Profile Summary

Stifel Financial Corp. SF-PD

COUNTRY US

INDUSTRY Financial - Capital Markets

MARKET CAP $ 11.7 B

Dividend Yield 1.23%

Description Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. 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; 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 also 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 St. Louis, Missouri.

Contact One Financial Plaza, Saint Louis, MO, 63102-2188 https://www.stifel.com

IPO Date July 19, 2021

Employees 8892

Officers Harvinder Minhas Vice President Mr. Ronald James Kruszewski Chairman & Chief Executive Officer Mr. James Mark Zemlyak Co-President & Head of Global Wealth Management Mr. James M. Marischen Senior Vice President & Chief Financial Officer Mr. Thomas Wilson Weisel Senior MD & Director Mr. Thomas Beaulieu Michaud M.B.A. Senior Vice President, President and Chief Executive Officer of Keefe, Bruyette & Woods Mr. David D. Sliney Senior Vice President & Chief Operating Officer Mr. Michael O'Keeffe C.F.A. Chief Investment Officer Mr. Bradford Raymond Global Head of Investment Banking Mr. Rajive Kumar Vice President

Price Chart SF-PD

Stifel Financial Corp. SF-PD

Premium Plan

Unlimited Plan