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Upturn AI SWOT - About
SF 
Stifel Financial Corporation (SF)
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Upturn Advisory Summary
04/01/2025: SF (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 19.06% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.21B USD | Price to earnings Ratio 12.66 | 1Y Target Price 121.17 |
Price to earnings Ratio 12.66 | 1Y Target Price 121.17 | ||
Volume (30-day avg) 833923 | Beta 1 | 52 Weeks Range 72.19 - 120.12 | Updated Date 04/5/2025 |
52 Weeks Range 72.19 - 120.12 | Updated Date 04/5/2025 | ||
Dividends yield (FY) 2.33% | Basic EPS (TTM) 6.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.79% | Operating Margin (TTM) 26.05% |
Management Effectiveness
Return on Assets (TTM) 1.88% | Return on Equity (TTM) 13.32% |
Valuation
Trailing PE 12.66 | Forward PE 9.31 | Enterprise Value 6373339648 | Price to Sales(TTM) 1.66 |
Enterprise Value 6373339648 | Price to Sales(TTM) 1.66 | ||
Enterprise Value to Revenue 2.02 | Enterprise Value to EBITDA - | Shares Outstanding 103755000 | Shares Floating 100285428 |
Shares Outstanding 103755000 | Shares Floating 100285428 | ||
Percent Insiders 3 | Percent Institutions 86.11 |
Analyst Ratings
Rating 3.22 | Target Price 114.62 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Stifel Financial Corporation
Company Overview
History and Background
Stifel Financial Corporation was founded in 1890 as a small brokerage firm. It has grown through organic expansion and strategic acquisitions to become a diversified financial services company.
Core Business Areas
- Global Wealth Management: Provides financial planning, investment management, and brokerage services to individuals and families.
- Institutional Group: Offers investment banking, research, and trading services to corporations and institutional investors.
- Bank and Trust Services: Provides commercial banking services, including lending and deposit products, as well as trust and estate services.
Leadership and Structure
Ronald J. Kruszewski is the Chairman and CEO. The company operates with a divisional structure aligned with its core business areas. Board of Directors provides oversight.
Top Products and Market Share
Key Offerings
- Financial Planning: Comprehensive financial planning services for individuals. Market share is difficult to pinpoint exactly due to the fragmented nature of the industry, but Stifel is considered a key player. Competitors include major wirehouses like Morgan Stanley, Merrill Lynch, and regional firms like Raymond James.
- Investment Banking: Underwriting, M&A advisory, and other investment banking services for corporations. Market share varies depending on the specific transaction and deal size. Competitors include bulge bracket banks like Goldman Sachs, JP Morgan, and regional players like Baird.
- Brokerage Services: Execution and clearing services for individual and institutional clients. Competitors include Charles Schwab, Fidelity, and Interactive Brokers. Limited publicly available information about market share.
Market Dynamics
Industry Overview
The financial services industry is subject to regulatory changes, interest rate fluctuations, and economic cycles. Consolidation continues to occur within the wealth management and investment banking sectors.
Positioning
Stifel is a regional powerhouse with a growing national presence. Its strength lies in its advisor-centric culture and its ability to serve a diverse range of clients, from individuals to large corporations.
Total Addressable Market (TAM)
The global financial services market is estimated to be in the trillions of dollars. Stifel captures a small, but growing, portion of the TAM through its focus on mid-market clients and specific industry expertise.
Upturn SWOT Analysis
Strengths
- Strong advisor base
- Diversified revenue streams
- Acquisition expertise
- Experienced management team
- Reputation for quality research
Weaknesses
- Reliance on key personnel
- Sensitivity to market volatility
- Geographic concentration in certain regions
- Potential integration risks from acquisitions
Opportunities
- Expanding wealth management business
- Increasing investment banking activity
- Acquiring smaller firms
- Growing bank and trust services
- Technological advancements
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Cybersecurity risks
- Interest rate increases
Competitors and Market Share
Key Competitors
- MS
- UBS
- RJF
- EFHT
Competitive Landscape
Stifel competes with larger wirehouses, regional broker-dealers, and independent advisory firms. Its advantages include its strong advisor base and its focus on serving mid-market clients. Its disadvantages include its smaller size and its limited international presence.
Major Acquisitions
Sterne Agee
- Year: 2016
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded fixed income capabilities and added advisors.
City Financial Corporation
- Year: 2011
- Acquisition Price (USD millions): 65
- Strategic Rationale: Expanded commercial banking presence.
Growth Trajectory and Initiatives
Historical Growth: Stifel has grown significantly through acquisitions and organic expansion. Its growth strategy focuses on expanding its wealth management and investment banking businesses.
Future Projections: Analysts expect Stifel to continue to grow its revenue and earnings in the coming years, driven by its strong advisor base and its diversified business model.
Recent Initiatives: Recent initiatives include investing in technology, expanding its geographic footprint, and acquiring complementary businesses.
Summary
Stifel is a diversified financial services company with a strong advisor base and a track record of growth through acquisitions. Its diversified revenue streams provide some resilience to market volatility. It needs to monitor competitive pressures and economic conditions to maintain its growth trajectory. Strategic acquisitions and effective integration are crucial for its future success.
Similar Companies
MS
Morgan Stanley
MS
Morgan Stanley
RJF
Raymond James Financial Inc.
RJF
Raymond James Financial Inc.
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
UBS
UBS Group AG
UBS
UBS Group AG
Sources and Disclaimers
Data Sources:
- Company filings (10K, 10Q), Investor Presentations, Analyst Reports, Public News Sources
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Stifel Financial Corporation
Exchange NYSE | Headquaters Saint Louis, MO, United States | ||
IPO Launch date 1983-07-19 | Chairman & CEO Mr. Ronald James Kruszewski | ||
Sector Financial Services | Industry Capital Markets | Full time employees 8887 | Website https://www.stifel.com |
Full time employees 8887 | Website https://www.stifel.com | ||
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 investors, corporations, municipalities, and institutions in the United States 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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