Stifel Financial Stock Performance

SF Stock  USD 76.67  0.84  1.11%   
Stifel Financial has a performance score of 12 on a scale of 0 to 100. The entity has a beta of 1.21, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Stifel Financial will likely underperform. Stifel Financial right now has a risk of 1.18%. Please validate Stifel Financial semi variance, and the relationship between the treynor ratio and daily balance of power , to decide if Stifel Financial will be following its existing price patterns.

Risk-Adjusted Performance

12 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in Stifel Financial are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Despite nearly abnormal technical and fundamental indicators, Stifel Financial may actually be approaching a critical reversion point that can send shares even higher in April 2024. ...more

Actual Historical Performance (%)

One Day Return
1.11
Five Day Return
(1.30)
Year To Date Return
10.63
Ten Year Return
138.33
All Time Return
3.5 K
Forward Dividend Yield
0.0222
Payout Ratio
0.3191
Last Split Factor
3:2
Forward Dividend Rate
1.68
Dividend Date
2024-03-15
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Begin Period Cash Flow2.2 B
  

Stifel Financial Relative Risk vs. Return Landscape

If you would invest  6,877  in Stifel Financial on December 29, 2023 and sell it today you would earn a total of  790.00  from holding Stifel Financial or generate 11.49% return on investment over 90 days. Stifel Financial is generating 0.1852% of daily returns and assumes 1.1775% volatility on return distribution over the 90 days horizon. Put differently, 10% of stocks are less risky than Stifel on the basis of their historical return distribution, and some 97% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Expected Return   
       Risk  
Allowing for the 90-day total investment horizon Stifel Financial is expected to generate 2.05 times more return on investment than the market. However, the company is 2.05 times more volatile than its market benchmark. It trades about 0.16 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of risk.

Stifel Financial Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Stifel Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Stifel Financial, and traders can use it to determine the average amount a Stifel Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1573

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Estimated Market Risk

 1.18
  actual daily
10
90% of assets are more volatile

Expected Return

 0.19
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.16
  actual daily
12
88% of assets perform better
Based on monthly moving average Stifel Financial is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stifel Financial by adding it to a well-diversified portfolio.

Stifel Financial Fundamentals Growth

Stifel Stock prices reflect investors' perceptions of the future prospects and financial health of Stifel Financial, and Stifel Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stifel Stock performance.

About Stifel Financial Performance

To evaluate Stifel Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Stifel Financial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Stifel Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Stifel Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Stifel's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.02  0.02 
Return On Assets 0.01  0.01 
Return On Equity 0.1  0.06 

Things to note about Stifel Financial performance evaluation

Checking the ongoing alerts about Stifel Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Stifel Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The company reports 1.18 B of total liabilities with total debt to equity ratio (D/E) of 0.47, which is normal for its line of buisiness. Stifel Financial has a current ratio of 0.85, implying that it has not enough working capital to pay out debt commitments in time. Debt can assist Stifel Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Stifel Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Stifel Financial sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Stifel to invest in growth at high rates of return. When we think about Stifel Financial's use of debt, we should always consider it together with cash and equity.
Stifel Financial has a strong financial position based on the latest SEC filings
Over 83.0% of Stifel Financial shares are owned by institutional investors
On 15th of March 2024 Stifel Financial paid $ 0.42 per share dividend to its current shareholders
Latest headline from barrons.com: Stifel Hit With 2.3 Million Penalty Over Sales of Complex Financial Products
Evaluating Stifel Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Stifel Financial's stock performance include:
  • Analyzing Stifel Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stifel Financial's stock is overvalued or undervalued compared to its peers.
  • Examining Stifel Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Stifel Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stifel Financial's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Stifel Financial's stock. These opinions can provide insight into Stifel Financial's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Stifel Financial's stock performance is not an exact science, and many factors can impact Stifel Financial's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Stifel Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Stifel Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Stifel Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Stifel Financial Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stifel Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in census.
For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide.
Note that the Stifel Financial information on this page should be used as a complementary analysis to other Stifel Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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When running Stifel Financial's price analysis, check to measure Stifel Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stifel Financial is operating at the current time. Most of Stifel Financial's value examination focuses on studying past and present price action to predict the probability of Stifel Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stifel Financial's price. Additionally, you may evaluate how the addition of Stifel Financial to your portfolios can decrease your overall portfolio volatility.
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Is Stifel Financial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Stifel Financial. If investors know Stifel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Stifel Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.04)
Dividend Share
1.44
Earnings Share
4.28
Revenue Per Share
40.539
Quarterly Revenue Growth
0.026
The market value of Stifel Financial is measured differently than its book value, which is the value of Stifel that is recorded on the company's balance sheet. Investors also form their own opinion of Stifel Financial's value that differs from its market value or its book value, called intrinsic value, which is Stifel Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Stifel Financial's market value can be influenced by many factors that don't directly affect Stifel Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Stifel Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stifel Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stifel Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.