Stifel (SF)
Financials · Full-service financial services and investment banking
Diversified financial services firm providing wealth management, investment banking, and lending services to institutional and individual clients.
What Stifel does
Stifel Financial Corp. is a diversified financial services company that operates through three primary segments: wealth management (providing advisory and brokerage services to individual investors), institutional equities (offering research, sales, and trading services), and investment banking (advisory and underwriting services). The company also operates a private banking division that offers lending and deposit services, with a significant loan portfolio spanning commercial, residential, and consumer lending products.
Themes: ["Wealth management and financial advisory"]
Fundamentals
- Price$75.74 as of 2026-07-09 close
- Market cap$11.7B as of 2026-07-10
- 1-year return+4.7% as of 2026-07-09 close
- P/E13.26 as of 2026-07-10
- Net margin+13.5% as of 2026-07-10
- Gross margin+99.0% as of 2026-07-10
- ROE+15.1% as of 2026-07-10
- Debt / equity5.56 as of 2026-07-10
- Revenue growth (YoY)+9.0% as of 2026-07-10
- Revenue CAGR (3y)+11.4% SEC XBRL
- Beta1.02 as of 2026-07-10
Dividend: yield +1.8%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Interest rate risk: changes in short-term interest rates significantly impact net interest income and earnings; decreases in rates can reduce both client cash sweep fees and net interest margins"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.