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US investment bank and wealth management firm serving middle-market corporate and retail brokerage clients.
US investment bank and wealth management firm serving middle-market corporate and retail brokerage clients.
Wealth management is the larger business, earning fees on client assets, commissions and interest on client cash swept into its own bank, which smooths earnings. Investment banking and trading, led by advisory and underwriting for mid-sized companies, are the more volatile part. It has grown largely by buying other firms, including Thomas Weisel and KBW.
Moat: none (scale, distribution). A solid regional wealth/banking franchise built through acquisitions, without a structural edge over larger rivals.
Headquarters: St. Louis, Missouri, US · Founded: 1890 · Employees: 9,000
Size Stifel Financial (SF) is a United States Financials company (Investment Managers) with a market value of $10.7B, the 745th largest of 3,117 United States companies the cockpit tracks. Shares closed at $71.35 on 6 Nov 2026.
Performance Over six months the shares fell 6.7%, against +4.0% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue grew 8.2% over the last twelve months (peer median +13.0%); the operating margin is 21.7% (peer median 37.2%).
Valuation It trades at 10.3× forward earnings against a peer median of 14.0× (5th cheapest of 21).
Credit Stifel Financial has 1 bond outstanding ($400M), rated BBB by the agencies and trading like BBB at a weighted spread of 95 bp.
Short interest Short interest is 2.9% of the free float (15 Oct 2026).
Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $6.69B | $6.35B | $5.95B | $5.16B | $4.58B |
| Revenue growth | — | +7% | +15% | +13% | — |
| Gross profit | $5.87B | $5.40B | $4.86B | $4.26B | $4.30B |
| EBITDA | $1.59B | $1.15B | $1.15B | $926M | $1.10B |
| Net income | $976M | $684M | $731M | $523M | $662M |
| Free cash flow | $1.14B | $1.20B | $698M | $568M | $719M |
| Capital expenditure | $124M | $62.1M | $73.8M | $52.0M | $82.3M |
| Total debt | $2.32B | $2.18B | $2.12B | $2.42B | $2.21B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Stifel Financial SF | $10.7B | -7% | +8% | 22% | 10.3× | n/a |
| Raymond James Financial RJF | $31.3B | +6% | +10% | 21% | 11.4× | n/a |
| Piper Sandler Companies PIPR | $4.65B | -19% | +20% | 21% | 14.6× | n/a |
| LPL Financial LPLA | $23.0B | -3% | +31% | 13% | 10.5× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SF | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.8% | +1.9% | 11th highest of 21 |
| 6-month return | -6.7% | +4.0% | 6th lowest of 20 |
| Distance from 52-week high | -20.6% | -12.4% | 5th lowest of 21 |
| Revenue growth (TTM) | +8.2% | +13.0% | 6th lowest of 21 |
| Operating margin | 21.7% | 37.2% | 3rd lowest of 21 |
| Forward P/E | 10.3× | 14.0× | 5th cheapest of 21 |
| Bond spread | 95 bp | 126 bp | tightest of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Stifel Financial SF | United States | $10.7B | -7% | +8% | 22% | 10.3× | n/a | n/a |
| SBI Funds Management SBIFUNDS.NS | India | $10.8B | n/a | +21% | 89% | 31.1× | n/a | n/a |
| Invesco IVZ | United States | $11.9B | -1% | +17% | 24% | 8.6× | n/a | n/a |
| HDFC Asset Management HDFCAMC.NS | India | $12.0B | -7% | +12% | 80% | 35.5× | n/a | n/a |
| Affiliated Managers AMG | United States | $9.39B | +20% | +12% | 22% | 9.1× | n/a | n/a |
| SEI Investments SEIC | United States | $12.5B | +15% | +13% | 30% | 15.3× | n/a | n/a |
| iA Financial IAG.TO | Canada | $13.1B | +29% | +13% | 59% | 13.9× | n/a | n/a |
| IGM Financial IGM.TO | Canada | $13.3B | +7% | +20% | 36% | 14.0× | n/a | n/a |
| HealthEquity HQY | United States | $8.57B | +22% | +7% | 26% | 20.5× | n/a | n/a |
| Guosen Securities 002736.SZ | China | $13.9B | -16% | -10% | 34% | 7.9× | n/a | n/a |
| Carlyle CG | United States | $14.1B | -22% | -44% | 14% | 10.2× | n/a | n/a |
| VZ Holding AG VZN.SW | Switzerland | $8.03B | +17% | +9% | 45% | 24.1× | n/a | n/a |
| DWS Group GmbH & Co. KGaA DWS.DE | Germany | $14.7B | +7% | +24% | 37% | 12.6× | n/a | n/a |
| Banca Generali BGN.MI | Italy | $7.73B | +4% | +17% | 38% | 15.3× | n/a | n/a |
| ICICI Prudential Asset Management ICICIAMC.NS | India | $15.4B | -11% | +22% | 73% | 39.2× | n/a | n/a |
| Blue Owl Capital OWL | United States | $15.4B | -7% | +11% | 17% | 10.4× | n/a | n/a |
| Victory Capital VCTR | United States | $7.38B | +40% | +50% | 46% | 14.0× | n/a | n/a |
| ICG ICG.L | United Kingdom | $7.32B | +2% | +6% | 60% | 11.9× | n/a | n/a |
| Nippon Life India Asset Management NAM-INDIA.NS | India | $7.22B | -4% | +23% | 68% | 39.1× | n/a | n/a |
| China Industrial Securities 601377.SS | China | $7.12B | -9% | -11% | 29% | 13.2× | n/a | n/a |
| CVC Capital Partners CVC.AS | Netherlands | $16.9B | +10% | +14% | 57% | 18.1× | n/a | n/a |
Stifel Financial has 1 bond outstanding with $400M face value. The agencies rate it BBB; its bonds trade like BBB. Weighted yield 5.51%, a spread of 95 bp over government bonds.