Valuation

SFStifel Financial

StockNYSEUnited StatesFinancialsEU retail investors: available

+2.6% today · −8.2% over a year

3/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 32% of the instruments we score

Dividend safety: among the best of its peers; Trend: among the weakest; priced higher than most peers (P/E 12.5). Dividend yield 1.81%.

Stifel Financial (SF) valuation against sector peers: P/E 12.5 (sector median 12.7), P/B 2.2, free-cash-flow yield 6.8%, P/S 1.8.

Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricSFSector medianvs median
P/E12.512.7 · n=299near the median
P/B2.21.6 · n=32038% above
P/S1.82.7 · n=31236% below
EV/EBIT—17.2 · n=71—
Free-cash-flow yield6.8%8.5% · n=22320% below
Dividend yield1.81%1.84% · n=351near the median
Return on equity16.5%12.4% · n=33333% above
Return on invested capital—15.2% · n=80—
Gross margin—60.4% · n=39—
Net debt / EBITDA—0.61 · n=71—

Value factor: 37 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

JPMJPMorgan14.12.4——1.8%6/10
MAMastercard33.985.127.72.8%0.5%8/10
BACBank of America Corp11.31.2——2.3%6/10
MSMorgan Stanley14.72.5——2.3%3/10
GSGoldman Sachs12.32.4—−15.3%2.0%3/10
WFCWells Fargo & Company11.71.6——2.7%4/10
AXPAmerican Express17.86.1—6.4%1.1%3/10
CCitigroup16.41.1—−34.8%2.1%3/10
BLKBlackRock25.93.220.32.5%1.8%4/10
SCHWThe Charles Schwab Corporation15.63.5—7.3%1.3%5/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Sep 2026 · filed 04 Nov 2026