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Stifel Financial Corporation

SF Financial Capital Markets

Stifel Financial Corporation’s revenue for fiscal 2025 (year ended December 2025) was $5.5 billion, up 11.3% from fiscal 2024. In the quarter to June 2026, revenue grew 13.0%, EPS grew 50.0%, free cash flow fell 90.9% and total debt rose 26.6%, each against the same quarter a year earlier. Dividend growth for ten consecutive years.

67.56 1.13 −1.65%
Market cap
$10.4B
P/E
11.4×
Fwd P/E
12.5×
Dividend yield
1.96%
F-score
7/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Total sells 0.42
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — 1 1 — — — — 1 — — —
Insider Ownership 5.56%

Capital & Financial Ratios $m

Market Cap 10,370.00
Revenue 5,918.94
Net Income 953.63
Free Cash Flow 283.17
Net Debt (1,252.13)
Current Ratio 0.88
Debt/Equity 0.29
P/E ratio 11.39
Fwd P/E 12.50
P/S ratio 1.76
P/B ratio 1.96
Past 5Y EPS Growth 7.13%
This Y EPS Growth 19.78% (at or above 15%: strong)
Next Y EPS Growth 16.54% (at or above 15%: strong)
Next Y revenue growth 8.23%
Next 5Y EPS Growth 14.93%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 34.46%
10-year low 10-year high
P/S against its own 10 years 70.81%
10-year low 10-year high
P/B against its own 10 years 80.10%
10-year low 10-year high

Dividends

Payout Ratio 0.24
Annual Dividend Rate 1.33
Annual Dividend Yield 1.96%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.36
0.34
0.34
0.34
2025 1.84
0.31
0.31
0.31
0.31
2024 1.12
0.28
0.28
0.28
0.28
2023 0.96
0.24
0.24
0.24
0.24
2022 0.80
0.20
0.20
0.20
0.20
2021 0.40
0.10
0.10
0.10
0.10
2020 0.30
0.08
0.08
0.08
0.08
2019 0.27
0.07
0.07
0.07
0.07
2018 0.21
0.05
0.05
0.05
0.05
2017 0.09
0.04
0.04
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 3,874 3,207 2,847 3,021
Receivables 20,561 22,116 23,635 26,658
Inventory 919 1,169 1,428 1,699
Other — — — —
25,354 26,492 27,910 31,378
2023 2024 2025 Q'26
Payables 1,596 1,546 1,579 1,899
ST’ Debt — — — —
Other 27,832 29,749 30,546 33,227
30,014 32,085 33,114 35,838

Compound Annual Growth %

10y 5y 3y
Sales 9.02% 8.07% 7.99%
Cash Flow 0.00% (7.64%) (1.18%)
Earnings 21.48% 6.30% 1.14%
Book Value 9.14% 7.12% 3.90%

Revenue $m

Mar Jun Sep Dec Year
’26 1,478 1,451 — — —
’25 1,255 1,284 1,429 1,561 5,530
’24 1,163 1,218 1,225 1,365 4,970
’23 1,107 1,051 1,045 1,146 4,349
’22 1,117 1,108 1,045 1,122 4,391
’21 1,135 1,153 1,145 1,304 4,737
’20 913 896 883 1,060 3,752
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (343) 76 — — —
’25 (211) 607 338 382 1,117
’24 (610) 477 199 424 490
’23 (385) 379 230 275 499
’22 (676) 437 539 858 1,157
’21 (520) 84 1,007 301 872
’20 (6) 906 435 327 1,662
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (390) 61 — — —
’25 (228) 670 349 264 1,055
’24 (619) 480 194 362 417
’23 (400) 367 218 262 447
’22 (688) 423 520 820 1,075
’21 (531) 70 859 435 832
’20 (607) 1,448 423 324 1,588
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 1.48 1.34 — — —
’25 0.26 0.89 1.23 1.54 3.91
’24 0.93 0.94 0.89 1.39 4.17
’23 0.85 0.73 0.35 0.92 2.85
’22 0.93 0.86 0.81 0.95 3.55
’21 0.93 1.07 1.03 1.41 4.44
’20 0.48 0.62 0.65 1.03 2.77
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 11.11 18.64 17.06 17.69 13.84 31.81 32.87 35.65 45.07 48.85

Analyst estimates 2026–2028

Powerpack
High 23.50 27.32 30.56 28.23 35.11 52.40 55.52 46.71 79.41 88.72
People
People Employees 7,100 7,100 7,500 8,300 8,500 8,600 9,000 9,000 9,000 9,000
Revenue/emp, $m 0.36 0.41 0.40 0.40 0.44 0.55 0.49 0.48 0.55 0.61
Income, $m
Income, $m Revenue 2,575 2,926 3,025 3,337 3,752 4,737 4,391 4,349 4,970 5,530
Gross margin, % 98.28 98.49 98.61 98.68 98.51 98.74 98.68 98.66 98.74 98.80
EBT 143 270 534 599 651 1,067 885 707 928 871
EBT margin, % 5.54 9.21 17.67 17.95 17.35 22.53 20.16 16.25 18.68 15.75
Net income 82 183 394 450 503 825 662 523 731 684
Depreciation 165 152 151 184 185 195 214 237 249 250
Per share, $
Per share, $ Revenue 17.12 18.97 18.73 20.60 23.56 29.37 26.90 27.18 31.84 35.62
Earnings 0.52 1.12 2.38 2.66 2.99 4.89 3.83 3.03 4.45 4.17
Cash flow (2.93) 4.41 3.28 3.87 10.43 5.41 7.09 3.12 3.14 7.20
Capex (0.19) (0.18) (0.54) (0.97) (0.46) (0.25) (0.50) (0.32) (0.47) (0.40)
Free cash flow (3.12) 4.22 2.74 2.89 9.97 5.16 6.58 2.80 2.67 6.80
Book value 18.20 18.55 19.80 22.65 26.62 31.21 32.64 33.09 36.43 38.50
Shares, m 150 154 162 162 159 161 163 160 156 155
Valuation, ×
Valuation, × P/E 43.04 23.72 7.74 10.04 11.26 9.67 10.38 15.26 15.90 19.97
P/S 1.30 1.41 0.98 1.31 1.43 1.60 1.47 1.70 2.22 2.34
P/B 1.29 1.52 0.98 1.30 1.45 1.74 1.39 1.60 2.21 2.45
EV/Sales 1.81 1.95 1.02 1.49 1.22 1.47 1.33 1.30 1.94 2.17
EV/FCF (9.91) 8.73 6.95 10.60 2.89 8.35 5.42 12.64 23.12 11.36
Cash, $m
Cash, $m Operating cash flow (441) 680 530 627 1,662 872 1,157 499 490 1,117
Capex (28) (28) (87) (158) (73) (40) (82) (52) (74) (62)
Free cash flow (470) 652 443 469 1,588 832 1,075 447 417 1,055
Balance, $m
Balance, $m Working capital (4,190) (4,971) (4,719) (4,986) (5,145) (5,214) (5,365) (4,660) (5,593) (5,204)
Total debt 2,009 2,317 2,332 1,719 1,363 1,559 1,387 1,593 1,257 1,324
Net debt 774 1,018 (437) 60 (1,307) (1,171) (1,191) (2,280) (1,950) (1,523)
Shareholders’ equity 2,738 2,862 3,198 3,670 4,239 5,035 5,328 5,294 5,687 5,977
Returns, %
Returns, % ROA 0.48 0.86 1.68 1.75 1.86 2.60 1.75 1.30 1.79 1.59
ROIC 2.54 4.34 12.10 10.04 13.88 17.26 13.37 14.65 15.53 12.22
ROE 3.06 6.55 13.36 13.46 13.48 19.60 13.90 10.49 14.44 12.56
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Stifel Financial Corporation vs peers in Capital Markets (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
BMNR BitMine Immersion Technologies, Inc. $14.1B — (loss-making) — (loss-making) +2,167.79% (above 0%: growing) n/m −126,594.81% (below 0%: shrinking) 87.70% (25.50%) Compare
IREN IREN Limited $12.3B — (loss-making) 1,228× −26.73% (below 0%: shrinking) n/m +705.74% (above 0%: growing) 75.71% (585.97%) Compare
FUTU Futu Holdings Limited Sponsored ADR $10.5B 10.3× 10.9× +35.71% (above 0%: growing) +42.98% (above 0%: growing) +443.45% (above 0%: growing) 86.31% 61.99% Compare
SF Stifel Financial Corporation $10.4B 11.4× 12.5× +12.97% (above 0%: growing) +50.00% (above 0%: growing) −90.85% (below 0%: shrinking) 98.96% 20.64%
JEF Jefferies Financial Group Inc. $10.3B 12.1× 15.6× +8.52% (above 0%: growing) +3.85% (above 0%: growing) +1,917.32% (above 0%: growing) 98.97% 24.82% Compare
EVR Evercore Inc $9.9B 13.2× 19.5× +19.15% (above 0%: growing) −1.59% (below 0%: shrinking) +25.04% (above 0%: growing) 99.69% 17.65% Compare
HUT Hut 8 Corp. $9.4B — (loss-making) — (loss-making) +81.44% (above 0%: growing) n/m −535.81% (below 0%: shrinking) 11.10% (275.36%) Compare
HLI Houlihan Lokey, Inc. $9.0B 21.3× 19.2× −15.54% (below 0%: shrinking) −20.41% (below 0%: shrinking) −135.86% (below 0%: shrinking) 34.83% 15.26% Compare
VIRT Virtu Financial, Inc. $8.9B 9.4× 9.3× +19.05% (above 0%: growing) −1.21% (below 0%: shrinking) +78.56% (above 0%: growing) 78.24% 46.04% Compare
Median of peers $10.1B 12.1× 17.4× +19.10% −1.21% +51.80% 82.28% 16.46%

All 93 Capital Markets stocks →

Stifel Financial Corporation (SF) key facts

  • Strength: Stifel Financial Corporation’s revenue for fiscal 2025 (year ended December 2025) was $5.5 billion, up 11.3% from fiscal 2024.
  • Stifel Financial Corporation (SF) is a Capital Markets company in the Financial sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, SF traded at $67.56, a market capitalization of $10.4 billion.
  • Stifel Financial Corporation pays an annual dividend of $1.33 per share, a yield of 1.96%, with a payout ratio of 23.8%.
  • Return on equity was 12.6% and debt-to-equity 0.29.
  • Its Piotroski F-score is 7 out of 9 for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Stifel Financial Corporation (SF) Latest News

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stockrow.com/SF · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com