PIPER SANDLER COS (PIPR) Stock Fundamental Analysis
NYSE:PIPR - New York Stock Exchange, Inc. - US7240781002 - Common Stock - Currency: USD
PIPR gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 230 industry peers in the Capital Markets industry. PIPR has an average financial health and profitability rating. PIPR is growing strongly while it is still valued neutral. This is a good combination! These ratings would make PIPR suitable for growth investing!
1. Profitability
1.1 Basic Checks
PIPR had positive earnings in the past year.
PIPR had a positive operating cash flow in the past year.
Each year in the past 5 years PIPR has been profitable.
PIPR had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 8.03%, PIPR belongs to the top of the industry, outperforming 85.65% of the companies in the same industry.
Looking at the Return On Equity, with a value of 14.75%, PIPR is in the better half of the industry, outperforming 76.96% of the companies in the same industry.
PIPR's Return On Invested Capital of 11.24% is amongst the best of the industry. PIPR outperforms 86.52% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for PIPR is in line with the industry average of 7.27%.
The last Return On Invested Capital (11.24%) for PIPR is above the 3 year average (8.57%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.03% | ||
| ROE | 14.75% | ||
| ROIC | 11.24% |
ROA(3y)5.7%
ROA(5y)6%
ROE(3y)11.04%
ROE(5y)12.85%
ROIC(3y)8.57%
ROIC(5y)10.7%
1.3 Margins
PIPR has a Profit Margin (11.83%) which is comparable to the rest of the industry.
PIPR's Profit Margin has been stable in the last couple of years.
PIPR's Operating Margin of 14.43% is on the low side compared to the rest of the industry. PIPR is outperformed by 65.22% of its industry peers.
In the last couple of years the Operating Margin of PIPR has declined.
PIPR has a better Gross Margin (98.33%) than 97.39% of its industry peers.
In the last couple of years the Gross Margin of PIPR has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 14.43% | ||
| PM (TTM) | 11.83% | ||
| GM | 98.33% |
OM growth 3Y-12.92%
OM growth 5Y-1.74%
PM growth 3Y-4.65%
PM growth 5Y-1.37%
GM growth 3Y-0.11%
GM growth 5Y0.19%
2. Health
2.1 Basic Checks
The number of shares outstanding for PIPR has been increased compared to 1 year ago.
PIPR has more shares outstanding than it did 5 years ago.
Compared to 1 year ago, PIPR has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 4.04 indicates that PIPR is not in any danger for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 4.04, PIPR belongs to the top of the industry, outperforming 82.17% of the companies in the same industry.
PIPR has a debt to FCF ratio of 0.29. This is a very positive value and a sign of high solvency as it would only need 0.29 years to pay back of all of its debts.
PIPR's Debt to FCF ratio of 0.29 is amongst the best of the industry. PIPR outperforms 89.57% of its industry peers.
PIPR has a Debt/Equity ratio of 0.07. This is a healthy value indicating a solid balance between debt and equity.
The Debt to Equity ratio of PIPR (0.07) is better than 80.87% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.07 | ||
| Debt/FCF | 0.29 | ||
| Altman-Z | 4.04 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.93 indicates that PIPR may have some problems paying its short term obligations.
PIPR has a Current ratio (0.93) which is in line with its industry peers.
PIPR has a Quick Ratio of 0.93. This is a bad value and indicates that PIPR is not financially healthy enough and could expect problems in meeting its short term obligations.
The Quick ratio of PIPR (0.93) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.93 | ||
| Quick Ratio | 0.93 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 43.98% over the past year.
PIPR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 11.31% yearly.
The Revenue has grown by 10.25% in the past year. This is quite good.
PIPR shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 12.60% yearly.
EPS 1Y (TTM)43.98%
EPS 3Y-16.64%
EPS 5Y11.31%
EPS Q2Q%46.59%
Revenue 1Y (TTM)10.25%
Revenue growth 3Y-9.14%
Revenue growth 5Y12.6%
Sales Q2Q%14.8%
3.2 Future
The Earnings Per Share is expected to grow by 15.55% on average over the next years. This is quite good.
Based on estimates for the next years, PIPR will show a quite strong growth in Revenue. The Revenue will grow by 10.99% on average per year.
EPS Next Y8.46%
EPS Next 2Y18.18%
EPS Next 3Y15.55%
EPS Next 5YN/A
Revenue Next Year8.32%
Revenue Next 2Y13.01%
Revenue Next 3Y10.99%
Revenue Next 5YN/A
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 18.10 indicates a rather expensive valuation of PIPR.
PIPR's Price/Earnings ratio is in line with the industry average.
The average S&P500 Price/Earnings ratio is at 26.60. PIPR is valued slightly cheaper when compared to this.
Based on the Price/Forward Earnings ratio of 14.29, the valuation of PIPR can be described as correct.
PIPR's Price/Forward Earnings ratio is in line with the industry average.
PIPR is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.43, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.1 | ||
| Fwd PE | 14.29 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of PIPR indicates a somewhat cheap valuation: PIPR is cheaper than 77.83% of the companies listed in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of PIPR indicates a somewhat cheap valuation: PIPR is cheaper than 64.78% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 15.1 | ||
| EV/EBITDA | 16.87 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates PIPR does not grow enough to justify the current Price/Earnings ratio.
The decent profitability rating of PIPR may justify a higher PE ratio.
A more expensive valuation may be justified as PIPR's earnings are expected to grow with 15.55% in the coming years.
PEG (NY)2.14
PEG (5Y)1.6
EPS Next 2Y18.18%
EPS Next 3Y15.55%
5. Dividend
5.1 Amount
With a yearly dividend of 0.98%, PIPR is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 8.21, PIPR is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 2.36, PIPR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.98% |
5.2 History
The dividend of PIPR is nicely growing with an annual growth rate of 12.05%!
PIPR has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)12.05%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
PIPR pays out 40.71% of its income as dividend. This is a bit on the high side, but may be sustainable.
PIPR's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP40.71%
EPS Next 2Y18.18%
EPS Next 3Y15.55%
NYSE:PIPR (5/21/2025, 3:33:58 PM)
253.095
-9.59 (-3.65%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners82.16%
Inst Owner ChangeN/A
Ins Owners2.67%
Ins Owner Change3.88%
Market Cap4.50B
Analysts48.89
Price Target272.34 (7.6%)
Short Float %1.43%
Short Ratio1.51
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.98% |
Yearly Dividend4.71
Dividend Growth(5Y)12.05%
DP40.71%
Div Incr Years0
Div Non Decr Years0
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)6.54%
Min EPS beat(2)-5.82%
Max EPS beat(2)18.9%
EPS beat(4)3
Avg EPS beat(4)11.88%
Min EPS beat(4)-5.82%
Max EPS beat(4)24.83%
EPS beat(8)6
Avg EPS beat(8)17.36%
EPS beat(12)10
Avg EPS beat(12)17.35%
EPS beat(16)14
Avg EPS beat(16)22.21%
Revenue beat(2)1
Avg Revenue beat(2)0.61%
Min Revenue beat(2)-6.36%
Max Revenue beat(2)7.58%
Revenue beat(4)3
Avg Revenue beat(4)2.1%
Min Revenue beat(4)-6.36%
Max Revenue beat(4)7.58%
Revenue beat(8)5
Avg Revenue beat(8)3%
Revenue beat(12)9
Avg Revenue beat(12)3.58%
Revenue beat(16)13
Avg Revenue beat(16)8.41%
PT rev (1m)-6.64%
PT rev (3m)-10.4%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-7.39%
EPS NY rev (1m)-5.3%
EPS NY rev (3m)-11.96%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.62%
Revenue NY rev (1m)-5.7%
Revenue NY rev (3m)-8.42%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 18.1 | ||
| Fwd PE | 14.29 | ||
| P/S | 2.94 | ||
| P/FCF | 15.1 | ||
| P/OCF | 14.36 | ||
| P/B | 3.66 | ||
| P/tB | 5.56 | ||
| EV/EBITDA | 16.87 |
EPS(TTM)13.98
EY5.52%
EPS(NY)17.71
Fwd EY7%
FCF(TTM)16.76
FCFY6.62%
OCF(TTM)17.63
OCFY6.97%
SpS86.19
BVpS69.1
TBVpS45.49
PEG (NY)2.14
PEG (5Y)1.6
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.03% | ||
| ROE | 14.75% | ||
| ROCE | 15.61% | ||
| ROIC | 11.24% | ||
| ROICexc | 16.56% | ||
| ROICexgc | 28.83% | ||
| OM | 14.43% | ||
| PM (TTM) | 11.83% | ||
| GM | 98.33% | ||
| FCFM | 19.44% |
ROA(3y)5.7%
ROA(5y)6%
ROE(3y)11.04%
ROE(5y)12.85%
ROIC(3y)8.57%
ROIC(5y)10.7%
ROICexc(3y)12.01%
ROICexc(5y)22.17%
ROICexgc(3y)20.67%
ROICexgc(5y)66.52%
ROCE(3y)12.07%
ROCE(5y)15.09%
ROICexcg growth 3Y-51.6%
ROICexcg growth 5Y12.45%
ROICexc growth 3Y-37.22%
ROICexc growth 5Y9.46%
OM growth 3Y-12.92%
OM growth 5Y-1.74%
PM growth 3Y-4.65%
PM growth 5Y-1.37%
GM growth 3Y-0.11%
GM growth 5Y0.19%
F-Score9
Asset Turnover0.68
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.07 | ||
| Debt/FCF | 0.29 | ||
| Debt/EBITDA | 0.35 | ||
| Cap/Depr | 57.25% | ||
| Cap/Sales | 1.01% | ||
| Interest Coverage | 38.83 | ||
| Cash Conversion | 126.28% | ||
| Profit Quality | 164.4% | ||
| Current Ratio | 0.93 | ||
| Quick Ratio | 0.93 | ||
| Altman-Z | 4.04 |
F-Score9
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)60.94%
Cap/Depr(5y)52.55%
Cap/Sales(3y)1.29%
Cap/Sales(5y)1.26%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)43.98%
EPS 3Y-16.64%
EPS 5Y11.31%
EPS Q2Q%46.59%
EPS Next Y8.46%
EPS Next 2Y18.18%
EPS Next 3Y15.55%
EPS Next 5YN/A
Revenue 1Y (TTM)10.25%
Revenue growth 3Y-9.14%
Revenue growth 5Y12.6%
Sales Q2Q%14.8%
Revenue Next Year8.32%
Revenue Next 2Y13.01%
Revenue Next 3Y10.99%
Revenue Next 5YN/A
EBIT growth 1Y69.56%
EBIT growth 3Y-20.88%
EBIT growth 5Y10.64%
EBIT Next Year34.08%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y12.12%
FCF growth 3Y-24.3%
FCF growth 5Y37.18%
OCF growth 1Y13.65%
OCF growth 3Y-23.77%
OCF growth 5Y35.81%