US8606301021 - Common Stock

57.71 **+0.12 (+0.21%) **

We assign a fundamental rating of **3** out of 10 to **SF**. **SF** was compared to 200 industry peers in the **Capital Markets** industry. Both the profitability and financial health of **SF** have multiple concerns. **SF** is cheap, but on the other hand it scores bad on growth

The Piotroski-F score of **SF** is **7.00**. This is a strong score and indicates good health and profitability for **SF**.

ROA (1.58%) VS Industry: 28% outperformed.

0.06

39.58

ROE (11.43%) VS Industry: 54% outperformed.

0.14

132.26

Profit Margin (12.88%) VS Industry: 32% outperformed.

0.33

140.93

The **Price/Earnings Ratio** is **10.18**, which indicates a very decent valuation of **SF**.

With a **Forward Price/Earnings Ratio** of **7.42**, the valuation of **SF** can be described as cheap.

The low **PEG Ratio**, which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.

Compared to an average **Enterprise Value to EBITDA** ratio of 12.56, **SF** is valued rather cheaply. On top of this, **SF** has a better ratio than **92%** of the companies listed in the same industry.

Compared to an average industry **Price/Earning Ratio** of **11.05**, **SF** is valued in line with its industry peers.

When comparing the current price to the book value of **SF**, we can conclude it is valued correctly. It is trading at **1.16** times its book value.

When comparing the price book ratio of **SF** to the average industry price book ratio of 1.16, **SF** is valued in line with its industry peers.

Price/Earnings (10.18) VS Industry: 53% outperformed.

564.71

0.11

Price/Book (1.16) VS Industry: 50% outperformed.

96.13

0.06

Enterprise Value/ EBITDA (3.54) VS Industry: 92% outperformed.

168.04

0.47

Measured over the past 5 years, **SF** shows a quite strong growth in **Earnings Per Share**. The EPS has been growing by **16.65%** on average per year.

The **Earnings Per Share** is expected to grow by **6.16%** on average over the next 5 years.

The EPS growth is decreasing: in the next 5 years the growth will be less than in the last years.

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming 5 years, we see that the growth is decreasing.

Past | Future | ||||||
---|---|---|---|---|---|---|---|

5Y | 3Y | 1Y | 1Y | 2Y | 3Y | 5Y | |

EPS | 16.65% | 12.24% | -19.8% | 20.45% | 16.2% | 14.59% | 6.16% |

Revenue | 8.92% | 9.32% | -0.66% | 5.56% | 6.33% | 6.96% | 4.76% |

The Debt to Equity ratio of **SF** is way better than the industry averages.

A Current Ratio of **0.13** indicates that **SF** may have some problems paying its short term obligations.

When comparing the Current Ratio of **SF** to the average industry Current Ratio of **1.27**, **SF** is less able to pay its short term obligations than its industry peers. **99%** of its industry peers have a better Current Ratio.

A Quick Ratio of **0.13** indicates that **SF** may have some problems paying its short term obligations.

Compared to an average industry Quick Ratio of 1.26, **SF** is worse placed to pay its short term obligations than its industry peers. **98%** of its industry peers have a better Quick Ratio.

Compared to an average industry Altman-Z score of 0.80, **SF** is in worse financial state than most of its industry peers. **94%** of its industry peers have a better Altman-Z score.

Debt/Equity (0.22) VS Industry: 62% outperformed.

8.02

0.00

Quick Ratio (0.13) VS Industry: 2% outperformed.

0.03

142.90

Current Ratio (0.13) VS Industry: 1% outperformed.

0.03

142.90

Altman-Z (-0.41) VS Industry: 6% outperformed.

-53.88

113.85

The dividend of **SF** is nicely growing with an annual growth rate of **48.69%**!

Compared to an average S&P500 **Dividend Yield** of **2.72**, **SF** has a dividend comparable with the average S&P500 company.

Dividend Yield (2.51%) VS Industry: 23% outperformed.

0.03

204.17

**STIFEL FINANCIAL CORP**

NYSE:SF (5/30/2023, 12:35:46 PM)

**57.71**

**+0.12 (+0.21%) **

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)04-26 2023-04-26/bmo

Earnings (Next)07-25 2023-07-25/bmo

Inst Owners83.95%

Inst Owner Change-11.69%

Ins Owners3.18%

Ins Owner Change4%

Market Cap6.16B

Analysts78.57

Price Target72.62 (25.84%)

Dividend

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 2.51% |

Dividend Growth(5Y)48.69%

DP29.82%

Div Incr Years5

Div Non Decr Years5

Ex-Date05-31 2023-05-31 (0.36)

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)-6.32%

Min EPS beat(2)-6.4%

Max EPS beat(2)-6.25%

EPS beat(4)N/A

Avg EPS beat(4)-10.78%

Min EPS beat(4)-16.61%

Max EPS beat(4)-6.25%

Revenue beat(2)2

Avg Revenue beat(2)7.56%

Min Revenue beat(2)5.68%

Max Revenue beat(2)9.44%

Revenue beat(4)2

Avg Revenue beat(4)1.8%

Min Revenue beat(4)-7.29%

Max Revenue beat(4)9.44%

PT rev (1m)-0.56%

PT rev (3m)-7.77%

EPS NQ rev (1m)-4.71%

EPS NQ rev (3m)-10.93%

EPS NY rev (1m)0%

EPS NY rev (3m)-4.16%

Revenue NQ rev (1m)-0.35%

Revenue NQ rev (3m)-2.86%

Revenue NY rev (1m)0%

Revenue NY rev (3m)-2.48%

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 10.18 | ||

Fwd PE | 7.42 | ||

P/S | 1.3 | ||

P/FCF | 4.56 | ||

P/OCF | 4.29 | ||

P/B | 1.16 | ||

P/tB | 1.61 | ||

EV/EBITDA | 3.54 |

EPS(TTM)5.67

EY9.82%

EPS(NY)7.78

Fwd EY13.48%

FCF(TTM)12.65

FCFY21.91%

OCF(TTM)13.44

OCFY23.29%

SpS44.32

BVpS49.93

TBVpS35.75

PEG (NY)0.5

PEG (5Y)0.61

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 1.58% | ||

ROE | 11.43% | ||

ROIC | 2.57% | ||

ROICexc | 2.79% | ||

ROICexgc | 3.01% | ||

OM | 25.69% | ||

PM | 12.88% | ||

GM | 98.81% |

ROICexgc(3y)2.96%

ROICexcg growth 3Y-5.88%

ROICexcg growth 5Y12.6%

ROICexc(3y)2.7%

ROICexc growth 3Y-4.1%

ROICexc growth 5Y13.25%

OM growth 3Y2.29%

OM growth 5Y15.86%

PM growth 3Y3.52%

PM growth 5Y18.63%

GM growth 3Y0%

GM growth 5Y0.04%

F-Score7

Asset Turnover0.12

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.22 | ||

Debt/FCF | 22.67 | ||

Debt/EBITDA | 23.75 | ||

Cap/Depr | 116.66% | ||

Profit Quality | 221.61% | ||

Current Ratio | 0.13 | ||

Quick Ratio | 0.13 | ||

Altman-Z | -0.41 |

F-Score7

WACCN/A

ROIC/WACCN/A

Cap/Depr(3y)177.9%

Cap/Depr(5y)218.22%

Profit Quality(3y)197.42%

Profit Quality(5y)162.12%

Growth

EPS 1Y-19.8%

EPS 3Y12.24%

EPS 5Y16.65%

EPS growth Q2Q-6.04%

EPS Next Y20.45%

EPS Next 2Y16.2%

EPS Next 3Y14.59%

EPS Next 5Y6.16%

Revenue growth 1Y-0.66%

Revenue growth 3Y9.32%

Revenue growth 5Y8.92%

Revenue growth Q2Q12.06%

Revenue Next Year5.56%

Revenue Next 2Y6.33%

Revenue Next 3Y6.96%

Revenue Next 5Y4.76%

EBIT growth 1Y9.71%

EBIT growth 3Y11.82%

EBIT growth 5Y26.19%

EBIT Next Year13.03%

EBIT Next 3Y6.23%

EBIT Next 5Y7.16%

FCF growth 1Y20.94%

FCF growth 3Y31.85%

FCF growth 5Y10.53%

OCF growth 1Y25.02%

OCF growth 3Y22.68%

OCF growth 5Y11.23%

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