Stifel Financial Stock Buy Hold or Sell Recommendation
| SF Stock | USD 95.35 2.31 2.48% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Stifel Financial is 'Hold'. Macroaxis provides Stifel Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SF positions.
Check out Stifel Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide. Note, we conduct extensive research on individual companies such as Stifel and provide practical buy, sell, or hold advice based on investors' constraints. Stifel Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
Stifel |
Execute Stifel Financial Buy or Sell Advice
The Stifel recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Stifel Financial. Macroaxis does not own or have any residual interests in Stifel Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Stifel Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Stifel Financial Trading Alerts and Improvement Suggestions
| Stifel Financial generated a negative expected return over the last 90 days | |
| Stifel Financial reports 867.43 M of total liabilities with total debt to equity ratio (D/E) of 0.47, which is normal for its line of buisiness. Stifel Financial has a current ratio of 0.85, implying that it has not enough working capital to pay out debt commitments in time. Note however, debt could still be an excellent tool for Stifel to invest in growth at high rates of return. | |
| Over 86.0% of Stifel Financial shares are owned by institutional investors | |
| Latest headline from bnnbloomberg.ca: Panama clears First Quantum to ship stockpiled copper from mine |
Stifel Financial Returns Distribution Density
The distribution of Stifel Financial's historical returns is an attempt to chart the uncertainty of Stifel Financial's future price movements. The chart of the probability distribution of Stifel Financial daily returns describes the distribution of returns around its average expected value. We use Stifel Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Stifel Financial returns is essential to provide solid investment advice for Stifel Financial.
| Mean Return | -0.24 | Value At Risk | -4.04 | Potential Upside | 2.35 | Standard Deviation | 1.89 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Stifel Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Stifel Stock Institutional Investors
| Shares | Dimensional Fund Advisors, Inc. | 2024-12-31 | 1.6 M | Fisher Asset Management, Llc | 2024-12-31 | 1.5 M | Fuller & Thaler Asset Management Inc | 2024-12-31 | 1.3 M | Macquarie Group Ltd | 2024-12-31 | 1.3 M | Norges Bank | 2024-12-31 | 1.3 M | Charles Schwab Investment Management Inc | 2024-12-31 | 1.2 M | Amvescap Plc. | 2024-12-31 | 1.2 M | Northern Trust Corp | 2024-12-31 | 1.1 M | Gw&k Investment Management, Llc | 2024-12-31 | 1.1 M | Vanguard Group Inc | 2024-12-31 | 10.4 M | Blackrock Inc | 2024-12-31 | 9.5 M |
Stifel Financial Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 1.2B | (302.5M) | 79.3M | 1.3B | (845.6M) | (803.4M) | |
| Free Cash Flow | 1.6B | 683.9M | 1.1B | 447.4M | 490.4M | 515.0M | |
| Depreciation | 60.5M | 63.8M | 70.2M | 81.5M | 71.1M | 74.7M | |
| Other Non Cash Items | 42.7M | 465.8M | 215.4M | 61.5M | (435.2M) | (413.4M) | |
| Capital Expenditures | 73.4M | 188.2M | 82.3M | 52.0M | 73.8M | 77.5M | |
| Net Income | 503.5M | 824.9M | 662.2M | 522.5M | 731.4M | 767.9M | |
| End Period Cash Flow | 2.5B | 2.1B | 2.2B | 3.5B | 2.7B | 2.8B | |
| Dividends Paid | 73.8M | 101.9M | 171.0M | 200.3M | 227.3M | 164.4M | |
| Investments | (211.4M) | (1.2B) | (4.2B) | 442.8M | (2.3B) | (2.4B) | |
| Net Borrowings | (406.7M) | (819.9M) | 139.7M | (173.5M) | (156.2M) | (148.4M) | |
| Change To Netincome | 190.7M | 236.4M | 300.9M | 644.6M | 741.3M | 778.4M |
Stifel Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Stifel Financial or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Stifel Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Stifel stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.11 | |
β | Beta against Dow Jones | 1.31 | |
σ | Overall volatility | 1.94 | |
Ir | Information ratio | -0.08 |
Stifel Financial Volatility Alert
Stifel Financial exhibits very low volatility with skewness of -0.57 and kurtosis of -0.3. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Stifel Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Stifel Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Stifel Financial Fundamentals Vs Peers
Comparing Stifel Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Stifel Financial's direct or indirect competition across all of the common fundamentals between Stifel Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Stifel Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Stifel Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Stifel Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Stifel Financial to competition |
| Fundamentals | Stifel Financial | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0188 | -0.14 |
| Profit Margin | 0.15 % | (1.27) % |
| Operating Margin | 0.26 % | (5.51) % |
| Current Valuation | 8.06 B | 16.62 B |
| Shares Outstanding | 103.75 M | 571.82 M |
| Shares Owned By Insiders | 3.02 % | 10.09 % |
| Shares Owned By Institutions | 86.25 % | 39.21 % |
| Number Of Shares Shorted | 1.29 M | 4.71 M |
| Price To Earning | 13.33 X | 28.72 X |
| Price To Book | 1.98 X | 9.51 X |
| Price To Sales | 2.00 X | 11.42 X |
| Revenue | 5.95 B | 9.43 B |
| Gross Profit | 4.69 B | 27.38 B |
| EBITDA | 936.84 M | 3.9 B |
| Net Income | 731.38 M | 570.98 M |
| Cash And Equivalents | 2.2 B | 2.7 B |
| Cash Per Share | 35.66 X | 5.01 X |
| Total Debt | 867.43 M | 5.32 B |
| Debt To Equity | 0.47 % | 48.70 % |
| Current Ratio | 0.87 X | 2.16 X |
| Book Value Per Share | 48.95 X | 1.93 K |
| Cash Flow From Operations | 490.44 M | 971.22 M |
| Short Ratio | 1.75 X | 4.00 X |
| Earnings Per Share | 6.25 X | 3.12 X |
| Price To Earnings To Growth | 0.85 X | 4.89 X |
| Target Price | 125.75 | |
| Number Of Employees | 8.89 K | 18.84 K |
| Beta | 1.08 | -0.15 |
| Market Capitalization | 9.89 B | 19.03 B |
| Total Asset | 39.9 B | 29.47 B |
| Retained Earnings | 3.79 B | 9.33 B |
| Annual Yield | 0.02 % |
Note: Disposition of 13000 shares by David Peacock of Stifel Financial at 79.9 subject to Rule 16b-3 [view details]
Stifel Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Stifel . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Stifel Financial Buy or Sell Advice
When is the right time to buy or sell Stifel Financial? Buying financial instruments such as Stifel Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Stifel Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide.You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Stifel Financial. If investors know Stifel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Stifel Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.516 | Dividend Share 1.68 | Earnings Share 6.25 | Revenue Per Share | Quarterly Revenue Growth 0.201 |
The market value of Stifel Financial is measured differently than its book value, which is the value of Stifel that is recorded on the company's balance sheet. Investors also form their own opinion of Stifel Financial's value that differs from its market value or its book value, called intrinsic value, which is Stifel Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Stifel Financial's market value can be influenced by many factors that don't directly affect Stifel Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Stifel Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stifel Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stifel Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.