Stifel Financial Corp Preferred Stock Performance
| SF-PB Preferred Stock | USD 24.68 0.05 0.20% |
Stifel Financial has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.0614, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Stifel Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stifel Financial is expected to be smaller as well. Stifel Financial Corp right now has a risk of 0.65%. Please validate Stifel Financial maximum drawdown, semi variance, and the relationship between the sortino ratio and potential upside , to decide if Stifel Financial will be following its existing price patterns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Stifel Financial Corp are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Stifel Financial is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 2.1 B |
Stifel |
Stifel Financial Relative Risk vs. Return Landscape
If you would invest 2,439 in Stifel Financial Corp on December 24, 2024 and sell it today you would earn a total of 29.00 from holding Stifel Financial Corp or generate 1.19% return on investment over 90 days. Stifel Financial Corp is currently producing 0.0215% returns and takes up 0.6523% volatility of returns over 90 trading days. Put another way, 5% of traded preferred stocks are less volatile than Stifel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stifel Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stifel Financial's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Stifel Financial Corp, and traders can use it to determine the average amount a Stifel Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0329
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Stifel Financial is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stifel Financial by adding it to a well-diversified portfolio.
Stifel Financial Fundamentals Growth
Stifel Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Stifel Financial, and Stifel Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stifel Preferred Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0218 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 2.04 B | ||||
| Shares Outstanding | 72.01 M | ||||
| Price To Earning | 5.54 X | ||||
| Price To Sales | 0.83 X | ||||
| Revenue | 4.33 B | ||||
| EBITDA | 1.18 B | ||||
| Cash And Equivalents | 2.84 B | ||||
| Cash Per Share | 40.09 X | ||||
| Total Debt | 1.17 B | ||||
| Debt To Equity | 83.30 % | ||||
| Book Value Per Share | 42.76 X | ||||
| Cash Flow From Operations | 872.09 M | ||||
| Earnings Per Share | 6.65 X | ||||
| Total Asset | 34.05 B | ||||
About Stifel Financial Performance
By analyzing Stifel Financial's fundamental ratios, stakeholders can gain valuable insights into Stifel Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Stifel Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Stifel Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, rest of Europe, and Asia. Stifel Financial Corp. was founded in 1890 and is headquartered in St. Stifel Financial operates under Capital Markets classification in USA and is traded on New York Stock Exchange. It employs 7399 people.Things to note about Stifel Financial Corp performance evaluation
Checking the ongoing alerts about Stifel Financial for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Stifel Financial Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stifel Financial has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Stifel Financial Corp has accumulated 1.17 B in total debt with debt to equity ratio (D/E) of 83.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Stifel Financial Corp has a current ratio of 0.73, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Stifel Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Stifel Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Stifel Financial Corp sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Stifel to invest in growth at high rates of return. When we think about Stifel Financial's use of debt, we should always consider it together with cash and equity. |
- Analyzing Stifel Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stifel Financial's stock is overvalued or undervalued compared to its peers.
- Examining Stifel Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Stifel Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stifel Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Stifel Financial's preferred stock. These opinions can provide insight into Stifel Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Stifel Preferred Stock analysis
When running Stifel Financial's price analysis, check to measure Stifel Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stifel Financial is operating at the current time. Most of Stifel Financial's value examination focuses on studying past and present price action to predict the probability of Stifel Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stifel Financial's price. Additionally, you may evaluate how the addition of Stifel Financial to your portfolios can decrease your overall portfolio volatility.
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