Stifel Financial Stock Buy Hold or Sell Recommendation
SF Stock | USD 76.67 0.84 1.11% |
Allowing for the 90-day total investment horizon and your way above-average risk tolerance, our recommendation regarding Stifel Financial is 'Buy'. 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. The advice algorithm takes into account all of Stifel Financial's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Stifel Financial's buy or sell advice are summarized below:
Real Value 64.62 | Target Price 70.2 | Hype Value 76.95 | Market Value 76.67 | Naive Value 77.74 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Stifel Financial given historical horizon and risk tolerance towards Stifel Financial. When Macroaxis issues a 'buy' or 'sell' recommendation for Stifel Financial, the advice is generated through an automated system that utilizes algorithms and statistical models.
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
Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Stifel Financial Trading Alerts and Improvement Suggestions
The company reports 1.18 B 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. 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 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. | |
Stifel Financial has a strong financial position based on the latest SEC filings | |
Over 83.0% of Stifel Financial shares are owned by institutional investors | |
On 15th of March 2024 Stifel Financial paid $ 0.42 per share dividend to its current shareholders | |
Latest headline from barrons.com: Stifel Hit With 2.3 Million Penalty Over Sales of Complex Financial Products |
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 | 0.13 | Value At Risk | -2.43 | Potential Upside | 2.75 | Standard Deviation | 1.67 |
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
Have you ever been surprised when a price of an equity instrument such as Stifel Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Stifel Financial backward and forwards among themselves. Stifel Financial's institutional investor refers to the entity that pools money to purchase Stifel Financial's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Dimensional Fund Advisors, Inc. | 2023-12-31 | 2.1 M | Goldman Sachs Group Inc | 2023-12-31 | 1.8 M | Lsv Asset Management | 2023-12-31 | 1.7 M | Fuller & Thaler Asset Management Inc | 2023-12-31 | 1.7 M | Geode Capital Management, Llc | 2023-12-31 | 1.6 M | Silvercrest Asset Management Group Llc | 2023-12-31 | 1.5 M | Fisher Asset Management, Llc | 2023-12-31 | 1.4 M | Gw&k Investment Management, Llc | 2023-12-31 | 1.3 M | Bank Of New York Mellon Corp | 2023-12-31 | 1.2 M | Vanguard Group Inc | 2023-12-31 | 10.1 M | Blackrock Inc | 2023-12-31 | 9 M |
Stifel Financial Cash Flow Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Change In Cash | (795.4M) | 1.2B | (302.5M) | 79.3M | 1.3B | 1.4B | |
Free Cash Flow | 469.0M | 1.6B | 683.9M | 1.1B | 568.0M | 596.4M | |
Depreciation | 54.4M | 60.5M | 63.8M | 70.2M | 81.5M | 85.5M | |
Other Non Cash Items | 27.7M | 42.7M | 465.8M | 215.4M | 182.2M | 191.3M | |
Capital Expenditures | 157.9M | 73.4M | 188.2M | 82.3M | 52.0M | 33.9M | |
Net Income | 450.0M | 503.5M | 824.9M | 662.2M | 522.5M | 548.7M | |
End Period Cash Flow | 1.3B | 2.5B | 2.1B | 2.2B | 3.5B | 3.7B | |
Dividends Paid | 59.3M | 73.8M | 101.9M | 171.0M | (200.3M) | (190.3M) | |
Investments | (350.3M) | (211.4M) | (1.2B) | (4.2B) | 442.8M | 464.9M | |
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 NYSE Composite | -0.0003 | |
β | Beta against NYSE Composite | 1.67 | |
σ | Overall volatility | 1.48 | |
Ir | Information ratio | 0.03 |
Stifel Financial Volatility Alert
Stifel Financial has relatively low volatility with skewness of -0.02 and kurtosis of 2.02. 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 | 0.0984 | -0.31 |
Return On Asset | 0.014 | -0.14 |
Profit Margin | 0.12 % | (1.27) % |
Operating Margin | 0.19 % | (5.51) % |
Current Valuation | 5.89 B | 16.62 B |
Shares Outstanding | 102.8 M | 571.82 M |
Shares Owned By Insiders | 3.22 % | 10.09 % |
Shares Owned By Institutions | 83.45 % | 39.21 % |
Number Of Shares Shorted | 1.59 M | 4.71 M |
Price To Earning | 13.33 X | 28.72 X |
Price To Book | 1.69 X | 9.51 X |
Price To Sales | 1.80 X | 11.42 X |
Revenue | 5.16 B | 9.43 B |
Gross Profit | 4.13 B | 27.38 B |
EBITDA | 961.84 M | 3.9 B |
Net Income | 522.54 M | 570.98 M |
Cash And Equivalents | 2.2 B | 2.7 B |
Cash Per Share | 35.66 X | 5.01 X |
Total Debt | 1.18 B | 5.32 B |
Debt To Equity | 0.47 % | 48.70 % |
Current Ratio | 0.87 X | 2.16 X |
Book Value Per Share | 45.61 X | 1.93 K |
Cash Flow From Operations | 620.01 M | 971.22 M |
Short Ratio | 2.92 X | 4.00 X |
Earnings Per Share | 4.28 X | 3.12 X |
Price To Earnings To Growth | 2.30 X | 4.89 X |
Target Price | 81.83 | |
Number Of Employees | 8.89 K | 18.84 K |
Beta | 1.18 | -0.15 |
Market Capitalization | 7.8 B | 19.03 B |
Total Asset | 37.73 B | 29.47 B |
Retained Earnings | 3.4 B | 9.33 B |
Z Score | 4.33 | 8.72 |
Note: Exercise or conversion by Michael Zimmerman of 1900 shares of Stifel Financial 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.2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 1.2B | 1.2B | 1.2B | 1.2B | Total Assets | 34.0B | 37.2B | 37.7B | 39.6B |
Use Investing Ideas to Build Portfolios
In addition to having Stifel Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Online Gaming Thematic Idea Now
Online Gaming
Companies that are involved in the building and marketing of online gaming-related products. The Online Gaming theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Online Gaming Theme or any other thematic opportunities.
View All Next | Launch |
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 that the Stifel Financial information on this page should be used as a complementary analysis to other Stifel Financial's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Complementary Tools for Stifel 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.
Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
CEOs Directory Screen CEOs from public companies around the world | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |
Is Stifel Financial's industry 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 (0.04) | Dividend Share 1.44 | Earnings Share 4.28 | Revenue Per Share 40.539 | Quarterly Revenue Growth 0.026 |
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.