Stifel Financial Corp. (SF) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

SEI Investments Co.

Franklin Resources, Inc.

Raymond James Financial, Inc.

Ares Management Corp.

Ares Capital Corp.

Principal Financial Group, Inc.

Stifel Financial Corp.

Morningstar, Inc.

The Carlyle Group Inc.

Northern Trust Corp.

Corebridge Financial, Inc.

Why is Stifel Financial Corp. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 13.61%

With ROE of 12.23%, it has a fair valuation with a 1.92 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 17.27%, its profits have risen by 18.7% ; the PEG ratio of the company is 0.9

Market Beating performance in long term as well as near term

Along with generating 17.27% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Stifel Financial Corp. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Stifel Financial Corp. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Stifel Financial Corp.

12.46%

1.98

34.18%

S&P 500

14.9%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

10.64%

EBIT Growth (5y)

9.85%

EBIT to Interest (avg)

16.44

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

19.70%

Dividend Payout Ratio

31.35%

Pledged Shares

Institutional Holding

90.43%

ROCE (avg)

38.32%

ROE (avg)

13.61%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.89

EV to EBIT

8.87

EV to EBITDA

8.46

EV to Capital Employed

1.89

EV to Sales

1.78

PEG Ratio

Dividend Yield

1.16%

ROCE (Latest)

21.35%

ROE (Latest)

12.98%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

Bullish

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Mildly Bullish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

11What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 942.85 MM

DIVIDEND PER SHARE(HY)

Highest at USD 0

RAW MATERIAL COST(Y)

Fallen by -17.37% (YoY

NET SALES(Q)

Highest at USD 1,752.86 MM

PRE-TAX PROFIT(Q)

Highest at USD 348.63 MM

NET PROFIT(Q)

Highest at USD 299.32 MM

EPS(Q)

Highest at USD 2.31

-15What is not working for the Company

INTEREST COVERAGE RATIO(Q)

Lowest at 286.38

CASH AND EQV(HY)

Lowest at USD 3,216.76 MM

DEBTORS TURNOVER RATIO(HY)

Lowest at 0 times

INTEREST(Q)

Highest at USD 192.28 MM

Here's what is working for Stifel Financial Corp.

Operating Cash Flow

Highest at USD 942.85 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Dividend per share

Highest at USD 0 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Net Sales

Highest at USD 1,752.86 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Pre-Tax Profit

Highest at USD 348.63 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

Highest at USD 299.32 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

EPS

Highest at USD 2.31

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (USD)

Raw Material Cost

Fallen by -17.37% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Stifel Financial Corp.

Interest

At USD 192.28 MM has Grown at 1,019.13%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Interest Coverage Ratio

Lowest at 286.38

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Interest

Highest at USD 192.28 MM

in the last five periods and Increased by 1,019.13% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Cash and Eqv

Lowest at USD 3,216.76 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debtors Turnover Ratio

Lowest at 0 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio