Stifel Financial (SF) Fundamental Analysis: Revenue, Earnings & Valuation

6.45 / 10

Outperform

Fundamentally, SF is rated Outperform with a 6.5/10 score. Strengths include a short operating cycle, high inventory turnover, solid quick ratio (2.19), strong asset returns and a 48% gross margin. Weaknesses are negative EPS growth and volatile operating‑revenue growth, while asset‑MV is below peers.

Analysis Checks(8/10)

Operating cycle

Value313.72

Score2/3

Weight3.66%

1M Return1.40%

Inventory turnover ratio

Value111.17

Score2/3

Weight3.74%

1M Return1.44%

Gross profit margin (%)

Value47.98

Score3/3

Weight11.77%

1M Return4.26%

Quick ratio

Value2.19

Score2/3

Weight3.67%

1M Return1.41%

Rate of return on total assets (%)

Value-6.31

Score3/3

Weight18.57%

1M Return5.73%

Annualized return on total assets (%)

Value-6.31

Score3/3

Weight18.57%

1M Return5.73%

Diluted earnings per share (YoY growth rate %)

Value-6.08

Score0/3

Weight2.20%

1M Return0.86%

Operating revenue (YoY growth rate %)

Value100.77

Score1/3

Weight3.08%

1M Return1.20%

Asset-MV

Value-0.55

Score3/3

Weight29.07%

1M Return8.67%

Current assets / Total assets (%)

Value45.90

Score3/3

Weight5.66%

1M Return2.23%

Is SF undervalued or overvalued?

SF scores 6.45/10 on fundamentals and holds a Discounted valuation at present. Backed by its 11.09% ROE, 12.37% net margin, 17.39 P/E ratio, 1.88 P/B ratio, and -6.30% earnings growth, these metrics solidify its Outperform investment rating.