SF · Stifel Financial Corp

$82.37 +1.55 (+1.92%) At close · Jul 27

Market Cap

$31.17B

378.43M

Income-statement, balance-sheet and cash-flow figures extracted from the company's SEC filings — 10-K annual and 10-Q quarterly reports — and standardised for comparison across periods.

Revenue

$6.35B +6.7%

FY2025

Net Income

$683.78M -6.5%

FY2025

Operating Margin

15.6% +1.9pp

FY2024

Diluted EPS

$3.91 -6.1%

FY2025

Operating Cash Flow

$1.12B +127.8%

FY2025

Chart any reported metric, KPI or segment over time — the full statement history lives here

Income Statement Balance Sheet Cash Flow Adjusted All Metrics

Annual Quarterly

Line Item	3Y	5Y	10Y	TTM	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018	FY2017	FY2016	FY2015	FY2014	FY2013	FY2012	FY2011	FY2010	FY2009	FY2008
Revenue	+11.4%	+10.7%	+10.3%	$6.54B	$6.35B	$5.95B	$5.16B	$4.59B	$4.78B	$3.82B	$3.51B	$3.19B	$3B	$2.64B	$2.38B	$2.25B	$2.02B	$1.63B	$1.42B	$1.4B	$1.1B	$888.85M
Interest & Dividend Income	+20.1%	+29.4%	+26.7%	$1.88B	$1.9B	$2.02B	$1.96B	$1.1B	$548.4M	$523.83M	$724.88M	$646.45M	$454.38M	$294.33M	$179.1M	$185.97M	$142.54M	$108.71M	$89.2M	$65.33M	$46.86M	$50.15M
Total Net Revenue	+8.0%	+8.1%	+9.0%	$5.75B	$5.53B	$4.97B	$4.35B	$4.39B	$4.74B	$3.75B	$3.34B	$3.02B	$2.93B	$2.58B	$2.33B	$2.21B	$1.97B	—	—	—	—	—
Rental Income	—	—	—	$5.3M	$8.5M	$25.3M	—	—	$4.9M	—	$20.9M	—	—	—	—	—	—	—	—	—	—	—
Amortization of Intangibles	+20.2%	+11.7%	+12.6%	$39.22M	$34.07M	$23.57M	$20.93M	$19.6M	$18.19M	$19.62M	$16.02M	$12.56M	$12.14M	$14.43M	$10.42M	$12.37M	$12.13M	$4.9M	$5.31M	$5.52M	$2.76M	$3.08M
Depreciation & Amortization	+6.5%	+8.4%	+5.2%	—	$61.09M	$62.4M	$60.53M	$50.62M	$45.57M	$40.86M	$38.37M	$27.9M	$32.5M	$43.15M	$36.72M	$29.28M	$33.99M	$30.07M	$28.27M	$23.84M	$23.22M	$13.95M
Operating Income	—	—	—	—	—	$928.44M	$706.69M	$885.12M	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Operating Margin	—	—	—	—	—	15.6%	13.7%	19.27%	—	—	—	—	—	—	—	—	—	—	—	—	—	—
EBITDA	—	—	—	—	—	$990.84M	$767.23M	$935.73M	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Interest Expense	+59.5%	+65.5%	+33.5%	$791.74M	$817.8M	$981.37M	$810.34M	$201.39M	$46M	$65.78M	$177.93M	$170.08M	$70.03M	$66.87M	$45.4M	$41.26M	$46.37M	$33.37M	$25.3M	$13.21M	$12.23M	$18.51M
Investment Income (Loss)	—	—	—	—	$4.73M	$88K	$460K	-$11.89M	-$3M	-$18.91M	$7.92M	-$22.78M	$2.36M	-$5.56M	-$9.26M	-$22K	-$13.32M	$45.43M	-$1.88M	$5.43M	-$14.3M	-$10.84M
Pretax Income	-0.5%	+6.0%	+19.9%	$1.13B	$871.14M	$928.44M	$706.69M	$885.12M	$1.07B	$651.16M	$599.14M	$534.36M	$269.54M	$142.58M	$141.57M	$290.79M	$185.23M	$229.75M	$138.15M	-$229K	$120.41M	$91.77M
Income Tax	-5.6%	+4.9%	+14.3%	$251.64M	$187.36M	$197.07M	$184.16M	$222.96M	$242.22M	$147.69M	$149.15M	$140.39M	$86.67M	$61.06M	$49.23M	$111.66M	$12.32M	$84.45M	$53.88M	-$2.14M	$44.62M	$36.27M
Net Income	+1.1%	+6.3%	+22.2%	$882.21M	$683.78M	$731.38M	$522.54M	$662.16M	$824.86M	$503.47M	$448.4M	$393.97M	$182.87M	$81.52M	$92.34M	$176.07M	$162.01M	$138.57M	$84.13M	$1.91M	$75.8M	$55.5M
Net Margin	—	—	—	—	10.77%	12.29%	10.13%	14.42%	17.25%	13.19%	12.76%	12.33%	6.1%	3.09%	3.88%	7.83%	8.02%	8.51%	5.93%	0.14%	6.87%	6.24%
Net Income Attributable to Noncontrolling Interests	—	—	—	—	—	—	—	—	—	—	$1.59M	—	—	—	—	—	—	—	—	—	—	—
Net Income Available to Common Stockholders	+1.1%	+6.3%	+21.5%	$844.93M	$646.5M	$694.1M	$485.26M	$624.87M	$789.27M	$476.21M	$431.08M	$384.59M	$173.5M	$77.61M	$92.34M	$176.07M	—	—	—	—	—	—
Comprehensive Income	+31.7%	+57.8%	+26.6%	—	—	—	—	—	$801.94M	$542.82M	$509.21M	$351.23M	$195.18M	$82.01M	$91.13M	$172.77M	$122.07M	$151.43M	$75.82M	$986K	$83.4M	$49.87M
EPS (Basic) USD/shares	+2.9%	+6.8%	+21.4%	—	$4.17	$4.45	$3.03	$3.83	$4.89	$2.99	$2.66	$2.38	$1.12	$0.52	$0.60	$1.18	$1.13	$1.15	$0.72	$0.02	$0.80	$1.03
EPS (Diluted) USD/shares	+3.3%	+7.1%	+22.3%	—	$3.91	$4.17	$2.85	$3.55	$4.44	$2.77	$2.44	$2.10	$0.95	$0.44	$0.52	$1.03	$0.98	$0.98	$0.60	$0.01	$0.69	$0.88
Shares Outstanding (Basic Avg) shares	-1.7%	-0.5%	+0.1%	—	155.25M	156.1M	159.99M	163.27M	161.3M	159.26M	162M	161.52M	154.26M	150.46M	154.22M	149.56M	143.03M	120.52M	117.94M	109.63M	95.5M	54.16M
Shares Outstanding (Diluted Avg) shares	-2.2%	-0.8%	-0.7%	—	165.08M	166.46M	170.18M	176.31M	177.8M	171.86M	176.82M	182.97M	182.33M	174.52M	176.75M	171.85M	165.38M	141.61M	141.88M	—	—	—

Italic rows are computed from reported lines — open a row's info icon for its formula. Values reflect the latest filing (restatements included); per-share figures on today's split basis. Click a value for its source filing. TTM: trailing twelve months through the latest reported quarter — flows sum the last four quarters, balances take the latest. 3Y/5Y/10Y columns are trailing CAGR from the newest fiscal year; blank where an endpoint is missing or negative.

Capital Returned to Shareholders

Cash spent on share repurchases and dividends per fiscal year, as reported on the cash-flow statement. Across FY2008–FY2025: $1.98B in buybacks.

Price & Valuation

Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.

Valuation

EV/Revenue

—

Peer median 13.69×

EV/EBIT

—

P/E (TTM)

16.05×

Peer median 19.95×

Peer medians compare against the 30 similar-size Capital Markets companies (of 59 listed).

Valuation over time computed as of each quarter's filing date

Revenue Breakdown

Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.

Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.

By Segment (USD)

Component	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018
Global Wealth Management	$3,536,780,000	$3,283,960,000	$3,049,962,000	$2,825,866,000	$2,598,837,000	$2,190,826,000	$2,130,559,000	$1,990,319,000
Institutional Group	$1,914,846,000	$1,592,833,000	$1,226,317,000	$1,536,017,000	$2,152,439,000	$1,583,147,000	$1,214,017,000	$1,055,495,000
All Other Segments	$78,104,000	$93,527,000	$72,665,000	$29,556,000	-$14,188,000	-$21,912,000	-$7,546,000	-$20,933,000

By Geography (USD)

Component	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018
United States	$5,196,838,000	$4,705,379,000	$4,095,476,000	$4,125,563,000	$4,332,743,000	$3,460,930,000	$3,154,285,000	$2,855,955,000
Americas	$3,492,140,000	$3,073,094,000	—	—	—	—	—	—
United Kingdom	$180,176,000	$158,810,000	$152,125,000	$192,985,000	$239,559,000	$197,859,000	$163,552,000	$156,557,000
Canada	$80,543,000	$40,536,000	$40,034,000	$29,268,000	$109,285,000	$39,893,000	$2,115,000	—
Other Countries	$72,173,000	$65,595,000	$61,309,000	$43,623,000	$55,501,000	$53,379,000	$17,078,000	$12,369,000
Other States	$54,895,000	$53,769,000	—	—	—	—	—	—

By Product & Service (USD)

Component	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020	FY2019	FY2018
Asset Management1	$1,700,345,000	$1,536,674,000	$1,299,496,000	$1,262,919,000	$1,206,516,000	$917,424,000	—	—
Investment Advisory Management And Administrative Service	$1,700,345,000	$1,536,674,000	$1,299,496,000	$1,262,919,000	$1,206,516,000	$917,424,000	$848,035,000	$806,175,000
Investment Banking	$1,250,741,000	$994,831,000	$731,255,000	$971,485,000	$1,565,381,000	$952,308,000	$817,421,000	$707,670,000
Commissions	$813,618,000	$756,024,000	$673,597,000	$710,589,000	$809,500,000	$760,627,000	$667,494,000	$657,732,000
Product And Service Other	$6,313,000	$6,447,000	$5,281,000	$5,834,000	$34,239,000	$48,529,000	—	—

Segment Operating Income

Annual operating income by business segment, as tagged in the company's own XBRL filings. Segments need not sum to the consolidated figure — corporate costs and eliminations are typically unallocated.

By Segment (USD)

Component	FY2024	FY2023	FY2022
Global Wealth Management	$1,207,942,000	$1,215,822,000	$1,067,571,000
Institutional Group	$223,400,000	$2,100,000	$254,132,000
All Other Segments	-$502,898,000	-$511,230,000	-$436,587,000

Operating Margin by Segment (%)

Component	FY2024	FY2023	FY2022
Global Wealth Management	36.8%	39.9%	37.8%
Institutional Group	14%	0.2%	16.5%
All Other Segments	-537.7%	-703.5%	-1477.2%

Key facts CIK 720672 CUSIP 860630102 13F (30d) 138 filings 137 filers Visit website Investor relations