SF · Stifel Financial Corp
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Feb 27, 2026; bars on opposite sides are not compared.
The closing range begins at the captured split on Feb 27, 2026.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Bank loans | 24.81B | second quarter 2026 | — |
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| Fee-based client assets | 239.8B | second quarter 2026 | — |
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| Non-GAAP pre-tax margin non-GAAP | 21.7% | second quarter 2026 | — |
| Recruited trailing twelve-month production | 30M | second quarter 2026 | — |
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| ROTCE non-GAAP | 23.6% | second quarter 2026 | — |
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| Total client assets | 580.1B | second quarter 2026 | — |
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| Client assets | 538.7B | 1Q 2026 | — |
| ROCE non-GAAP | 17.9% | 1Q 2026 | — |
| Financial advisors recruited | 14 | Q4 2025 | — |
| Pre-tax margin non-GAAP | 17.9% | FY 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SF
this stock
Stifel Financial Corp
|
$31.94B | — | +6.7% | 15.2 | 1.2% |
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MS
Morgan Stanley
|
$341.82B | +22.4% | +5.5% | 17.6 | 0.8% |
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GS
Goldman Sachs Group Inc
|
$302.65B | +18.3% | +8.9% | 16.0 | 2.1% |
|
SCHW
Schwab Charles Corp
|
$189.09B | +11.2% | +22.0% | 19.9 | 1.2% |
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HOOD
Robinhood Markets, Inc.
|
$85.92B | -15.5% | +51.6% | 42.3 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Feb 27, 2026; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SF | +3.0% | +11.0% | — | +3.3% | — |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +2.6% | +6.5% | — | -0.7% | — |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.