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Stifel Financial Corporation 5.20% Senior Notes due 2047(SFB)Earnings, Financials & Key Ratios
SFB•NYSE
$19.85
3.4× P/E·Price updated Jun 27, 2026
AboutStifel Financial Corp. provides securities brokerage, investment banking, trading, investment advisory, and related financial services. It operates through the following segments: Global Wealth Management, Institutional Group, and Other. The Global Wealth Management segment consists of two businesses, the Private Client Group and Stifel Bancorp. The Institutional Group segment includes institutional sales and trading. The Other segment refers to interest income from stock borrowing activities, unallocated interest expense, interest income, and gains and losses from investments held. The company was founded in 1890 and is headquartered in St. Louis, MO.Show more
- EBITDA$1.16B-1.3%
- Net Income$684M-6.5%
- EPS (Diluted)5.87-6.1%
- Gross Margin84.33%+2.1%
- EBITDA Margin18.33%-7.5%
- Operating Margin16.83%-8.4%
- Net Margin10.77%-12.4%
- ROE11.95%-10.3%
SFB Price & Volume
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) stock price & volume — 10-year historical chart
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Cyclical Revenue Volatility Challenges Margin Sustainability Outlook
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial Position:Healthy
Cash Flow:Mixed
Primary Risk:Mid-market M&A cyclicality
"Stifel Financial demonstrates a resilient balance sheet with a conservative 0.38 debt-to-equity ratio, yet its operational performance remains heavily tethered to the cyclicality of institutional capital markets. While the firm achieved a notable 30.9% operating margin in 2025Q4, investors should monitor the significant fluctuations in net margins, which have ranged from 3.6% to 15.4% over the last ten quarters. Future performance appears contingent on managing the inherent lumpiness of brokerage-related cash flows and maintaining internal capital generation, as evidenced by the growth in retained earnings to $4.2 billion."
Verdict Logic
while the firm maintains a healthy 0.38 debt-to-equity ratio, the extreme volatility in operating cash flow to net income, which ranged from -3.99 to 3.43, warrants caution regarding the stability of future debt service coverage.
SFB Growth Metrics
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years10.53%
5 Years10.65%
3 Years11.49%
TTM-
Profit CAGR
10 Years22.17%
5 Years6.31%
3 Years1.08%
TTM-6.51%
EPS CAGR
10 Years22.36%
5 Years7.15%
3 Years3.36%
TTM-6%
Return on Capital
10 Years20.29%
5 Years2.89%
3 Years2.56%
Last Year2.61%
SFB Recent Earnings
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 2/9 qtrs (50%)●Beat Revenue 4/9 qtrs (100%)
Q1 2026Latest
Jan 28, 2026Metric
Actual
Est
EPS
$1.75+4.8%
$1.67
Rev
$1.6B+3.3%
$1.5B
Q4 2025
Oct 22, 2025Metric
Actual
Est
EPS
$1.92+3.8%
$1.85
Rev
$1.6B+22.5%
$1.3B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$1.42-11.8%
$1.61
Rev
$1.5B+21.3%
$1.2B
Q2 2025
Apr 23, 2025Metric
Actual
Est
EPS
$0.48-70.8%
$1.64
Rev
$1.5B+15.4%
$1.3B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Jan 28, 2026 | $1.75vs $1.67+4.8% | $1.6Bvs $1.5B+3.3% |
| Q4 2025 | Oct 22, 2025 | $1.92vs $1.85+3.8% | $1.6Bvs $1.3B+22.5% |
| Q3 2025 | Jul 30, 2025 | $1.42vs $1.61-11.8% | $1.5Bvs $1.2B+21.3% |
| Q2 2025 | Apr 23, 2025 | $0.48vs $1.64-70.8% | $1.5Bvs $1.3B+15.4% |
Based on last 9 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $19.85 | $2.02B | 3.38 | 6.72% | 10.77% | 11.95% | — | |
| $69.27 | $10.63B | 11.78 | 6.94% | 13.55% | 15.14% | — | |
| $149.94 | $29.55B | 14.56 | 7.94% | 13.13% | 16.36% | — | |
| $268.75 | $21.5B | 24.61 | 37.18% | 4.93% | 17.04% | — | |
| $138.55 | $9.57B | 22.27 | 9.55% | 16.26% | 18.57% | — | |
| $212.05 | $334.46B | 20.79 | 11.48% | 15.13% | 16.22% | — |
Compare SFB vs Peers
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SFB SEC Filings & Documents
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SFB Frequently Asked Questions
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Stifel Financial Corporation 5.20% Senior Notes due 2047's revenue?
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) reported $6.35B in revenue for fiscal year 2025.
How fast is Stifel Financial Corporation 5.20% Senior Notes due 2047 growing?
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) grew revenue by 6.7% over the past year. This is steady growth.
Is SFB profitable?
Yes, Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) is profitable, generating $683.8M in net income for fiscal year 2025 (10.8% net margin).
Dividend & Returns
What is SFB's return on equity?
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) has a return on equity (ROE) of 12.0%. This is reasonable for most industries.
What is Stifel Financial Corporation 5.20% Senior Notes due 2047's free cash flow?
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) generated $1.03B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.