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Stifel Financial Corporation 5.20% Senior Notes due 2047(SFB)Earnings, Financials & Key Ratios
SFB•NYSE•Banking & Credit
$20.25
$2.06B mkt cap·3.4× P/E·Price updated May 6, 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
- Net Interest Income$1.09B
- Total Revenue$6.35B+6.7%
- Net Income$684M-6.5%
- Return on Equity11.95%-10.3%
- Net Interest Margin2.61%
- Efficiency Ratio67.51%+5.2%
- ROA1.67%-10.6%
- Equity / Assets13.84%-2.2%
- Book Value per Share52.30+2.1%
- Tangible BV/Share38.02-25.8%
- Debt/Equity0.38+1.4%
SFB Key Insights
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Strong Piotroski F-Score: 7/9
- ✓Momentum leader: RS Rating 93 (top 7%)
- ✓Well capitalized: 13.8% equity/assets
- ✓Diversified revenue: 70.0% from non-interest income
- ✓Trading at only 0.4x book value
✗Weaknesses
No significant weaknesses identified
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
SFB Price & Volume
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) stock price & volume — 10-year historical chart
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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, 2026EPS
$1.75
Est $1.67
+4.8%
Revenue
$1.6B
Est $1.5B
+3.3%
Q4 2025
Oct 22, 2025EPS
$1.92
Est $1.85
+3.8%
Revenue
$1.6B
Est $1.3B
+22.5%
Q3 2025
Jul 30, 2025EPS
$1.42
Est $1.61
-11.8%
Revenue
$1.5B
Est $1.2B
+21.3%
Q2 2025
Apr 23, 2025EPS
$0.48
Est $1.64
-70.8%
Revenue
$1.5B
Est $1.3B
+15.4%
| 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 →
SFB Peer Comparison
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) competitors in Investment Banking and Advisory — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 SF | 12.15B | 78.48 | 13.35 | 6.94% | 11.96% | 0.36 | ||
 RJF | 31.41B | 159.37 | 15.47 | 7.94% | 16.36% | 0.36 | ||
 LPLA | 26.05B | 324.88 | 29.75 | 37.18% | 18.57% | 1.36 | ||
 HLI | 10.27B | 147.23 | 25.30 | 24.81% | 20.14% | 0.20 | ||
 MS | 307.53B | 193.28 | 24.31 | 16.83% | 14.57% | 3.42 | ||
 GS | 291.19B | 937.35 | 23.12 | 17% | 12.59% | 5.06 | ||
 JEF | 10.68B | 51.75 | 18.29 | 2.93% | 7.7% | 0.17 | ||
 EVR | 13.21B | 333.42 | 23.73 | 29.49% | 29.32% | 0.50 |
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 Income Statement
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.09B |
| NII Growth % | - | - | - | - | - | - | - | - | - |
| Net Interest Margin % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 2.61% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.9B |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 817.8M |
| Loan Loss Provision | 56.79M | 164.68M | 194.21M | 130.99M | 127.95M | 274.6M | 864.66M | 1.04B | 177M |
| Non-Interest Income | 3B | 3.2B | 3.52B | 3.83B | 4.79B | 4.58B | 5.16B | 5.95B | 4.44B |
| Non-Interest Income % | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 70.01% |
| Total Revenue | 3B▲ 0% | 3.2B▲ 6.8% | 3.52B▲ 10.1% | 3.83B▲ 8.6% | 4.79B▲ 25.1% | 4.58B▼ 4.3% | 5.16B▲ 12.6% | 5.95B▲ 15.3% | 6.35B▲ 6.7% |
| Revenue Growth % | - | 6.79% | 10.12% | 8.63% | 25.15% | -4.35% | 12.63% | 15.28% | 6.72% |
| Non-Interest Expense | 2.44B | 2.35B | 2.58B | 2.93B | 3.49B | 3.3B | 3.44B | 3.82B | 4.28B |
| Efficiency Ratio | 81.44% | 73.44% | 73.22% | 76.65% | 72.82% | 72.02% | 66.66% | 64.2% | 67.51% |
| Operating Income | 499.17M▲ 0% | 685.12M▲ 37.3% | 749.1M▲ 9.3% | 762.7M▲ 1.8% | 1.17B▲ 53.9% | 1.01B▼ 14.2% | 855.38M▼ 15.0% | 1.09B▲ 27.7% | 1.07B▼ 2.2% |
| Operating Margin % | 16.66% | 21.42% | 21.26% | 19.93% | 24.51% | 21.98% | 16.58% | 18.36% | 16.83% |
| Operating Income Growth % | - | 37.25% | 9.34% | 1.82% | 53.89% | -14.21% | -15.05% | 27.68% | -2.2% |
| Pretax Income | 269.54M▲ 0% | 534.36M▲ 98.3% | 599.14M▲ 12.1% | 651.16M▲ 8.7% | 1.07B▲ 63.9% | 885.12M▼ 17.1% | 706.69M▼ 20.2% | 928.44M▲ 31.4% | 871.14M▼ 6.2% |
| Pretax Margin % | 9% | 16.7% | 17.01% | 17.02% | 22.28% | 19.32% | 13.7% | 15.61% | 13.72% |
| Income Tax | 86.67M | 140.39M | 149.15M | 147.69M | 242.22M | 222.96M | 184.16M | 197.06M | 187.36M |
| Effective Tax Rate % | 32.15% | 26.27% | 24.89% | 22.68% | 22.7% | 25.19% | 26.06% | 21.23% | 21.51% |
| Net Income | 182.87M▲ 0% | 393.97M▲ 115.4% | 448.4M▲ 13.8% | 503.47M▲ 12.3% | 824.86M▲ 63.8% | 662.15M▼ 19.7% | 522.54M▼ 21.1% | 731.38M▲ 40.0% | 683.78M▼ 6.5% |
| Net Margin % | 6.1% | 12.32% | 12.73% | 13.16% | 17.22% | 14.45% | 10.13% | 12.3% | 10.77% |
| Net Income Growth % | - | 115.43% | 13.82% | 12.28% | 63.83% | -19.73% | -21.09% | 39.97% | -6.51% |
| Net Income (Continuing) | 182.87M | 393.97M | 449.99M | 503.47M | 824.86M | 662.15M | 522.54M | 731.38M | 683.78M |
| EPS (Diluted) | 1.43▲ 0% | 3.15▲ 121.0% | 3.66▲ 16.0% | 4.16▲ 13.7% | 6.66▲ 60.2% | 5.32▼ 20.2% | 4.28▼ 19.5% | 6.25▲ 46.2% | 5.87▼ 6.1% |
| EPS Growth % | - | 120.99% | 15.99% | 13.66% | 60.21% | -20.16% | -19.55% | 46.23% | -6.15% |
| EPS (Basic) | 1.69 | 3.57 | 3.99 | 4.49 | 7.34 | 5.74 | 4.55 | 6.67 | 6.25 |
| Diluted Shares Outstanding | 121.55M | 121.98M | 117.88M | 114.57M | 118.53M | 117.54M | 113.45M | 110.97M | 110.05M |
SFB Balance Sheet
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 787.09M | 2.07B | 1.27B | 2.45B | 2.15B | 2.2B | 3.52B | 2.68B | 2.28B |
| Cash & Due from Banks | 787.09M | 2.07B | 1.27B | 2.45B | 2.15B | 2.2B | 3.52B | 2.68B | 2.28B |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 9.24B | 9.32B | 7.55B | 0 | 9.32B | 0 | 0 | 0 | 32.96B |
| Investments Growth % | - | 0.93% | -19.04% | -100% | - | -100% | - | - | - |
| Long-Term Investments | 9.24B | 9.32B | 7.55B | 0 | 9.32B | 0 | 0 | 0 | 32.96B |
| Accounts Receivables | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.71B |
| Goodwill & Intangibles | 269.66M | 284.11M | 1.36B | 0 | 1.46B | 1.52B | 0 | 0 | 1.57B |
| Goodwill | 160.04M | 164.46M | 1.19B | 0 | 1.31B | 1.33B | 0 | 0 | 0 |
| Intangible Assets | 109.63M | 119.66M | 161.77M | 0 | 148.16M | 197.84M | 0 | 0 | 1.57B |
| PP&E (Net) | 155.12M | 372.94M | 1.11B | 961.1M | 918.94M | 908.74M | 969.74M | 1B | 0 |
| Other Assets | -11.22B | -12.84B | 13.11B | -2.71B | 20.03B | 32.56B | -2.9B | -2.97B | 3.07B |
| Total Current Assets | 696.28M | 1.94B | 1.14B | 0 | 1.96B | 2.2B | 0 | 0 | 3.99B |
| Total Non-Current Assets | 20.69B | 22.58B | 23.47B | 0 | 32.09B | 35B | 0 | 0 | 37.6B |
| Total Assets | 489.7M▲ 0% | 1.76B▲ 258.5% | 24.85B▲ 1315.7% | 26.9B▲ 8.2% | 34.31B▲ 27.5% | 37.2B▲ 8.4% | 38.01B▲ 2.2% | 40.2B▲ 5.8% | 41.59B▲ 3.4% |
| Asset Growth % | - | 258.5% | 1315.72% | 8.23% | 27.54% | 8.43% | 2.19% | 5.76% | 3.45% |
| Return on Assets (ROA) | 37.34% | 35.09% | 3.37% | 1.95% | 2.7% | 1.85% | 1.39% | 1.87% | 1.67% |
| Accounts Payable | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Debt | 795.86M | 843.21M | 2.43B | 2.2B | 2.36B | 1.17B | 2.42B | 2.12B | 2.18B |
| Net Debt | 8.78M | -1.23B | 1.15B | -249.04M | 208.45M | -1.03B | -1.11B | -553.99M | -103.23M |
| Long-Term Debt | 1.08B | 576.44M | 1.03B | 1.17B | 1.17B | 1.17B | 1.18B | 676.62M | 672.44M |
| Short-Term Debt | 0 | 0 | 785.88M | 284.5M | 478.34M | 0 | 523.15M | 684.51M | 762.22M |
| Other Liabilities | -1.14B | -638.38M | -1.9B | -2.22B | -2.15B | 30.69B | -2.2B | -1.77B | 33.09B |
| Total Current Liabilities | 54.88M | 52.45M | 507.01M | 0 | 932.8M | 0 | 0 | 0 | 0 |
| Total Non-Current Liabilities | 18.03B | 20.86B | 20.43B | 0 | 28.08B | 31.87B | 0 | 0 | -5.76B |
| Total Liabilities | 10.75M | 11.17M | 21.18B | 22.66B | 29.27B | 31.87B | 32.72B | 34.51B | -5.76B |
| Total Equity | 22.97B▲ 0% | 24.83B▲ 8.1% | 3.67B▼ 85.2% | 4.24B▲ 15.5% | 5.24B▲ 23.7% | 5.33B▲ 1.6% | 5.29B▼ 0.6% | 5.69B▲ 7.4% | 5.76B▲ 1.2% |
| Equity Growth % | - | 8.12% | -85.22% | 15.5% | 23.7% | 1.62% | -0.64% | 7.41% | 1.22% |
| Equity / Assets (Capital Ratio) | 4690.36% | 1414.61% | 14.77% | 15.76% | 15.28% | 14.33% | 13.93% | 14.15% | 13.84% |
| Return on Equity (ROE) | 0.8% | 1.65% | 3.15% | 12.73% | 17.4% | 12.53% | 9.84% | 13.32% | 11.95% |
| Book Value per Share | 188.96 | 203.59 | 31.13 | 37.00 | 44.24 | 45.33 | 46.67 | 51.24 | 52.30 |
| Tangible BV per Share | 186.74 | 201.26 | 19.63 | 37.00 | 31.96 | 32.36 | 46.67 | 51.24 | 38.02 |
| Common Stock | 0 | 0 | 11.17M | 16.75M | 16.75M | 16.75M | 16.75M | 16.75M | 16.75M |
| Additional Paid-in Capital | 1.73B | 1.89B | 1.9B | 1.89B | 1.92B | 1.93B | 1.91B | 1.9B | 1.92B |
| Retained Earnings | 2.86B | 3.17B | 1.72B | 2.08B | 2.76B | 3.17B | 3.4B | 3.79B | 4.16B |
| Accumulated OCI | 2.86B | 3.2B | -11.71M | 27.64M | 4.72M | -117.96M | -74.33M | -75.64M | -17.81M |
| Treasury Stock | -39.31M | -180.86M | -319.66M | -307.74M | -351.1M | -352.48M | -636.7M | -629.52M | -786.31M |
| Preferred Stock | 1.03B | 1.37B | 310M | 535M | 685M | 685M | 685M | 685M | 685M |
SFB Cash Flow Statement
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 1.08B | 672.53M | 260.93M | 1.44B | 1.18B | 801.79M | 499.33M | 771.3M | 1.26B |
| Operating CF Growth % | - | -37.79% | -61.2% | 452.14% | -18.05% | -32.09% | -37.72% | 54.47% | 63.84% |
| Net Income | 182.87M | 393.97M | 448.4M | 503.47M | 824.86M | 662.15M | 522.54M | 731.38M | 683.78M |
| Depreciation & Amortization | 44.63M | 40.45M | 54.38M | 60.48M | 63.76M | 70.21M | 81.46M | 85.97M | 0 |
| Deferred Taxes | 118.13M | 14.25M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Cash Items | -22.64M | 219.35M | 190.73M | 236.38M | 300.94M | 346.62M | 205.72M | 252.63M | 387.49M |
| Working Capital Changes | 460.92M | -19.27M | -432.58M | 640.38M | -8.9M | -277.19M | -450.65M | -298.67M | 192.42M |
| Cash from Investing | -3.05B | -1.13B | 42.4M | -1.47B | -7.27B | -3.97B | 1.04B | -2.59B | -1.76B |
| Purchase of Investments | -3.1B | -2.22B | -1.17B | -1.72B | -4.04B | -1.53B | 0 | -3.54B | 0 |
| Sale/Maturity of Investments | 1.46B | 2.27B | 1.79B | 1.45B | 2.56B | 395.91M | 0 | 2.58B | 0 |
| Net Investment Activity | -1.64B | 42.2M | 616.23M | -265.4M | -1.48B | -1.13B | 0 | -960.93M | 0 |
| Acquisitions | -7.22M | 13.3M | -193.1M | 36.72M | 3.9M | -11.9M | -111.96M | -8.46M | 0 |
| Other Investing | -2.61B | -872.64M | -222.83M | -1.17B | -5.61B | -2.74B | 1.21B | -1.55B | -1.76B |
| Cash from Financing | 1.76B | 1.75B | -1.1B | 1.2B | 5.79B | 3.19B | -254.58M | 980.1M | 91.25M |
| Dividends Paid | -23.06M | -44.01M | -59.27M | -73.76M | -101.92M | -171.03M | -200.26M | -227.28M | 0 |
| Share Repurchases | -13M | -170.2M | -215.43M | -58.26M | -322.74M | -105.83M | -538.26M | -144.1M | -244.99M |
| Stock Issued | 0 | 0 | 154.99M | 218M | 290.89M | 0 | 0 | 0 | 0 |
| Net Stock Activity | -13M | -170.2M | -60.44M | 159.73M | -31.85M | -105.83M | -538.26M | -144.1M | -244.99M |
| Debt Issuance (Net) | 1000K | 1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Other Financing | -228.07M | -63.58M | -46.19M | -131.16M | -95.36M | -113.86M | 416.36M | -121.92M | -371M |
| Net Change in Cash | -199.08M▲ 0% | 1.28B▲ 744.1% | -795.4M▼ 162.0% | 1.18B▲ 248.1% | -302.55M▼ 125.7% | 79.34M▲ 126.2% | 1.29B▲ 1531.9% | -845.65M▼ 165.3% | -395.4M▲ 53.2% |
| Exchange Rate Effect | 7.89M | -5.69M | 4.93M | 6.86M | -3.54M | 55.05M | 5.45M | -6.03M | 10.26M |
| Cash at Beginning | 986.17M | 787.09M | 2.07B | 1.27B | 2.45B | 2.15B | 2.23B | 3.52B | 2.68B |
| Cash at End | 787.09M | 2.07B | 1.27B | 2.45B | 2.15B | 2.23B | 3.52B | 2.68B | 2.28B |
| Interest Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Income Taxes Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Free Cash Flow | 1.05B▲ 0% | 564.32M▼ 46.4% | 103.03M▼ 81.7% | 1.37B▲ 1227.1% | 992.49M▼ 27.4% | 719.47M▼ 27.5% | 447.35M▼ 37.8% | 697.51M▲ 55.9% | 1.2B▲ 72.3% |
| FCF Growth % | - | -46.4% | -81.74% | 1227.08% | -27.41% | -27.51% | -37.82% | 55.92% | 72.27% |
SFB Banking Ratios
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 1.26% | 0.8% | 1.65% | 3.15% | 12.73% | 17.4% | 12.53% | 9.84% | 13.32% | 11.95% |
| Return on Assets (ROA) | 2.04% | 37.34% | 35.09% | 3.37% | 1.95% | 2.7% | 1.85% | 1.39% | 1.87% | 1.67% |
| Net Interest Margin | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 2.61% |
| Efficiency Ratio | 12.11% | 81.44% | 73.44% | 73.22% | 76.65% | 72.82% | 72.02% | 66.66% | 64.2% | 67.51% |
| Equity / Assets | 3130.78% | 4690.36% | 1414.61% | 14.77% | 15.76% | 15.28% | 14.33% | 13.93% | 14.15% | 13.84% |
| Book Value / Share | 168.18 | 188.96 | 203.59 | 31.13 | 37 | 44.24 | 45.33 | 46.67 | 51.24 | 52.3 |
| Dividend Payout | 2.74% | 12.61% | 11.17% | 13.22% | 14.65% | 12.36% | 25.83% | 38.33% | 31.08% | - |
SFB SEC Filings & Documents
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) SEC filings — annual & quarterly reports (10-K, 10-Q)
SFB Frequently Asked Questions
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) grew revenue by 6.7% over the past year. This is steady growth.
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
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.
Industry Metrics
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) has a net interest margin (NIM) of 2.6%. NIM has been under pressure due to interest rate environment.
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) has an efficiency ratio of 67.5%. This is higher than peers, suggesting room for cost optimization.
Explore More SFB
Stifel Financial Corporation 5.20% Senior Notes due 2047 (SFB) financial analysis — history, returns, DCA and operating performance tools
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