Stifel Financial Corp Preferred Stock Performance
| SF-PC Preferred Stock | USD 23.58 0.53 2.30% |
The entity has a beta of 0.25, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Stifel Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stifel Financial is expected to be smaller as well. At this point, Stifel Financial Corp has a negative expected return of -0.0563%. Please make sure to validate Stifel Financial's treynor ratio, skewness, rate of daily change, as well as the relationship between the value at risk and accumulation distribution , to decide if Stifel Financial Corp performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Stifel Financial Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Stifel Financial is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Begin Period Cash Flow | 2.1 B |
Stifel |
Stifel Financial Relative Risk vs. Return Landscape
If you would invest 2,450 in Stifel Financial Corp on February 4, 2025 and sell it today you would lose (92.00) from holding Stifel Financial Corp or give up 3.76% of portfolio value over 90 days. Stifel Financial Corp is currently producing negative expected returns and takes up 0.9499% volatility of returns over 90 trading days. Put another way, 8% of traded preferred stocks are less volatile than Stifel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Stifel Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stifel Financial's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Stifel Financial Corp, and traders can use it to determine the average amount a Stifel Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0593
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SF-PC |
Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Stifel Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stifel Financial by adding Stifel Financial to a well-diversified portfolio.
Stifel Financial Fundamentals Growth
Stifel Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Stifel Financial, and Stifel Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stifel Preferred Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0168 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 1.66 B | ||||
| Price To Earning | 3.24 X | ||||
| Revenue | 4.33 B | ||||
| EBITDA | 1.05 B | ||||
| Cash And Equivalents | 3.78 B | ||||
| Cash Per Share | 35.66 X | ||||
| Total Debt | 1.17 B | ||||
| Debt To Equity | 0.47 % | ||||
| Book Value Per Share | 44.41 X | ||||
| Cash Flow From Operations | 1.16 B | ||||
| Earnings Per Share | 6.65 X | ||||
| Total Asset | 37.2 B | ||||
| Retained Earnings | 3.17 B | ||||
About Stifel Financial Performance
By analyzing Stifel Financial's fundamental ratios, stakeholders can gain valuable insights into Stifel Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Stifel Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Stifel Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It also participates in and manages underwritings for corporate and public finance and offers financial advisory and securities brokerage services. Stifel Financial operates under Capital Markets classification in the United States and is traded on NYQ Exchange. It employs 8509 people.Things to note about Stifel Financial Corp performance evaluation
Checking the ongoing alerts about Stifel Financial for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Stifel Financial Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stifel Financial generated a negative expected return over the last 90 days | |
| Stifel Financial Corp has accumulated 1.17 B in total debt with debt to equity ratio (D/E) of 0.47, which is about average as compared to similar companies. Stifel Financial Corp has a current ratio of 0.85, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Stifel Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Stifel Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Stifel Financial Corp sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Stifel to invest in growth at high rates of return. When we think about Stifel Financial's use of debt, we should always consider it together with cash and equity. |
- Analyzing Stifel Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stifel Financial's stock is overvalued or undervalued compared to its peers.
- Examining Stifel Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Stifel Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stifel Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Stifel Financial's preferred stock. These opinions can provide insight into Stifel Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Stifel Preferred Stock analysis
When running Stifel Financial's price analysis, check to measure Stifel Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Stifel Financial is operating at the current time. Most of Stifel Financial's value examination focuses on studying past and present price action to predict the probability of Stifel Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Stifel Financial's price. Additionally, you may evaluate how the addition of Stifel Financial to your portfolios can decrease your overall portfolio volatility.
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