Previous Close | $109.20 |
AI Value | $43.22 |
Upside potential | -60% |
Stifel Financial Corp. (SF) is a diversified financial services company providing wealth management, investment banking, and institutional brokerage services. The firm operates primarily in the U.S. and Europe, serving individual investors, corporations, and institutions. Stifel has grown through strategic acquisitions, including the purchase of KBW in 2013, which strengthened its investment banking and research capabilities. The company differentiates itself through a client-focused approach, a strong middle-market investment banking presence, and a robust wealth management platform. Stifel ranks among the top 10 U.S. investment banks by deal volume in sectors like financial services and healthcare.
Focus on digital advisory tools in wealth management; no significant patent portfolio.
Stifel offers a balanced mix of wealth management stability and investment banking upside, with a strong middle-market niche. Regulatory scrutiny and banking revenue cyclicality are key risks. Valuation is reasonable relative to peers, with growth tied to advisor recruitment and capital markets activity.
Stifel 2023 10-K, Investor Presentations, FINRA enforcement actions, Bloomberg industry reports.
Historical valuation data is not available at this time.