(SF) Stifel Financial - Ratings and Ratios

Stifel Financial Corp. (NYSE:SF) is a bank holding company for Stifel, Nicolaus & Company, Incorporated, offering a comprehensive suite of financial services. The firm specializes in wealth management, investment banking, and institutional brokerage, serving individual investors, corporations, municipalities, and institutions across the U.S. and globally. Its operations are divided into three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transactions and financial planning; brokerage services for equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading, and research; municipal finance services; and investment banking services such as mergers and acquisitions, public offerings, and private placements. Additionally, it offers retail and commercial banking services, including lending programs and deposit accounts. Stifel participates in and manages underwritings for corporate and public finance and provides financial advisory and securities brokerage services. Founded in 1890, the company is headquartered in Saint Louis, Missouri.

Stifel Financial Corp. has established itself as a mid-tier investment bank with a strong presence in middle-market M&A and municipal finance. Its wealth management division serves over 900,000 client accounts, with approximately $300 billion in assets under administration. The firm has expanded its capabilities through strategic acquisitions, including the purchase of Bairds private wealth management business in 2022. Stifels institutional group is known for its equity and fixed income research, covering over 1,600 companies across multiple industries. The company has also been growing its commercial banking business, offering tailored financial solutions to middle-market companies.

3-Month Forecast: Based on and , Stifel Financial Corp. (NYSE:SF) is expected to face headwinds in the near term due to macroeconomic uncertainty and elevated market volatility. The stocks technical outlook suggests resistance at the SMA 50 level of 95.65, with support at the SMA 200 level of 97.85. The ATR of 4.50 indicates moderate volatility, with potential price swings of 8-10% over the next quarter. On the fundamental side, the companys P/E ratio of 13.29 and forward P/E of 9.78 suggest undervaluation relative to peers, with potential upside driven by improving earnings visibility. The P/S ratio of 1.74 reflects reasonable valuation relative to its revenue growth prospects. However, the RoE of 12.86% indicates moderate profitability compared to industry benchmarks. Overall, Stifel is likely to remain range-bound in the short term, with potential upside driven by stronger-than-expected earnings or improving market conditions.