Stifel
SF NYSE Investment Banking & Brokerage Financials FY2016βFY2025
Stifel's revenue rose 6.7% to $6.3 billion in fiscal 2025. Net income was $684 million, down 6.5%. Its return on equity was 11.7%, down from 13.3% a year earlier. Its efficiency ratio was 73.4%, up from 67.9% a year earlier. It paid out $245 million in dividends and buybacks. The diluted share count fell 0.8%.
About these figures. Share counts and per-share figures for earlier years are restated for a stock split (1.5-for-1), so every year is on today's share basis.
What Stifel does
No business description yet.
- Legal name
- STIFEL FINANCIAL CORP
- Fiscal year ends
- December 31, 2025
- Latest annual report
- β
- Accession Β· CIK
- 0001193125-26-067130
0000720672
Revenue and margins
Stifel had $6.3B of revenue in fiscal 2025, up 6.7% on the year before.
Net income and earnings per share
From fiscal 2016 to 2025, diluted EPS grew 27.3% a year. Loss periods are shown in red.
Returns and efficiency
For banks, return on equity and the efficiency ratio (costs as a share of revenue) say most about how well the business runs.
Dividends, buybacks and share count
Stifel returned $245M to shareholders in fiscal 2025. The diluted share count fell 0.8%.
Value Stifel yourself
Change the assumptions and see what they imply per share. These are models, not forecasts or price targets β the answer depends entirely on what you put in.
Earnings multiple
Value per share
β
Reference multiples: today 11.9x Β· peers 14.1x Β· sector 13.7x.
Balance sheet
Loans, deposits and capital at each fiscal year end.
| Fiscal year end | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Deposits | $23.3B | $27.1B | $27.3B | $29.1B | $29.8B |
| Total assets | $34.0B | $37.2B | $37.7B | $39.9B | $41.3B |
| Shareholders' equity | $5.0B | $5.3B | $5.3B | $5.7B | $6.0B |
| Goodwill | $1.3B | $1.3B | $1.4B | $1.4B | $1.5B |
| Intangible assets | $148M | $131M | $133M | $114M | $108M |
Insider trades
Open-market purchases and sales by officers, directors and 10% owners, from Form 4 filings. 'Plan' marks trades under a pre-arranged Rule 10b5-1 plan.
Bought, 12 months
$0.0M
0 insiders
Sold, 12 months
$0.4M
3 insiders
Of sales under plans
0%
$0.0M
Similar companies
Each company's latest fiscal year. Fiscal years end in different months, so periods don't line up exactly.
| Company | Market cap | Growth | Op. margin | FCF margin | ROIC | P/E | F-score | |
|---|---|---|---|---|---|---|---|---|
| Stifel SF | $7.3B | 6.7% | β | β | β | 11.9x | β | |
| Raymond James Financial RJF | $32.6B | 6.6% | β | β | β | 13.7x | β | Compare β |
| Charles Schwab SCHW | $163.9B | 22.0% | β | β | β | 16.5x | β | Compare β |
| Goldman Sachs GS | $278.1B | 8.9% | β | β | β | 13.5x | β | Compare β |
| Morgan Stanley MS | $285.7B | 14.4% | β | β | β | 14.5x | β | Compare β |
10 years of figures
US$ millions unless stated. Hover a ratio's name for its definition.
| Fiscal year | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $2.6B | $3.0B | $3.2B | $3.5B | $3.8B | $4.8B | $4.6B | $5.2B | $6.0B | $6.3B |
| Noninterest expense | $2.4B | $2.7B | $2.5B | $2.7B | $3.1B | $3.7B | $3.5B | $3.6B | $4.0B | $4.7B |
| Provision for credit losses | $17.8M | $26.0M | $19.6M | $11.0M | $33.9M | β$11.5M | $33.5M | $25.0M | $25.4M | $40.5M |
| Pretax income | $143M | $270M | $534M | $599M | $651M | $1.1B | $885M | $707M | $928M | $871M |
| Income tax | $61.1M | $86.7M | $140M | $149M | $148M | $242M | $223M | $184M | $197M | $187M |
| Net income | $81.5M | $183M | $394M | $448M | $504M | $825M | $662M | $523M | $731M | $684M |
| Net income to common | $77.6M | $174M | $385M | $431M | $476M | $789M | $625M | $485M | $694M | $647M |
| Diluted EPS | $0.67 | $1.43 | $3.15 | $3.66 | $4.16 | $6.66 | $5.32 | $4.28 | $6.25 | $5.87 |
| Diluted shares | 0.12B | 0.12B | 0.12B | 0.12B | 0.11B | 0.12B | 0.12B | 0.11B | 0.11B | 0.11B |
| Cash flow | ||||||||||
| Stock-based compensation | $186M | $141M | $101M | $102M | $108M | $119M | $136M | $140M | $154M | $164M |
| Share buybacks | $114M | $13.0M | $170M | $215M | $58.3M | $173M | $106M | $444M | $144M | $245M |
| Dividends paid | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M |
| Dividends and buybacks | $113M | $13.0M | $170M | $215M | $58.3M | $173M | $106M | $444M | $144M | $245M |
| Balance sheet | ||||||||||
| Loans, net | $5.6B | $6.9B | $8.5B | β | β | β | β | β | β | β |
| Deposits | $11.5B | $13.4B | $15.9B | $15.3B | $17.4B | $23.3B | $27.1B | $27.3B | $29.1B | $29.8B |
| Goodwill | $962M | $1.0B | $1.0B | $1.2B | $1.2B | $1.3B | $1.3B | $1.4B | $1.4B | $1.5B |
| Intangible assets | $116M | $120M | $120M | $162M | $141M | $148M | $131M | $133M | $114M | $108M |
| Total assets | $19.1B | $21.4B | $24.5B | $24.6B | $26.6B | $34.0B | $37.2B | $37.7B | $39.9B | $41.3B |
| Preferred stock | $150M | $150M | $150M | $310M | $535M | $685M | $685M | $685M | $685M | $685M |
| Shareholders' equity | $2.7B | $2.9B | $3.2B | $3.6B | $4.2B | $5.0B | $5.3B | $5.3B | $5.7B | $6.0B |
| Margins | ||||||||||
| Net margin | 3.1% | 6.1% | 12.3% | 12.8% | 13.2% | 17.3% | 14.4% | 10.1% | 12.3% | 10.8% |
| Efficiency ratio | 92.1% | 88.7% | 78.0% | 77.9% | 81.2% | 76.7% | 76.3% | 70.6% | 67.9% | 73.4% |
| Returns | ||||||||||
| Return on equity | 3.1% | 6.5% | 13.1% | 13.2% | 12.8% | 17.8% | 12.8% | 9.8% | 13.3% | 11.7% |
| Return on assets | 0.5% | 0.9% | 1.7% | 1.8% | 2.0% | 2.7% | 1.9% | 1.4% | 1.9% | 1.7% |
| Return on tangible equity | 5.1% | 11.3% | 22.5% | 22.6% | 22.0% | 29.9% | 20.6% | 15.5% | 21.1% | 17.9% |
| Growth | ||||||||||
| Revenue growth | 11.2% | 13.4% | 6.6% | 10.0% | 8.6% | 25.3% | β4.0% | 12.3% | 15.4% | 6.7% |
| Net income growth | β11.7% | 124.3% | 115.4% | 13.8% | 12.3% | 63.8% | β19.7% | β21.1% | 40.0% | β6.5% |
| EPS growth | β15.3% | 114.0% | 120.8% | 16.2% | 13.7% | 60.1% | β20.1% | β19.6% | 46.0% | β6.1% |
| Share count change | β1.3% | 4.5% | 0.4% | β3.4% | β2.8% | 3.5% | β0.8% | β3.5% | β2.2% | β0.8% |
| Financial health | ||||||||||
| Loans / deposits | 48.5% | 51.8% | 53.7% | β | β | β | β | β | β | β |
| Provision / loans | 0.4% | 0.4% | 0.3% | β | β | β | β | β | β | β |
| Capital allocation | ||||||||||
| Stock comp / revenue | 7.1% | 4.7% | 3.2% | 2.9% | 2.8% | 2.5% | 3.0% | 2.7% | 2.6% | 2.6% |
Source: SEC EDGAR XBRL filings (CIK 0000720672). Data updated October 18, 2026. Quarterly fourth quarters are the full year minus the first nine months. For information only β not investment advice. Check the original filings before relying on any figure.