Stifel Financial Shares Outstanding vs. Shares Owned By Insiders

SF Stock  USD 110.62  0.36  0.32%   
Taking into consideration Stifel Financial's profitability measurements, Stifel Financial's profitability may be sliding down. It has an above-average chance of reporting lower numbers next quarter. Profitability indicators assess Stifel Financial's ability to earn profits and add value for shareholders. At this time, Stifel Financial's Sales General And Administrative To Revenue is most likely to slightly decrease in the upcoming years. The Stifel Financial's current Operating Cash Flow Sales Ratio is estimated to increase to 0.12, while EV To Sales is projected to decrease to 1.00. At this time, Stifel Financial's Income Tax Expense is most likely to increase significantly in the upcoming years. The Stifel Financial's current Income Before Tax is estimated to increase to about 742 M, while Total Other Income Expense Net is forecasted to increase to (60 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.840.7985
Sufficiently Up
Slightly volatile
Net Profit Margin0.130.1218
Notably Up
Slightly volatile
Operating Profit Margin0.10.1794
Way Down
Slightly volatile
Pretax Profit Margin0.170.1647
Sufficiently Up
Slightly volatile
Return On Assets0.01230.0139
Fairly Down
Pretty Stable
Return On Equity0.06260.0987
Way Down
Slightly volatile
For Stifel Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stifel Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stifel Financial utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stifel Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stifel Financial over time as well as its relative position and ranking within its peers.
  

Stifel Financial's Revenue Breakdown by Earning Segment

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For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide.
Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Stifel Financial. If investors know Stifel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Stifel Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.577
Dividend Share
1.62
Earnings Share
5.53
Revenue Per Share
45.507
Quarterly Revenue Growth
0.178
The market value of Stifel Financial is measured differently than its book value, which is the value of Stifel that is recorded on the company's balance sheet. Investors also form their own opinion of Stifel Financial's value that differs from its market value or its book value, called intrinsic value, which is Stifel Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Stifel Financial's market value can be influenced by many factors that don't directly affect Stifel Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Stifel Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stifel Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stifel Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Stifel Financial Shares Owned By Insiders vs. Shares Outstanding Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Stifel Financial's current stock value. Our valuation model uses many indicators to compare Stifel Financial value to that of its competitors to determine the firm's financial worth.
Stifel Financial is rated second in shares outstanding category among its peers. It is rated third in shares owned by insiders category among its peers . The ratio of Shares Outstanding to Shares Owned By Insiders for Stifel Financial is about  35,294,138 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Stifel Financial by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Stifel Shares Owned By Insiders vs. Shares Outstanding

Outstanding Shares are shares of common stock of a public company that were purchased by investors after they were authorized and issued by the company to the public. Outstanding Shares are typically reported on fully diluted basis, including exotic instruments such as options, or convertibles bonds.

Stifel Financial

Shares Outstanding

 = 

Public Shares

-

Repurchased

 = 
102.35 M
Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.
Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.

Stifel Financial

Insiders Shares

 = 

Executives Shares

+

Employees

 = 
2.90 %
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.

Stifel Shares Owned By Insiders Comparison

Stifel Financial is currently under evaluation in shares owned by insiders category among its peers.

Stifel Financial Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Stifel Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stifel Financial will eventually generate negative long term returns. The profitability progress is the general direction of Stifel Financial's change in net profit over the period of time. It can combine multiple indicators of Stifel Financial, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-74.3 M-70.6 M
Operating Income769.9 M808.4 M
Net Income522.5 M548.7 M
Income Tax Expense184.2 M193.4 M
Income Before Tax706.7 M742 M
Total Other Income Expense Net-63.2 M-60 M
Net Income Applicable To Common Shares718.6 M754.5 M
Net Income From Continuing Ops536.7 M357.1 M
Net Interest Income1.2 B641.9 M
Interest Income1.9 B1.9 B
Change To Netincome741.3 M778.4 M
Net Income Per Share 4.90  5.14 
Income Quality 0.96  0.63 
Net Income Per E B T 0.74  0.42 

Stifel Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Stifel Financial. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Stifel Financial position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Stifel Financial's important profitability drivers and their relationship over time.

Use Stifel Financial in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Stifel Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Stifel Financial will appreciate offsetting losses from the drop in the long position's value.

Stifel Financial Pair Trading

Stifel Financial Pair Trading Analysis

The ability to find closely correlated positions to Stifel Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stifel Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Stifel Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Stifel Financial to buy it.
The correlation of Stifel Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Stifel Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stifel Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Stifel Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Stifel Financial position

In addition to having Stifel Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Construction Thematic Idea Now

Construction
Construction Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Construction Theme or any other thematic opportunities.
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For more detail on how to invest in Stifel Stock please use our How to Invest in Stifel Financial guide.
You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
To fully project Stifel Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stifel Financial at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Stifel Financial's income statement, its balance sheet, and the statement of cash flows.
Potential Stifel Financial investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Stifel Financial investors may work on each financial statement separately, they are all related. The changes in Stifel Financial's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Stifel Financial's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.